美洲食品:截至5月17日的NielsenIQ数据:食品销售总额稳健,但包装食品持续承压
Goldman Sachs·2025-05-28 03:15
27 May 2025 | 11:06AM CDT Americas Food: NielsenIQ data thru 5/17: Solid total food sales, although continued pressure for packaged food Total food sales increased +2.2%/+3.2% y/y for R4/12-wks (in-line with the long-term trend of +LSD), driven by pricing and partially offset by lower volumes. However, we observed sales declines across most of our coverage, with greater pressure on center-of-store companies amid ongoing consumption shifts toward fresh and increasing competition from smaller brands and priva ...