54�SEPTEMBER / OCTOBER 2025�ABASTO.COM FOOD INDUSTRY By Violeta Montes de Oca C onsumers are exhibiting extreme price sensitivity and awareness, a pivotal factor reshaping retail performance, as highlighted by RJ Hottovy, Head of Analytical Research at Placer.ai. During Chain Store Age – CSA’s “Retail Checkpoint” webinar, Hottovy detailed how consumers quickly respond to anticipated price increases, often by stocking up or see- king better value at alternative stores. Tis behavior was notably observed prior to recent tarif implementations, underscoring the immediate impact of pricing on purchasing decisions. Tis intensifed focus on value is signifcantly infuencing the grocery sector. Placer.ai’s data indicates a ro- bust growth trajectory for discount grocery stores and dollar stores. Lea- ding retailers such as Aldi and Trader Joe’s are at the forefront of this trend, driven by strong consumer demand for value-driven options. Te segment is also seeing a surge in innovation, including growth in private label pro- ducts and new SKUs, further catering to budget-conscious shoppers. HISPANIC MARKET RETAIL PERFORMANCE: A SHIFTING LANDSCAPE A notable trend impacting retail performance is the slight under- performance of Walmart stores in predominantly Hispanic markets. Tese stores are currently trailing Walmart’s overall national average by a couple of percentage points. While subtle, this suggests a po- tential shift in consumer purcha- sing patterns within these key de- mographics. Other retailers have also reported similar trends among their Hispanic customer bases. Te analysis indicates this trend is wi- despread, not just confned to bor- der regions, and may be linked to broader macroeconomic uncertain- ties and tarif risks. Retailers with a signifcant Hispanic audience are advised to closely monitor these evolving consumer behaviors and adapt their strategies accordingly. In a contrasting trend wi- thin the food and beverage industry, the Mexican food service category, especia- lly within Quick Service Restaurants (QSRs), is emerging as a hot trend. These Mexican QSRs are highly regarded for their in- novative value proposition, consistently delivering new and creative menu items while maintaining an excellent price point. This sector’s strong track record of blending aforda- bility with fresh, innovative oferings positions it as a leading force in the compe- titive QSR landscape. Hispanic Market, Food Service Retail Trends: Price, Mexican Food Service: Value and Innovation in QSR Trends
