What's in Store 2026

THE MAY MARKETPLACE - DAIRY, DELI, BAKERY May 2026 PERIMETER BAKERY

Perimeter bakery performance improved over last month, with dollars up slightly at 0.2% growth and units declining 1.2% versus last year. The top aisles of perimeter bakery had mixed growth, with desserts/sweet snacks and morning bakery seeing large improvements over last month and growing units in May, while breads & rolls declined overall. Perimeter bakery item unit drivers for May included perimeter brownies/squares/bars, up over 23%, as well as muffins, tortillas/wraps/flatbreads, cookies, and croissants, further highlighting the trend for consumers’ indulgence during summer holidays and everyday.

May 2026 Perimeter Bakery Perimeter Bakery

Desserts/Sweet Snacks

Morning Bakery Breads & Rolls

Cakes Cookies

Pastry/Danish/ Coffee Cakes

Donuts Muffins Breads

Buns & Rolls Croissants Pies

Brownies/Squares/ Bars

Tortillas/Wraps/ Flatbreads

Bagels/Bialys Specialty Desserts $ Sales $1.8B

$ Sales % Change vs. YA

0.2% $945.1M -0.9% $446.4M 3.3%

$377.M -0.5% $555.1M -2.1% $268.4M

1.4%

$155.1M -1.2% $150.2M

$141.2M $135.0M

3.0% 9.1% 8.9%

$94.1M -6.3% $88.5M

2.7%

$68.1M -8.9% $46.3M 24.2%

$34.2M 3.7%

Units vs. YA

52WE 5/31/26 $ Sales % Perimeter Bakery $ Sales -1.2% Perimeter Bakery 0.4% 0.0% -4.2%

Desserts/Sweet Snacks

Morning Bakery Breads & Rolls

-1.9% Cakes 1.9% Cookies -3.7%

-1.5% Donuts 7.2% Breads -4.1% Muffins -5.8% Pies

0.2% Buns & Rolls -1.2% Croissants 23.1%

$24.8M -29.5% -10.7% $7.2M -25.5%

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

12 WHAT’S IN STORE | 2026 © 2026 International Dairy Deli Bakery Association May Marketplace 284 $22.6B $11.8B

$5.7B $5.1B

$6.5B $3.4B

Pastry/Danish/ Coffee Cakes

$2.1B $1.9B

$1.8B $1.7B $1.3B $1.2B $1.1B

Brownies/Squares/ Bars

4.1% Bagels/Bialys

Tortillas/Wraps/ Flatbreads

-9.4% Specialty Desserts

$502.9M $441.7M $437.3M

Change vs. YA

3.0% 2.4%

4.6% 2.8%

3.3% 2.0%

4.0% 2.7%

7.0% 7.7% -2.0% -3.7% 6.6%

14.5% -5.3% 4.4%

$101.5M -25.5%

Units vs. YA

0.8% 1.2% 3.5%

-2.0% 2.7% -1.2%

3.2% 1.6%

-2.8% 7.4% -0.4% -3.4% 2.4%

10.8% -3.7% 2.9% -3.4%

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