United States Cookies Market Analysis by Mordor Intelligence
The United States Cookies Market size is estimated at USD 4.33 billion in 2025, and is expected to reach USD 4.74 billion by 2030, at a CAGR of 1.83% during the forecast period (2025-2030). This measured growth trajectory reflects a maturing market where innovation and strategic positioning drive value creation rather than volume expansion. The sector's resilience stems from its ability to adapt to evolving consumer preferences while navigating regulatory complexities and supply chain pressures that have reshaped food manufacturing since 2024. Portion-controlled formats, nutrient fortification, and plant-based fat replacements attract wellness-minded consumers who still want indulgence, while gifting-oriented SKUs capitalize on seasonal demand in higher-income urban clusters. Regulatory shifts—especially the Food and Drug Administration’s revised “healthy” definition and front-of-package (FOP) labeling—raise compliance costs but simultaneously create differentiation pathways for brands ready to reformulate. Consolidation continues to reshape competition as Mars integrates Kellanova and Ferrero prepares to fold WK Kellogg into its U.S. snacking platform, heightening scale advantages in procurement, distribution, and shopper marketing. Retail channels evolve in parallel: hypermarkets remain critical for volume, yet direct-to-consumer subscriptions and e-grocery accelerate, giving premium newcomers low-barrier entry and rich consumer data pools.
Key Report Takeaways
- By product type, Bar Cookies led with 32.14% revenue share in 2024, while Sandwich and Cream-Filled Cookies are projected to post a 1.95% CAGR through 2030.
- By category, the Conventional segment held 90.11% share in 2024; Free-From/Organic products are expected to record 3.04% CAGR to 2030.
- By packaging type, Pouches commanded 61.43% share in 2024, whereas Boxes are on track for the fastest 2.33% CAGR over the outlook period.
- By distribution channel, Hypermarkets/Supermarkets controlled 35.55% of sales in 2024; Online Retailers are forecast to expand at a 2.04% CAGR by 2030.
- By geography, the South accounted for 30.12% value in 2024, but the Northeast is projected to be the fastest-growing region with a 3.25% CAGR through 2030.
United States Cookies Market Trends and Insights
Drivers Impact Analysis
| Driver | (~) % Impact on CAGR Forecast | Geographic Relevance | Impact Timeline |
|---|---|---|---|
| Rising Demand for Portion-Controlled Indulgence Snacks | +0.4% | National, with early gains in Northeast, West | Medium term (2-4 years) |
| Accelerated Urban On-the-Go Breakfast Culture in Metropolitan Hubs | +0.3% | Northeast, West metropolitan areas | Short term (≤ 2 years) |
| Fortification and Nutrient Enhancement Drive Cookies Market Growth | +0.2% | National, stronger in health-conscious regions | Long term (≥ 4 years) |
| Plant-Based Fat Reformulation driving growth | +0.2% | West Coast, Northeast urban centers | Medium term (2-4 years) |
| Direct-to-Consumer Subscription Surge for Gourmet Cookies | +0.1% | National, concentrated in high-income areas | Short term (≤ 2 years) |
| Gifting and Premiumization as Emotional Positioning | +0.1% | National, seasonal peaks in Northeast, South | Medium term (2-4 years) |
| Source: Mordor Intelligence | |||
Rising Demand for Portion-Controlled Indulgence Snacks
Consumer behavior analysis reveals a fundamental shift toward mindful consumption, where portion-controlled formats enable guilt-free indulgence without compromising health goals. This trend accelerates as urban professionals seek convenient snacking solutions that align with wellness objectives while satisfying taste preferences. The Northeast region leads this transformation, with higher disposable incomes supporting premium pricing for smaller, nutrient-dense formats. Food manufacturers respond by developing single-serve packaging and mini-cookie variants that deliver satisfying experiences within controlled caloric parameters. Campbell Soup Company's Pepperidge Farm launched limited-edition Holiday Cookie Jar Collections in 2025, featuring portion-controlled ceramic containers that reinforce mindful consumption while enhancing gift appeal. This strategic positioning captures growing consumer willingness to pay premiums for products that support lifestyle goals rather than merely satisfying hunger.
