Q2 2021 EMERGING GROWTH POCKETS

August

2021

IRI Leaderboard 05

Q2 2021 EMERGING GROWTH POCKETS

© 2021 Information Resources Inc. (IRI). Confidential and Proprietary. 2

Executive SummaryInflation is up

and the level of vaccinations is

stalling in Q2 2021.

The CPG marketplace is

seesawing between increasing mobility

and fear of the Delta variant.

Bright spots include child tax credits

and return to work and school.

The CPG Demand Curve• At home, food and beverage consumption levels remain elevated from 2019 levels, while nonedible sales

are down.• COVID-19 cases eased until the end of Q2 2021, and increased mobility was reflected in increased activity

in retail and recreation, transit, and workplaces. • E-commerce’s total store dollar sales are slipping as consumers regain confidence to shop in-store.

Market Factors• Child tax credits begin landing in July and will give a boost to many American households. • Inflation was nearly 5% in May and hit 5.4% in June. Manufacturers announce price increases and consumers

are seeing higher prices. • While the Delta variant is surging in states with the lowest incidence of vaccination, these same areas are also

reporting an increase in vaccinations. • Despite a slide in home-care product sales, the market continues to make room for trusted and new brands.

Cosmetics are experiencing a bump in sales as consumers drop their masks.

Implications• Fluctuations in mobility due to the Delta variant will lead to variations in category demand. • The 46% of the working population indicating they’ll continue to work from home at least one day a week will

help keep food and beverage CPG sales elevated, particularly for breakfast and lunch occasions. Continue to deliver ideas for affordable, wholesome and easy-to-prepare family meals.

• Retailers and brands should answer the call of consumers seeking to socialize. Amp up occasion-based merchandising and promote party trays, desserts and beverages as a convenient way to elevate gatherings. Continue to promote cost savings vs. restaurant meals.

• With category demands uncertain due to rise of the Delta variant, retailers and brands can reassure consumers all their needs will be met, whether at home or outside the home.

• Retailers should promote both online and in-store shopping, balancing in-store experiences with the convenience of online shopping.


Consumer Confidence Is On the Rebound, at 88.3 in Q2 2021, Up From 81.5 a Year Ago

Economic Recovery Continues, Spurred by the Reopening of Businesses

Sources: IRI Consumer Connect Survey Q2 2021, *Note: Compared with previous month. Source: U.S. Census Bureau, U.S. Bureau of Labor Statistics

unemployment rate

retail sales

economic growth

population

+6.7%Q2 2021

5.9%

June 2021

9.8%underemployed

are

0.6%inflation0.9%*

June 2021

$3.49 average price per gallon

June 2021

up from $2.39 in Jan. 2021

332.8MMJune 2021

0.6%annual growth


During Q2 2021, transit, grocery, retail and recreation activity were on the rise, and average new cases of COVID-19 declined.

Vaccinations Have Been the Trigger for Increased Consumer Mobility, Notably Transportation, Retail & RecreationStates With Highest and Lowest Vaccination Rates

Sources: Google Mobility June 2021, Becker’s Hospital Review.

VT 67.3

ME 63.2%

MA 63.6% NJ 57.6% CT 62.9%

MD 58.4%

NH 58%

AL 34.1% MS 34.2%

AR 6%

WY 36.4%

LA 36.6%

ID 37.2%

GA 38%

Highest Rate of Vaccinations

Lowest Rate of Vaccinations

MSAR

1.3%3.7% WYID

1.9%AL

2.1%

-50-40-30-20-10

01020304050

Janu

ary

Febr

uary

Mar

ch

April

May

June

Total U.S. Consumer Mobility vs. COVID-19 Rates Average Daily Value by Month

% c

hg. v

s. J

an.-F

eb. 2

020

base

line

Residential Grocery Retail & RecreationTransit Workplaces Avg. New COVID-19

Cases per Day


CPI % Change YA

https://www.bls.gov/charts/consumer-price-index

At-Home Food Costs Are Up and They Are Expected to Creep HigherContributing factors to increased prices:

⎯ Fewer promotions with higher demand⎯ Increased gas prices⎯ Supply chain issues⎯ Cost of raw materials⎯ Labor costs / worker shortages⎯ Retail pandemic-related safety measure costs

5.4%

2.4%

0.9%

4.2%

0%

1%

2%

3%

4%

5%

6%

Jan-

19Fe

b-19

Mar

-19

Apr-1

9M

ay-1

9Ju

n-19

Jul-1

9Au

g-19

Sep-

19O

ct-1

9N

ov-1

9D

ec-1

9Ja

n-20

Feb-

20M

ar-2

0Ap

r-20

May

-20

Jun-

20Ju

l-20

Aug-

20Se

p-20

Oct

-20

Nov

-20

Dec

-20

Jan-

21Fe

b-21

Mar

-21

Apr-2

1M

ay-2

1Ju

n-21

All items Food Food at home Food away from home


Almost Halfof Consumers Have Dined Inside at a

Restaurant in the Recent Period and

One-Quarter Plan to Dine at

Restaurants More Often

Plans After the Vaccine Has Been Widely Distributed vs. What You Have Been Doing the Past Few Months

Consumers Report on How They Are Getting Their Restaurant Meals

18%

15%

61%

73%

22%

13%

Dine atrestaurants

Go to acoffee shop

Will Do Less Often About the Same Will Do More Often

Source: IRI Survey among IRI Consumer Network™ Panel representing Total U.S. Primary Grocery Shoppers, June 2021

19%

17%

20%

50%

46%Indoor Dining

Take Out

Home Delivery

Outdoor Dining

Haven’t Gotten Food from a Restaurant in the Past Few Weeks


Will the Anticipated Decline of In-Home Food & Beverage Occur as Delta Variant Spikes?

Omnichannel = MULO+C + Costco + eCom – Overlap. Source: Google Mobility – Workplace. IRI POS data. IRI Strategic Analytics models. IRI analysis.

U.S. Consumer Mobility vs. Food & Beverage At-Home Volume% Chg. From Pre-COVID-19 (Jan. to mid-Feb. 2020) Base

4-Week Rolling Average, Estimated Total Omnichannel

Significant Spikes in Everyday Price May Suppress Demand Further

Ups and Downs of Mobility • As pre-pandemic behaviors

resume, in-home consumption of food and beverage is expected to decline, but the rise of the Delta variant could delay mobility.

• In early July, communities in both California and Nevada are reinstating mask mandates.

• Vaccinations are increasing in some states where COVID-19 cases are soaring, including Arkansas, Florida, Missouri and Nevada.

-50

-40

-30

-20

-10

0

10

20

30

40

7/1/

2020

1/1/

2020

4/1/

2021

4/1/

2020

10/1

/202

0

1/1/

2021

7/1/

2021

10/1

/202

1

Forecast

Q1

‘21

Q2

‘21

Q3

‘21

Q4

‘21

+6%vs. Jan-Feb 2020

+3%vs. Jan-Feb 2020

~+8%vs. Jan-Feb 2020

2020 F&B volume~+10-12% vs. Jan-Feb 2020

+3%vs. Jan-Feb 2020

F&B Volume

Workplace Mobility

Median Forecast


average shoppers’ meals made and eaten in the home, compared to 48% in 2019

of those employed plan to work from home at least one day a week


Home Meals Will Retain Their Importance – Consumers Are Still Cooking More From Scratch vs. Pre-COVID-19, Although Not as Much as a Year Ago

30%

4%

5%

4%

3%

54%

5 days or more

4 days

3 days

2 days

1 day

Rarely / NeverWork from Home

Likely to Work From Home in the Next Month


Compared to Two Years Ago, Edible Sales Remain Elevated, But Nonedible Unit Sales Are DownMULO+C / Rolling 4 Weeks / % Change vs. 2 YA

