Niq Global Intelligence Plc · NYSE:NIQ
Niq Global Intelligence — Q2 2025 Earnings Presentation
46 slides from Niq Global Intelligence's earnings presentation, June 2025
Slide 1: Navigating the tech & durables market: From Tariffs to Trends
Navigating the tech & durables market: From Tariffs to Trends Q2 2025 Namrata Gotarne | Nevin Francis Global Strategic Insights Team © 2025 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary
Slide 2: Today's presenters
Today’s presenters Namrata Gotarne Nevin Francis Global Strategic Insights Global Strategic Insights Director Senior Director Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 2
Slide 3: Agenda
The big picture: Global Tech and Durables Agenda Regulations, policies and tariffs State of Tech and Durables The intentional shopper & how to win them Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 3
Slide 4: The big picture: Global Tech and Durables
The big picture: Global Tech and Durables Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 4
Slide 5: Growth resumes as Tech and Durables reaffirm resilience
Growth resumes as Tech and Durables reaffirm resilience Replacement cycles and political stimulus fuel a strong start to 2025 Global (ex. NA, RU) | Tech and Durables Sales Value USD (NSP) | Growth rate PY +/-%YTD: Jan-Apr 10% 2% Consumer Electronics Office -1.6% -4.9% 19% 15% Information Technologie
Slide 6: Currency effects distorting view of real revenue performance
Currency effects distorting view of real revenue performance Especially small and major domestic appliances notably underrepresented Global (ex. NA, RU) | Tech and Durables Growth rate PY +/-%YTD: Jan-Apr $USD Value Growth YoY (%) Local currency Value Growth YoY (%) 11% 9% 8% 7% 7% 7% 3% 4% 3% 2% 1%
Slide 7: Beyond the currency lens, volume growth supports hidden market momentum
Beyond the currency lens, volume growth supports hidden market momentum Especially for appliances and telecom Global (ex. NA, RU) | Tech and Durables Sales Units | Growth rate PY +/-%YTD: Jan-Apr 5% 3% 2% 2% 1% 1% Tech and Durables Major Domestic Appliances Telecom Small Domestic CE & Photo IT & Off
Slide 8: Online outpaces offline in post-COVID market shift
Online outpaces offline in post- COVID market shift Channel dynamics reflect a lasting shift in consumer behavior & market realignment Global (ex. NA, RU) | Tech and Durables Growth rate PY +/-%YTD: Jan-Apr Online Offline 14% 7% 7% 6% 6% 5% 1% 0% 0% -1% -3% -5% Tech and Durables Information Technolo
Slide 9: Emerging markets take the lead
Emerging markets take the lead Global (ex. NA, RU) | Tech and Durables Sales Value USD (NSP) | Growth rate PY +/-%YTD: Jan-Apr +0% Eastern Europe -3% Western Europe -5% Developed Asia +3% +11% Middle East & Africa China +4% +1% Latin America Emerging Asia wo CN Source: NIQ Market Intelligence: Sales
Slide 10: Regulations, policies and tariffs
The big picture: Global Tech and Durables Regulations, policies and tariffs The intentional shopper & how to win them Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 10
Slide 11: Subsidies in action: China's strategic growth engine
Subsidies in Energy-saving Huimin project action: China’s Subsidy/Policy round 2nd 2024 trade-in subsidy strategic growth Period 06/2012 - 05 / 2013 08-12 / 2024 & Ongoing engine Subsidy proportion Price 3%-23% Price 15%-20% Allocated to the production enterprises Government support drives Type and
Slide 12: China's dominant role in global tech and durables revenue growth
China’s dominant role in global tech and durables revenue growth $249 $7 $256 $8.7 bn $10 $181 $171 China’s contribution to absolute growth $7.6 bn =123% of total China’s contribution global growth to absolute growth originated from China (i.e. all other countries together sum up to an =78% of total
Slide 13: China's subsidy surge powers T&D in Q4 2024 and early 2025
China’s subsidy surge powers T&D in Q4 2024 and early 2025 High benchmarks post challenges for sustained growth China | Tech and Durables Sales Value (NSP) USD | Avg. price USD | Growth rate PY +/-% Washing Laptops TVs SDA Cooling AirCon Sep-Dec 24 Jan-Mar 25 Sep-Dec 24 Jan-Mar 25 Sep-Dec 24 Jan-Mar
Slide 14: China's subsidy surge powers T&D in Q4 2024 and early 2025
China’s subsidy surge powers T&D in Q4 2024 and early 2025 High benchmarks post challenges for sustained growth China | Tech and Durables Sales Value (NSP) USD | Avg. price USD | Growth rate PY +/-% Washing Laptops TVs SDA Dishwashers Tablets SMP Cooling AirCon Sep-Dec 24 Jan-Mar 25 Sep-Dec 24 Jan-M
Slide 15: The decline of a core consumer value Internationalism
On the road to more Protectionism? The decline of a core consumer value “Internationalism”* North America Western Europe Developed Asia Emerging Asia Latin America 31% 32% 23% 42% 46% Diff vs 2019 -4 -6 -0.4 -12 -10 Consumers choice of national products has not proven relevant even if they prefer bu
Slide 16: Transition from preference to policy
Transition from preference to policy US is now at the center of a tariff-driven trade realignment Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 16
Slide 17: Smartphones: A strategic decoupling from China since 2018?