Accelerated Urban On-the-Go Breakfast Culture in Metropolitan Hubs
Metropolitan lifestyle changes drive demand for portable breakfast alternatives, with cookies increasingly substituting traditional morning meals among time-constrained consumers. This behavioral shift proves particularly pronounced in Northeast and West Coast urban centers, where commute patterns and work schedules prioritize convenience over conventional meal structures. The trend gains momentum as remote work arrangements create flexible eating schedules that blur traditional meal boundaries. Cookie manufacturers capitalize by developing breakfast-specific variants featuring whole grains, protein enhancement, and reduced sugar content that appeal to health-conscious morning consumers. Mondelēz International's expansion of Oreo product lines in 2025 includes breakfast-positioned variants designed for morning consumption occasions. This strategic repositioning transforms cookies from afternoon snacks into legitimate breakfast options, expanding consumption occasions and driving incremental volume growth.
Fortification and Nutrient Enhancement Drive Cookies Market Growth
Nutritional fortification emerges as a key differentiation strategy, with manufacturers incorporating functional ingredients to transform cookies from indulgent treats into beneficial snacks. This approach addresses consumer demand for products that deliver both pleasure and nutritional value, particularly among health-conscious demographics. Protein enhancement, fiber supplementation, and vitamin fortification become standard features in premium cookie segments, enabling manufacturers to command higher margins while meeting evolving consumer expectations. The trend accelerates as FDA's updated "healthy" claim definitions create clearer pathways for positioning fortified products as nutritious options. Regulatory compliance frameworks under the Food Safety Modernization Act require enhanced documentation of nutritional claims, driving investment in quality assurance systems that support fortification strategies. This regulatory influence creates barriers for smaller manufacturers while enabling established players to leverage compliance capabilities as competitive advantages.
Plant-Based Fat Reformulation driving growth
Ingredient innovation focuses on plant-based fat alternatives that maintain taste and texture while appealing to environmentally conscious consumers. This reformulation trend gains traction as sustainability concerns influence purchasing decisions, particularly among younger demographics in urban markets. Manufacturers invest in research and development to identify plant-based fats that deliver comparable sensory experiences to traditional butter and shortening formulations. The West Coast leads adoption of plant-based reformulated products, driven by higher environmental awareness and willingness to pay premiums for sustainable alternatives. Ferrero North America's 2025 product innovations include reformulated variants using plant-based ingredients, reflecting industry-wide commitment to sustainable sourcing. Supply chain considerations become critical as manufacturers secure reliable sources of plant-based fats while managing cost implications and maintaining product quality standards.
Restraints Impact Analysis
| Restraint | (~) % Impact on CAGR Forecast | Geographic Relevance | Impact Timeline |
|---|---|---|---|
| Fluctuating Raw Material Costs Impact Cookie Production Margins | -0.3% | National, acute in manufacturing hubs | Short term (≤ 2 years) |
| Increased HFSS Regulations Create Market Challenges | -0.2% | National, stricter enforcement in progressive states | Medium term (2-4 years) |
| Food Safety Compliance Requirements | -0.1% | National, higher impact on smaller manufacturers | Long term (≥ 4 years) |
| Growing Market Share of Alternative Snacking Options | -0.1% | National, concentrated in health-conscious demographics | Medium term (2-4 years) |
| Source: Mordor Intelligence | |||
Fluctuating Raw Material Costs Impact Cookie Production Margins
Commodity price volatility creates significant margin pressure for cookie manufacturers, with wheat, sugar, and cocoa experiencing substantial fluctuations throughout 2024 and 2025. The World Bank forecasts wheat prices declining to USD 265 in 2025, providing some relief from previous highs, yet cocoa shortages drive prices up 30% in December 2024 due to 14% global production decline [1]Source: World Bank Group, "Global Commodity Prices Level Off, Hurting Prospects for Lower Inflation", worldbank.org. These input cost pressures force manufacturers to implement dynamic pricing strategies while managing consumer price sensitivity. Smaller manufacturers face disproportionate impact due to limited hedging capabilities and reduced negotiating power with suppliers. The pistachio shortage, driven by viral Dubai chocolate trends, exemplifies how social media can create unexpected supply chain disruptions, with prices increasing 35% from USD 7.65 to USD 10.30 per pound. Manufacturing efficiency improvements and ingredient substitution strategies become critical for maintaining profitability amid volatile input costs.
