The
Grocerant Guru® says the food marketer’s biggest competitor is no longer the
restaurant across the street. It is the consumer’s smartphone, search engine,
AI assistant, grocery deli, convenience store, and every other channel competing for the next meal.
For
years, food marketers have operated as though consumers still followed a
predictable path: breakfast, lunch, dinner; grocery store, restaurant, home.
They built annual marketing calendars around promotions, television, circulars,
loyalty programs and product launches.
That
world is disappearing.
The
status quo in food marketing is dead.
The
consumer has moved on—and the food industry needs to move with them.
The
question remains deceptively simple: “What’s for dinner?”
But
today, the consumer does not necessarily ask a spouse, look through a cookbook
or drive to the nearest restaurant to answer it. Increasingly, the answer can
come from Google, TikTok, Instagram, a retailer app, a restaurant app, a
delivery platform—or increasingly, artificial intelligence.
In
2026, FMI reports that 53% of shoppers have used AI for at least one
food-related task, including recipes, nutrition information, meal planning,
shopping lists, price comparisons and product discovery. Even more important, 84%
of shoppers can identify at least one way they would use a personal digital
assistant to help feed their families.
Read
that again.
The
food marketer is no longer simply competing for shelf space, menu share or
advertising impressions.
The
food marketer is competing to become part of the consumer's decision-making
algorithm.
The Smartphone Was Only the Beginning
The
old Grocerant Guru® premise was that the consumer's path to purchase
increasingly existed in the palm of the consumer's hand.
That
prediction has aged well—but the smartphone is no longer the end game.
In
2024, FMI reported that 37% of grocery shoppers were already using their mobile
phones to compare prices across stores, a dramatic increase from 2016. Half of
shoppers were using digital coupons, compared with 37% using physical coupons.
FMI also found that consumers were spending less time preparing dinner, with 32%
spending less than 30 minutes on dinner preparation, up from 18% in 2020.
The
message for legacy food marketers should be uncomfortable:
Consumers
have more information, more choices and less patience than ever.
And
they are not waiting for your next television campaign to tell them what to
eat.
2024: The Consumer Started Taking Control
The
evidence was already visible in 2024.
The
National Restaurant Association found that seven in 10 adults looked for deals
when ordering takeout or delivery or dining in a restaurant. Seven in 10
limited-service restaurant customers said they would be likely to use a
smartphone app to order, while eight in 10 delivery customers said they would
order through a smartphone app.
Meanwhile,
FMI found that food retailers were responding to the same consumer migration. 79%
were increasing in-store space for freshly prepared grab-and-go foods, while
81% were experimenting with in-store technology.
This
is where the traditional competitive model begins to break down.
A
supermarket is not simply competing with another supermarket.
A
restaurant is not simply competing with another restaurant.
A
convenience store is not simply competing with another convenience store.
They
are all competing for the same eating occasion.
That
is the essence of the Grocerant.
2025: The Walls Between Channels Came Down
By
2025, the food channel-blurring phenomenon was impossible to ignore.
Circana
reported that U.S. foodservice operator spending reached $357.3 billion for the
12 months ending June 2025, up 3.7% from the prior year.
But
growth wasn't simply about consumers eating more restaurant meals.
Circana
found that consumers were pursuing what it calls “pervasive value”—value that
can mean price, quality, convenience, time savings or even indulgence. Grocery
quick trips increased 8.9%, while shoppers purchased fewer items per trip.
Importantly, those trips included more perimeter purchases, including
deli-prepared and heat-and-eat meals.
And
convenience stores are becoming a much more serious competitor.
In
2025, Circana expanded its convenience-store measurement to include $15 billion
in annual sales from prepared foods, beverages and fresh products across 40
major chains.
That
is not a side business.
That
is a competitive food channel.
The
consumer doesn't care whether the meal came from a restaurant kitchen,
supermarket deli, convenience store, ghost kitchen or frozen-food aisle.
The
consumer cares whether the food solves today's problem.
2025 Also Proved That “Meal” Is No Longer a Fixed Occasion
Circana's
2025 Eating Patterns in America research analyzed more than 618 billion eating
and drinking occasions representing more than $1.7 trillion in spending.
One
of its central findings was that traditional boundaries between meals and
snacks continue to blur as consumers search for food solutions throughout the
day.
That
should terrify anyone still building marketing plans around rigid dayparts.
Breakfast
is becoming portable.
Lunch
is becoming transactional.
Dinner
is becoming modular.
Snacking
is becoming a meal.
And
a meal can be assembled from a restaurant entrée, grocery-store side dish,
convenience-store beverage and something already sitting in the freezer.
The
consumer is constructing meals.
Food
marketers are still marketing categories.
That
is the disconnect.
2026: AI Has Entered the Dinner Decision
Now
comes the really uncomfortable part.
In
January 2026, FMI reported that 53% of shoppers had already used AI for
food-related needs. Those uses include meal planning, recipes, price
comparisons, nutrition information and shopping lists.
That
means the question “What's for dinner?” has acquired a new competitor.
It
is no longer just:
“Which
brand has the best advertising?”
It
is:
“Which
brand does the AI recommend?”
That
changes everything.
Search
engine optimization becomes only one piece of the puzzle.
Food
marketers need to start thinking about AI discoverability.
Can
an AI assistant find your menu?
Can
it understand your ingredients?
Can
it identify your nutritional attributes?
Can
it see today's promotion?
Can
it compare your price?
Can
it determine that your prepared meal feeds a family of four?
Can
it tell a consumer that your store is 2.3 miles away and has dinner ready in 10
minutes?
If
the answer is no, your marketing may be invisible at the precise moment the
consumer is making the decision.
And Then There Is the Grocery Store
Here
is another uncomfortable fact.
