Niq Global Intelligence Plc · NYSE:NIQ

Niq Global Intelligence — NIQ WDL APAC's Next Growth Wave Webinar (2026)

73 slides from Niq Global Intelligence's conference presentation, Oct 1, 2026

Slide 2: Today's presenters and ground rules
Today’s presenters and ground rules Craig Houliston Regan Leggett APAC Customer Success & Insights Global Customer Success & Foresight Confidential and proprietary © 2026 Nielsen Consumer LLC. All Rights Reserved. 2
Slide 3: Today's agenda to help you win tomorrow
Today’s agenda to help you win tomorrow What's driving APAC’s growth now and in the What's driving APAC’s growth now and in the future? future? The rising risingconsumer consumerclass class and and their their polarising polarising predicament predicament What's really What's reallyworrying worrying
Slide 4: What's driving APAC's FMCG growth now and in the future?
What’s driving APAC’s FMCG growth now and in the future? © 2026 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary
Slide 5: World Data Lab: $37tn
Av WORLD DATA LAB 37tn NIQ iv WORLD DATA LAB
Slide 6: World Data Lab: +$17tn
Av WORLD DATA LAB +$17tn NIQ iv WORLD DATA LAB
Slide 7: Asia Pacific overtakes North America as the world's biggest consumer market
Asia Pacific overtakes North America as the world's biggest consumer market CONSUMER SPENDING TODAY, $20tn $23tn $17tn $71tn IN 2036, $37tn $35tn $24tn $114tn Asia Pacific North America Europe Latin America Middle East and North Africa 6.2% a year 4.2% a year 3.7% a year Africa $5.3tn to $8.5tn $3.5
Slide 8: Asia Pacific's 2027 growth is real growth, not the exchange rate
Asia Pacific's 2027 growth is real growth, not the exchange rate it grows 6.2%, 3.8 points of it real: people buying more, and trading up 2027 Real Inflation Currency Real share growth volume and trading up prices against the dollar of the growth Asia Pacific +6.2% +3.8% +2.9% -0.5% 62% India +10.3%
Slide 9: Half of the world's twenty fastest-growing markets are in Asia Pacific
Half of the world's twenty fastest-growing markets are in Asia Pacific MARKET 2026 2036 GROWTH A YEAR MARKET 2026 2036 GROWTH A YEAR 1 India $2.7tn $6.7tn 9.6% 11 Kenya $116bn $224bn 6.8% 2 Philippines $393bn $916bn 8.8% 12 Pakistan $365bn $704bn 6.8% 3 Uzbekistan $108bn $240bn 8.3% 13 Malaysia $317
Slide 10: Four in five of the world's new consumers this year are Asian
Four in five of the world's new consumers this year are Asian JOINING THE CONSUMER CLASS IN 2026 ASIA PACIFIC'S TOP SEVEN Europe 0.2m 40.4m 22.3m North America 1.6m Rest of the world, 20% 28.5m 88.4m Asia Pacific, 79% 5.4m 3.8m 3.4m 2.7m 2.1m CONSUMER CLASS India China Indonesia Vietnam Bangladesh P
Slide 11: Retail and retail grow share of the wallet by 2036
Retail is what people buy in shops and online, $8 trillion and retail grow share of the wallet by 2036 RETAIL $7.9tn EVERYTHING ELSE $12tn $930bn $700bn $4.2tn Clothing and footwear Home and furnishings $4.1tn $2.3tn $1.5tn Groceries Housing and utilities Cars, fuel and fares Restaurants and hotels
Slide 12: Strategize to leverage the tailwinds and circumvent the headwinds across the region
Strategize to leverage the tailwinds and circumvent the headwinds across the region Source: NIQ data to June 2026. Japan data is from INTAGE APAC FMCG Value Growth % by market 11.6 MAT June 2025 MAT June 2026 7.1 5.9 6.1 5.5 5.7 4.7 4.9 3.4 3.7 3.2 3.3 3.0 2.9 2.8 2.7 2.0 1.8 2.0 0.5 0.4 0.3 -0.1 -0
Slide 13: Innovate to meet consumers unmet needs by identifying their shifts in demand
Innovate to meet consumers unmet needs by identifying their shifts in demand APAC consumers have been shifting their spend towards health and wellbeing and this is expected to continue in 2027 APAC FMCG Industries’ Value Growth % vs. YA 20% MAT 2026 vs. YA* Petfood & Care 15% OTC & Health Supplement
