The Great Disruption:

How Grocers, Clubs, and C-Stores Are Redrawing the Foodservice Map

ON DEMAND WEBINAR
Duration: 31 minutes

As economic uncertainty and value-seeking behavior reshape consumer habits in 2026, the grocery sector is facing competitive pressure from outside its traditional boundaries.

This presentation examines how established players are losing share-of-stomach to value grocers like Aldi and Trader Joe's, warehouse clubs courting younger and lower-income shoppers, and food-forward c-store leaders like Wawa, Sheetz, Buc-ee's, and Casey's.

Drawing on Placer.ai foot-traffic data, the discussion covers the bifurcation of foodservice performance, the middle-income consumer's summer 2025 breaking point, cross-shopping trends, and how industry leaders are responding through value, innovation, and new occasions.

SPEAKERS

R.J. Hottovy, CFA
Head of Analytical Research
Placer.ai

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