FMB/Cider/Seltzer

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美洲必需消费品:NielsenIQ初步分析:过去四周美元增长放缓至个位数,但家居护理和食品类别表现各异
Goldman Sachs· 2025-05-28 04:50
Investment Rating - The report indicates a moderate growth in total store sales, with a rating of low single-digit growth (LSD) for the latest quad-week [1]. Core Insights - Total store sales increased by 2% in the latest quad-week, driven primarily by the Dairy category, while Frozen and Alcohol categories experienced declines [1]. - The report highlights a mixed performance in the Beverages sector, with non-alcoholic categories showing stable trends for carbonated soft drinks (CSDs), sparkling water, and sports drinks, while ready-to-drink (RTD) tea and coffee saw accelerated sales growth [2]. - In the Tobacco sector, sales growth trends remained stable for the overall cigarette category, although specific companies like IMB experienced a deceleration in growth [3]. Summary by Category HPC (Household and Personal Care) - HPC sales growth improved to 2.0% from 1.5% in the previous month, primarily driven by higher pricing, despite lower volume growth [10]. - KMB continued to show robust sales growth, while PG and CL experienced slight moderation in growth [10]. - KVUE and CHD saw improvements in sales growth, with KVUE benefiting from higher volume growth and CHD from improved volume trends [10]. Beverages - Non-alcoholic beverage sales trends were mixed, with stable trends for CSDs and sparkling water, while RTD tea and coffee saw accelerated growth [2]. - Alcoholic beverage sales trends modestly decelerated across all categories, with some companies like BF showing improved trends [2]. Tobacco - Overall sales growth in the cigarette category remained stable, but IMB saw a deceleration in growth trends [3]. Food - Sales in the Food category decelerated in the latest quad-week, contrasting with the growth seen in HPC [1]. Private Label - Private label's dollar share growth remained modest at the total store level, with slight fluctuations across various categories [9].
NRSInsights' March 2025 Retail Same-Store Sales Report
Newsfilter· 2025-04-07 13:23
Core Insights - NRSInsights reported a year-over-year increase in same-store sales of 2.3% for March 2025, down from a 3.5% increase in February 2025 [6][12] - The NRS retail network includes approximately 35,200 active terminals across 30,700 independent retailers, primarily serving urban consumers [2][18] Sales Performance - Same-store sales increased by 5.3% compared to February 2025, which had a 6.1% increase from January 2025 [7] - For the three months ending March 31, 2025, same-store sales rose by 2.9% compared to the same period last year [7] - Units sold increased by 2.4% year-over-year, with a 4.9% increase compared to February 2025 [7] - Average prices for the top 500 items purchased rose by 2.1% year-over-year, slightly lower than the 2.3% increase in February 2025 [7] Transaction Metrics - Baskets (transactions) per store increased by 0.2% year-over-year and by 6.2% compared to February 2025 [7] - The NRS network processed $2.0 billion in sales during March 2025, representing a 16% year-over-year increase [18] Category Performance - Strong sales were noted in categories such as Energy Beverages, Soft Drinks, and Modern Oral Smokeless Tobacco, while Chocolates and Gum also showed positive growth [12][13] - Categories with decreased sales included Beer, Whiskey, and Salty Snacks, with notable declines in Tortilla Chips and Potato Chips [14] Comparative Analysis - Over the past twelve months, the NRS network's three-month moving average same-store sales outperformed the U.S. Commerce Department's data by an average of 0.8% [10] - In March, the U.S. Commerce Department's three-month rolling average increase exceeded that of the NRS network by 0.8% [10]
NRSInsights' March 2025 Retail Same-Store Sales Report
GlobeNewswire News Room· 2025-04-07 13:23
Core Insights - NRSInsights reported a year-over-year increase in same-store sales of 2.3% for March 2025, a decrease from the 3.5% increase in February 2025 [6][11] - The NRS retail network includes approximately 35,200 active terminals across 30,700 independent retailers, primarily serving urban consumers [2][17] - The data indicates a general cooling of inflationary pressures, with dollar sales increases being geographically widespread [11] Sales Performance - Same-store sales increased 5.3% compared to February 2025, while units sold increased 2.4% year-over-year [6][7] - For the three months ending March 31, 2025, same-store sales rose 2.9% compared to the same period last year [7][16] - Average prices for the top 500 items purchased increased by 2.1% year-over-year, slightly lower than the 2.3% increase in February 2025 [6][12] Transaction Metrics - Units sold increased by 4.9% compared to February 2025, while baskets (transactions) per store increased by 0.2% year-over-year [7][12] - Baskets per store saw a significant increase of 6.2% compared to the previous month [7][12] Category Performance - Strong sales were noted in categories such as Energy Beverages, Soft Drinks, and Modern Oral Smokeless Tobacco, while Chocolates also performed well [11][12] - Categories experiencing decreased sales included Beer, Whiskey, and various snacks, with notable exceptions like Tequila showing gains [12][13] Comparative Data - Over the past twelve months, the NRS network's three-month moving average same-store sales outpaced the U.S. Commerce Department's data by an average of 0.8% [9] - In March, the U.S. Commerce Department's three-month rolling average increase exceeded that of the NRS network by 0.8% [9] Transaction Volume - In March 2025, NRS' POS terminals processed $2.0 billion in sales, representing a 16% year-over-year increase across 134 million transactions [17]