U.S. Nielsen Weekly (06/27): Seasonings steady; instant noodles remain price-driven

Research evidence excerpt

U.S. Nielsen Weekly (06/27): Seasonings steady; instant noodles remain price-driven

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Japan Food & Beverage

U.S. Nielsen Weekly (06/27): Seasonings

steady; instant noodles remain price-driven

Industry Overview

07 July 2026

Two-week update covering June 20 to June 27 Equity

This report reviews sales trends of Japanese food manufacturers in the U.S. market Japan

based on retail scanner data provided by NielsenIQ. Coverage includes AOC (all outlets Food & Beverage

combined, including convenience stores), club stores (including Costco), pet specialty

stores, and Amazon 1P. ManabuResearch SumogeAnalyst >>

BofAS Japan

In the two weeks ending June 27, growth was stronger in the first week and moderated +81 3 6225 8855

manabu.sumoge@bofa.com

in the second week. Kikkoman maintained its growth trajectory despite tough

comparisons against a high base last year (prior-year growth: +7.5% and +6.5%). YuxiResearchDai >>Analyst

Kewpie's mayonnaise category saw growth moderate but continued to deliver strong BofAS Japan

yuxi.dai@bofa.com

sales expansion. For instant noodles, Japanese manufacturers continued to post revenue

growth driven by pricing, with volumes declining, while Korean manufacturers sustained

growth supported by volume gains. Frozen foods showed divergence across companies,

although overall market conditions remained challenging.

Exhibit 1: Condiments remain solid; instant noodles continue to grow on price hikes; frozen

foods show mixed trends across companies

US Nielsen: sales trends for food companies

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1 w/e 1 w/e 1 w/e 1 w/e 1 w/e 1 w/e 1 w/e

$ Sales YoY (%)

05/16/26 05/23/26 05/30/26 06/06/26 06/13/26 06/20/26 06/27/26

Soy Sauce 4.1% 4.6% 5.0% 3.3% 2.4% 5.9% 2.8%