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Grocery data, info, and hopefully a few insights

For regional and independent supermarkets who do not have a fleet of analysts at their disposal - from soft signals to hard financials

Lemons in Mesh Bag

Posts and newsletters that focus on analysis, trends, and forecasts for

  1. The grocery supply chain

  2. Food inflation

  3. U.S. grocery volume and sales trends

  4. Grocery strategy

  5. Private brand strategy

  6. Store level analytics

  7. Ecommerce trends

  8. Channel trends

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Newsletters

US Grocery Market Navigator

An in-depth Grocery Industry newsletter covering the supply chain, units, and sales. Updated monthly.

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May 2026

Grocery Earnings Navigator

Summarizes quarterly earnings transcripts, press releases, and ID sales for public US Grocery Retailers. Updated quarterly.

Newsletter tracking Company Earnings
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June 2026

CY 2026 Q1

Blog Posts

Eric Karlson
erickarlson@derivzero.com
916.406.5817

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