US Beverages, Household & Personal Care: Digging Deeper - Key Takeaways From Latest Scanner Data

研报英文原文证据摘录

US Beverages, Household & Personal Care: Digging Deeper - Key Takeaways From Latest Scanner Data

Global Research

22 July 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 on 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. HSY Continues To Trail Competitors in Confectionary. Confectionary share Arian Chakravarty

performance remains a key area of focus for investors, particularly as HSY Associate Analyst

arian.chakravarty@ubs.com

continues to lag many of its largest competitors. While Hershey's market share

+1-212-713 1474

losses have become less severe from the pronounced declines seen earlier this

spring, the company continues to trail the broader category with L4W chocolate Antara Nag-Chaudhuri

Associate Analyst candy growth of +4.8% compared to competitors (e.g., +12.8% Mars, +12.9%

antara.nag-chaudhuri@ubs.com

Ferrero, +8.8% Lindt, +6.3% PL and +17.3% MDLZ). Looking ahead, we think

+1-212-713 4827