EDIBLE

NONEDIBLE

$ Sales % Change Unit Sales % Change

15.9%14.1% 13.4% 13.9% 14.9%

11.6% 13.0%16.4%

13.9% 12.9%15.8% 15.4% 15.6%

4.6% 3.7% 3.4% 4.5% 5.7%3.4% 3.1%

6.4%3.6%

2.1%4.2% 4.2% 3.9%

8.5%

5.4% 6.1% 6.8% 7.8%

3.0%

8.6%

2.7%

5.8%

11.0%

8.3% 7.8% 7.4%

-1.0%-2.8% -2.0% -1.0% -0.2%

-4.7%

-0.1%

-5.0%

-2.2%

1.5%

-1.3% -1.9% -2.3%

08-09-20 09-06-20 10-04-20 11-01-20 11-29-20 12-27-20 01-24-21 02-21-21 03-21-21 04-18-21 05-16-21 06-13-21 07-11-21

Source: IRI POS, MULO+C, Latest 13 Quad Weeks


Year-Ago Comparisons Show Declines of Both Edible and Nonedible CPG Unit SalesMULO+C / Rolling 4 Weeks / % Change vs. YA

Source: IRI POS, MULO+C, Latest 13 Quad Weeks

6.7%3.2% 4.7% 5.1% 6.0%

1.4%6.9%

1.4%

-16.2%

9.3%

-0.3%

1.3% 0.4%1.2% -1.4% 0.1% 0.3% 1.0%

-3.6%1.0%

-4.2%

-20.6%

2.1%

-5.2% -3.5%-4.1%

08-09-20 09-06-20 10-04-20 11-01-20 11-29-20 12-27-20 01-24-21 02-21-21 03-21-21 04-18-21 05-16-21 06-13-21 07-11-21

12.6% 10.6% 10.7% 10.7% 10.8% 9.3%12.7% 12.0%

-14.5%

-3.8% -5.1%

0.3% 1.7%4.6% 3.4% 4.0% 4.3% 4.6% 3.8% 5.5% 5.0%

-19.1%

-5.5% -5.5%-1.4% -1.2%

$ Sales % Change Unit Sales % Change

EDIBLE

NONEDIBLE


Top Growth Categories Across the Store Reflect a Return to Seasonal Activities and Socializing

Top Growing Total Store Categories by Dollar Sales % Change vs. YA

Source: IRI POS, MULO+C, 13 WE 06/27/21

29.3%

29.6%

29.6%

30.3%

32.0%

33.7%

34.3%

36.4%

52.0%

65.3%

WEIGHT CONTROL

CHEESECAKES - RFG

BREATH FRESHENERS

PREMIXED COCKTAILS/COOLERS

COSMETICS - LIP

COSMETICS - EYE

SUNTAN PRODUCTS

LUNCHES - RFG

COUGH SYRUP

COLD/ALLERGY/SINUS LIQUIDS

© 2021 Information Resources Inc. (IRI). Confidential and Proprietary. 12Source: IRI POS, MULO+C, 13 WE 06/27/21

Top Growing Refrigerated Categories by Dollar Sales % Change vs. YA

Refrigerated Food Sales Reflect a Penchant for Socializing, With Increased Sales of Cheesecakes,

Desserts, Dips and Whipped Topping

Top Growing Refrigerated Categories by Dollar Sales % Change vs. 2 YA

4.7%

4.9%

8.0%

9.4%

13.1%

16.1%

27.1%

27.9%

29.6%

36.4%

YOGURT

SEAFOOD - RFG

PICKLES/RELISH - RFG

BAKED GOODS - RFG

TEA/COFFEE - RFG

DESSERTS - RFG

ENTRÉES - RFG

SIDE DISHES - RFG

CHEESECAKES - RFG

LUNCHES - RFG

21.7%

21.8%

25.5%

25.6%

28.7%

30.2%

35.9%

37.1%

44.2%

48.0%

WHIPPED TOPPINGS -RFG

DIPS - RFG

DESSERTS - RFG

BAKED GOODS - RFG

ENTRÉES - RFG

TEA/COFFEE - RFG

PICKLES/RELISH - RFG

SIDE DISHES - RFG

SEAFOOD - RFG

CHEESECAKES - RFG


of shoppers plan to socialize more with friends and family, the most popular post-lockdown activity

Sources: IRI Shopper Survey June 2021; IRI Syndicated Integrated Fresh, MULO+C, 13 WE 06/27/21

