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What the market is telling us
derivzero tracks the economic and competitive forces shaping grocery retail
The supermarket channel has lost nearly 40 share points to Walmart, Costco, Amazon, and Aldi. Price gaps are widening. Units are declining. Traditional planning models were not built for this environment.
This paper examines what changed — and what a modern planning system looks like.
Newsletters
US Grocery Market Navigator
An in-depth Grocery Industry newsletter covering the supply chain, units, and sales. Updated monthly.
Grocery Earnings Navigator
Summarizes quarterly earnings transcripts, press releases, and ID sales for public US Grocery Retailers. Updated quarterly.
May 2026
June 2026
CY 2026 Q1
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