NIQ for Financial Services

?? This month our #consumeranalysts and #equityresearch teams are diving into the trends that matter for #2025 including: * Apple's China Challenge * AI Subscription Trends * AMD's Momentum * BevAl Year-in-Review * 2025 Consumer Outlook * What's Next in Wellness * China's Singles Day Recap ?? Looking for data on a specific sector or ticker? Let us know at [email protected] Stay updated with the latest insights by following?NIQ for Financial Services #macroeconomics #consumerinsights #consumerbehavior #inflation #economicoutlook #alternativedata #quantdata #bigdata #analystcallout #analystinsights

Nutanix F2Q25 Earnings Recap NIQ distributor data reached an all-time high comparable with Nutanix’s reported billings strength. Management raised their FY2025 revenue guidance, consistent with the continued momentum seen in NIQ data through mid-February. NIQ Analyst: Imaad Sayeed #bigdata #NTNX #AlternativeData #EarningsRecap #AltData

Pure Storage (PSTG) F4Q25 Recap from NIQ Analyst, Imaad Sayeed. NIQ distributor data trends consistent with Pure Storage’s reported decline across International revenue... Review the full recap below and for more information on this or other NIQ data insights, please visit us at: https://lnkd.in/gtwZhnXz #PSTG #TechSector #DataCenters #EquityResearch #EquityInsights #BigData

???? NIQ's e-Receipt Data Captures Impact of Deepseek on OpenAI’s user base. Our equity research team used NIQ's U.S. e-Receipt data to track DeepSeek and OpenAI sign-ups following the #V3 launch on Dec. 26th. Here are some of the key highlights: ?December 26 - January 20 (V3 to #R1 Launch): DeepSeek accounted for 18% of new user registrations between the two companies. ?? Post R1 Launch (up to February 9): This number increased as high as 82% ????User Overlap: Between the V3 and R1 launches, 54% of new #DeepSeek users had previously opened #OpenAI accounts. Post R1, this figure stands at 48%. To get more information about this data set, email us at [email protected] https://lnkd.in/gMKK_Edf #UserGrowth #TechTrends #Innovation #AIUsers #AItrends #AISolutions #EquityResearch #TechSector #BIgData

Last September our analysts highlighted growth insights for #CAVA who just reported strong Q4 and full year earnings. To learn more about accessing the latest insights on CAVA, please email us at [email protected] #equityresearch #fastcasual #investorinsights #altdata #alternativedata

?? Fortinet (FTNT) Fortinet's 4Q NIQ captured billings reached a quarterly high, matching reported billings. This momentum continues into early 1Q, driven by: ?? Co-terming of new licenses to existing subscriptions. ?? Strong demand for FortiGate security devices, including the 400F Next-Generation Firewall (NGFW). ?? Read the full insight: https://lnkd.in/gmYWqVsc NIQ Analyst: Imaad Sayeed #Fortinet #CyberSecurity #AI #MarketAnalysis #EquityResearch #FTNT

This month's #equityresearch insights features analyst callouts on Fortinet, Qorvo, Skyworks, Alcon, Tesla, SharkNinja, Deepseek and OpenAI. #bigdata #consumertrends #consumerbehavior #techanddurables #cpgdata #microeconomics #macroeconomics #equityanalyst #datainsights

???NIQ for Financial Services 2025 Team Kick-off Recap??? We kicked off the year in Boston to share ideas and insights, setting the stage for a successful 2025! ??Highlights include: ?? Insightful Presentations:?We delved into strategies and insights that will drive our impact this year. ??Team Building/Knowledge Sharing:?Between presentation sessions we built on our NIQ knowledge and collaboration skills through interactive team activities and discussions. ??Scavenger Hunt:?Exploring Boston in a thrilling scavenger hunt that brought out our competitive spirit! A huge thank you to everyone who participated and made this event a success and to Greg Lederman, Joe Zorumski and Pam Giangregorio for putting this great event together. Here's to a fantastic year ahead! ?? #TeamKickoff #FinancialServices #2025Goals #TeamBuilding #BostonAdventures #NIQ

NIQ UK Total Till sales grew +5.3% in the 4 weeks ending 25th January 2025, up from +3.6% recorded in December with good unit growth of +0.9% at the Grocery Multiples. Visits to stores were also up 5% on last year. However, the lift to sales was helped by the timing of the New Year and in the 3 weeks that followed, FMCG growth normalised at +3% ?and unit growth was flat. This is not a surprise as January is when shoppers typically look to save money after the excesses of December. However, this year it looks to have been amplified as that the cost of living is still firmly shoppers no 1 concern at the start of 2025 (NIQ Homescan Survey). This is also reflected in weaker shopper sentiment identified by fall in GFK consumer confidence index in January. So NIQ see subdued growth continuing and it will probably be (the later) Easter, with improving weather or a change in the economic outlook before we see a big change in trend. Unit growth should however remain positive if helped by a tail wind from promotional activity. The other call out is that?shoppers have not cut back on eating more healthier. Meat/ Fish /Poultry was the fastest growing super category (sales +9%). And with shoppers looking?to save money, a half of all households say they now cook from scratch every day or most days, with around 16% doing so more due to the rising cost of living (NIQ Homescan Survey). Behaviour that is ?a driver of the +2% unit growth and +6.8% value growth across all of Fresh and Chilled Foods in the last 4 weeks. Categories that make up over 40% of total store sales. And in case you wondering, sales of No/low alcohol were up +7.4% in the first 3 weeks of the month with full fat alcohol down -3.8% (NIQ Scantrack). #NIQ #NIQHomescan #Foodretail #NIQTotalTillUK

??Last chance to register for "GLP-1: Insights, Unknowns, and Preparing for Consumer Shifts". Featuring: ??Sherry Frey- NielsenIQ VP of Total Wellness ??Betty Pio - Strategic Advisor to Pharma and Biotech, Partner at Kearney ??Parag Shah - Co-Founder, Partner & Chief Growth Officer at Think Blue Together, they’ll share invaluable insights to help you navigate the upcoming changes driven by the impact of GLP-1. Register now: https://lnkd.in/esVX7cYe #ConsumerInsights #Analytics #ConsumerTrends #GLP1Insights #ConsumerBehavior #MarketResearch #ConsumerShifts