Niq Global Intelligence Plc · NYSE:NIQ
Niq Global Intelligence — NielsenIQ — Investor Presentation (2022)
9 slides from Niq Global Intelligence's investor presentation, 2022
Slide 1: Beauty and personal care 2H 2022 Inflation Update
Beauty and personal care 2H 2022 Inflation Update © 2022 Nielsen Consumer LLC. All Rights Reserved.
Slide 2: Synopsis
Synopsis Consumers are facing rising prices on essentials such as groceries, utilities, and gas. According to a recent NielsenIQ survey, 97% of consumers reported that they would be concerned if prices were to rise in the next 12 months. These inflationary pressures are causing shoppers to make mind
Slide 3: Consumer's normal grocery basket has been redefined
Consumer’s “normal” grocery basket has been redefined. For many, disposable spend is very different from what it was 2 years ago. With rising prices, essential vs discretionary items are being re- evaluated and value trade-offs and compromises are the new norm. Retailers and brands cannot assume pas
Slide 4: Consumer pressures impacting spending power
Consumer pressures impacting spending power Inflationary Rising Interest Rising Pressures Rates Gas Prices* Inflation*: +8.2% Household Debt +51% CPG: +9.0% $15.6 Trillion in ’21 Monthly increase Income: +5.9% +$1 Trillion of +$88/ car Net Loss Source: NielsenIQ. Total US xAOC 4 weeks ending April 3
Slide 5: The majority of consumers are concerned about rising prices
As expected, the majority of consumers are concerned about rising prices Q: How concerned would you be if Level of Concern prices were to increase for everyday items over the next 12 months? 45% | 41% Extremely 26% | 27% Very Yes: 97% 20% | 23% Somewhat 6% | 06% A Little Source: NielsenIQ, Total US
Slide 6: Beauty and personal care growing in dollars, divergence from units accelerating
2022 Inflation Tracker Beauty & Personal Care While beauty and personal care is growing in dollars, the divergence from units is accelerating Total US xAOC $ % Chg Unit % Chg 5.0 4.5 4.3 4.3 3.8 3.9 4.0 2.9 3.1 3.0 2.4 2.3 2.1 1.8 1.7 1.6 1.8 1.7 2.0 1.3 1.0 0.1 0.0 -0.8 -0.9 -1.2 -1.0 -1.6 -2.0 -2.
Slide 7: Base price change greater than EQ change
2022 Inflation Tracker Beauty & Personal Care Base price change > than EQ change, meaning that premiumization, innovation, and product mix could be additional factors in price growth Total US xAOC EQ Price % Chg YA Base EQ Price % Chg YA 9.0 8.0 8.0 7.4 7.0 6.2 7.1 6.0 Covid 5.6 6.4 Lockdown 4.9 5.0
Slide 8: Key Takeaways
Key Takeaways Inflation has been top of mind for all those in the industry as we continue to monitor how consumers shift their behavior in reaction to rising prices. Consumers will need to allocate more of their dollars towards essentials and make more calculated decisions on how they spend their di
Slide 9: Thank you.
Thank you. For more information visit our insights hub at: niq.com/beauty 9 © 2022 Nielsen Consumer LLC. All Rights Reserved.