HPC & Food Scanner trends through 14 June

Research evidence excerpt

HPC & Food Scanner trends through 14 June

Update

July 10, 2026 01:46 PM GMT

Morgan Stanley & Co. International plc+MConsumer Staples | Europe Sarah Simon

Equity Analyst

HPC & Food Scanner trends Sarah.Simon@morganstanley.comDavid J Roux +44 20 7425-6064

David.Roux@morganstanley.com +44 20 7425-1040

through 14 June Tilly Eno

Tilly.Eno@morganstanley.com +44 20 7677-3662

We break out European NielsenIQ data for the 4 weeks to 14

Morgan Stanley & Co. International plc (ADGM Branch)+

June for HPC and Food Producer companies in the report below. Rashad Kawan

Rashad.Kawan@morganstanley.com +971 2 596-3603

Key Takeaways

Morgan Stanley & Co. International plc+

Overall, sales growth trends remained broadly flat for HPC in the L4W vs the Chris Linford, CFA

L12W, with mixed trends across our coverage Research Associate

Chris.Linford@morganstanley.com +44 20 7425-1639

Food saw an acceleration in the L4W vs the L12W driven by vols, reflected by Richard Li

Nestle, Magnum, and Lindt (which became less weak), while Danone remained Research Associate

Richard.Li@morganstanley.com +44 20 7425-1976

flattish

Food Producers

We see positive European weather playing an influential role in Sun Care and Ice

Europe

Cream, reflected by material accelerations for Beiersdorf and Magnum in the Industry View In-Line

L4W

What's new: Summary of price and volume trends by company here. Market share

performance here. Inside, we break down the latest trends in detail by category and

company.

Europe NielsenIQ data used in this report cover Germany, France, Italy, Spain, the UK,

Austria, Belgium, the Netherlands and Portugal. We aggregate the data for the

available NielsenIQ European categories, which only have partial coverage of the

companies' product portfolios.