Consumer Behavior - India's new shopper is impulsive, individualistic, and eager to experiment [1] - There are four big changes in how India shops [1] Market Outlook - New leaders of consumer giants in India face challenges [1]

Okay. So, what are you seeing though. What do you think.What what is the issue in your mind right now. >> I think for us specifically, we are comping significant hurdles. If you think about on a three-year basis, we grew traffic in the quarter 20%.Our AUVs have gone from 2.3% to 3 million during that period. So, certainly high hurdles. And then I think there is macroeconomic uncertainty.I like to use the metaphor, it's like consumer trying to navigate through the fog. The fog has gotten denser at moments. I ...

Joining me now with his take is Bill Simon, the former Walmart U.S. CEO. Bill, it's great to have you with us. Can you help us make sense of whether or not from an overarching standpoint, the U.S. Consumer is in a good spot, given what we've seen with the inflationary picture that really, really came to a head over the course of the last, say, 3 or 4 years.>> Yeah. Good morning. It's really interesting time.The consumer's never been more in control than they are right now. They did suffer through really bru ...

Marketing Strategies & Consumer Behavior - The marketing industry utilizes social proof, showcasing popularity to influence consumer decisions, as seen when consumers choose best-sellers in unfamiliar restaurants [1] - Reciprocity is employed by offering free value, like a quiz, to create an obligation for consumers to reciprocate, even if it's just attention [1] - Micro-commitment involves offering a low-risk, low-cost initial purchase to reduce perceived risk and build a customer relationship [1] - Mirror messaging uses personalized messages to connect with consumers on a personal level, addressing their specific needs and feelings [1] Ethical Considerations & Consumer Awareness - The marketing industry acknowledges the need for consumers to be aware of marketing tactics to avoid manipulation and make informed decisions [1] - Consumers are encouraged to pause and question their purchase motivations, distinguishing between genuine desire and fear of missing out (FOMO), also known as loss aversion [1] - Consumers should zoom out and assess whether they are buying something out of genuine need or to escape from tasks or emotions [2] - The marketing industry recognizes the existence of emotional shoppers, who make purchases based on their feelings [2] - Consumers are advised to be mindful of techniques like loss aversion, social proof, and mirror messaging when making purchasing decisions [2]

Shoppers picking out foods and beverages naturally pay close attention to price and flavor. But color also plays a big role, and some familiar hues could soon change. https://t.co/q7C0REmJIo ...

I'm not so sure Sarah that the consumer is in a much better spot. I think the consumer is probably stable at this point in term I think it's probably better financially that it was I'm talking especially middle and lower income families that are very relevant to us. Um but they're anxious about their future.I think both u inflation expectations and also immigration policies are making consumers anxious about the future. So I would not say the consumer is in a better place. I would say PepsiCo has been worki ...

How people feel about a brand affects their behaviour. This matters, and managers should know how to get it right https://t.co/bRQgvn22s6 ...

Just as friendships have subcategories—best friends, acquaintances and so on—so do consumers’ relationships with brands. Research suggests these ties divide into five groups https://t.co/hSK6Undz4Y ...

As Adobe says, sales in the first 24 hours were actually up 10% year-on-year, contra those early headlines that you might have seen. Our next guest says more of those sales are of Amazon's own merchandise because of tariffs. Brett Rose is the CEO of United Nation Consumer Suppliers.Brett, welcome. Your clients include a lot of thirdparty sellers on Amazon. Are they feeling squeezed out a little bit here.Yeah, thanks for having me back, Kelly. I think it's a it's a balance of both. They're they're feeling sq ...

Financial Data and Key Metrics Changes - The company affirmed its full-year beer revenue growth outlook despite industry weakness observed in May and June, indicating confidence in achieving guidance [10][12] - The first quarter was described as normal, with a depletion decline similar to the previous quarter, and the company expects sequential improvement as it moves into easier comparisons [11][12] - The impact of incremental tariffs is projected to be around $20 million, with a 20 basis point hit to margins, but the company believes it can still deliver margins in line with previous guidance [14] Business Line Data and Key Metrics Changes - The company is focused on maintaining strong brand health metrics and loyalty among consumers, particularly within the Hispanic demographic, which constitutes a significant portion of its business [19][20] - Marketing investments were higher in Q1 due to seasonality, with a focus on high-impact events to strengthen brand presence [27][28] - The introduction of new products like SunBrew and adjustments in pricing strategies are aimed at capturing market share in the high-end light beer segment [33][57] Market Data and Key Metrics Changes - The company reported high single-digit share gains in the market, indicating a positive trend in brand performance despite overall market challenges [21][52] - The competitive landscape has intensified, with increased marketing activities from competitors, particularly in the high-end light beer category [25][57] - The company is seeing a consistent percentage of alcohol in consumer baskets, despite overall basket sizes shrinking due to economic concerns [20] Company Strategy and Development Direction - The company is committed to controlling its controllables, focusing on distribution and price pack architecture to adapt to consumer spending behaviors [52][54] - There is an ongoing emphasis on innovation, with new product introductions expected to contribute significantly to growth [33] - The company is exploring opportunities for diversification in its portfolio, particularly in the non-alcoholic sector, which has gained traction since the last investor day [32] Management's Comments on Operating Environment and Future Outlook - Management acknowledged macroeconomic uncertainties, including inflation and unemployment, but expressed confidence in the brand's resilience and consumer loyalty [12][13] - The company anticipates a return to more normal consumer behavior as socioeconomic conditions improve, particularly for its Hispanic consumer base [40][41] - The rebuilding efforts following California wildfires are expected to provide a long-term tailwind, although short-term challenges remain due to macroeconomic factors [61][63] Other Important Information - The company has implemented a robust hedging policy to manage currency and commodity risks, particularly concerning the peso [47][49] - The management highlighted the importance of maintaining strong relationships with consumers and adapting to their changing needs in the current economic climate [20][54] Q&A Session Summary Question: Confidence in beer revenue growth outlook and margin guidance - Management confirmed confidence in the unchanged full-year beer revenue growth outlook, noting that the quarter was as expected despite consumer concerns [10][12] Question: Impact of socioeconomic factors on consumer behavior - Management indicated that while occasions for beer consumption have decreased, interest in beer remains strong among consumers, suggesting a potential return to normalcy [40][41] Question: Marketing strategy and competitive landscape - Management discussed increased marketing investments and the competitive landscape, emphasizing the strength of their brands and loyalty among consumers [25][27] Question: Pricing environment in beer - Management acknowledged additional price promotions in the market and indicated adjustments in their pricing strategy to capture share in the high-end light beer segment [57] Question: Rebuilding after California wildfires - Management noted that rebuilding efforts would create job opportunities and potentially boost beer consumption, with this upside factored into their guidance [61][63]