Slide 14: Look beyond your category to accelerate growth
Look beyond your category to accelerate growth by focusing on Consumers unmet needs Beauty & Cosmetics +8% OTC & Health Supplements +10% Petfood & Care +13% Source: NIQ Data to June 2026 & Desk research Confidential and proprietary © 2026 Nielsen Consumer LLC. All Rights Reserved. 14
Slide 15: APAC is shifting spend to categories that improve their lives
APAC is shifting spend to categories that improve their lives and lifestyle conveniently Fastest 5 categories by market by value growth shows the opportunities to pivot to new consumer needs Health is an everyday consumption, Preventative care is outpacing reactive care, Hydration & energy doesn’t s
Slide 16: APAC is shifting spend to categories that improve their lives
APAC is shifting spend to categories that improve their lives and lifestyle conveniently Fastest 5 categories by market by value growth shows the opportunities to pivot to new consumer needs Health is an everyday consumption, Preventative care is outpacing reactive care, Hydration & energy doesn’t s
Slide 17: APAC is shifting spend to categories that improve their lives
APAC is shifting spend to categories that improve their lives and lifestyle conveniently Fastest 5 categories by market by value growth shows the opportunities to pivot to new consumer needs Health is an everyday consumption, Preventative care is outpacing reactive care, Hydration & energy doesn’t s
Slide 18: APAC is shifting spend to categories that improve their lives
APAC is shifting spend to categories that improve their lives and lifestyle conveniently Fastest 5 categories by market by value growth shows the opportunities to pivot to new consumer needs Health is an everyday consumption, Preventative care is outpacing reactive care, Hydration & energy doesn’t s
Slide 19: APAC is shifting spend to categories that improve their lives
APAC is shifting spend to categories that improve their lives and lifestyle conveniently Fastest 5 categories by market by value growth shows the opportunities to pivot to new consumer needs Health is an everyday consumption, Preventative care is outpacing reactive care, Hydration & energy doesn’t s
Slide 20: APAC is shifting spend to categories that improve their lives
APAC is shifting spend to categories that improve their lives and lifestyle conveniently Fastest 5 categories by market by value growth shows the opportunities to pivot to new consumer needs Health is an everyday consumption, Preventative care is outpacing reactive care, Hydration & energy doesn’t s
Slide 21: Local growth is driven by mid size players
Local growth is driven by mid size players APAC Regional MNC Local Giant 6.0% 28.3% 41.0% (Top 5 0.0pt -0.6pt -0.4pt Manufacturers) Mid 2.0% 3.0% 12.4% (#6-20) 0.0pt 0.0pt +1.0pt Small 0.3% 0.4% 6.5% (The rest) 0.0pt -0.1pt +0.1pt Source: NIQ data to June 2026. Excludes Private Label Confidential an
Slide 22: Consumer centricity to meet the fast changing consumer needs will be key
Consumer centricity to meet the fast changing consumer needs will be key Local mid players win in Packaged Food and Beauty, while MNC giants remain strongest in Laundry and Snacks & Confectionery OTC & Supercategory/ Beauty & Household Laundry Oral & Petfood & Snacks & Alcohol Baby Beverages Dairy F
Slide 24: Adapt your portfolios for a K shaped economy
Adapt your portfolios for a K shaped economy Pricing, Promotions, Assortments & Innovations will be impacted Upper K Growing opportunity for premium with clear benefits Middle Shrinking mainstream Lower K Saving strategies creating opportunity for affordability segments Confidential and proprietary
Slide 25: The 2026 APAC economic divide
