Kodiak Cakes at United Markets
United Markets is a specialty independent running 1 Bay Area store, large-format at about 26,260 sq ft each.
Kodiak Cakes is a brand specializing in high-protein, whole grain breakfast foods. Their product line includes pancake and waffle mixes, flapjacks, and protein-packed breakfast items.
Kodiak Cakes isn’t on United Markets’ shelf yet. The opening: 9 categories where the shelf is already deep and the brand runs strong elsewhere.
Lead with Blueberry Oat Soft-Baked Breakfast Bars 4 Pack in Breakfast Bars.
United Markets stocks breakfast bars thinly, so a differentiated snack stands out instead of becoming the Nth option on a crowded shelf. It already earns space at 1 other Bay Area grocer.
United Markets carries protein bars in real depth, 97 SKUs against a fleet median of 47, so a new entry there is the Nth option, and its per-unit price would likely sit near the top of a crowded shelf. The more differentiated opening is breakfast bars: United Markets stocks only 8 there, so Kodiak Cakes Blueberry Oat Soft-Baked Breakfast Bars 4 Pack stands out rather than blending in. Lead with the breakfast bars, and position the protein bars as a finishing or gift item.
United Markets merchandises 9 of the 12 categories the brand sells.
no strong clean/diet signal either way.
an established national brand with proven demand.
enters a thin breakfast bars shelf as a point of difference.
The full runway
Every category Kodiak Cakes plays in across the Bay Area grocers we track, and where it stands at United Markets. Depth is the distinct SKUs the store carries there versus the fleet median, shown next to the rival brands already on that shelf.
Not here yet, but the shelf is real: a clean first door into a category the brand runs deep in.
Not here yet, but the shelf is real: a clean first door into a category the brand runs deep in.
How it prices
Where it would price in breakfast bars. Each dot is a product on the shelf, by its cost per oz (hover for which).
What to bring to land
Kodiak Cakes’ SKUs United Markets doesn’t carry yet, ordered by how many other Bay Area grocers already stock them.
Presence and depth are measured from United Markets’ current Bay Area storefront: its online catalog plus our shelf photos, a partial view. A widely-distributed brand shown as a new door may already be carried through channels we don’t index. United Markets profile →
