US Beverages, Household & Personal Care "Digging Deeper - Key Takeaways ..."

研报英文原文证据摘录

US Beverages, Household & Personal Care "Digging Deeper - Key Takeaways ..."

Global Research

13 May 2026ab

US Beverages, Household & Personal Care Equities

AmericasDigging Deeper - Key Takeaways From Latest

Scanner Data Household Products

Peter Grom

Analyst

peter.grom@ubs.com

Digging Deeper Into the Latest Release +1-212-713 3482

Following the release of the latest Nielsen scanner data Tuesday morning, we present Chirac Ndetan

below ten incremental data points that we believe deserve to be highlighted as we dig Associate Analyst

deeper to understand the underlying drivers of growth across the Staples sector. The chirac.ndetan@ubs.com

purpose of this note is to emphasize key takeaways that may not be fully understood +1-212-649 7501

when looking at the total company trends, and to gain better insights into how each Arian Chakravarty

company is performing across a variety of metrics. Find our key takeaways across our US Associate Analyst

HPC, Beverage, and Packaged Food coverage universe as well as supporting charts/ arian.chakravarty@ubs.com

analysis herein: +1-212-713 1474

1. UTZ Underlying Performance Shows Early Signs of Improvement. While Antara Nag-Chaudhuri

UTZ's trends had decelerated for much of April, raising questions around the Associate Analyst

antara.nag-chaudhuri@ubs.com

company's ability to sustain its LSD growth trajectory amid rising competitive

+1-212-713 4827

activity, the latest weekly data has started to show some improvement across both

sales growth and share performance (see charts below). This is consistent with Tristan How

Associate Analyst management's commentary that April weakness was largely tied to timing

tristan.how@ubs.com

dynamics, including the Easter shift, lapping YAGO bonus bags, and

+1-212-713 1081