Niq Global Intelligence Plc · NYSE:NIQ
Niq Global Intelligence — Investor Presentation (2026)
51 slides from Niq Global Intelligence's investor presentation, Oct 1, 2026
Slide 1: Consumer Outlook: Guide to 2027
Consumer Outlook Guide to 2027 Media Deck How can I help? Better for you snacks © 202 6 Nielsen Con sumer LL C. All Rights Reserved. Confidential and prop rietary Confidential and prop rietary © 202 6 Nielsen Con sumer LL C. All Rights Reserved.
Slide 2: Table of Contents
Table of Perpetual volatility sparks permanent change Decision horizons have shortened, as consumers adapt to Contents a seemingly constant state of socio-economic disruption. Consumption at extremes Systemic polarization of global consumer spending drives a stark divide into two spending mindsets:
Slide 3: Guide to 2027: Your strategic roadmap through disruption
Guide to 2027: Your strategic roadmap through disruption Building roots in uncharted territory Consumers are no longer responding to disruption as a ‘temporary’ condition. The next 12-18 months could see a global lift in the prolonged holding pattern many households have found themselves in after co
Slide 4: Perpetual volatility sparks permanent change
Key Insights • Financial optimism slips with 34% feeling worse off (up nearly 2pts vs. year-ago) Perpetual • CPG price growth has moderated from recent peaks, but cost impacts continue to compound with global CPG price growth volatility sparks of +2.4%; 100 USD in 2024 purchases would cost $105 in 2
Slide 5: Heading into 2027
Heading into 2027 The global state of consumers is recalibrating. craving Clarity seeking Simplicity prioritizing Purpose “ Consumers are reaching a tipping point after years of socioeconomic and technological disruption. Consumers are no longer responding to disruption as a ‘temporary’ condition. I
Slide 6: Financial optimism softens; more are feeling worse off
Consumer financial position Financial optimism softens; more are feeling worse off Financial confidence continues to be tested Global consumer sentiment year over year (% respondents) 30% 34% 34.4% of global say their 32.8% consumers financial 32.2% say they’re position has in a better worsened fina
Slide 7: Costs of living remains a limiting factor for most consumers
Causes of worsening financial position Costs of living remains a limiting factor for most consumers Increased costs of living as the source for financial hardship Global consumer sentiment across markets (% respondents) 77% Increased vs. 73% in 2025 100.0% costs of living 90.0% Global benchmark: 80.
Slide 8: A recalibration is underway across how we live, learn, and earn
A recalibration is underway across how we live, learn, and earn The rise of ‘Micro-Retirement’ Forever Renters & The AI Shift: From credentials • Consumers are embracing “micro-retirements,” First-time Forever Homes to capabilities taking intentional career breaks instead of • Many consumers are rec
Slide 9: Choosing stability over “stretch”
Choosing stability over “stretch” People are becoming more cautious about taking on more % of respondents who are likely to do the following Global consumer sentiment vs. two years ago Slowing surge in side hustles Fewer people are actively seeking additional say their likely to actively seek additi
Slide 10: Hybrid work and the search for value are driving fragmentation in shopper purchase occasions
Hybrid work and the search for value are driving fragmentation in shopper purchase occasions Shopping trips for ‘quick meals and snacks’ see the fastest acceleration among European markets analyzed % pt. change in spending Quick meals & snacks UK, Italy, Germany, France Top 10 categories to drive sa
Slide 11: Top concerns setting the spending tone for 2027
Top concerns setting the spending tone for 2027 % point change July 2026 vs. year ago >>> Food costs remain a persistent household concern 1 Increasing food prices 31% 1.5 2 Increasing utility bills (was #4 in 2025) 20% 3.3 3 Economic downturn 17% -2.3 Global conflict/Escalation of 4 crisis/War(was
Slide 12: Rising food prices: a top global concern with unique local realities
Rising food prices: a top global concern with unique local realities Concerns are most concentrated within Japan, Greece and Canada “Increased food prices” as a top concern Consumer sentiment across markets (% respondents) 70% 60% 50% 40% 31% Global benchmark: 30% 20% 10% 0% Source: NIQ 2026 Consume
Slide 13: Global CPG price growth remains moderate, but years of compounding impact continue
3.0 2.8 2.8 2.7 2.7 2.7 2.7 2.4 2.6 2.6 2.5 Global % change in 2.8 2.8 2.2 2.6 average CPG price: 2.6 2.7 2.4 2.5 2.2 2025-05 2026-05 Global CPG price 2025-05 2026-05 growth remains moderate, but years +1.8% Global: of compounding Europe +2.4% +3.3% impact continue to North America LOW +0.8% HIGH sh
