通往2025：全球消费者展望

1MID-YEARCONSUMER OUTLOOKGuide to20252At the beginning of 2024, the global outlook for consumers was pressured. But the climate has shifted in the last six months, opening windows of opportunity for resilient consumers to regain some confidence and spending power over time. In this multifaceted analytical assessment of the state of consumers, we uncover what has changed, what disruptions remain, and what companies need to anticipate in the months ahead. NIQ’s Mid-Year Consumer Outlook: Guide to 2025 will provide a strategic roadmap for navigating how to win with vigilant, yet optimistic consumers over the next 12 to 18 months and beyond.Building from Cautious to Intentional ConsumptionW E L C O M E T O YO U RLauren FernandesVice President, Global Thought Leadership, Marketing & Communications2025 Strategic Guide3Key findings: ⚫ Monthly global CPG inflation growth has slowed to 1.7% from one year ago.2 ⚫ Consumers are still spending more for less volume: 100 USD in 2022 purchases would cost $117 in 2024.2 ⚫ Discount CPG price tiers captured over $6 billion in incremental sales share growth globally.2 ⚫ More than half (56%) of global respondents expressed data privacy concerns with AI technology.1Executive SummarySources: 1) NIQ 2024 Mid-Year Consumer Outlook, Global, 2) NIQ Retail Measurement Services via Global Strategic PlannerNavigate the shift from cautious to intentional consumption1 State of Consumers: Measuring resilience and 2025 spending growth2 Consumption Drivers: As inflation shifts, will volume lift?3 Financial Polarization: Following the money with different consumer classes4 Redefining “Discount”: Sizing how consumers are shopping to stay ahead5 Trends to Watch: Anticipating catalysts to change in 2025Measure the past. Monitor the present.Anticipate the future.4 Table of Contents:Click on the contents to navigate 1 State of Consumers 05 2 Consumption Drivers 11 3 Financial Polarization 20 4 Redefining “Discount” 32 5 Trends to Watch 42 5The global outlook for consumers is improving. Consumers are determined in their resilience to stay ahead, vigilant against further disruption, and intentional about every aspect of their everyday spending. Some pressure points have shifted, but many have lingered in mind and body. In this climate, there is a prevailing mindset of determination, where any gains are being intentionally evaluated and repurposed wisely. In this shift from cautious to intentional consumption, there is looming uncertainty around economic stability, personal solvency, and environmental health.Decoding the behavioral economic