So we don't have the official data Ramon. So how does the how does the US consumer look to you and how does inflation look. >> Well, we don't need a lot of data.We have data every day. We see we see that uh still uh middle class and low-ass families in the United States are stretched and very stretched and we see them making decisions to uh down trade or to eliminate from their portfolio uh of choices um you know things that they don't really need. So we're one of the studies obviously we're all following t ...

El cervell ha pres la decisió abans que tu en siguis conscient. La Pilar Navarro, s endinsa dintre de les claus del neuro marketing per explicarnos les claus en desicions de compres i com creiem que moltes de les desicions racionals són realment inconscients. Pilar Navarro Muñoz és doctora en Comunicació i directora d’Innovació a Fenin (Federación Española de Empresas de Tecnología Sanitari). Especialista en neuromàrqueting, combina la seva activitat professional amb la docència i la recerca sobre com decid ...

Market Trends - Facekinis have transitioned from inexpensive, poorly designed products for older individuals to fashionable items primarily purchased by younger consumers [1] - Facekinis were previously mainly used at beaches [1]

Western credit culture often encourages consumers to buy now and pay later. But in China, it’s usually the reverse: https://t.co/le2fMkmK1j https://t.co/tn2hm0BZWs ...

Partnership & Expansion - Abercrombie & Fitch (A&F) announces a multi-year fashion partnership with the NFL, marking a first for both entities [1][2] - The partnership expands beyond licensing to include events and a style concierge program with NFL players [3] - A&F initially tested the NFL partnership with 5 teams and now represents 32 teams, including men's, women's, kids', and pets' apparel [2][3] Target Audience & Market Opportunity - The NFL partnership aims to increase brand awareness by aligning with sports, culture, and fashion trends [4] - A&F recognizes that half of the NFL fandom is female, presenting an opportunity to cater to both male and female consumers [5] - A&F sees the market as large enough for both them and competitors like Fanatics, given the tens of millions of viewers tuning in each weekend [5] Strategic Focus - A&F aims to provide apparel for pre-game, after-game, and game day, helping customers represent their favorite teams [6] - A&F focuses on aligning product, voice, and experience to attract consumers regardless of the economic climate [7] - A&F has a resilient playbook to manage challenges like tariffs, focusing on controlling what they can [8]

Financial Data and Key Metrics Changes - The company reaffirmed its full year 2025 organic sales growth guidance of about 5% despite facing headwinds from U.S. retailer restocking and adverse weather conditions in Europe affecting chocolate demand [9][10] - For 2025, the company anticipates a reasonable top-line growth of 4% to 5% but expects a 10% decline in EPS, which is considered acceptable given the current cocoa circumstances [6][7] Business Line Data and Key Metrics Changes - Organic sales in North America declined approximately 3.5% year over year in the first half, attributed to retailer restocking and softer underlying trends [14][20] - The company is focusing on optimizing shopping trips and maximizing brand presence, particularly for Oreo, which has seen increased penetration but decreased purchase frequency [18][20] Market Data and Key Metrics Changes - In Europe, the company experienced higher elasticities than anticipated, with current levels around 0.6 to 0.7, compared to the expected 0.4 [28][29] - The cocoa supply situation is improving, with a 7% increase in cocoa pot counts in West Africa compared to the last five-year norm, suggesting potential price reductions in the future [31][32] Company Strategy and Development Direction - The long-term strategy established in 2018 remains valid, focusing on building presence in key categories and supporting brand growth [5][6] - The company is exploring collaborations with other brands, such as Coca-Cola and Biscoff, to enhance product offerings and market presence [21][26] Management's Comments on Operating Environment and Future Outlook - Management noted that consumer spending has remained stagnant over the past 24 to 30 months, leading to cautious shopping behavior [15][16] - The outlook for North America is expected to remain challenging for the next 6 to 12 months, with consumers becoming increasingly careful in their spending [20] Other Important Information - The cakes and pastries category is projected to grow from $95 billion to approximately $125 billion by 2030, with the company aiming to enhance its position in this fragmented market [52][54] - The company is maintaining a disciplined approach to M&A, focusing on smaller assets that align with its strategic goals [48][50] Q&A Session Summary Question: What is the outlook for North America in the next 6 to 12 months? - Management expects continued challenges in North America, with consumers remaining cautious and spending levels stagnant [20] Question: How does the company view current cocoa levels and supply dynamics? - The company believes current cocoa prices are unsustainable and anticipates a surplus in the market, leading to potential price reductions [30][32] Question: What is the strategy regarding M&A and share buybacks? - The company remains disciplined in M&A, focusing on smaller strategic assets, while being pragmatic about share buybacks given current stock prices [46][50]

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]