Americas Consumer Staples: NielsenIQ First Take: Total store growth accelerated in L2wks, though trends diverged across sub-sectors

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Americas Consumer Staples: NielsenIQ First Take: Total store growth accelerated in L2wks, though trends diverged across sub-sectors

Equity Research

7 July 2026 | 7:30AM EDT

Americas Consumer Staples: NielsenIQ First Take: Total store growth

accelerated in L2wks, though trends diverged across sub-sectors

NielsenIQ released its latest data this morning, for the week ending June 27, 2026. Bonnie Herzog

+1(212)902-0490 |

Overall, total store sales were up +1% in the latest quad-week, with sales growth bonnie.herzog@gs.com

Goldman Sachs & Co. LLC

accelerating in the latest-2wks relative to prior-2wks. Over the latest quad-week,

Leah Jordan, CFA

sales growth was led by Health & Beauty Care and Pet Care, aided by modest growth +1(713)658-2691 | leah.jordan@gs.com

across Household Care, Grocery, and Baby Care, while Alcohol, Tobacco, Dairy, and Goldman Sachs & Co. LLC

Ankit PrasadGeneral Merchandise declined. +1(212)934-6394 |

ankit.prasad@gs.com

Sales trends diverged across Food & HPC in the latest quad-week, as Food sales Goldman Sachs India SPL

Ethan Huntleyposted marginal declines (vs. marginal growth last month), while HPC posted +1(617)772-7940 |

meaningfully higher sales growth relative to the last month as volumes likely ethan.huntley@gs.comGoldman Sachs & Co. LLC

benefited from +300bps increase in sales on promotions. Within HPC, growth was Olivier Nicolaï

led by CL, which accelerated to +HSD sales growth as robust volume growth despite +44(20)7774-2895 | olivier.nicolai@gs.com

sequentially higher price growth. PG and KMB were also strong, posting +MSD sales Goldman Sachs International

growth, with PG’s sales growth balanced between volume and price, while KMB’s Eli Thompson

+1(713)904-8289 |

sales growth were primarily volume led.