Smartphones: A strategic decoupling from China since 2018? Apple’s manufacturing happens mostly in China Samsung is assembling ~50% of their phones in Vietnam, Apple has shifted watch and iPad assembly to Vietnam Both companies have manufacturing sites in India. Both Samsung and Apple have manufactu
Slide 18: A quiet climb: Chinese brands gain ground globally
A quiet climb: Chinese brands gain ground globally Share of Chinese brands | Tech and Durables Sales Value USD (NSP) | YTD: Jan-Apr Central & 17 Eastern Europe 16 14 14 Global ex. CN 13 12 8 Western Europe 8 7 YTD 2023 YTD 2024 YTD 2025 Source: NIQ Market Intelligence: Sales Tracking | International
Slide 19: From shelf to screen: Chinese marketplaces gain momentum
From shelf to screen: Chinese marketplaces also gain considerable momentum NIQ Digital Purchases | Volume share of items (with ASP < 50 euros/pounds) 1st Jan 2022 – 18th May 2025 2022 YTD2025 Germany United Kingdom Spain Aliexpress Shein Temu Aliexpress Shein Temu Aliexpress Shein Temu Change in sha
Slide 20: US tariffs ripple through Europe, signaling broader global repercussions
US tariffs ripple through Europe, signaling broader global repercussions Dip in consumer sentiment in April 2025, could lead to price consciousness amongst consumers Price expectation +7 +7 vs. Mar’25 Willingness to buy -11 +0 vs. Mar’25 2020 2021 2022 2023 2024 2025 Source: GfK Euro Climate powered
Slide 21: The intentional shopper & how to win them
The big picture: Global Tech and Durables Regulations, policies and tariffs The intentional shopper & how to win them Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 21
Slide 22: What shoppers really want
What shoppers really want ! 58% Very important to consumers for getting Business model “value” from a product or a service (ranking) Convenience 2024 Durability #1 agree Quality 2 Performance & connectivity Convenience 3 Trust 4 “For me, the most Eco-friendly 5 Health, hygiene Personalization 6 and
Slide 23: Intentional shoppers prioritize value and experiences in 2025
Value and Experience over excess Intentional shoppers prioritize value and experiences in 2025 Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 23
Slide 24: Intentional shoppers prioritize value and experiences in 2025
Intentional shoppers prioritize value and experiences in 2025 Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 24
Slide 25: Sustainability gets a makeover
Sustainability gets a makeover From skepticism to status symbol – eco-consciousness is now personal & glamourous JADED Glamour Green Green in deed “Those skeptical and cynical about “Those who see sustainability as a “Those who are most active in issues like sustainability & climate badge of honor &
Slide 26: Purpose is rising in the priority list – retailers are catching up to green
Purpose is rising in the priority list – retailers are catching up to green expectations To which extent will you focus on the following activities to match consumers’ sustainability values in the next 2-3 years? % of retailers with high or very high focus on activities matching consumers’ sustainab
Slide 27: Not all Tech & Durables are created equal in sustainability
Not all Tech & Durables are created equal in sustainability Consumer decision making criteria vary widely across sectors, with MDA in the lead for energy efficiency MDA 50% Importance of energy efficiency CE 22% for buying decision SDA 9% Energy efficiency not IT and mentioned as criterion, only Sma
Slide 28: Balancing performance and sustainability will be a key success factor
Balancing performance and sustainability will be a key success factor Consumers want high performance but low environmental impact- brands must innovate at the intersection Best-in-class energy Product durability / 2nd life/ consumption/ labels repair- and upgradability Sustainability Innovation USP
Slide 29: Smart ecosystems are reshaping how consumers manage energy, comfort, and control
Smart ecosystems are reshaping how consumers manage energy, comfort, and control. Energy Educative & Remote Resource Saving Monitoring Control Savings Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 29
Slide 30: Intentional shoppers prioritize value and experiences in 2025
Intentional shoppers prioritize value and experiences in 2025 Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 30
Slide 31: +10pp in 3 years: ecosystem compatibility for gaming laptops
+10pp ↑ in 3 years of consumers buying a laptop for high-speed / high-resolution gaming consider “ecosystem compatibility” as an important choice driver Source: Source: gfknewron consumer; 2024 Full year; Buyer of Mobile PCs for High-Resolution / High-Speed Gaming Country: Belgium, Brazil, Chile, Fr
Slide 32: Gamers are willing to pay more
Purchase drivers : Mobile Computing Gamers are willing to pay more 70% Price as a choice driver Mobile PC Total Gamers are less likely to (Laptops) choose price as a discerning purchase driver for choosing their final product Source: gfknewron consumer; Buyers of Mobile PCs and Gaming Consoles in 20