Increased HFSS Regulations Create Market Challenges
High Fat, Salt, Sugar (HFSS) regulations intensify across multiple jurisdictions, creating compliance complexity and reformulation requirements that strain development resources. The FDA's front-of-package nutrition labeling proposal mandates "Nutrition Info" boxes highlighting saturated fat, sodium, and added sugars, with implementation costs estimated at USD 3.2 billion over 10 years. State-level initiatives compound regulatory complexity, with West Virginia banning synthetic dyes and Virginia prohibiting artificial additives in school meals, creating patchwork compliance requirements. These regulations limit marketing flexibility for traditional cookie formulations while creating opportunities for reformulated products that meet stricter nutritional criteria. Manufacturers invest heavily in reformulation research to maintain taste profiles while reducing HFSS content, often requiring multiple product iterations and extended development timelines that delay market entry.
Segment Analysis
By Product Type: Bar Cookies Lead Through Convenience Innovation
Bar Cookies command 32.14% market share in 2024, leveraging superior portability and extended shelf life that align with on-the-go consumption trends. Their rectangular format enables efficient packaging and portion control, making them ideal for single-serve applications and subscription box inclusion. Sandwich and Cream-Filled Cookies emerge as the fastest-growing segment at 1.95% CAGR through 2030, driven by flavor innovation and premium positioning strategies that command higher margins. Molded/Drop Cookies maintain steady performance through traditional appeal and manufacturing efficiency, while Wafer and Rolled Cookies benefit from texture differentiation and international flavor influences.
Mondelēz International's strategic collaborations exemplify innovation within this segmentation, launching Oreo Reese's Cookies and Oreo Sour Patch Kids variants that blur category boundaries and expand consumption occasions. Butter/Shortbread and Plain varieties face pressure from health-conscious trends yet retain loyal consumer bases in traditional markets. The "Others" category encompasses emerging formats like protein-enhanced cookies and gluten-free alternatives that capture niche but growing market segments. Manufacturing automation enables cost-effective production of diverse formats, with AI-powered quality control systems reducing defect rates and improving consistency across product types.
Note: Segment shares of all individual segments available upon report purchase
By Category: Conventional Dominance Faces Organic Acceleration
The Conventional segment maintains overwhelming dominance at 90.11% market share in 2024, reflecting established consumer preferences and price sensitivity that favor traditional formulations. However, the Free-From/Organic category's 3.04% CAGR through 2030 signals accelerating consumer migration toward clean-label alternatives, driven by health consciousness and environmental concerns. This growth trajectory suggests conventional products may face increasing pressure as organic alternatives achieve price parity through scale economies and supply chain optimization.
USDA organic certification requirements create compliance complexity but enable premium pricing that attracts manufacturers seeking margin expansion [2]Source: USDA National Organic Program, "USDA organic certification requirements", ams.usda.gov. Organic cookie production faces challenges in sourcing certified ingredients at scale, particularly for specialty items like organic chocolate chips and natural flavoring compounds. Free-from variants targeting gluten-free, dairy-free, and allergen-free segments capture growing consumer segments with specific dietary requirements. Flowers Foods' USD 795 million acquisition of Simple Mills in 2025 demonstrates strategic commitment to the better-for-you category, leveraging Simple Mills' expertise in premium crackers, cookies, and baking mixes.
By Packaging Type: Pouches Dominate Through Freshness Advantage
Pouches capture 61.43% market share in 2024, offering superior moisture protection and resealability that extends product freshness and enhances consumer convenience. Their flexible format enables efficient shipping and storage while supporting portion control messaging that appeals to health-conscious consumers. Boxes experience the fastest growth at 2.33% CAGR, driven by gifting applications and premium positioning that justify higher price points through enhanced presentation value.
The FDA's phase-out of PFAS-containing food contact materials by June 2025 forces packaging innovation toward alternative barrier technologies that maintain freshness without environmental concerns [3]Source: U.S. Food and Drug Administration, "FDA Determines Authorization for 35 Food Contact Notifications Related to PFAS Are No Longer Effective", fda.gov. "Others" packaging formats including canisters, tins, and jars serve niche applications like gift sets and bulk purchases, often commanding premium pricing through enhanced perceived value. Sustainable packaging initiatives drive investment in biodegradable and recyclable materials, with manufacturers balancing environmental benefits against cost implications and performance requirements. Campbell Soup Company's Pepperidge Farm Holiday Cookie Jar Collection exemplifies premium packaging strategies that transform functional containers into collectible items.
