August Todd Hale James Russo Jonathan Banks Jean-Jacques Vandenheede

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1 August 20 Todd Hale James Russo Jonathan Banks Jean-Jacques Vandenheede

2 Nielsen Global Scorecard: Trips Slowing, Sales Moderate KPI Summary Global Topline: Summary of All Countries Brazil Canada China France Germany Hong Kong India Italy Chg vs. Previous Month May Jun Volume* Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Jan Feb Mar Apr May Jun Spain Taiwan United Kingdom United States Are consumers spending more per trip? Nielsen Global Consumer Confidence^

3 June Top-Line: Optimism in emerging markets US CA FR DE UK IT ES BR TW HK IN CN * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81

4 Global Confidence & Recession/Recovery Buzz

5 June 20: Global Recession Plateaus 0% to 25% 25% to 50% 50% to 75% 75% to 100% Source: NGCCI April 20 77% of global consumers believed their country was in a recession. For June 20 number stands at 71%

6 June 20: Optimism Emerging 0% to 15% 15% to 30% 30% to 45% 45% to 60% April 20, 23% of global consumers believed they will be out of a recession in a year. June 20 number increased to 26% Source: NGCCI

7 45000 While Recession Buzz Trending Lower, Global Concerns still elevated Weekly Blog Buzz Trend* across U.S., UK, Germany, Italy, Spain, Australia, New Zealand (Data covers 01/01/20 /01/20) Global recession buzz has dropped ~27% since 3/14/ Message Count Recession Global Recovery Global

8 Spike in Recessionary Buzz Driven by Western Europe United Kingdom 3000 Italy 600 Germany Message Count United States 1200 Australia/NZ 160 Spain * Blog data only, 12/28/-/01/ Recession Recovery

9 Country Highlights & Insights

10 USA Summary Shopper Frequency Continues to Slow & Spending Per Trip Turns Negative as More Retailers Reduce Prices to be More Competitive and Coupon Usage Accelerates * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81

11 Canada Summary Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Volume* Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81 Store Brands Struggling to Gain Share as National Brands continue to fuel increased promotional activity

12 France Summary Value Channels continue growth, lift in promotional sales * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81

13 Germany Summary Shift to higher growth in unit sales, dollar sales remain moderate * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81

14 UK Summary Volume sales improving Budget store brands growth slows, premium store brands return to growth Peaked in April 2006 at 101, then declined to 65 (April ). Bounced to 72 in June. * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81

15 Italy Summary Store Brands and Value Channels realizing growth, however frequency down * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81

16 Spain Summary Gain in optimism not reflected in spending as of yet * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81

17 Taiwan Summary Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Volume* Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Optimism low, declines in sales evident in most recent period Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 6/ and is benchmarked vs. the Global Confidence avg. of 82

18 Hong Kong Summary Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Volume* Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Continued rise in household and hygienic categories (e.g. Antiseptic liquid and bleach), in view of the outbreak of H1N1. increasing in-home dinning / occasions, home-consumed FMCG categories (e.g. beverages, packaged food, dishwashing detergent) benefiting. Nielsen Global Consumer Confidence^ * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 4/ and is benchmarked vs. the Global Confidence avg. of 77

19 Brazil Summary Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Volume* Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? 8 pt jump in optimism and consumers shopping more frequently driving sales Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81

20 India Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Volume* Value** Are consumers moving to Store Brands? ~ Are shoppers shifting to value channels? ~ Are retailers selling more on promotion? Are consumers shopping more frequently? ~ Consistent volume and value sales gains of +5%, rebound in optimism Are consumers spending more per trip? ~ Nielsen Global Consumer Confidence^ * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 7/ and is benchmarked vs. the Global Confidence avg. of 81

21 China Summary Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun Volume* Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? FMCG manufacturers are still reporting slower growth in their shipment numbers but the direction is now positive Nielsen Global Consumer Confidence^ * Volume defined as unit change vs. YAGO ** Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 4/ and is benchmarked vs. the Global Confidence avg. of 77

22 Contact List United States: James Russo, Todd Hale, Global: Lisa Lee, Western Europe: Jean-Jacques Vandenheede, Jonathan Banks, Canada: Carman Allison, Russia: Natalia Ignatyeva, India: Jayashree Janardhanan, Brazil: Margarita Zanella, China: Phoebe Lam, Taiwan: Cheryl Wen, Hong Kong Acky Chan, Nielsen Global Buzz: Chelsea Peters, Shobhana Srinivasan,