Deli and Bakery Departments Are Rebounding, With Sales of Social Offerings Surging

Top Growing Fresh Departmentsby Dollar Sales % Change vs. YA

Top Growing Fresh Categoriesby Dollar Sales % Change vs. YA

17.8%

4.0%DEPT-DELI DEPT-BAKERY

25.1%

29.3%

31.5%

34.1%

36.6%

44.7%

50.0%

59.8%

92.5%

97.5%

PERIMETERBROWNIES/SQUARES/BARS

DELI SALADS

DELI BREAKFAST

PERIMETER DONUTS

DELI SOUPS & CHILI

DELI SANDWICHES

DELI ENTRÉES

FRESH MIXED FRUIT

DELI TRAYS

FRESH PRODUCE PARTY TRAYS &GIFTS


With More Consumers Interacting in Person, Sales of Breath Fresheners Are Increasing Among Most GenerationsEdible Purchase Gains Across All Household Demographics / Growing Categories by $/1000 HH % Change vs. YA

Source: IRI Shopper Loyalty, All Shopper Loyalty Food Stores, 13 WE 06/30/21

Millennials

ENTRÉES - RFGENTRÉES - RFG

ENTRÉES - RFG

ENTRÉES - RFG

ENTRÉES - RFG


Nonedible Categories Also Reflect Increase in Consumer Mobility, With Strong Sales of Cold / Allergy / Sinus Relief Products, Ice and Hair SprayNonedible Purchase Gains Across All Household Demographics / Growing Categories by $/1000 HH % Change vs. YA


Millennials


Retail Sales of Beverage Alcohol Decline Overall, Led by Gen X, Millennials and Gen Z


Dollar Sales % Change vs. YA$ Share Change vs. YALiquor $ Share

Gen Z Millenials Gen X Boomers Seniors and Retirees

2.5

20.6

32.8

37.5

6.7

0.0-0.1

-0.4

0.2

0.3

-15.0%-14.5%-15.1%

-13.7%

-10.1%

Total Liquor -14.2%


In Home Care, Small Companies Are Experiencing a Larger Percentage Sales Growth Than Medium or Large Companies

Large Parent companies >$6.0 B Total Store MULO+C sales, Medium >$1 B, Small >$100M L52 Week Ending 06/27/21 / Source: IRI POS, MULO+C, 13 WE 06/27/21

Small Company Brands Medium Company Brands Large Company Brands

Top Growing Home Care Parent Company by Small / Medium / Large Dollar Sales, % Change vs. 2 YA

3.9%

4.3%

5.9%

13.4%

41.4%

S C JOHNSON & SON INC

CHURCH & DWIGHT COINC

3M

CLOROX CO

RECKITT BENCKISER INC

22.8%

36.1%

37.5%

42.0%

54.1%

55.8%

BRADSHAW HOME

THE LIBMAN CO

JULIUS SAMANN LTD

BISSELL HOMECARE INC

RIMPORTS USA LLC

FREUDENBERGHOUSEHOLD PRODS

9.1%

27.4%

UNILEVER

PROCTER &GAMBLE


Home Care by $ Sales Chg. vs. YA

$7.M

$7.6M

$9.8M

$10.3M

$10.3M

$18.1M

$28.6M

$62.9M

$68.5M

$110.9M

Home Care by $ Sales Chg. vs. 2 YA

TIDE 13.9%

GAIN 14.6%

DOWNY 19.1%

FEBREEZE 9.1%

ALL 16.1%

PERSIL PRO CLEAN 20.2%

ARM & HAMMER 4.1%

DAWN 3.6%

LITTLE TREES 15.3%

DREFT 23.6%

Many Top Home Care Brands

Continue to Grow Sales vs. YA;

the Home Care Category Continues

to Welcome New Brands

New Brands Sales >$10K L26 Week Ending 6/27/21 and No Sales in Prior Period L26 Week Ending 6/27/21 / Source: IRI POS, MULO+C, 13 WE 06/27/21

Home Care Brands by $ Sales

Top Selling New Home Care Brands by Dollar SalesDirect-to-Consumer Brand Grove Co. Made the Leap to Physical Retail Through a Partnership with Target

