Overview
- Industry sources report manufacturers have told retailers to expect new increases for 2026, with demands reportedly reaching up to 20 percent.
- Retailers express irritation and signal resistance to further hikes, and pricing in the sweets aisle is seen as heavily influenced by Aldi’s levels.
- Cocoa futures have retreated to near two‑year lows, yet shelf prices remain elevated, with official data showing strong year‑over‑year increases for chocolate products.
- Consumer groups highlight shrinkflation and recipe changes, including Milka bars reduced from 100 to 90 grams and relabeled products such as “Milk Chocolate Style Raisins.”
- Demand has weakened as shoppers balk at seasonal prices, reflected in viral social‑media complaints and reports of fewer purchases despite frequent promotions.