Retail Strategies & Supplier Insights

More sales should feel good. And usually, they do. The buyer says yes. The purchase orders come in. Production ramps. Cases move through the distribution center. Sales reports look strong. The team starts talking about expansion. Then the cash report lands. Something feels off. The supplier shipped more product than ever, but the bank balance does not match the celebration. Accounts receivable is messy. Short pays are stacking up. Deductions are sitting in portals. Freight cl

There was a time when private label mostly meant “cheaper alternative.” Not anymore. Private label sales in the U.S. reached a record $282.8 billion in 2025, and store brands grew 3.3%, nearly triple the growth rate of national brands at 1.2%. They also hit all-time highs of 21.3% dollar share and 23.5% unit share. In food and beverage specifically, private label now holds about 23% market share. That is not a side story. That is the story.

Kroger’s e-commerce story just got a lot more interesting.

In late February 2026, the headline finally flipped: Amazon reported $716.9B in 2025 revenue, edging past Walmart’s $713.2B for its most recent fiscal year. That doesn’t mean Walmart “lost.” Walmart’s online business is still growing fast (its global ecommerce sales are now $150B+ annually, with a recent quarter showing ~24% ecommerce growth).

Promotions are supposed to drive velocity. But for many suppliers, promotions also drive something else: short pays. That’s when the retailer pays less than your invoice—often tied to promotional allowances, bill-backs, scanbacks, markdown funds, or price file mismatches. And the money isn’t small.

Mid-February is when “value pressure” stops being a headline and becomes a buyer conversation. And the signals are getting louder. PepsiCo has said it plans to cut snack prices by up to 15% to boost sales—reported in recent coverage tied to slowing snack volumes and consumer price sensitivity.

The confetti falls on New Year’s. Then January hits… and your deduction report looks like a horror movie. That’s not a coincidence. Holiday returns and “excessive defectives” programs are increasingly where retailers manage their risk—and where suppliers quietly lose a lot of money.

In today's economic landscape, where uncertainties loom, and market slowdowns cast their shadow, consumer packaged goods (CPG) suppliers...