Niq Global Intelligence Plc · NYSE:NIQ

Niq Global Intelligence — Q2 2024 State of Tech & Durables Webinar

25 slides from Niq Global Intelligence's conference presentation, June 2024

1. Slide 1: Megatrends and market shifts: State of Tech & Durables

   Megatrends and market shifts State of Tech & Durables Q2 Webinar charts Nevin Francis Sandra Haberstroh Rachel Gilbey June 2024 © GfK 1

2. Slide 2: Macroeconomics & TCG Overview

   Macroeconomics & TCG Overview Q2 2024 © GfK 2

3. Slide 3: Global economic resilience persists in Q1 2024 despite tailwinds of challenges

   Global economic resilience persists in Q1 2024 despite tailwinds of challenges Global Inflation divergence Market disruptions Slowing China’s global economy growth Source: October 2024 World Economic Outlook, Foreword. Full report -> Socio Macroeconomic Report Apr 2024 Update – Global Strategic Insi

4. Slide 4: Tech & Durables total market witnessed changing dynamic in Q1 2024 primarily due to telecom resurgence

   Tech & Durables total market witnessed changing dynamic in Q1 2024 primarily due to telecom resurgence Global (ex NA) Tech and Durables | Sales Value USD (NSP) share | Growth rate YoYB2C Retailer Market Year To Date: Jan – Mar 2024 9% Consumer Electronics Office 2% -2.9% -8.7% 19% 14% Information T

5. Slide 5: Despite saturation effects – Middle East & Africa outperformed

   Despite saturation effects – Middle East & Africa outperformed Global (ex NA) Tech and Durables | Sales Value USD (NSP) share | Growth rate YoY Year To Date: Jan – Mar 2024 Global (excl. NA) $47.4bn -1.4% $16.1bn +4.0% $22.8bn -8.9% Western Europe Eastern Europe Turnover $ 197 bn Developed Asia Grow

6. Slide 6: Price & Premium

   AnNIQ Gf Company Price & Premium Q2 2024 OGfK

7. Slide 7: Overall affordable premium trend continues among limited consumer base

   Overall affordable premium trend continues among limited consumer base Entry brands growth in EMEA and LATAM region Global (ex NA) Tech and Durables | Sales Value USD (NSP) | Key product groups* Year To Date: Jan 24 – Mar 24 Total EMEA LATAM APAC Sales USD 28% 24% 29% 18% 17% 20% 28% 28% Share in %

8. Slide 8: Price sensitivity peaked in 2023 while consumer sentiment is set to improve

   Price sensitivity peaked in 2023 while consumer sentiment is set to improve 45% Consumer financial position Sentiment year-over-year (% respondents) agree Worse Off 39% “Price is the most 37% important factor in 34% my purchasing decisions” Mid 2022 Jan 2023 Jan 2024 Q2 2024 Source: GfK Consumer Lif

9. Slide 9: Select premium feature sales increased/declined slower than the category average

   Select premium feature sales increased/declined slower than the category average 3+Door French Refrigerator Global (ex.NA) Wet & Dry Steam Function +12% Vacuum Cleaner Jan 24 - Mar 24 +9% Espresso Full Auto. Integrated Hood +10% & flex induction vs. Jan 23 – Mar 23 +6% +4% Hot Air Fryer +4% Sales Va

10. Slide 10: Select premium feature sales increased/declined slower than the category average

    Select premium feature sales increased/declined slower than the category average Global (ex.NA) >=256GB Storage +38% Refresh Rate Jan 24 - Mar 24 +75” Screen Bluetooth >=120 hz vs. Jan 23 – Mar 23 +21% +15% +21% Sales Value USD NVMe Growth YoY % +5% Gaming +3% +1% premium segment example vs category

11. Slide 11: Innovation & AI

    Innovation & AI Q2 2024 © GfK 11

12. Slide 12: What does innovation look like in T&D industry?

    What does innovation look like in T&D industry? External market Brand and industry factors Influencing horizontals Business model Convenience Consumer pull/needs Artificial Performance and connectivity intelligence and software Macro and Health, hygiene and wellbeing legislatively enforced Brand str

