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Demand Signals Report

CPG Demand Signals Report

Monitoring the impact of macroeconomic factors, including tariffs, on volume, price, and supply on U.S. consumer behavior within the CPG Industry. 

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Pokémon was the

#1

toy property in 2025 for 9 of the 12 countries we track.

Quick Insight

Pokémon continues to drive cross-category growth. ⚡

 

In 2024, Pokémon Scarlet and Violet led the franchise in dollar sales. In 2025, Pokémon ranked as the #1 toy property in 9 of the 12 countries we track. 🌎

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Liquid Data Go® helps growing CPG brands show their value with insights into performance, consumer behavior, e‑commerce trends, and pricing across key retailers.

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Marshal Cohen

Marshal Cohen

Chief Retail Advisor

Marshal Cohen is a nationally known expert on consumer behavior and the retail industry. He has followed retail trends for more than 30 years at Circana (formerly The NPD Group) and as the head of leading fashion and apparel manufacturers and major retailers.


As part of his work at Circana, Marshal leads many top firms in long-range and strategic planning sessions. He often utilizes motivational presentations to help launch corporate goals and kick-off meetings. Marshal is the author of two books, “Why Customers Do What They Do” (2006) and “Buy Me! How to Get Customers to Choose Your Products and Ignore the Rest” (2010).


In addition to his duties at Circana, Marshal is a member of several boards of directors and was appointed to the Cotton Board and American Apparel and Footwear Association (AAFA). He is also a guest professor at North Carolina State University’s Wilson College of Textiles, where he introduces students and faculty to techniques for analyzing and applying data. Marshal has been a guest lecturer at the Wharton School of Business, the Fashion Institute of Technology, and Savannah College of Art and Design. He has also twice been named to the Footwear News Power 100 list.


Marshal is a regular contributor to many major media outlets. He is frequently quoted in publications like The Wall Street Journal, The New York Times, and Women’s Wear Daily. Additionally, he appears on various television news programs, including “Today,” “Good Morning America,” and “CBS Sunday Morning,” and he has been a regular guest on Bloomberg TV and Radio. He is also a sought-after speaker at key industry events such as MAGIC, The Fairchild CEO Summits, The National Retail Federation’s (NRF) Annual Convention, and The American Apparel and Footwear Association’s (AAFA) Annual Executive Summit. Marshal was the only industry expert who appeared in the documentary, “God Save my Shoes,” produced by Caid Productions.


Marshal has held a variety of positions analyzing and interpreting Circana’s uniquely combined consumer and point-of-sale tracking services for the apparel, footwear, accessories, and sports industries. His career began in the training program at Bloomingdale’s, where he worked his way up to merchandise manager. From there, he became president of WilliWear and subsequently president of Stanley Blacker. He was also founder, owner, and president of Motive Marketing Group.


To reach Marshal Cohen for commentary, please email janine.marshall@circana.com.


Recent Posts from

Marshal Cohen

Celebrating Dad: From Grilling Out to Chilling Out

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Father’s Day gifting is evolving, blending enduring favorites with new trends. While grilling, spirits, apparel, and fragrances remain staples, emerging categories like fitness trackers, toy-building sets, and VR are gaining traction. Circana data shows consumers balancing meaningful indulgences with practicality as they celebrate modern dads.

18 May 2026

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Circana Earns Best Proof of Incrementality at The Drum Commerce Media Awards for Advanced Marketing Mix Modeling Approach

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Circana earns “Best Proof of Incrementality” at The Drum Commerce Media Awards for its Marketing Mix Modeling approach, delivering statistically validated insights into true causal lift, cross-channel halo effects, and enterprise-wide marketing impact.

18 May 2026

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Q1 2026: Australia Foodservice Delivered Another Resilient Quarter

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The latest Q1 2026 results are in – and they point to a foodservice market that’s holding firm, even as pressures intensify.

15 May 2026

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Purple is Trending. Circana is Tracking.

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Purple is emerging as a standout trend across fashion, home, beauty, and food, reflecting a shift toward bold self-expression. Circana’s data highlights rising demand, from growth in apparel and makeup to increasing popularity in produce and menu items like ube. As consumers move beyond neutral tones, purple is becoming a powerful symbol of creativity, wellness, and individuality.

13 May 2026

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What Incrementality Attribution Reveals That Attribution Alone Cannot

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It’s the million-dollar question, sometimes literally: Did the marketing campaign actually drive sales and return on investment?