Slide 33: Gamers are willing to pay more
Purchase drivers : Mobile Computing Gamers are willing to 64% ↓ 6pp pay more Price as a choice driver Mobile PC High Resolution Gaming (Gaming Laptops) Gamers are less likely to choose price as a discerning purchase driver for choosing their final product → Price sensitivity drops when the experienc
Slide 34: Retail ecosystem: The next frontier for retailer
Retail ecosystem: The next frontier for retailer Ecosystem approach-based innovation will create more meaningful engagement with consumers & new growth opportunities Business model Entertainment 19% Subscription services 31% Additional services to build the ecosystem Financial services 45% Innovatio
Slide 35: Intentional shoppers prioritize value and experiences in 2025
Intentional shoppers prioritize value and experiences in 2025 Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 35
Slide 36: Universe of health, hygiene and beauty categories in Tech and Durables
Universe of health, hygiene and beauty categories in Tech and Durables Hygiene outpaces total tech and durables in value growth, growing faster than health and beauty. Beauty Categories +1% 8% 46.6 Bil. $ 46% (+2.3%) Total Sales value USD Health Categories and Sales growth Hygiene Categories +2% Jan
Slide 37: Looking good is more than vanity—it's a core life value
“Looking good” is more than vanity—it’s a core life value for consumers. Universe of health, hygiene and beauty categories in tech and durables Beauty Categories 8% 3.8 Bil. $ (+1%) 46.6 Bil. $ Total Sales value USD 46% (+2%) and Sales growth Total Sales value USD and Sales growth Jan-Apr 2025 46% S
Slide 38: Looking Good is a life value which gives meaning
38% respondents’ state Looking Good is a life value which gives meaning to their life +3 pts vs 2023 Source: Consumer Life 2024 Countries: Global 18 Top 2 of C1 Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 38
Slide 39: Looking Good is a life value: hair dryer, styler, sun protection
38% Hair dryer +6% respondents’ state Looking Good is a Hair Styler +1% life value which gives meaning to their life Sun protection +7% +3 pts vs 2023 Source: Consumer Life 2024 Countries: Global 18 Top 2 of C1 Confidential and proprietary © 2025 Nielsen Consumer LLC. All Rights Reserved. 39
Slide 40: Wellness is multifaceted - from sleep to air quality
Wellness is multifaceted - from sleep to air quality, consumers seek tech that supports holistic health Universe of health, hygiene and beauty categories in tech and durables 8% 21.4 Bil. $ (+2%) Total Sales value USD 42% 46.6 Bil. $ and Sales growth (+2%) Total Sales value USD Health Categories and
Slide 41: Health needs are diverse—so are solutions
Health needs are diverse—so are solutions From sleep and nutrition to environmental and mental health, wellness is multifaceted. Prevention Environmental impact Mental & Social health Physical health Preventative Monitoring Products that help address Products that help having good Products to cook g
Slide 42: Health and wellbeing demand has recovered but remains below pandemic surge
Health and wellbeing demand has recovered but in value terms remains below the unprecedented surge in demand during the pandemic Global Tech & Durables vs. Health & wellbeing as a total group grew vs. past year: Sales Value Growth% YTD 2025 vs YTD 2024 12% 3% 2% 1% 1% 1% -2% -8% Tech & Total Lenses
Slide 43: Outpacing health and beauty, hygiene is the fast-growing segment
Outpacing health and beauty, hygiene is the fast-growing segment in Tech and Durables Universe of health, hygiene and beauty categories in tech and durables 9% 21.4 Bil. $ (+3%) 42% 46.6 Bil. $ Total Sales value USD (+2%) and Sales growth Total Sales value USD and Sales growth Hygiene Categories Jan
Slide 44: Hygiene: most important product features during purchase
Most important product features during purchase (~30.000 interviews) | FY2024 Hygiene Washing machine Energy efficiency Smart function 56% ▪ Smart washing machine is not 10% creating pull while key decision criteria is energy efficiency, but smart can be a differentiator ▪ Robots use case highly ena
Slide 45: What should manufacturers and retailers focus on in 2025?
What should manufacturers and retailers focus on in 2025? 1 2 3 4 5 Global rebalance Intentional spending Connected Care Eco meets Tech The network effect There is still appetite for tech Economic pressures and The health, hygiene, and Sustainability is now a status Growth is increasingly driven and
Slide 46: Thank you!
Please share your valuable feedback Thank you ! June 2025 Feedback Link For more information or enquiries Global MI support: global-mi-support.NUE@smb.nielseniq.com 0 1 2 3 4 5 6 7 8 9 10 Not Satisfied Neutral Satisfied Easy tip: If you like it, give us a 9 or 10! © 2025 Nielsen Consumer LLC. All Ri
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