NIQ: 1Q26 Quick Take: Solid Beat Driven By Americas and EMEA; Mixed 2Q/FY26 Guidance

研报英文原文证据摘录

NIQ: 1Q26 Quick Take: Solid Beat Driven By Americas and EMEA; Mixed 2Q/FY26 Guidance

NIQ Global Intelligence plc

includes scaled automation and cost savings across customer support and engineering, deployment of an AI-powered coding

system called New Item Path to enhance product data coverage in the Beauty category, and launch of an SMB AI Agent to automate

seller administration tasks across hundreds of small business associates.

Key client developments. NIQ secured 17 seven-figure wins across renewals, upsells, and competitive win-backs, with clients citing

superior data, integrated capabilities, and trusted partnership. The company accelerated eCommerce revenue growth to 33% and

expanded to 209 Full View Measurement clients. In retailer relationships, NIQ scaled manufacturer participation in its Wakefern

Retailer Analytics collaboration to drive Activation growth reacceleration and launched Activate Lite for small and medium-sized

retailers.

BASES AI Screener demonstrated significant impact for Reckitt, enabling 65% faster consumer research and 50% lower costs. NIQ

strengthened its beauty category position by being selected by Ulta Beauty as primary beauty insights panel provider—expanding

Full View coverage of the Beauty Channel—while L'Oréal named it a Best-in-Class ESG supplier. According to NIQ's State of Beauty

report, the category grew 10% in 2025, driven by digital acceleration with eCommerce growing 6x faster than in-store sales.

AI-enabled product developments. NIQ launched Commerce Lab to build the data and measurement layer for AI-driven commerce

innovation. The company rolled out Arthur Analyst—an agentic AI feature—to all Discover clients, covering Account Performance,

Pricing, Distribution, and Shopper Analysis use-cases.