Core Insights - Nike remains a leading brand among teens for fall 2025, dominating both footwear and apparel categories according to Piper Sandler's survey of over 10,000 high school students [1] - The company is experiencing a turnaround in earnings, with total revenues in Q1 rising 1.1% to $11.72 billion compared to $11.59 billion the previous year [3] Footwear Insights - Nike's mindshare in footwear is stabilizing after previous declines, with male consumers in the upper income bracket contributing to a sequential increase in Nike's market share for the first time since fall 2022 [2] - Adidas ranks second in must-have footwear brands, followed by New Balance, while On Running has overtaken Hoka for the first time in survey history [4] Apparel Insights - Nike holds the top position in clothing brands for teens, followed by Hollister and Brandy Melville, with upper income teens showing a 1% year-over-year growth in clothing spending driven by female consumers [5] Shopping Trends - Amazon is the leading shopping website for upper income teens, with Nike and Shein following as the top three retailers this fall [5] Teen Spending Trends - Overall spending among teens has declined, with 62% of participants perceiving the economy as worsening; annual spending dropped to $2,213, marking a 6% decline year-over-year [6][7] - Despite the overall decline, upper income teens saw a 1% year-over-year growth in clothing wallet share, while footwear share remained steady [7]

Core Insights - Cawston Press has achieved a 12% growth in value this year, with sparkling drinks leading the growth at over 20% compared to the total market [7][8][6] - The company aims to increase brand awareness, currently at 50%, to drive sales and reach consumers who have not yet tried their products [10][11] - Retail sales value was approximately £40 million ($54.2 million) last year, with expectations to grow by 15% this year and potentially 15-20% next year [22][23] Product Performance - The sparkling range is the fastest-growing segment, with specific products like beetroot and tomato juice performing exceptionally well [6][8] - Cawston Press offers a diverse product line, including pressed juices, carbonated soft drinks, and kids' juice boxes, each targeting different consumer preferences [4][6] Market Positioning - The company positions itself as a challenger brand, focusing on high-quality ingredients without added sugars or sweeteners, differentiating itself from larger competitors [4][5][3] - Cawston Press operates primarily in the UK market, having reduced its international presence due to challenges from Covid and Brexit [16][17] Consumer Trends - There is a notable shift in consumer preferences towards healthier and more diverse beverage options, with increased interest in functional drinks and unique flavors [15][38] - The company recognizes the need to adapt to changing consumer habits, particularly in the context of post-Covid dining and drinking behaviors [13][14] Challenges and Opportunities - The company faces challenges related to sustainability, packaging costs, and the perception of juice in the health debate, particularly regarding sugar content [31][34][33] - Cawston Press sees potential in expanding its market share by enhancing product awareness and introducing new products aligned with its core values [12][10]