Niq Global Intelligence Plc · NYSE:NIQ
Niq Global Intelligence — GTDC Summit EMEA 2025
23 slides from Niq Global Intelligence's conference presentation, Mar 26, 2025
Slide 1: Get Ahead: Exclusive Insights from GfK | NIQ's EMEA Briefing
Get Ahead: Exclusive Insights from GfK | NIQ’s Get Ahead: Exclusive Insights EMEA Briefing from GfK | NIQ’s EMEA Briefing © 2025 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary Confidential and proprietary
Slide 2: Executive Summary
Executive Summary Key Learnings Emerging Economies Lead The Year of Replacements AI PC Momentum gfknewron Supply Chain! • Global economic growth • European distribution • AI PCs surpass traditional • Get customizable remains subdued, diverging shows recovery in 2025, led PCs in market share, with AI
Slide 3: Be the shapers of tomorrow
Be the shapers of tomorrow Extract the signals from the noise & accelerate your business Combine both for powerful supply chain Distribution POS Market gfknewron GfK insights! & Supply Chain Intelligence Forecasting Catalogs Intelligence Fast track your market Track PoS sell-out in over Forecast wit
Slide 4: Largest global coverage of distribution partners
Largest global coverage of distribution partners* Benefit from local & regional expertise in 45+ markets WEU Austria Finland Greece Netherlands Sweden Belgium France Ireland Norway Switzerland Cyprus Germany Italy Portugal Denmark Great Britain Luxembourg Spain CE
Slide 5: Macroeconomic Trends
Macroeconomic Trends © 2025 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary
Slide 6: Market dynamics
Subdued global economic growth overshadowed by divergence among major economies Major themes continue to disrupt market growth and inject further uncertainty • Inflation is on track to subside back • Wars and geopolitical tensions as towards central bank targets in most well as a rise in protectioni
Slide 7: Burdened business confidence
Economic challenges burden business confidence globally US & EU improve overall while UK´s business confidence even worsened Burdened USA EU DE FR IT ES UK CZ LT PL RO business 86,585,7 96,7 92,9 86,5 85,5 97,5 98 confidence 46,5 48,4 However, key markets have recently been able to gain in 4,6 busin
Slide 8: POS: Tech & Durables markets return to growth, driven by promotions & subsidies
POS: Tech & Durables markets returns to growth, driven by promotions & subsidies Consumers continue to rationalize purchases – political stimulation programs (e.g., China) show effect Global (ex. NA, RU) Point-of-Sale Markets, Tech and Durables | Sales Value USD (NSP) | Growth rate YoY (%) | Jan 202
Slide 9: Sectors Move Beyond Negative Growth, Approaching Pre-Pandemic Levels
Sectors Move Beyond Negative Growth, Approaching Pre-Pandemic Levels As pandemic timelines shift, most sectors are recovering, nearing or surpassing the 0-growth threshold Growth rates Europe (excl. RU/BY) Distribution Market | FY2024 Growth Rates in % | Sales Value EUR wo. VAT 2025 YTD vs. 2024 YTD
Slide 10: Emerging Markets Drive Strong Growth, While Advanced Economies Face Headwinds
Emerging Markets Drive Strong Growth, While Advanced Economies Face Headwinds Robust expansion in developing economies contrasts with slower recovery in advanced markets Global (ex. NA, RU) Point-of-Sale Markets, Tech and Durables | Sales Value USD (NSP) | Growth rate YoY (%) | IMF classification fo
Slide 11: European Technology & Distribution Market Trends
European Technology & Distribution Market Trends © 2025 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary
Slide 12: European Distribution Rebounds with a Strong Start to 2025
European Distribution Rebounds with a Strong Start to 2025 This promising start indicates a positive trajectory for the rest of the year EUROPE Distributors Jan 25 – Feb 25 Sales Value in bn. EUR -3% +5% Source: GfK MI: Supply Chain, Europe wo. RU + BY, B2B + B2C, all facts are based on Value wo. VA