$217.1M

$264.M

$265.8M

$282.1M

$328.8M

$344.M

$392.3M

$407.4M

$537.7M

$909.5M

CASCADE

ARM & HAMMER

SWIFFER

DAWN

LYSOL

FEBREZE

DOWNY

CLOROX

GAIN

TIDE

$29.2M

$39.8M

$63.3M

$63.8M

$82.8M

$103.8M

$106.7M

$112.7M

$115.2M

$147.4MLYSOL 81.3%

TIDE 14.5%

DOWNY 40.3%

GAIN 24.8%

FEBREEZE 43.2%

DAWN 41.5%

SWIFFER 31.6%

CLOROX 18.4%

CASCADE 22.5%

AIR WICK 21.6%


Beauty Brands From Companies of All Sizes Are Attracting Buyers vs. Year Ago

Large Parent companies >$6.0 B Total Store MULO+C sales, Medium >$1 B, Small >$100M L52 Week Ending 06/27/21. Source: IRI PNL, All Outlets, 13 WE 06/27/21

Brands by Buyers Change vs. YA

267.5K

681.K

712.9K

984.8K

2.2M

2.5M

4.7M

L'ORÉAL

GILLETTE

CLINIQUE

DOVE

OLD SPICE

NEUTROGENA

MAYBELLINE

230.3K

852.3K

988.8K

1.1M

1.1M

1.3M

1.3M

1.4M

2.2M

3.7M

OGX

ESTÉE

CONAIR

TRESEMME

PANTENE

KISS

CETAPHIL

COVER GIRL

AVEENO

CERAVE

764.5K

906.5K

1.2M

1.9M

2.M

2.4M

2.4M

2.5M

3.3M

LOVE BEAUTY & PLANET

JERGENS

L A COLORS

NYX

SUN BUM

COPPERTONE

BANANA BOAT

WET N WILD

E L F



Top Growing Beauty Brands Come From Companies of All Sizes

Large Parent companies >$6.0 B Total Store MULO+C sales, Medium >$1 B, Small >$100M L52 Week Ending 06/27/21. Source: IRI POS, MULO+C, 13 WE 06/27/21

Brands by Dollar Sales % Change vs. YA


3.4%

9.7%

14.1%

22.8%

37.4%

L'ORÉAL

GILLETTE

DOVE

NEUTROGENA

MAYBELLINE

1.7%

8.6%

12.6%

12.7%

12.9%

14.8%

15.4%

15.6%

29.3%

65.7%

TRESEMME

CONAIR

KISS

REVLON

SECRET

AVEENO

OLD SPICE

DEGREE

COVER GIRL

CERAVE

19.6%

21.0%

24.1%

27.4%

29.4%

29.8%

30.6%

38.0%

NEXXUS

E L F

EUCERIN

HARRYS

BANANA BOAT

CETAPHIL

NYX

COPPERTONE


Vicks Cough / Cold / Allergy and Premier Foot Care Are Among Growing Health Brands Across Most GenerationsGrowing Brand Franchise by $/1000 HH % Change vs. YA


Millennials


Dollar Share Change vs. YAGO

E-Commerce Sales Surge, but Mass and Club Also Post Growth Over Prior Year Trends

Source: IRI National Consumer Panel

3.1

1.5

0.4

3.7

16.0

5.1

14.6

18.0

23.2

(3.5)

5.1

24.3

20.0

125.1

(1.0)

(8.5)

6.7

4.7

(7.5)

3.3

0.8

All Outlets

Food

Drug

Mass + Super

Dollar

Club

Internet

Q2 2019 Q2 2020 Q2 2021


Along With the Incidence of Vaccinations, Comfort Shopping In-Store Increases, But Shorter Store Visits Are Likely to Persist

of shoppers spent less time shopping during similar trips before COVID-19

of shoppers report they felt relaxed shopping in-store during their last visit (+37pts since May)

of shoppers have been vaccinated(+29pts since April)



Nonedible Sales Growth Across Channels Illustrates Destination Opportunities; E-Commerce Shows Most Dramatic Growth vs. Two Years Ago% Growth by Category Channel, Nonedible vs. 2 YA