Note: Segment shares of all individual segments available upon report purchase
By Distribution Channel: Hypermarkets Lead While Online Accelerates
Hypermarkets and Supermarkets maintain the largest distribution share at 35.55% in 2024, leveraging extensive shelf space and impulse purchase opportunities that drive volume sales. Their scale enables promotional activities and cross-merchandising strategies that increase basket size and brand visibility. Online Retailers emerge as the fastest-growing channel at 2.04% CAGR, reflecting accelerated e-commerce adoption and direct-to-consumer strategies that enable premium pricing and customer relationship building.
Convenience Stores benefit from location advantages and impulse purchasing behavior, particularly for single-serve formats and on-the-go consumption occasions. Specialist Retailers serve niche markets with curated selections and expert recommendations that support premium positioning and brand education. The "Other Distribution Channels" category encompasses vending machines, foodservice, and institutional sales that provide steady volume but limited growth potential. J.M. Smucker's strategic focus on expanding Uncrustables into convenience store channels demonstrates the importance of channel diversification for growth. E-commerce growth accelerates through subscription models and direct-to-consumer platforms that enable personalized offerings and higher margins while building customer loyalty through convenience and customization.
Geography Analysis
The South region's market leadership at 30.12% share in 2024 reflects deep-rooted cultural preferences for traditional sweet treats and established retail relationships that facilitate broad distribution. Southern consumers demonstrate strong brand loyalty and price sensitivity, creating opportunities for value-positioned products and family-size packaging formats. The region's demographic profile, including higher rates of snacking and comfort food consumption, supports sustained demand for conventional cookie formulations. Manufacturing presence in the South benefits from lower labor costs and proximity to agricultural inputs, enabling competitive pricing strategies that maintain market share against emerging alternatives.
The Northeast emerges as the growth leader with 3.25% CAGR through 2030, driven by urbanization trends and higher disposable incomes that support premium positioning and innovative product formats. Metropolitan areas like New York, Boston, and Philadelphia create demand for portion-controlled, health-conscious, and artisanal cookie options that command higher margins. The region's food processing infrastructure, representing 15% of national workforce in food processing and distribution, enables efficient supply chain management and rapid product innovation cycles. Direct-to-consumer subscription models gain traction in Northeast urban markets, where convenience and customization justify premium pricing for gourmet cookie deliveries.
The Midwest and West regions contribute balanced growth through distinct consumer preferences and market dynamics. Midwest markets emphasize value and tradition, supporting steady demand for established brands and family-oriented packaging formats. West Coast consumers drive innovation adoption, particularly for plant-based, organic, and sustainably packaged products that align with environmental consciousness. California's agricultural output provides ingredient sourcing advantages for manufacturers, while tech-savvy consumers embrace e-commerce channels and subscription services. Regional regulatory variations, including California's food additive restrictions and state-specific labeling requirements, create compliance complexity that favors larger manufacturers with dedicated regulatory resources over smaller regional players.
Competitive Landscape
The United States cookies market exhibits moderate concentration, enabling both established multinational corporations and emerging niche players to compete effectively across different segments and price points. This fragmentation creates opportunities for strategic positioning through innovation, premium positioning, and channel specialization rather than pure scale advantages. Some of the significant market players include General Mills Inc., Mondelēz International, Ferrero Group, Mckee Foods Corporation, and The Campbell Soup Company, among others.
Major consolidation activities reshape competitive dynamics, with Mars' USD 35.9 billion Kellanova acquisition and Ferrero's USD 3.1 billion WK Kellogg purchase creating enhanced scale and portfolio breadth that enables cross-selling and operational synergies. Technology adoption becomes a key differentiator, with AI-powered manufacturing systems enabling quality control improvements, predictive maintenance, and demand forecasting that reduce costs and improve customer satisfaction. Strategic partnerships and co-branding initiatives create white-space opportunities, exemplified by Mondelēz's collaborations with Coca-Cola, Reese's, and Sour Patch Kids that expand consumption occasions and attract new customer segments.