Slide 14: Inflation’s lingering legacy
Inflation’s lingering legacy The compounding cost of higher prices continues to squeeze consumers $105 $107 North America $100 Europe from 2024, would currently equate to… Annual % increase (in USD) prices: Global $104 $99 $100 $105 Africa Asia Pacific +2.8% +2.3% 2024 2025 2026 $109 Latin America T
Slide 15: Consumption at extremes
Key Insights • The global economic divide continues to deepen with 19% of consumers within “Strugglers” segment (up 2pts vs. year ago) • Polarization pushes growth to the extremes $23B in sales growth is Consumption shifting from mainstream to discount and premium-priced CPG products at extremes • K
Slide 16: The 2026 economic divide
The 2026 economic divide More consumers shift into financial insecurity compared to a year ago, ‘Thrivers’ hold their ground 11% 14% 9% 14% Thrivers 9% Saved money and feel more financially secure. 14% 12% 16% 17% 15% Unchanged Not impacted and continue to spend the same. 38% 39% 40% 40% 38% Cautiou
Slide 17: Economic polarization is reshaping growth
The K-shaped consumer economy takes shape, but each market is following its own path Illustrative visual/concept Economic polarization is Canada Market Distribu tion of dollars by income grou p reshaping growth 47.0% 45.9% U.S. Market 53.0% 54.1% Distribu tion of dollars by income grou p 202 5 202 6
Slide 18: Consumers adapt to a higher-cost world: essentials are protected, discretionary is pressured
Consumers adapt to a higher-cost world: essentials are protected, discretionary is pressured Spending intentions for the next 12 months Spending less Same as before Spending more 55% OOH 44% dining/eating Utilities 30% OOH Groceries & 41% entertainment 52% Household Items 29% Food delivery/ Transpor
Slide 19: How financial security is shaping the 2027 spending agenda
How financial security is shaping the 2027 spending agenda Financial circumstances are emerging as one of the strongest determinants of future spending priorities Thrivers Strugglers 40% Groceries & household items 29% Utilities 37% Education 25% Groceries & household items % who plan to Spend more:
Slide 20: The rise of constraint & upgrade
The rise of constraint & upgrade Consumers want a clear reason to spend Highlighting why ‘the middle’ is losing its relevance “Constraint” mindset “Upgrade” mindset of surveyed global consumers say of surveyed global consumers say 67% 56% that if they’re going to spend that if a product isn’t clearl
Slide 21: Share gains at both ends of the market are hollowing out ‘the middle’
Share gains at both ends of the market are hollowing out ‘the middle’ As consumer polarization deepens, growth is increasingly concentrated at the value and premium product tiers Global CPG value share by price tier and change vs. year ago -$23B Discount tier Mainstream tier Premium tier In Global C
Slide 22: NIQ’s spectrum of recalibrated spending extremes
Emerging framework NIQ’s spectrum of recalibrated spending extremes 6 different manifestations of the same global evolution 6 Global market archetypes Marker State of spending Consumers are increasingly trading up, with premium products driving ● Premiumization markets ↑ Premium disproportionate gro
Slide 23: The “Barbell Effect” in Action
Leading examples of consumption at extremes The “Barbell Effect” in Action Key markets that demonstrate the growing shift towards trading down or trading up, leaving the middle squeezed 6 Global market archetypes ● Premiumization markets Growth in CPG value share by price tier vs. year ago Today’s p
Slide 24: Acting on NIQ’s spectrum of recalibrated spending extremes
Strategic playbook Acting on NIQ’s spectrum of recalibrated spending extremes So, what? Now, what? 6 Global market archetypes Key action What this means Accelerate Prioritize innovation, superiority, and trade-up opportunities to maximize ● Premiumization markets trade-up premium growth. Play both C
Slide 25: A new world of worth
Key Insights • The shift from cost to worth: Quality & performance now outrank affordability as the leading driver of purchase value (34% vs. 31%) • The rise of value engineering: Nearly every A new world saving strategy is gaining traction as consumers stack savings, working harder stretch budgets
Slide 26: Expect a new world of worth in 2027
Expect a new world of worth in 2027: consumers protect essentials, increasingly selective elsewhere Spending will be guided by justification rather than habit, raising the bar for every purchase decision Utilities 11 Education/Child Care 10 Fresh Produce 14 Groceries & Household Items 8 Health & Wel
Slide 27: Losing pace: many markets see signs of category de-prioritization
