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

9 June 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 Sona Fernandes

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

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

purpose of this note is to emphasize key takeaways that may not be fully understood +1-212-649 8050

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

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/ chirac.ndetan@ubs.com

analysis herein: +1-212-649 7501

1. Salty Snacks Performance Continues to Decelerate. As we stated in our prior Arian Chakravarty

Digging Deeper (link), we have continued to closely monitor both category and Associate Analyst

arian.chakravarty@ubs.com

manufacturer trends within salty snacks. Overall, the latest data suggests little to

+1-212-713 1474

no improvement, with category growth continuing to decelerate from the MSD

levels seen earlier in the year to roughly flat in the latest 4-weeks. More Antara Nag-Chaudhuri

Associate Analyst importantly, the slowdown appears broad-based, with several major

antara.nag-chaudhuri@ubs.com

manufacturers also seeing growth moderate (see chart below), reinforcing our

+1-212-713 4827