13 May 2026

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Circana Launches Purchase to Consumption Solution to Connect Shopper Buying Habits with Eating Occasions

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New solution reveals $3.78 spent per person on average for at-home dinners; top retailers have $100 million opportunity with Purchase to Consumption insights

12 May 2026

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Top 10 Movies

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Here are the monthly and YTD top 10 selling DVDs and Blu-ray Discs.

11 May 2026

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US Beauty Market Delivers Steady First Quarter Growth, Circana Reports

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Value consciousness, treatment‑led demand, and digital acceleration shape performance

11 May 2026

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Retail Media, Rewritten for What’s Next

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Retail media has scaled, and with scale comes scrutiny. Marketers are now expected to prove impact, connect spend to outcomes, and navigate a more complex ecosystem. This e-book outlines what’s changing and how to stay ahead.

11 May 2026

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Turning the Page on 2026 Book Trends

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Circana’s 2026 book market insights reveal shifting reader preferences amid economic pressure. From the rise of hands-on nonfiction and escapist fiction like manga to continued strength in children’s and screen-free categories, emerging trends point to evolving consumer behaviors in a competitive entertainment landscape.

8 May 2026

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Demand Signals Report: Unlock CPG, Consumer Behavior Insights

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Monitoring the impact of macroeconomic factors, including tariffs, on volume, price, and supply in U.S. CPG.

7 May 2026

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Chain Reactions: The Impact of GLP-1 Usage on Non-Food Categories

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Just as GLP-1 medications purportedly address a variety of wellness issues, from weight loss to blood sugar control and metabolic health, the influence of these medications can be seen across a range of CPG categories. Circana’s latest insights confirm that the much-buzzed-about ripple effect is real, with waves expanding beyond food and beverage into a host of non-food and general merchandise segments.

7 May 2026

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Circana Launches Market Share Drivers Solution to Help Retailers Pinpoint Performance Levers

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By bringing our most powerful data assets together into a single platform, we are doing the heavy lifting so you can focus on impact. Our Market Share Drivers solution empowers your teams with the absolute clarity and confidence needed to accelerate decision-making and fuel growth, freeing you from the burden of connecting fragmented signals.

6 May 2026

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Promo Spend for Growing Brands: Cut Prices, Displays, or Media?

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Margins are already thin in the retail and CPG businesses. Small and medium-sized brands (SMBs) feel that pinch even more and know all too well that pricing decisions and every dollar of a promotional spend matter when only a few percentage points of margin are in play.

5 May 2026

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Order Up: How Shifting Lifestyles Are Shaping Foodservice Trends 

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The first half of the decade brought significant disruption to the foodservice industry, but the back half is showing some improvement. Total traffic dipped a scant -0.3% in 2025 compared to the prior year, with a 0.5% bump during the fourth quarter. While modest growth is expected to continue through this year, expansion will likely remain uneven across the industry.

4 May 2026

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US Footwear Industry Delivers Modest First-Quarter Growth Driven by Price Increases and Strength in Performance Segment, Circana Reports

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Price increases remain a challenge for the footwear industry in 2026, pressuring unit sales, but certain segments are bucking the trend

4 May 2026

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Serving a Purpose: How Beverage Choices Are Shaped by Intended Results

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Consumers are rethinking what they drink, choosing beverages not just for taste or hydration, but for specific outcomes tied to health, lifestyle, and personal needs. Circana’s latest research highlights the rise of functional beverages, drinks-as-snacks, and AI-driven personalization reshaping the beverage landscape for brands, retailers, and foodservice operators.

29 Apr 2026

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Juvenile Products Industry Demonstrates Resilience Amid Regional Divergence in the Americas

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The juvenile products industry continues to navigate a complex environment shaped by affordability pressures, evolving consumer priorities, and pronounced category-level demand shifts. While persistent inflation has driven average selling prices higher—reflecting ongoing product premiumization and a consumer shift toward higher-value offerings—we’re also seeing households recalibrate their purchase mix...

29 Apr 2026

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TV’s Next Act: How TV is Becoming the New Front Door to Commerce

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At the end of the day, upgrading your TV delivers real, tangible value for consumers who are spending more time watching at home. Two trips to the movie theater for a family of four will likely cost an upwards of $200. By comparison, the average price of a 55‑inch LCD TV in 2026 is $232, putting a long‑term at‑home entertainment upgrade within reach for the cost of a couple nights out.

27 Apr 2026

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What’s Sizzling As Summer Approaches?

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As summer approaches, shoppers are embracing seasonal trends like prestige sunscreens, versatile sweaters, and premixed cocktails, while also stocking up on party essentials like disposable cups. There will be many occasions to celebrate, starting with Memorial Day and continuing through this year’s 250th anniversary celebration of the Declaration of Independence on July 4.

24 Apr 2026

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