Losing pace: many markets see signs of category de-prioritization Philippines, US and Portugal have higher concentration of categories with declining purchase rate among consumers Drop in Purchase Rate: Market signal of potential category de-prioritization % of categories by market where there has b
Slide 28: Losing potential: hotspots where fewer consumers are buying in
Losing potential: hotspots where fewer consumers are buying in Great Britain, Puerto Rico, and Chile have the highest concentration of categories experiencing a decline in buyer pool Drop in Penetration: Market signal of potential category abandonment % of categories by market where there has been a
Slide 29: Spending by exception
Spending by exception. Consumers are no longer buying by default. They buy when a compelling reason exists. Purchases are no longer evaluated on cost alone, but on the balance between price, quality, performance and personal relevance. >>> In a world of considered trade-offs, strive to be the except
Slide 30: The shift from “cost” to “worth”
The shift from “cost” to “worth” Consumers are redefining value beyond affordability alone Which ranks supreme in the eyes of consumers? >>> 31% Price of surveyed global consumers say that affordable pricing is most important to determining if a household or grocery purchase is worth it 34% of surve
Slide 31: What feels “worth” paying more for?
What feels “worth” paying more for? While some factors feel consistently “worth it” across generations, others have a definite skews towards key cohorts Gen Z Millennials Gen X Boomers 35.5% say it’s products that 36.1% 36% offer better value for amount of product received (i.e. 36.4% economy size)
Slide 32: Consumers are no longer hunting for a deal, they’re assembling one
Consumers are no longer hunting for a deal, they’re assembling one Nearly all top saving strategies have gained traction among consumers % change vs. 2025 Shop more often at discount/ value/lower-priced stores 1 37% 5 Switch to lower-priced option 2 34% 3 Monitor the cost of my overall basket of goo
Slide 33: Layering value to justify worthwhile spending
Value “Engineering”: The rise of Savings Stacking Consumers are increasingly combining discounts, rewards, payment system benefits, memberships and more, to engineer the lowest possible net price Layering value to justify worthwhile spending Net price Netover price over LoyaltyLoyalty unlocksunlocks
Slide 34: Self-directed wellness
Key Insights • Rising health-first value equation: A near-equal percentage (~15%) of global consumers ranked “healthy / natural” and “affordability / price” as top priorities Self-directed • Growing health divide: Affluent households drive growing share of wellness growth, +19% in US wellness sales
Slide 35: Health is no longer a “trade off”
Health is no longer a “trade off”; wellbeing won’t be compromised in the year ahead Ranking factors of ‘most importance’ when choosing what to buy Global consumer sentiment, % respondents who said each factor was “most important” Affordability / price 15.3% The Rise of a Health-First value Healthy /
Slide 36: The growing health gap
The growing health gap: Health priorities are shared, but spending power on them is not Economic Divide: % respondents Willing to pay more for fresh 63% Thrivers 75% would pay more for fresh products without Cautious Middle 61% preservatives Strugglers 54% Economic Divide: % respondents Willing to p
Slide 37: Affluent households drive a greater share of growth over time
Affluent households drive a greater share of growth over time, with notable impact in wellness space Growth in pain relief, sleep solutions and medical accessories increasingly driven by U.S. higher -income households Income groups contribution to topline CPG sales Health-focused category growth acr
Slide 38: Health divide evolves: GLP-1s become a little more accessible
Health divide evolves: GLP-1s become a little more accessible as new care pathways emerge Technology, retail innovation and new care models are expanding pathways to treatment across the economic spectrum Thrivers 14% Unchanged 11% Cautious 9% Rebounders 10% Strugglers 15% Broadening GLP-1 access St
Slide 39: GLP-1 adoption is gaining momentum across global markets
GLP-1 adoption is gaining momentum across global markets India reports the highest level of GLP-1 usage among markets surveyed “Currently using GLP-1 medications” Consumer sentiment across markets (% respondents) India reports the highest GLP-1 01 02 03 adoption among markets surveyed (22%), potenti
Slide 40: The GLP-1 Ripple Effect beyond weight loss
The GLP-1 Ripple Effect beyond weight loss: Rewired wellness priorities From hydration to cognitive health, users are reallocating spending toward products that support their evolving health goals Comparing purchase shifts among GLP-1 users (for weight loss) vs. Non-users US Market % Unit Growth vs.