Emerging disruptors focus on direct-to-consumer models, clean-label formulations, and subscription services that bypass traditional retail channels while building customer loyalty through personalization and convenience. FDA compliance requirements under the Food Safety Modernization Act create competitive advantages for companies with established quality systems and regulatory expertise, particularly as FSMA Rule 204 traceability requirements take effect in January 2026.
United States Cookies Industry Leaders
-
General Mills Inc.
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Mondelēz International
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Ferrero Group
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Mckee Foods Corporation
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The Campbell Soup Company
- *Disclaimer: Major Players sorted in no particular order
Recent Industry Developments
- JUL 2025: Mondelēz International and Hershey teamed up to launch two innovative products: the Oreo Reese's Cookie and the Reese's Oreo Cup. The Oreo Reese's Cookie boasts classic Oreo chocolate sandwich cookies, are infused with Reese's signature peanut buttery creme and sprinkled with Oreo cookie crumbs. On the other hand, the Reese's Oreo Cup merges milk chocolate and white creme peanut butter cups, also adorned with Oreo cookie crumbs.
- May 2025: Pillsbury unveiled its latest offering, 'Pillsbury BIG COOKIES', a line of refrigerated cookie dough designed for fresh, bakery-style cookies at home. These 'BIG COOKIES' are over three times the size of Pillsbury's classic cookies, boast a rich flavor, and bake in just 17-21 minutes. The new lineup introduces three delectable varieties, each available in convenient six-count packs.
- April 2025: Mondelez International, Inc. steered its Tate’s Bake Shop brand into uncharted territory with the introduction of Soft Baked cookies. This launch was a first for Tate’s Bake Shop, a brand traditionally celebrated for its thin and crispy cookies.
United States Cookies Market Report Scope
A cookie could be a sweet biscuit with a reasonably soft, chewy texture and typically containing pieces of chocolate or fruit. The US cookies market is segmented by product type into filled biscuits, chocolate-coated biscuits, cookies, sandwich biscuits, plain biscuits, and other product types. Other cookies include traditional cookies, seasonal cookies, etc. By category, the market is segmented into conventional and better-for-you categories. The better-for-you category is sub-segmented into low-calorie, cholesterol-free, gluten-free, organic, and other categories. By distribution channel, the market is segmented into supermarkets/hypermarkets, convenience stores, specialist retailers, online retailers, and other distribution channels. For each segment, the market sizing and forecast have been done on the basis of value (in USD million).
| Bar Cookies |
| Molded/Drop Cookies |
| Sandwich and Cream-Filled Cookies |
| Wafer and Rolled Cookies |
| Butter/Shortbread and Plain |
| Others |
| Conventional |
| Free-From/Organic |
| Pouches |
| Boxes |
| Others |
| Hypermarkets/Supermarkets |
| Convenience Stores |
| Specialist Retailers |
| Online Retailers |
| Other Distribution Channels |
| Northeast |
| Midwest |
| South |
| West |
| By Product Type | Bar Cookies |
| Molded/Drop Cookies | |
| Sandwich and Cream-Filled Cookies | |
| Wafer and Rolled Cookies | |
| Butter/Shortbread and Plain | |
| Others | |
| By Category | Conventional |
| Free-From/Organic | |
| By Packaging Type | Pouches |
| Boxes | |
| Others | |
| By Distribution Channel | Hypermarkets/Supermarkets |
| Convenience Stores | |
| Specialist Retailers | |
| Online Retailers | |
| Other Distribution Channels | |
| By Geography | Northeast |
| Midwest | |
| South | |
| West |
Key Questions Answered in the Report
What is the projected value of the United States cookies market in 2030?
It is expected to reach USD 4.74 billion, advancing at a 1.83% CAGR from 2025.
Which product segment is growing fastest in U.S. cookies?
Sandwich and Cream-Filled Cookies are projected to post the quickest 1.95% CAGR through 2030.
Why are boxes gaining popularity as a packaging format?
Gift-oriented purchases and premium positioning drive a 2.33% CAGR for boxes, even as pouches retain the bulk of sales.
Which region shows the strongest growth outlook?
The Northeast is set for the fastest 3.25% CAGR owing to higher incomes and premium product uptake.
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