1:00-1:05 PM ET 
Welcome and introduction 
Ross Cloyd, Director, Retail Insights

1:05-1:30 PM ET 
Grocery and the new competitive reality
Ross Cloyd, Director, Retail Insights 

• Learn why the traditional definition of grocery no longer captures how the market is evolving.
• Explore how grocery competition is expanding across channels, formats, digital touchpoints, and meal occasions.
• Review why grocery today requires a broader view of where food trips are shifting and how retailers are competing to win them.

1:30-2:05 PM ET 
Macro forces reshaping grocery growth
Doug Hermanson, Principal Economist 

• Examine the economic, household, and food spending forces shaping grocery demand.
• Understand how value-seeking behavior, inflation pressure, and channel growth are influencing where grocery dollars may shift.
• Review what Kantar forecast data suggests about future sources of grocery growth and the implications for customer planning.

2:05-2:40 PM ET 
The grocery shopper portfolio
Julie Craig, Vice President, Shopper Insights

• Understand how shoppers are expanding their grocery retailer sets and using different retailers for different missions, needs, and occasions.
• Evaluate how affordability, convenience, and trust shape retailer choice.
• Learn how trip missions, online grocery growth, delivery, membership, and pretrip planning are changing grocery engagement.

2:40-2:50 PM ET 
BREAK 

2:50-3:20 PM ET 
Where grocery  growth is shifting in the run-up to 2030
Ross Cloyd, Director, Retail Insights 

• Connect the macro and shopper setup to where grocery trips, share, and shopper attention are shifting.
• Examine how mass, club, value, digital, regional, and specialty models are changing the competitive set for food trips.
• Understand why retailers are competing for different grocery jobs, from value and stock-up to delivery convenience, membership, loyalty, fresh authority, and local trust.

3:20-4:15 PM ET 
What's at stake as the battle for grocery intensifies
Ross Cloyd, Director, Retail Insights
Rachel Dalton, Head of Retail Insights, Americas
Karen Kelso, Vice President, Retail Insights

• Examine how Walmart, Amazon, and Costco are reshaping grocery growth through three distinct models: national value and omnichannel scale, digital convenience and delivery reach, and membership-led stock-up trust.
• Analyze why these retailers create different pressure points for traditional grocery retailers, from price perception and fulfillment to loyalty, data, and trip capture.
• Identify what brands need to do differently across mass, digital, and club grocery models.

4:15-4:30 PM ET 
Day 1 wrap-up 
Ross Cloyd, Director, Retail Insights 

1:00-1:05 PM ET 
Welcome and introduction 
Ross Cloyd, Director, Retail Insights 

1:05-1:50 PM ET 
Scaled grocery at a crossroads
Ross Cloyd, Director, Retail Insights 

• Learn how Kroger, Albertsons, and Ahold Delhaize USA are rebuilding relevance as grocery competition expands beyond traditional supermarkets.
• Understand how scaled grocers are balancing national capabilities with market-by-market execution.
• Identify where supplier partners can better align with each retailer’s strategy, shopper proposition, and growth priorities.

1:50-2:30 PM ET 
Regional grocers and the power of local relevance
Ross Cloyd, Director, Retail Insights 

• Find out why regional grocers remain powerful competitors even as national scale, digital reach, and value-led models reshape grocery.
• Explore how regional players use local relevance and shopper trust to defend trips and build differentiation.
• Discover where suppliers need to localize plans, support retailer priorities, and avoid a one-size-fits-all grocery strategy.

2:30-2:35 PM ET  
BREAK 

2:35-3:00 PM ET 
Value disruption: Simpler models, sharper price trust
Georgia Rose, Senior Insights Consultant

• Explore how Aldi, Lidl, dollar retailers, and value-led food models are reshaping price expectations and assortment strategy.
• Understand how limited assortment, private label, operational simplicity, and price trust create pressure across grocery.
• Learn how brands should rethink SKU discipline, pack architecture, price-value positioning, and complexity in value-led models.

3:00-3:25 PM ET 
Specialty grocery and lifestyle-led food retail
Simon Johnstone, Senior Director, Retail Insights 

• Explore how specialty and lifestyle-led food retailers use health, quality, discovery, curation, and differentiated assortment to win trips that mass, club, and value models do not fully own.
• Understand how Sprouts, Trader Joe’s, Whole Foods, Natural Grocers, and other specialty models shape shopper expectations beyond price and convenience.
• Learn how brands should think about innovation, premium positioning, health and wellness, functional benefits, and category discovery in specialty-led grocery models.

3:25-4:00 PM ET 
Grocery retailer models: From comparison to consumer planning
Ross Cloyd, Director, Retail Insights 

• Compare and contrast how different grocery models are winning and where they are focusing strategically.
• Identify where retailers appear advantaged, exposed, or still working to close gaps.
• Use the grocery retail planning matrix to translate those differences into sharper customer planning.

4:00-4:25 PM ET 
The new supplier planning model for grocery growth
Ross Cloyd, Director, Retail Insights 

• Translate the two-day event into practical implications for how brands plan with retailers.
• Break down why broad channel planning needs to give way to more specific retailer strategies.
• Frame the planning questions suppliers should bring to upcoming retailer planning conversations.

4:25-4:30 PM ET 
Day 2 wrap-up 
Ross Cloyd, Director, Retail Insights