• Share
  • Email
  • Embed
  • Like
  • Save
  • Private Content
Nielsen Economic Current: November 2009
 

Nielsen Economic Current: November 2009

on

  • 1,434 views

Global Consumer Confidence Rebounding, and Sales Start to Follow...

Global Consumer Confidence Rebounding, and Sales Start to Follow
Nielsen Wire - November 30, 2009

Global consumers are increasingly feeling confident about the state of the economy and their own finances, and while Asia has spearheaded that rebound, signs are pointing to improved consumer behavior in other parts of the world. According to the latest edition of the Nielsen Economic Current, volume and value sales reached their highest point since the monthly survey was launched in January 2009. Of the twelve countries examined, only one – Germany – showed a decline in the survey, while France and Taiwan recorded improvement.

Read the full article at http://blog.nielsen.com/nielsenwire/consumer/global-consumer-confidence-rebounding-and-sales-start-to-follow/

Statistics

Views

Total Views
1,434
Views on SlideShare
1,429
Embed Views
5

Actions

Likes
2
Downloads
39
Comments
0

1 Embed 5

http://www.slideshare.net 5

Accessibility

Upload Details

Uploaded via as Adobe PDF

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

    Nielsen Economic Current: November 2009 Nielsen Economic Current: November 2009 Presentation Transcript

