Consumers are Concered about Tariffs and Inflation
“Consumer sentiment dropped substantially in February 2025 over concern regarding inflation, tariffs, and unemployment. Consumer concern typically leads to meals moving to the home,” said Anne-Marie Roerink, president, 210 Analytics LLC, San Antonio, Texas. “The meat department generated $8.2 billion in February, up 8.8% in dollars and 4.4% in volume. Beef, chicken, and lamb all gained substantially in fresh meat. Bacon, processed chicken, and sausage drove gains in processed meat. Breakfast sausage is strengthening fast, perhaps as a substitution to eggs.
“Frozen food sales continued to show a slow and steady gain in dollars and units of about 1%,” added Roerink. “Deli prepared continued to grow with success in deli entrees and prepared meat.”