Slide 13: Small & Medium System Houses Post the Strongest B2B Channel Performance at +9%
Small & Medium System Houses Post the Strongest B2B Channel Performance at +9% Generalists grow +6% YoY, but continue to decline in overall share since the pandemic EUROPE Distributors Jan 25 – Feb 25 Growth rates Sales Value in EUR, % YTD 2024 vs. YTD 2025 Specialists +3% Generalists +6% Online Ret
Slide 14: IT Growth Surges in Early 2025 as Replacement Cycles Ends
Jan 25 – Feb 25 EUROPE Distributors Sales Value in EUR, % IT Growth Surges in Growth rates YTD 2024 vs. YTD 2025 Early 2025 as Replacement +12% Cycles Ends -5% As IT hardware demand rebounds (+12%), Telecom +2% (+2%) also benefits from recent innovations and new +5% product releases Source: GfK MI:
Slide 15: gfknewron Reveals: 2025 will be the Year of Replacements
gfknewron Reveals: 2025 will be the Year of Replacements Distributor sales (sell-through) show beginning replacement cycles with full potential to be unfolded in 2025 Global (ex. NA, RU/BY, APAC) Distribution Markets | Growth rate YoY (%) | Jan 2019 – Dec 2024, Jan 2025 Average age of previous produ
Slide 16: IT Hardware and Accessories Drive Growth Amid Selective Spending
IT Hardware and Accessories Drive Growth Amid Selective Spending Hardware grows in units thanks to monitors and media tablets sales Global (ex. NA, RU) Point-of-Sale Markets | IT & Office | Growth rate YoY (%) | Jan 2024 – Dec 2024 Sales Value USD Sales Units 6% 4% 4% 3% 2% 2% 0% 0% 0% 0% 0% -1% -1%
Slide 17: AI PCs on the Rise: Surpassing Traditional PCs in Market Share
powered by AI PCs on the EUROPE Distributors FY2024 Rise: Sales Value EUR wo. VAT, Share 70% Surpassing 60% Traditional PCs 50% in Market Share 40% AI PCs are outpacing traditional PCs as efficiency and intelligence become 30% key priorities 20% 10% 0% Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-2
Slide 18: $990 billion AI-related hardware and software market by 2027
AI-related hardware (+40% growth per year) and software (+55% growth per year) market could reach up to $990 billion US dollars by 2027 The industry is evolving at lightning speed! …But what if you could stay ahead by predicting market shifts? Buckle up for gfknewron Forecasting… Source: Bain & Comp
Slide 19: What if you could predict the next big opportunities at the Point-of-Sale before they happen?
What if you could predict the next big opportunities at the Point-of-Sale before they happen? Want to learn more? Get your free demo today! Our POS Forecasting solution provides detailed insights on sales expectations for the upcoming 18-months or 26- 18-month weeks! Forecasting Example for Solid St
Slide 20: Global eCommerce Sustainability Solutions for Distributors
Global eCommerce Sustainability Solutions for Distributors GfK Catalogs © 2025 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary 20
Slide 21: GfK Catalogs
Did you know? We track 120+ sustainability attributes! 20.4 M 70,505 76 GfK Catalogs Global Products in Catalogue Brands Global markets represented served …provides standardized product data catalogs for more than 20 million products in multiple languages globally Get access to product data, product
Slide 22: Launching in April: gfknewron Supply Chain!
Oh, and just so you know… 2025 just leveled up! Launching in April: gfknewron Supply Chain! Look out for an onboarding E-Mail Supply Chain Insights, your way. in April! Access the insights you need, exactly when you need them, with analysis you and your teams can fully customize on our AI-powered pl
Slide 23: Questions, ideas, or challenges?
Questions, ideas, or challenges? Your GfK | NIQ Supply Chain Intelligence team has your back! Global Global Tatjana Wismeth Kelsy McKinley Head of Distribution & Supply Chain Intelligence Global Distribution Partners T: +49 175 117 8118 T: +49 170 327 2219 Tatjana.wismeth@nielseniq.com Kelsy.mckinle