Source: IRI POS, E-Market Insights, 13 WE 06/27/21

Convenience E-Commerce


E-Commerce

Increased

Share of

Omnichannel

Edible Sales

vs. Year Ago

VERSUS TWO YEARS AGO

Source: Syndicated Omnichannel, 13 WE 06/27/21


While E-Commerce Levels the Playing Field for Smaller Companies, Medium and Large Brands Are Also Growing Their Brands’ Sales Online vs. Year Ago

Source: E-Market Insights, 13 WE 06/27/21

Small Companies Medium Companies Large Companies

Nonedible E-Commerce Dollar Sales % Change vs. YA

8.0%

9.0%

12.8%

15.0%

15.1%

19.2%

20.0%

25.8%

30.9%

36.1%

CONAIR CORP

KAO CORP OF JAPAN

HELEN OF TROY INC

REVLON INC

DOREL JUVENILE GRP

PHILIPS ELECTRONICSNORTH AMERICAN CORP

GARDEN OF LIFE LLC

GLANBIA PLC

KIDS II

MATTEL INC

6.3%

10.1%

10.8%

11.1%

14.9%

15.9%

18.8%

23.7%

25.3%

37.2%

ENERGIZER HOLDINGSINC

BIC USA INC

EDGEWELL PERSONALCARE

BAYER AG

SANOFI AVENTIS US LLC

CHURCH & DWIGHT COINC

ABBOTT LABS INC

COLGATE PALMOLIVE CO

NEWELL BRANDS

POST HOLDINGS INC

0.5%

8.2%

12.4%

13.0%

16.6%

21.9%

23.5%

KIMBERLY CLARK CORP

GENERAL MILLS INC

PROCTER & GAMBLE

UNILEVER

THE J M SMUCKER CO

MARS INC

NESTLÉ S ASWITZERLAND


37.9%

395.8%

27.8%

28.4%

41.1%

43.3%

15.6%

22.9%

38.5%

83.2%

Top Growing E-Commerce Major Brands / Nonedible by $ Sales Change vs. 2 YA

Top Growing E-Commerce Major Brands / Nonedible by $ Sales Change vs. YA

Source: ???

E-Commerce Sales of Top Nonedible Brands Continue to Grow, Even on Top

of Huge Gains Made in 2020

$26.1M

$27.9M

$29.7M

$37.3M

$37.8M

$39.1M

$44.2M

$59.1M

$64.8M

$79.M

NUTRO

PURINA ONE

HILLS SCIENCE D IET

MARY KAY INC

HILLS

AMWAY CORP

ROYAL CANIN

GRACO

DOLLAR SHAVE CLUB

PURINA

$60.6M

$63.7M

$67.8M

$75.1M

$79.6M

$82.2M

$88.9M

$113.3M

$135.5M

$164.7M

PURINA FANCY FEAST

MARY KAY INC

AMWAY CORP

DOLLAR SHAVE CLUB

BLUE

HILLS SCIENCE D IET

ROYAL CANIN

BATH & BODY WORKS

GRACO

PURINA 134.2%

99.2%

71.5%

80.1%

106.7%

54.4%

1254.6%

102.1%

29.9%

97.3%

© 2021 Information Resources Inc. (IRI). Confidential and Proprietary. 28Source: IRI POS, MULO+C, 13 WE 06/27/21

Top Growing Regions / Total StoreDollar Sales % Change vs. 2 YA

West Coast and Southern Regions Show Strongest Total Store Sales Growth in Multi-Outlet +

