Private-label brands accounted for nearly 25% of all US grocery units sold in H1 2026, and continued to outperform national brands in unit share, though national brands grew faster in dollar sales.
ReadingThe steal: if you are a national brand, you cannot outrun this shift on price alone — private label will always be cheaper. Instead, you must own a distinct category position that private label cannot easily copy (flavor, format, function, sustainability claim, or cultural alignment) and price that position 10–15% above private label, not 30%. If you are a private-label brand or considering a house-brand line, this is your moment: you have unit momentum and shelf preference. Expand your assortment and SKU depth in your core category before the shelf consolidates further.
MY STASH TAKEPrivate label is winning because customers stopped believing the brand story and started reading the ingredient deck. National brands spent 30 years telling stories; private label spent one year being half the price and 95% the same. The unit momentum is structural, not cyclical. If you make a physical product and sell through grocery, you need a private-label version in your portfolio or a reason not to.
WatchWatch for national brands to launch low-priced sub-brands in the next 18 months to compete for unit share without destroying core-brand pricing.