13. Slide 13: Further development of smart home integrating AI opens more opportunities

    Further development of smart home integrating AI opens more opportunities Predictive maintenance alerts Personalization, object in case of degrading recognition & routine setting performance Connected Appliances & Support Setting AI enabled routines for remote controlling AI integrated smart Product

14. Slide 14: Are consumers aware of AI when making purchases?

    Are consumers aware of AI when making purchases? Germany consumer survey % respondents “Have you ever 40 heard about 33 the following?” 26 21 22 TV with onboard AI AI laptop PC Small Domestic Major Domestic None of these functionality Appliances with AI Appliances with AI functionality functionality

15. Slide 15: Sustainability

    Sustainability Q2 2024 © GfK 15

16. Slide 16: For 2024, sustainability is expected to grow in relevance, as economic security rises

    For 2024, sustainability is expected to grow in relevance, as economic security rises #16 #21 2024 2023 Estimate #25 2015 37% 39% 34% % Consumers feeling worse off - YoY Climate Change is a key, fast-growing concern #5 2023 #13 2015 © GfK Q2 2024 © GfK 16

17. Slide 17: Sustainability is more than ecology

    Sustainability is more than ecology Three dimensions of sustainability that successful brands need to consider Takes long-term Environmental commitment Responsibility for Society consequences into account CO2 reduction Equal opportunities Sustainability Fairness Responsibility for resources Long-ter

18. Slide 18: Best Brands: Sustainability has a decisive influence on brand success

    Best Brands: Sustainability has a decisive influence on brand success Sustainability and Best Brand Score Best Brand Score Sustainability Q2 2024 Source: Best Brands 2023 © GfK 18

19. Slide 19: New energy label introductions in 2021 allowed for greater differentiation

    New energy label introductions in 2021 allowed for greater differentiation 2019 2020 2021 2021 2022 2023 4.7 9 4.5 16 10.7 6.7 34.9 35.9 35 11.6 8 18.2 11.3 18.1 15.4 29.8 27.4 23.8 30.3 24.5 24.7 24.3 26.5 31.6 30.1 26 21.8 A+++ A++ A+ A B C D Others A B C D E F G Others Q2 2024 GfK MI Data: EU21 |

20. Slide 20: Seamless Shopping & Promotions

    Seamless Shopping & Promotions Q2 2024 © GfK 20

21. Slide 21: Online retail and traditional retail continue to stabilize in Q1 2024

    Online retail and traditional retail continue to stabilize in Q1 2024 Baselines effects impact the marginal difference in growth rates Global (ex NA) Tech and Durables | Sales Value USD (NSP) growth YoY % 2019 – 2024 Pre - Covid Core Covid Restriction Fade-out Normalization 67% 60% Traditional retai

22. Slide 22: Consumers demand a seamless shopping experience

    Consumers demand a seamless shopping experience Prices & Promotions Free Delivery Convenience Can Touch the (36%) Product (27%) Stock Availability Fast Delivery Detailed Product Knowledgeable (40%) Information Staff (22%) Ease of Finding & Comparing Products Online Exclusive Common Reasons Offline E

23. Slide 23: Increased relevance of promotional events

    Increased relevance of promotional events Top 7 promotional events that matter 34% Increased duration of top 7 promotional events +5ppts vs 2019 11 weeks (2019) TCG Sales: Event % of year in 15 weeks 2023 (2023) Source: GfK Market Intelligence: Sales Tracking, International Coverage (excl. North Ame

24. Slide 24: Questions & Answers

    Questions & Answers Q2 2024 © GfK 24

25. Slide 25: Thank you!

    g _ GFIC Comps Company Thank you!

NIQ Global Intelligence — Q2 2024 State of Tech & Durables Webinar on 6ix