Convenience vs. Two Years Ago

Top Growing Markets / Total StoreDollar Sales % Change vs. 2 YA

15.4%

14.5%

14.3%

13.7%

12.2%

10.3%

9.7%

9.3%

West

Southeast

South Central

Mid-South

Great Lakes

California

Plains

Northeast

14.4%

14.4%

14.5%

14.7%

15.4%

15.6%

15.9%

16.3%

17.8%

19.1%

Raleigh/Greensboro, NC

West Texas/New Mexico

Dallas/Ft. Worth, TX

Jacksonville, FL

Atlanta, GA

South Carolina

Richmond/Norfolk, VA

Houston, TX

Las Vegas, NV

Charlotte, NC


Guidance for Navigating From Q2 2021More Emphasis on Forward-Looking Insights as Consumer Behaviors, Lifestyles Shift• Closely monitor real-time consumer and shopper data and analytics to adapt to changing consumption,

both in-home and out-of-home based on restrictions associated with COVID-19.• Use latest data to predict and fulfill demand more granularly based on COVID-19 transmission level by market. • Monitor competitive promotions and leverage pricing strategies as pricing actions pick up. • Make brands more relevant for everyday moments via understanding and extending usage; partner with

winning retailers and others to drive growth.

Leverage Heightened Role of the Home in Consumers’ Lives• Promote solutions for social gatherings, including holidays and small events, to cater to omnichannel shoppers.• Flex to meet enduring and reverting trends and partner with retailers to drive trips based on local mobility.• Accelerate go-to-market timing and effectiveness.• Monitor e-commerce evolution in your categories and work to successfully fulfill omnichannel shopper demand.• Highlight trusted brands that appeal to everyone in the household.

Continued Focus• Invest in omnichannel shoppers to gain greater share of wallet.• Balance health and wellness vs. taste; appeal to a broader array of health and wellness goals. • Showcase value propositions.• Drive relevant and faster innovation; introduce variety on attributes that matter to consumers.• Raise digital media investments, with an emphasis on search, to build and scale brands (retail media, paid

search, social media, shopping apps). • Embrace a variety of ways to get products to the consumer, e.g., omnichannel, flexible routes.

Source: Team analysis; IRI 2020 Growth Leaders in CPG Webinar – Panel Discussions

https://www.iriworldwide.com/en-us/insights/webinars/cpg-growth-leaders-2020


Registered Users Get New Thought Leadership from IRI’s Research, Data & Analytics Experts

www.iriworldwide.com/en-US/Insights/Subscribe

Be the first to know…

http://www.iriworldwide.com/en-US/Insights/Subscribe


C-Suite Conversation Series on COVID-19-Related Topics 10 conversations recorded to date!

IRI Thought Leadership Delivers Insightful, Provocative Insights

Industry-Leading Client Engagement and Thought Leadership, Reshaping How Our Client Executives Perceive Us40 reports published to date!


The IRI CPG Demand Index™ provides a standard metric for tracking changes in spending on consumer packaged goods. U.S. Demand Index™ Forecasts are delivered through a proprietary, fully automated forecasting solution that anticipates consumer demand.Channel Shift Index™ provides a standard metric for tracking changes (migration) in spending on consumer packaged goods across select channels. The IRI E-Commerce Demand Index™ provides a standard metric for tracking changes in spending on consumer packaged goods purchased online. Inflation Tracker™ provides the well-known price per unit metric for tracking changes in pricing of consumer packaged goods. Supply Index™ provides a standard metric for tracking changes in product availability (i.e., in-stock rates) in stores for consumer packaged goods.Out-of-Stock Levels for Top-Selling Subcategories by Market Area in the U.S.Top U.S. Topics from IRI Social Pulse™

CPG Economic IndicatorsAccess IRI’s industry-standard metrics for consumer product demand and supply during the pandemic, our CPG inflation tracker and the latest data on category trends, out-of-stock levels, consumer sentiment and more.

Demand Index™ U.S. Demand Index™ Forecasts

Channel Shift Index™

E-Commerce Demand Index™

Inflation Tracker™ Supply Index™ Out-of-Stock Levels

for SubcategoriesU.S. Topics from IRI Social Pulse™

https://advantage.iriworldwide.com/Engineering/covid19/?i=0

© 2021 Information Resources Inc. (IRI). Confidential and Proprietary. 33© 2021 Information Resources Inc. (IRI).

Confidential and Proprietary. 33

CONTACT US FOR MORE

INFORMATION

IRI Global Headquarters203 N. LaSalle St., Suite 1500Chicago, IL [email protected]+1 312.726.1221

Follow IRI on Twitter: @IRIworldwide

Documents

Q2 2021 EMERGING GROWTH POCKETS