Slide 41: A growing number of consumers are turning to technology to navigate healthier choices
A growing number of consumers are turning to technology to navigate healthier choices Growing adoption and trust in ingredient-scanning tools signals rising demand for personalized health guidance and tech-driven discovery Growth in adoption Growth in trust +8pts 4x 87% in BASES survey study respond
Slide 42: Health technology is shifting from insight generation to outcome enablement
Health technology is shifting from insight generation to outcome enablement From data collection to personalized action: Then Now Next Tracking: Guiding: Orchestrating: Monitor activity, sleep, nutrition, Connect multiple data sources and Coordinate personalized health biomarkers provide recommendat
Slide 43: Agent-led discovery
Key Insights • AI is becoming a new discovery layer: 55% of global consumers have been influenced by AI recommendations for CPG purchases, and 27% say they already use AI to help decide what to buy • Products can win or lose before consumers even see them: As commerce evolves from physical stores to
Slide 44: Navigating a rapidly evolving new architecture of “choice” and “influence”
Navigating a rapidly evolving new architecture of “choice” and “influence” Sources of influence for CPG product discovery % respondents, Sometimes / Often / Always influenced to purchase by After research, reverting to usual self-preference 79% Family / friend recommended 76% Search engine recommend
Slide 45: Agentic commerce is reshaping the shopping experience
The shift ahead Agentic commerce is reshaping the shopping experience Today Tomorrow 10 minutes in the aisle A voice prompt to an AI agent in 30 seconds A shopper travels to the snack aisle in-store: they scan The agent queries structured product data, cross-references labels, compares options, and
Slide 46: Same purchase. Very different infrastructure.
SHOPPER JOURNEY BEHIND THE SCENES Same purchase. Very different infrastructure. What shoppers experience may look the same. But the intelligence, signals, and decisions powering each interaction are fundam entally transformed. TODAY Drive to store Walk the aisle Pick two Pay and leave Consumer rejec
Slide 47: Nearly 3 in 10 consumers globally already use AI-powered tools
Nearly 3 in 10 consumers globally already use AI-powered tools to help research 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 research and decision-making among consumers Consumer sentime
Slide 48: Products can win or lose before consumers even see them
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 49: The goals are the same. The opportunity has skyrocketed.
For brands & retailers The goals are the same. The opportunity has skyrocketed. Drive revenue Create efficiency Transform Accelerate decisions, grow faster Shorten cycles, expand capacity Relevant workflows and value $3-5T 10-20% 4.4x in global revenue from of U.S. e-commerce market share Higher con
Slide 50: Forces shaping the consumer landscape in 2027
What this means for 2027 Forces shaping the consumer landscape in 2027 Foresight to guide strategic actions in the next 12-18 months Recalibrating for Consumption at A new world Self-directed Agent-led a new reality extremes of worth wellness discovery 2027 Outlook: 2027 Outlook: 2027 Outlook: 2027
Slide 51: Thank You!
Thank You! © 202 6 Nielsen Con sumer LL C. All Rights Reserved. Confidential and prop rietary
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