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 ...

The feeling that every marketing manager dreams of eliciting is “brand love”. But researchers count four other possible reactions from a consumer, not all of them positive https://t.co/ZEG9bJVduZIllustration: Paul Blow https://t.co/mCemerRq7r ...

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 ...

Consumer Behavior - Marketing managers aim to create "brand love" [1] - Researchers identify four other possible consumer reactions [1] - Not all consumer reactions are positive [1]

Andrew Waber, the director of market research at Momentum, told Forbes he still feels confident in the 14% growth prediction, noting the dip might be explained by Amazon offering four days of sales instead of the usual two this year, leading to less rush in the early hours. Topline A report from a major sales manager Tuesday found early Amazon Prime Day sales were down nearly 14%— but this might just mean customers are spending less in the early hours after Amazon doubled the length of its landmark sales ev ...

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]

Core Insights - A national survey indicates that 86% of U.S. shoppers are increasingly opting for private label products due to rising grocery prices, highlighting a shift in consumer behavior driven by inflation and tariff concerns [1][2][3] Consumer Behavior Trends - Price sensitivity is the primary factor influencing store and brand choices, with 87% of consumers rating price a 6 or higher on a 10-point scale when deciding where to shop [6] - 62% of shoppers would consider switching stores if they perceive prices to be too high [6] - 42% of consumers are choosing cheaper alternatives when prices rise, while 20% are skipping certain items altogether [7] Private Label Insights - Among consumers purchasing private label products, 75% believe that store-brand items are of equal or better quality compared to national brands [3] - The survey reveals that 86% of consumers buy private label versions of some or most of their regularly purchased products [2][3] Value Perception - When defining "good value" for food items, 65% of shoppers indicated that promotions, such as buy-one-get-one (BOGO) deals, significantly influence their perception of value [4] - 84% of shoppers believe that economic conditions, including inflation and tariffs, are directly impacting food prices in their area [4] Methodology - The survey was conducted in May 2025 among 250 verified U.S. consumers, reflecting a diverse demographic in terms of gender, age, income, and geography [9]