THE APRIL MARKETPLACE - DAIRY, DELI, BAKERY (CONT.) APRIL 2026 PERIMETER BAKERY


Perimeter bakery performance declined versus last month, falling over 1% in dollars and more than 2% in units versus last year. From the topline, perimeter breads & rolls continued to drive dollar growth but declined the most in units, while perimeter desserts declined the least in units versus last year. Morning bakery was a spotlight this month, still seeing overall declines but improved performance over last month, like due to the holiday. Perimeter bakery item unit drivers included perimeter brownies/squares/ bars, up nearly 25%, as well as muffins, tortillas/wraps/flatbreads, and cookies, further highlighting the trend for consumer indulgence balance.


April 2026 Perimeter Bakery Perimeter Bakery


Desserts/Sweet Snacks


Morning Bakery Breads & Rolls


Cakes Cookies


Pastry/Danish/ Coffee Cakes


Donuts Breads Muffins


Buns & Rolls Croissants Pies


Brownies/Squares/ Bars


Tortillas/Wraps/ Flatbreads


Bagels/Bialys Specialty Desserts $ Sales $1.7B


$ Sales % Change vs. YA


-1.2% $870.7M -2.3%


$436.6M -0.2% $379.6M


0.2%


$507.2M -2.7% $244.8M -1.8%


$159.4M -3.8% $146.2M


$140.1M $131.M


1.4% 8.0% 2.8%


$71.3M -9.1% $93.7M -3.8% $81.2M -2.6%


$40.7M 24.0% $29.9M -15.2% $34.2M


Units vs. YA


52WE 4/26/26 $ Sales % Perimeter Bakery -2.1% Perimeter Bakery -1.1%


-1.2% -3.9%


Desserts/Sweet Snacks


Morning Bakery Breads & Rolls


-2.9% Cakes 0.4% Cookies -5.3%


-1.3% Donuts -4.1% Breads 4.5% Muffins -5.1% Pies


-4.6% Buns & Rolls -1.9% Croissants 24.7%


4.4% $ Sales $22.4B $11.7B


$5.7B $5.0B


$6.5B $3.3B


Pastry/Danish/ Coffee Cakes


$2.1B $1.9B


$1.8B $1.7B $1.3B $1.3B $1.1B


Brownies/Squares/ Bars


-8.0% Bagels/Bialys 3.3%


Tortillas/Wraps/ Flatbreads


$6.8M -27.4% -11.4% Specialty Desserts


For public use Source: Circana, Integrated Fresh, Total U.S. MULO+, April 2026


12 WHAT’S IN STORE | 2026 © 2026 International Dairy Deli Bakery Association April Marketplace 263


$488.6M $452.3M $435.7M


Change vs. YA


2.7% 2.3%


4.3% 2.1%


3.4% 1.6%


3.8% 2.8%


6.2% 6.7% -1.3% -3.1% 3.1%


11.1% -3.0% 3.4%


$104.3M -26.1%


Units vs. YA


0.7% 0.7% 3.6%


-1.9% 2.7% -2.2%


3.3% 2.0%


-2.6% 6.8% -0.6% -3.0% 1.9%


7.1% -2.8% 1.5% -3.7%


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