Niq Global Intelligence Plc · NYSE:NIQ
Niq Global Intelligence — Investor Presentation (2024)
17 slides from Niq Global Intelligence's investor presentation, Sep 6, 2024
Slide 1: The GLP1 Saga Continues
The GLP1 Saga Continues An NIQ perspective on the impact of popular weight loss prescriptions Insight Circles - Pantry © 2024 Nielse n Consumer LLC. A ll Rights Reserved. © 2024 Nielse n Consumer LLC. A ll Rights Reserved.
Slide 2: How do GLP-1s Work?
How do GLP-1s Work? They boost the amount of insulin your body produces to keep blood sugar within a normal range, this also provides a sense of fullness after a meal People Who take GLP-1s Might A GLP or glucagon-like Feel fuller in-between meals Have increased glucose levels peptide, is a hormone
Slide 3: GLP-1 drugs are revolutionizing weight management strategies for roughly 12% of the US Population
GLP-1 drugs are revolutionizing weight management strategies for roughly 12% of the US Population Consumers using for Weight loss Consumers using for Diabetes % of All GLP1 Users % of Dollars Coming from GLP1 Consumers Diabetes Weight Loss Sou rce : NielsenIQ, Homescan GL P-1 Pane l Su rve y; Total
Slide 4: After 7-11 months, users have fully integrated the appetite-suppressing effects
After 7-11 months, Unit Volume % Chg. by GLP1 User Group users have fully Compared to their respective period of usage prior year integrated the People who started appetite-suppressing taking GLP1s 7-11 effects and experience 29.0% months ago account for slightly less than a sustained decrease ¼ of
Slide 5: GLP-1 Diabetes Users are pulling back on units purchased across Total Store
GLP-1 Diabetes Users are pulling back on units purchased across Total Store Department declines in GLP-1 Diabetes users could lead to long-term implication Department Trends Across the Store amongst Diabetic Users (7-11 mos. ago) L52 Wks. vs YA 11.0% Bakery 6.0% Grocery Deli Health & Beauty Care Fro
Slide 6: GLP-1 Weight Loss Users pulling back on units purchased across Total Store
GLP-1 Weight Loss Users pulling back on units purchased across Total Store Department declines with GLP-1 Weight Loss Users could result in long-term implications Department Trends Across the Store amongst Weight Loss Users (7-11 mos. ago) L52 Wks. vs YA 15.0% 10.0% Bakery Frozen Grocery Deli 5.0% H
Slide 7: Grocery declines driven by unit losses in Beverages, Packaged Coffee, and Cookies & Crackers
Grocery declines driven by unit losses in Beverages, Packaged Coffee, and Cookies & Crackers More nutritious categories like Fruit and Nuts able to grow units, underlining areas of opportunity Top Grocery Categories for GLP-1 Weight Loss Users (7-11 mos. ago) % of Total Store Decline L52 Wks. vs YA
Slide 8: Varying consumer need states create two distinct GLP1 user groups
Varying consumer need states create two Rapid weight loss and extreme fatigue from distinct GLP1 user groups GLP-1 medication can result from a GLP-1 Users who are taking the drug for the sole purpose of significant decrease in muscle mass and weight loss are younger high-income households. reduced
Slide 9: Varying consumer need states create two distinct GLP1 user groups (Diabetes)
Varying consumer need states create two People with diabetes have 2x the risk for distinct GLP1 user groups Diabetes GLP-1 users are older, no kid households, with heart disease lower income High Indexing Product Claims No one uses GLP-1 Any Glp-1 for Diabetes 74% have no 55% age 55-74 children (Ind
Slide 10: Despite medical need consumers will face obstacles for usage
Despite medical need consumers will face obstacles for usage Increased opportunity if GLP-1 becomes more accessible, as ailments affect a higher percentage of low-income households Obstacles to GLP-1 Use 13% 7% 24% • High cost and insurance Diabetes Type II Pre-Diabetes Obesity Households Households
Slide 11: Retailers exercising social responsibility to support consumer wellness
Starting at $99 per visit that include: Resources on fresh and healthy foods, ongoing medical visits, routine couching, and community support information. The Retailers inclusion of FDA approved medical treatments including GLP-1. exercising social Health and Wellness under one platform: responsibil
Slide 12: Social dialogue increasing interest in GLP-1 drugs
Social dialogue increasing interest in GLP-1 drugs GLP-1 Results Ozempic benefits What I eat in a day on #GLP1 GLP-1 68.8K Total Posts #glp1forweightloss ~22.4K posts Naturally increasing GLP-1 Weight gain after #GLP1 Long-term effects Ozempic 80K Posts Side Effects of GLP-1 Natural alternatives #GL
Slide 13: …and their alternatives
…and their alternatives Supplement Berberine has been called ‘Nature’s Ozempic” Berberine going viral on Berberine 5YR Dollar Sales numerous platforms Total Store, xAOC #berberine 12.5M +445.2% 5.8K total posts $ % Chg. vs. YA #berberine #berberine 23.3K 23.3K total total posts posts 1.8M 2.3M 1.7M
Slide 14: CPG Manufacturers are innovating to meet the needs of consumers struggling with GLP-1 symptoms
CPG Manufacturers are innovating to meet the needs of consumers struggling with GLP-1 symptoms When pursuing rapid weight loss, people risk losing Vital Key Product Callouts: High Protein 11-50% of Pursuit Nutrient dense Muscle Support muscle creating opportunity for innovation Coming Q4 2024 Launch
Slide 15: GLP-1 usage has the potential to continue acceleration
GLP-1 usage has the potential to continue acceleration Projected Penetration Growth of Consumers using GLP-1s for Diabetes Total US 12% -15% 8.0% 12% of US HHs currently on GLP-1 (5.1M households) Today Projection 2030 Projected Penetration Growth of Consumers using GLP-1s for Weight Loss Total US B
Slide 16: Strategizing for a Weight Conscious Future
Strategizing for a Weight Conscious Future Next steps to address the headwinds of growth in GLP1 usage Immediate Actions 2-4 Year Recommendations 5-8 Year Recommendations Leveraging Data to Inform Strategy Strengthen Your Core Business Expand Offerings to Meet Evolving Needs 5 Questions you should w
Slide 17: We want to hear from you!
We want to hear from you! Please take a moment to share your feedback on this analysis by using the QR code to the left. Your input helps us bring you more actionable insights for your business. Thank you! © 2023 Nielse n Consumer LLC. A ll Rights Reserved. 17
NIQ Global Intelligence — Investor Presentation (2024) on 6ix