all marketsBreakfast
San Francisco · 2 grocers · Contested

the breakfast aisle

San Francisco's breakfast aisle is a competitive shelf with clear leaders: 8 products from 5 brands across 2 grocers. kodiak owns the most shelf — 25% of SKUs, ahead of mission chocolate. The shelf leans plant-based — 50% of SKUs carry that claim. Verdict: contested — real competition, no single winner (opportunity 57/100).

8
products
5
brands
$9.10
avg price
$3.89–$14.19
typical range

Zoom in

this aisle breaks into 3 sub-categories — open one for its own shelf report.

Who owns the shelf

brands by share of the breakfast shelf.

kodiak
25% of shelf2 SKUs
mmission chocolate
25% of shelf2 SKUs
ssambazon
25% of shelf2 SKUs
jjust egg
13% of shelf1 SKU
yyo egg
13% of shelf1 SKU

How it's positioned

the claims products on this shelf lead with — share of SKUs carrying each.

Plant-Based
50%
Vegetarian
50%
Heart Health
25%
Organic
25%
Vegan
25%
Dairy-Free
13%

Brand positioning

every brand by share of shelf × price. bubble size = the brand's total reach across all aisles; color = positioning stance. top-right owns the premium end; bottom-right owns the mainstream.

scale
premium leadersmainstream leadersniche premiumvalue playersshare of shelfavg $/oz
Color:indulgentbetter-for-you
Size:total brand reach (SKUs across all aisles)
price normalized per oz (sizes vary)1 omitted (no oz size)

All stores combined. Tap a store to see who wins its shelf.

Market structure

24
low
Brand competition
how many brands compete
77
high
Variety of offers
how differentiated the shelf is
22
low
Top-brand grip
how much a few brands dominate
57
med
Launch whitespace
room for a new brand

store-brand share: 0% · scores 0–100.

More aisles

how we measure.prices & assortment are collected from public storefronts of San Franciscogrocers, deduped to distinct products, and normalized to a per-unit price from each product's parsed size. market-structure scores come from brand shares. figures update as we re-measure. full methodology →