The 2026 APAC economic divide More consumers shift into financial insecurity compared to a year ago, ‘Thrivers’ hold their ground 14% 18% 18% Thrivers 12% 13% Saved money and feel more financially secure. 19% 19% 17% 12% 12% Unchanged Not impacted and continue to spend the same. Cautious 33% 35% 36%
Slide 26: Strategize to play in the right price tiers
Strategize to play in the right price tiers that can offer room for further growth APAC Price Tier Importance ranked by Super Premium Mainstream Fortress Premiumising Middle SP yet polarising 6.6% 2.7% 10.0% 8.1% 7.8% 11.4% 11.7% 12.2% 15.6% 16.7% 17.2% 18.4% 11.7% 15.4% 28.4% 30.6% 27.8% 18.0% 27.3
Slide 27: Learn from adjacent categories to identify ways to trade up/down
Learn from adjacent categories to identify ways to trade up/down consumers Share change in value sales by Industry & Price Tier Value for Money Mainstream Premium Super Premium (MAT June 2026 vs 2YA) (PI <80) (PI 81-120) (PI 121-160) (PI > 161) Pet -2.1% -0.4% 0.4% 2.1% Alcohol -0.9% -1.6% 2.0% 0.4%
Slide 28: Asia Pacific is where the affluent have not yet passed the core
Asia Pacific is where the affluent have not yet passed the core the world's affluent passed it in 2022; Asia Pacific's do not until 2050 Affluent $40tn $40tn by 2050 Core $37tn by 2050 $30tn Asia Pacific consumer spending, $20tn $14tn $10tn $4.8tn FORECAST $0tn 2015 2026 2036 2050 Core: $13-$90 PPP
Slide 29: Affluent spending reaches half of all spending globally years before APAC
Affluent spending reaches half of all spending globally 25 years before APAC TODAY 70% 65% World 60% 56% affluent share of all consumer spending HALF OF ALL SPENDING 51% 50% Asia Pacific crosses 2025 crosses 2050 40% 30% 34% 20% 24% 10% 2015 2020 2026 2030 2036 2040 2050 Core: $13-$90 PPP a day Affl
Slide 30: The core brings the people and the affluent bring the money
Up to 2036, the core brings the people and the affluent bring the money Core consumers Affluent consumers +656m people +211m people +$9.2tn spending +$7.8tn spending 30
Slide 31: Spending power differs on a country-by-country basis in Asia
Spending Power differs on a country-by-country basis in Asia Already polarised Not yet polarised AFFLUENT SHARE OF THE MARKET'S SPENDING, 2026 TO 2036 AFFLUENT SHARE OF THE MARKET'S SPENDING, 2026 TO 2036 Hong Kong 76% 85% Japan 42% 50% Taiwan 72% 83% Indonesia 19% 34% Singapore 64% 74% Thailand 19%
Slide 32: Markets that clear 100 million affluent consumers by 2036
Of the markets that clear 100 million affluent consumers by 2036, two of them are in Asia 2026 2036 230m 200m 199m affluent consumers, millions 108m 103m 100m 32m 30m 27m 27m 41m 25m 23m 22m 26m 27m 25m USA India China Germany Japan UK Egypt Turkey Indonesia Brazil 32
Slide 33: Asia Pacific has as many affluent 20-30s as affluent over 60s
Asia Pacific has as many affluent 20-30s as affluent over 60s Twice the people, as many affluent However, the over-60s spend 27% more Affluent Core Poor and vulnerable SPEND PER PERSON A YEAR, US$, 2026 20 to 39 60 and over 45m Affluent 734m $26,200 $33,200 44m 429m Core 573m 248m $5,200 $6,700 20 t
Slide 34: Over-60s are Asia Pacific's fastest-growing shoppers
Over-60s are Asia Pacific’s fastest-growing shoppers 8.2% a year, passing the under-20s in 2025 and the 20 to 39 group in 2034 40 to 59 $5tn $1.5tn to $4.1tn TODAY 2034 60+ overtake 20-39 60 and over $1.0tn to $3.9tn $4tn 20 to 39 $1.6tn to $3.7tn 2025 $3tn 60+ overtake 0-19 0 to 19 $1.2tn to $2.5tn
Slide 35: Homes headed by over-60s grow four times as fast as any other
Homes headed by over-60s grow four times as fast as any other and make up six in ten of Asia Pacific's 90 million new homes +19% growth in homes, 2026 to 2036 +5% +3% Head under 40 Head 40 to 59 Head 60 and over +10 million homes +25 million homes +54 million homes 35
Slide 36: Asia Pacific has fewer affluent Gen Z than affluent Gen X