FMI's
2026 research found that 44% of shoppers say they are having more family meals
at home than a year ago, 35% say they are cooking more often, and half say they
are eating fewer restaurant meals and ordering less takeout and delivery for
their families.
That
does not mean the restaurant is dead.
Far
from it.
It
means the definition of competition has changed.
The
grocery retailer that can provide a rotisserie chicken, prepared side dishes,
salad, dessert and beverage has effectively become a restaurant competitor.
The
restaurant that provides a family meal bundle has become a grocery competitor.
The
convenience store that delivers a hot sandwich, beverage and snack in minutes
is competing with both.
And
the frozen-food aisle is no longer merely the place consumers go when they have
“nothing else.”
FMI's
2026 Power of Frozen research found that 76% of consumers combine fresh and
frozen ingredients in the same meal, while 37% specifically use frozen foods to
reduce food waste. Ease of preparation, price and taste rank among the
category's leading purchase drivers.
The
consumer is channel agnostic.
Why
isn't the food marketer?
Legacy Marketing's Biggest Problem Isn't Technology
It
is mindset.
Too
many legacy food marketers still think the job is to create awareness.
Awareness
is no longer enough.
Consumers
can become aware of 50 products before breakfast.
They
can compare prices instantly.
They
can read reviews.
They
can watch somebody prepare the product.
They
can ask AI whether it is healthy.
They
can find a substitute.
They
can order it.
They
can have it delivered.
And
they can tell thousands of other consumers whether they liked it.
The
consumer has effectively become the media channel.
That
means marketing has moved from interruption to participation.
In
2024, the National Restaurant Association found that 76% of operators believed
technology provided a competitive edge.
By
2026, that conversation has moved well beyond ordering and payment.
It
is now about discovery, personalization, recommendation, convenience and
relevance.
The New Competitive Battlefield: The Eating Occasion
The
food industry needs to stop asking:
“Who
is our competitor?”
Start
asking:
“Who
can win this eating occasion?”
At
5:15 p.m., a family doesn't necessarily distinguish between:
·
A supermarket deli;
·
McDonald's;
·
Costco;
·
DoorDash;
·
a convenience store;
·
a frozen entrée;
·
leftovers;
·
meal kits;
·
a restaurant family bundle; or
·
an AI-generated recipe.
They
see them as solutions to the same problem.
That's
why the Grocerant is not a niche anymore.
The
Grocerant is the competitive battlefield.
The
consumer wants food that is affordable, convenient, fresh, tasty, portable,
customizable and available now.
The
winning brand will deliver the best combination of those attributes at the
exact moment the consumer is ready to buy.
Marketing's Old Calendar Is Breaking
The
old model was:
Plan
→ Advertise → Promote → Wait → Measure.
The
emerging model is:
Sense
→ Personalize → Recommend → Fulfill → Learn → Repeat.
That
is a radically different marketing system.
And
AI accelerates it.
The
2026 consumer is increasingly comfortable allowing technology to participate in
meal planning. Younger shoppers are particularly digital: FMI reports that nine
out of 10 Gen Z shoppers use at least one digital tool to plan grocery trips,
including retailer apps, search engines, AI tools and social media. Gen Z also
visits an average of 6.7 grocery retailers each month.
The
consumer isn't loyal to your channel.
The
consumer is loyal to what works.
That
distinction is enormous.
The Status Quo Is Dead
Food
marketers who continue to measure success primarily through impressions, reach,
promotional lift and store traffic are measuring yesterday's marketplace.
Tomorrow's
metrics will increasingly include:
Discovery.
Recommendation.
Conversion.
Convenience.
Frequency.
Personalization.
Eating-occasion
share.
And
perhaps most importantly:
How
often does your brand become the answer when the consumer asks, “What's for
dinner?”
That
is the new marketing question.
Not
“Did consumers see our ad?”
Not
“Did they visit our website?”
Not
even “Did they visit our store?”
Did
we become the solution?
Four Insights From the Grocerant Guru®
1. The Next Battle Is for the AI Recommendation
The
next generation of food marketing will not be fought exclusively on television,
Google search or social media.
It
will be fought inside AI-generated recommendations.
If
AI can't understand your brand, menu, value proposition, ingredients,
availability, location and customer experience, you may not exist at the moment
of decision.
The
smartest food marketers will begin optimizing not only for search engines—but
for answer engines.
2. The Eating Occasion Will Replace the Food Category
Consumers
don't wake up thinking, “I need to purchase something from the deli category.”
They
think:
“I
need dinner.”
Or
lunch.
Or
a snack.
Or
something high-protein after the gym.
Or
something the kids will actually eat.
The
future belongs to brands that market solutions to eating occasions, not
products sitting inside organizational categories.
3. Convenience Will Become a Brand Attribute
Convenience
used to mean location.
Then
it meant drive-thru.
Then
delivery.
Now
convenience means the entire journey from idea to consumption.
The
winning brand will remove friction from discovery, ordering, payment,
preparation, pickup and consumption.
The
food marketer's new question should be:
“What
friction can we eliminate next?”
4. The Grocerant Will Become the Center of Food Marketing
Strategy
Restaurants,
grocery retailers, convenience stores, manufacturers and technology companies
can continue pretending they operate in separate industries.
Consumers
don't.
The
consumer sees one enormous food marketplace.
And
the winner will be whichever brand can deliver the right food, at the right
price, through the right channel, at the right moment—with the least friction.
That
is why I believe the next decade of food marketing will be less about
protecting traditional channels and more about owning eating occasions.
The
consumer has already moved.
Now
the question is whether legacy food marketers are willing to move with them.
Remember:
success does leave clues. The problem is that some food marketers are still
looking for yesterday's clues.
—
Steven Johnson, The Grocerant Guru®
Foodservice Solutions®
The Battle is for
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