    • November 2009 Todd Hale James Russo Jonathan Banks Jean-Jacques Vandenheede
    • Nielsen Global Scorecard Highest overall ranking for volume and value sales since scorecard began in Jan 2009 KPI Summary Global Topline: Summary of All Countries Chg vs. Apr May Jun Jul Aug Sep Aug Sep Previous ‘09 ‘09 ‘09 ‘09 ‘09 ’09 09 09 Month Brazil Nielsen Market Index Volume* India Nielsen Market Index Value** Taiwan Canada Are consumers moving to Store Brands? China Are shoppers shifting to value France channels? Hong Kong Are retailers selling more on promotion? United Kingdom Are consumers shopping more Italy frequently? Spain Are consumers spending more per trip? United States Nielsen Global Germany Consumer Confidence ^ *Nielsen Market Index Volume defined as unit change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 10/09 and **Nielsen Market Index Value defined as dollar change vs. YAGO is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • September Topline Growth in global consumer behavior beyond Asia, driven by shift to value channels and increased promotions US CA FR DE UK IT ES BR TW HK IN CN Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 10/09 and **Nielsen Market Index Value defined as dollar change vs. YAGO is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • Global Confidence & Recession/Recovery Buzz
    • Global consumer confidence is starting to rebound. Consumer Confidence Index Regional Summary + 4 pts Q3’09 Chg 102 98 LA 94 +2 94 88 AP 91 +6 86 84 82 77 MEAP 84 = NA 85 +4 EU 76 +3 2H'06 1H'07 2H'07 1H'08 2H'08 Q1 2009 Q2 2009 Q3 2009 Source: Nielsen Global Online Consumer Confidence and Opinion Survey, change vs prior qtr
    • We’re not out of the woods yet – consumers are still uncertain about the future 26% 25% 24% +1 +1 -1 Global Europe US Source: Nielsen Global Online Consumer Confidence Survey September 2009 versus June 2009 % of global HHs that believe they will be out of a recession in the next 12 mos
    • The economy and job security remain the biggest concerns for global customers Global (54 countries) The economy 18% 13% 31% Biggest concern Job security 14% 10% 24% Second biggest Health 10% 11% 22% Work/life balance 12% 9% 21% Increasing utility bills (electricity, gas, heating, etc) 6% 9% 15% Childrens education and/or welfare 7% 6% 13% Debt 7% 6% 13% Increasing food prices 5% 8% 13% Parents welfare and happiness 3% 6% 9% Political stability 3% 4% 7% Global warming 3% 3% 6% Crime 3% 3% 6% Increasing fuel prices 2% 3% 5% Terrorism 2%2% 4% War 1% 1% 2% Source: Global Consumer Confidence October 09 Base: All Respondents
    • Country Highlights & Insights
    • Global buzz on recession and recovery has stabilized. Recession Concerns still high Weekly Blog Buzz Trend* across U.S., UK, Germany, Italy, Spain, Australia, New Zealand (Data covers 01/01/2009 – 11/14/2009 45000 40000 35000 30000 Message Count 25000 20000 15000 10000 5000 0 Recession ‐ Global Recovery‐Global
    • USA Summary Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO **Nielsen Market Index Value defined as dollar change vs. YAGO Branded and Store Brands Step Up Promotions ^ Nielsen Global Consumer Confidence measure is from 10/09 and is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • Canada Summary Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO Unit sales rebound as price increases stabilize at +2% **Nielsen Market Index Value defined as dollar change vs. YAGO Consumers are still focused on value; buying on promotion ^ Nielsen Global Consumer Confidence measure is from 10/09 and is benchmarked vs. the Global Confidence avg. of 86 and shopping discount – fuelled by National Brands Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • France Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO **Nielsen Market Index Value defined as dollar change vs. YAGO Shopper frequency slows ^ Nielsen Global Consumer Confidence measure is from 10/09 and is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • Germany Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO **Nielsen Market Index Value defined as dollar change vs. YAGO Unit sales and dollar sales remain moderate ^ Nielsen Global Consumer Confidence measure is from 10/09 and is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • U.K. Summary Volume sales improving Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO **Nielsen Market Index Value defined as dollar change vs. YAGO Budget and standard store brands’ growth slows, ^ Nielsen Global Consumer Confidence measure is from 10/09 and premium store brands return to growth is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • Italy Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO Ongoing Shift to Value Channels, **Nielsen Market Index Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 10/09 and overall frequency down is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • Spain Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO Gain in optimism beginning to be **Nielsen Market Index Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 10/09 and reflected in spending is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • Brazil Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving All indicators show that Brazil has regained levels prior to the crisis. The outlook to Store Brands? for investment is optimistic: The infrastructure package for FIFA 14 and Are shoppers shifting Olympics 16, pre-salt, Madeira River hydroelectric - Belo Monte, represent a to value channels? considerable investment for the next 5 ~ 10 years Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO **Nielsen Market Index Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 10/09 and is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • India Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO Consistent volume and value sales gains **Nielsen Market Index Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 10/09 and of +5%, rebound in optimism is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • China Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? While retail sales are still relatively flat, growth is now apparent in Modern Trade outlets which may be the first sign Are retailers selling of an FMCG sales recovery in China more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO **Nielsen Market Index Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 10/09 and is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • Taiwan Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Total FMCG enjoyed a positive growth of 1.4% in period ending Sep 2009 Are retailers selling mainly driven by Food & Beverage categories who rebounded this month more on promotion? while including the effects of Ghost Festival. The outperformance in Modern trade mainly driven by Food categories while Non-Food grew at a steady Are consumers shopping pace; however, Food categories underperformed in General Trade while more frequently? Non-Food grew even more driven by Drug stores Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO **Nielsen Market Index Value defined as dollar change vs. YAGO ^ Nielsen Global Consumer Confidence measure is from 10/09 and is benchmarked vs. the Global Confidence avg. of 86 Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • Hong Kong Summary Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep 08 08 08 08 09 09 09 09 09 09 09 09 09 Nielsen Market Index Volume* Nielsen Market Index Value** Are consumers moving to Store Brands? Are shoppers shifting to value channels? Are retailers selling more on promotion? Are consumers shopping more frequently? Are consumers spending more per trip? Nielsen Global Consumer Confidence^ *Nielsen Market Index Volume defined as unit change vs. YAGO Total FMCG sustained a mild growth. Baby categories **Nielsen Market Index Value defined as dollar change vs. YAGO continued to outgrow other categories given the strong surge ^ Nielsen Global Consumer Confidence measure is from 10/09 and in IMF (Infant Milk Formula) supported by purchase from is benchmarked vs. the Global Confidence avg. of 86 Mainland China. Very Strong Growth: >= +5% Neutral: between -1 and +1% Very Negative: <= -4% Growth: between +1 and + 4% Negative: between -1 and -4%
    • Contact List United States LATAM James Russo, james.russo@nielsen.com Eva Gonzales, Eva.Gonzales@nielsen.com Todd Hale, todd.hale@nielsen.com India Western Europe Jayashree Janardhanan Jean-Jacques Vandenheede Jayashree.Janardhanan@nielsen.com jean-jacques.vandenheede@nielsen.com China Jonathan Banks jonathan.banks@nielsen.com Phoebe Lam phoebe.lam@nielsen.com Canada Taiwan Carman Allison, carman.allison@nielsen.com Cheryl Wen Cheryl.wen@nielsen.com Russia Natalia Ignatyeva Hong Kong Natalia.ignatyeva@nielsen.com Acky Chan acky.chan@nielsen.com Brazil Margarita Zanella Nielsen Global Buzz Margarita.zanella@nielsen.com Chelsea Peters Tatiana Villarinho Chelsea.Peters@nielsen.com Tatiana.Villarinho@nielsen.com Shobhana Srinivasan, Shobhana.Srinivasan@nielsen.com