Asia Pacific has fewer affluent Gen Z than affluent Gen X Affluent Core Poor and vulnerable 37m 32m 1000 556m 606m 41m 750 529m 32m 500 323m 494m 422m 250 298m 190m 0 Boomers Gen X Millennials Gen Z 545m people 868m people 1.1bn people 1.1bn people 36
Slide 37: Asia Pacific loses family homes by 2036 and gains people living alone
Asia Pacific loses 47 million family homes by 2036 and gains 43 million people living alone households added in Asia Pacific, 2026 to 2036 (millions) +57m +43m +37m Families children under 18 at home Living alone Couples Shared homes one person two adults, no children three or more adults -47m 90 mi
Slide 38: Homes grow faster than people between 2016 and 2036
Homes grow faster than people, 17% against 11% between 2016 and 2036, one-person homes grow 80%, almost five times as fast FORECAST +80% One-person homes +80% +60% growth since 2016 +40% +20% Homes +17% People +11% 2016 2016 2020 2026 2030 2036 38
Slide 40: Top concerns setting the spending tone for 2027
Top concerns setting the spending tone for 2027 # Concern (APAC rank) APAC 2026 Australia China India Indonesia Japan Singapore South Korea Thailand 28.8% #1 #6 #3 #1 #1 #1 #1 #4 1 Increasing food prices – 33.2% 14.8% 19.5% 28.9% 58.1% 37.6% 34.5% 19.1% – ▼2 ▲1 – – – – ▼1 21.8% #5 #1 #7 #2 #4 #4 #2
Slide 41: Consumers adapt to a higher-cost world
Consumers adapt to a higher-cost world: essentials are protected, discretionary is pressured APAC spending intentions for the next 12 months Spending less Same as before Spending more Groceries and Fresh produce 18% 55% household items 30% -43% Out-of-home dining / eating 54% 51% Health and wellness
Slide 42: How financial security is shaping the APAC 2027 spending agenda
How financial security is shaping the APAC 2027 spending agenda Financial circumstances are emerging as one of the strongest determinants of future spending priorities Thrivers Strugglers 48% Transportation 28% Healthcare 43% Groceries & household items 25% Groceries & household items % who plan to
Slide 43: APAC consumers move toward affordability amid macro headwinds
APAC Consumers move toward affordability with a range of actions amid macro headwinds Buy smaller Focus on packs essentials Switch to 20% cheaper brand 8% 4% 19% -1% 31% -2% Monitor basket spend 8% BUY LESS Buy whatever’s Shop for APAC on promotion Loyalty 7% 7% SWITCHING TO points actions amid 5% P
Slide 46: 5 trends to drive faster growth in 2027
5 trends to drive faster growth in 2027 Category Collision Functional Fuel Proof Over Promise Content Commerce Instant Immersion © 2026 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary
Slide 47: Category Collision: Mix things up to excite the shopper
Mix things up to excite the shopper Category Collision 31% of APAC consumers Hard Rated Nutseline state that they are willing to RTD Spirits $18.3m Cosmetics $1.1m pay a premium that gives them +493% +43% Mainstream Super Premium a better experience/enjoyment. To accelerate your growth, don’t stay i
Slide 48: Functional Fuel: Make health effortless to unlock trade up
Make health effortless to unlock trade up Functional Fuel 49% of APAC consumers state Collagena that they are willing to pay a Liquid Milk $26.5m premium for a healthier option. Ning Zhi Chun +73% Asian Traditional Drink Luxury Convenience $143.3m +1,688% Premium unlocks the health premium. Drive cr
Slide 49: Proof over Promise: Communicate safety and trust
Level up on communicating safety and trust Proof over Promise 56% of APAC consumers state Mama Earth Skin Cream $42.4m that they are willing to pay a +31.2% Mainstream premium for safety claims. Ascenda Kid Dietetics| Super Premium AI will impact $14.9m | +87% consumers’ trust. Own Holistic Way iPho
