Per Food Navigator, private-label brands accounted for nearly a quarter of all US grocery units sold in the first half of 2026, continuing to outpace national brands in unit volume while national brands still lead in dollar sales.
ReadingThe steal: if you're a national brand trying to compete on shelf space, you're losing a volume war you can't win. Instead, own a sub-category or a use-case where you're not directly competing with private label — premium positioning, functional differentiation (better protein, less sugar), or artist/influencer collab that private label can't replicate. The shelf is shrinking for generic national brands; it's expanding for brands that own a reason to exist.
MY STASH TAKEThis is a watch item, not a playbook yet, but it's loud. Private label used to be the budget aisle. Now it's nearly a quarter of all units, which means the margin squeeze on mid-tier national brands is real. If you're a physical product brand and you don't have a clear differentiation story (better ingredient, faster shipping, owned by someone famous, made locally), you're in the private-label zone and losing. Start there.
WatchWatch for a national brand to publicly cede market share to private label and instead focus on a premium or niche positioning — that's the moment the shift becomes real to the market.