Slide 50: Content Commerce: Capture demand where discovery happens
Capture demand where discovery happens Content Commerce 62% of APAC consumers state Scora Skincare that they end up buying products $15.8m +569% discovered through online Luxury Moozi content or influencers. RTD Milk | Mainstream $3.1m | NEW Discovery, trust and purchase is shifting, Hiyo Jelly Inst
Slide 51: Instant Immersion: Give consumers their time back
Give consumers their time back Instant Immersion Pantene 3 Minute Nissin 37% of APAC consumers state Miracle Shampoo $39.2m Cold water Noodles Sold out after 1 week Launched in July that they will pay a premium for a +61% Mainstream Premium product that saves them time. Capture the speed premium bef
Slide 53: 3 in 10 APAC consumers already use AI to decide what to buy
3 in 10 APAC consumers are already using AI to discover, evaluate and decide what to buy India, Indonesia and Thailand lead other markets in terms of consumer adoption of AI-mediated discovery Varying levels of AI-influenced product discovery among consumers Consumer sentiment across markets (% resp
Slide 54: Technology & Durables will take AI's impact to the next level
Technology & Durables will take AI’s impact to the next level The way that consumers use AI in tech will evolve and impact broader % of consumers having heard of Shifts that may impact AI optimized hardware FMCG Personalisation & 1 AI Smartphones 57% Productivity APPs to AI Agents Small Domestic Ene
Slide 55: Shift from chat assisted discovery to delegated autonomy
Opportunity to shift from Chat assisted discovery to more delegated autonomy Not agentic Fully agentic Chat assisted discovery In chat checkout Full delegated autonomy Source: Claude, Grab, Visa & Mastercard Confidential and proprietary © 2026 Nielsen Consumer LLC. All Rights Reserved. 55
Slide 56: Being seen, chosen and proven in AI/Agentic Commerce
The battle in 2027 will be being seen, chosen and proven in AI/Agentic Commerce Seen Chosen Proven Question: What makes a product more likely to Question: How can brands demonstrate which Question: How will brands remain visible as AI be recommended by AI? investments are truly driving growth? incre
Slide 57: The new digital shelf
The new digital shelf Products can win or lose before consumers even see them Physical Shelf Dozens of products visible Digital Shelf A handful of filtered search results Shrinking consideration Mobile Shelf A few products visible on screen AI-guided Shelf A couple recommendations generated Agentic
Slide 58: NIQ Enablement: Turning trusted intelligence into competitive advantage
NIQ Enablement Turning trusted intelligence into competitive advantage Everyday insights Growth Strategy Brand & Media Right insight, right moment Accessible, dynamic, engaging Smarter audiences, breakthrough AI Chat for Segmentation content, faster pivots Optiq Optiq Bridge Panel Survey Modernizati
Slide 59: What will be the cities of the future for growth?
What will be the cities of the future for growth? What will be the cities of the future for growth? © 2026 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary
Slide 60: What you think the market is, and what it actually is
What you think the market is, and what it actually is Tianjin, China Jakarta, Indonesia Manila, Philippines PEOPLE LAND SPENDING PEOPLE LAND SPENDING PEOPLE LAND SPENDING Tianjin Municipality 16.3m 11,715 km² $193bn DKI Jakarta 11.0m 658 km² $130bn Metro Manila 12.9m 561 km² $71bn World Data Lab cit
Slide 61: Spending moves to the mid-sized cities and towns
Spending moves to the mid-sized cities and towns the top 100 cities by spending hold a third of Asia Pacific’s spending, and less of it by 2036 Top 100 cities Other cities and towns Rural areas Tokyo, Seoul, Shanghai Nagpur, Yangon, Denpasar 2016 $4.7tn $7.3tn $1.1tn 36.0% 55.6% 8.3% 2026 $6.9tn $12
Slide 62: 30 cities in Asia Pacific will spend over $100bn a year by 2036
30 cities in Asia Pacific will spend over $100bn a year by 2036 and 14 of them are in China and India CITIES OVER $100 BILLION A YEAR IN 2036 8 6 3 3 1 1 1 1 1 1 1 1 1 1 China India Australia Japan Bangladesh Hong Kong Indonesia Malaysia Philippines Singapore South Korea Taiwan Thailand Vietnam 62
Slide 63: Asia Pacific's new $100 billion cities grow at twice the rate of Europe
Asia Pacific's new $100 billion cities grow at twice the rate of Europe Asia Pacific Europe GROWTH A YEAR TO 2036, EVERY CITY THAT CROSSES $100 BILLION GROWTH A YEAR TO 2036, EVERY CITY THAT CROSSES $100 BILLION Mumbai 9.6% Bucharest 6.1% Kolkata 9.2% Warsaw 5.4% Hyderabad 9.0% Birmingham 4.4% Benga
Slide 64: Cities in Asia Pacific can grow at very different rates
Cities in Asia Pacific can grow at very different rates under 4% 4 to 6% 6 to 8% over 8% 64
Slide 65: Even inside one market, a city races ahead while its neighbour stalls
Even inside one market, a city races ahead while its neighbour stalls Fastest Slowest CHINA Tianjin 7.6% SOUTH KOREA Shenyang 4.3% Wonju 5.0% BANGLADESH Jinju-si 3.6% Tangail 10.8% Barishal 5.7% JAPAN Naha 4.4% Kanazawa 2.6% INDIA TAIWAN Hajipur 10.9% Taipei 5.2% Chennai 8.9% Pingtung City 4.3% PHIL
Slide 66: Even inside one market, a city races ahead while its neighbour stalls
Even inside one market, a city races ahead while its neighbour stalls SLOWEST AND FASTEST CITY OF 400,000+ PEOPLE IN EACH MARKET, SPENDING GROWTH A YEAR TO 2036 the market's median city India Kakinada 8.5% Kalyanpur 13.0% Philippines Zamboanga City 7.5% Angeles 9.7% Vietnam Hai Phong 7.1% My Tho 9.7
Slide 67: Shops grew at the same rate whether spending grew fast or slow
Shops grew at the same rate whether a city's spending grew fast or slow Growth in the number of shops 2019 to 2026 against growth in spending, across 34 Indonesian and Vietnamese cities 10 fastest-growing cities next 10 other 14 Household spending growth +53% +29% +21% Eating out and hotels +131% +1
Slide 68: Where each category wins a bigger share of the city's spending
Where each category wins a bigger share of the city's spending a shortlist of cities for every category CATEGORY SPENDING GROWTH A YEAR TO 2036 AGAINST THE CITY'S OWN, CITIES OF 1 MILLION+, ONE PER COUNTRY Busan Singapore Tainan Shantou Food at home +4.9% a year city +3.8% +5.7% a year city +4.8% +5
Slide 69: Food and drink grows slower than the city itself in nine of ten cities
Food and drink grows slower than the city itself in nine of ten cities EVERY ASIA PACIFIC CITY OVER 200,000 PEOPLE, 1,251 OF THEM ACROSS 13 MARKETS THE TEN MARKED CITIES F&B CITY 1 Varanasi 8.4% 10.0% India 2 Surabaya 5.1% 6.6% Indonesia 3 Kolkata 7.5% 9.2% India 4 Manila 7.1% 8.4% Philippines 5 Che
Slide 70: What to do about it: market, consumer and city
What to do about it, market, consumer and city Plan on real growth, not the exchange rate. India, the Philippines and Indonesia grow 5 to 7% a Markets year in volume and trading up; Japan's 3.8% is mostly prices. Run two plans. Premium follows the affluent into the capitals, which are majority-afflu
Slide 72: Your 2027 strategic roadmap
So, what? Now, what? Your 2027 strategic roadmap Anticipate Prioritize Prove Enable Optimize shifting consumer the right your value Healthier consumer for AI-mediated priorities. growth plays. proposition. choices. discovery. Monitor how changing Identify where demand Demonstrate why products Respon
Slide 73: Thank you!
Thank you! Craig Houliston Regan Leggett APAC Customer Success & Insights Global Customer Success & Foresight Craig.Houliston@nielseniq.com regan.leggett@worlddatalab.com © 2026 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary

NIQ Global Intelligence — NIQ WDL APAC's Next Growth Wave Webinar (2026) on 6ix

Niq Global Intelligence — NIQ WDL APAC's Next Growth Wave Webinar (2026)

Slide 1: Asia Pacific's Next Growth Wave

Slide 2: Today's presenters and ground rules

Slide 3: Today's agenda to help you win tomorrow

Slide 4: What's driving APAC's FMCG growth now and in the future?

Slide 5: World Data Lab: $37tn

Slide 6: World Data Lab: +$17tn

Slide 7: Asia Pacific overtakes North America as the world's biggest consumer market

Slide 8: Asia Pacific's 2027 growth is real growth, not the exchange rate

Slide 9: Half of the world's twenty fastest-growing markets are in Asia Pacific

Slide 10: Four in five of the world's new consumers this year are Asian

Slide 11: Retail and retail grow share of the wallet by 2036

Slide 12: Strategize to leverage the tailwinds and circumvent the headwinds across the region

Slide 13: Innovate to meet consumers unmet needs by identifying their shifts in demand

Slide 14: Look beyond your category to accelerate growth

Slide 15: APAC is shifting spend to categories that improve their lives

Slide 16: APAC is shifting spend to categories that improve their lives

Slide 17: APAC is shifting spend to categories that improve their lives

Slide 18: APAC is shifting spend to categories that improve their lives

Slide 19: APAC is shifting spend to categories that improve their lives

Slide 20: APAC is shifting spend to categories that improve their lives

Slide 21: Local growth is driven by mid size players

Slide 22: Consumer centricity to meet the fast changing consumer needs will be key

Slide 23: Will there be a K shaped economy in 2027 & beyond?

Slide 24: Adapt your portfolios for a K shaped economy

Slide 25: The 2026 APAC economic divide

Slide 26: Strategize to play in the right price tiers

Slide 27: Learn from adjacent categories to identify ways to trade up/down

Slide 28: Asia Pacific is where the affluent have not yet passed the core

Slide 29: Affluent spending reaches half of all spending globally years before APAC

Slide 30: The core brings the people and the affluent bring the money

Slide 31: Spending power differs on a country-by-country basis in Asia

Slide 32: Markets that clear 100 million affluent consumers by 2036

Slide 33: Asia Pacific has as many affluent 20-30s as affluent over 60s

Slide 34: Over-60s are Asia Pacific's fastest-growing shoppers

Slide 35: Homes headed by over-60s grow four times as fast as any other

Slide 36: Asia Pacific has fewer affluent Gen Z than affluent Gen X

Slide 37: Asia Pacific loses family homes by 2036 and gains people living alone

Slide 38: Homes grow faster than people between 2016 and 2036

Slide 39: What is the Consumer Outlook for 2027?

Slide 40: Top concerns setting the spending tone for 2027

Slide 41: Consumers adapt to a higher-cost world

Slide 42: How financial security is shaping the APAC 2027 spending agenda

Slide 43: APAC consumers move toward affordability amid macro headwinds

Slide 44: Download the full 2027 Consumer Outlook here

Slide 45: 5 trends to drive faster growth in 2027

Slide 46: 5 trends to drive faster growth in 2027

Slide 47: Category Collision: Mix things up to excite the shopper

Slide 48: Functional Fuel: Make health effortless to unlock trade up

Slide 49: Proof over Promise: Communicate safety and trust

Slide 50: Content Commerce: Capture demand where discovery happens

Slide 51: Instant Immersion: Give consumers their time back

Slide 52: How will AI impact in 2027?

Slide 53: 3 in 10 APAC consumers already use AI to decide what to buy

Slide 54: Technology & Durables will take AI's impact to the next level

Slide 55: Shift from chat assisted discovery to delegated autonomy

Slide 56: Being seen, chosen and proven in AI/Agentic Commerce

Slide 57: The new digital shelf

Slide 58: NIQ Enablement: Turning trusted intelligence into competitive advantage

Slide 59: What will be the cities of the future for growth?

Slide 60: What you think the market is, and what it actually is

Slide 61: Spending moves to the mid-sized cities and towns

Slide 62: 30 cities in Asia Pacific will spend over $100bn a year by 2036

Slide 63: Asia Pacific's new $100 billion cities grow at twice the rate of Europe

Slide 64: Cities in Asia Pacific can grow at very different rates

Slide 65: Even inside one market, a city races ahead while its neighbour stalls

Slide 66: Even inside one market, a city races ahead while its neighbour stalls

Slide 67: Shops grew at the same rate whether spending grew fast or slow

Slide 68: Where each category wins a bigger share of the city's spending

Slide 69: Food and drink grows slower than the city itself in nine of ten cities

Slide 70: What to do about it: market, consumer and city

Slide 71: Ways to navigate APAC's Next Growth Wave

Slide 72: Your 2027 strategic roadmap

Slide 73: Thank you!