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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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Stephen Hinz

Stephen Hinz

Executive Director, Juvenile Products

Stephen Hinz is director and industry analyst for Circana’s U.S. Juvenile Products practice. He focuses on uncovering insights about the retail consumer and crafting stories using Circana’s robust data assets and his own industry expertise. Hinz provides strategic direction consulting and manages relationships across retailers, licensors, and manufacturers to drive thought leadership initiatives.


Hinz joined NPD, now Circana, in 2014, working in both the toys and juvenile products businesses. Previously, he held buying roles at Best Buy.

Recent Posts from

Stephen Hinz

China Consumer Sentiment Study: Will Rising Fuel Prices Affect Food and Beverage Spending?

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China Consumer Sentiment Study: Will Rising Fuel Prices Affect Food and Beverage Spending?
May Day travel held steady, with spending in line with 2025 levels and stronger momentum in New Tier-1 and Tier-1 cities.

28 May 2026

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Beyond the Buzz: How Brands Should Really Think About Major Event Marketing

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Beyond the Buzz: How Brands Should Really Think About Major Event Marketing
Whether it is the Olympics, global soccer tournaments, tennis grand slams, prestigious golf tournaments, or a championship American football game, major sporting events capture the world’s attention, and with it, a surge in consumer spending. For marketers, these moments can feel like can’t-miss opportunities. But the reality is more nuanced: While the impact on retail and consumer engagement is real, it is often fleeting, uneven and highly contextual.

27 May 2026

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Circana Introduces Social Commerce Solution to Decode Social Sales Performance

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Circana Introduces Social Commerce Solution to Decode Social Sales Performance
We are excited to bring much-needed clarity to the social commerce channel

27 May 2026

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How Brands and Retailers Can Score with Global Soccer Fever

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How Brands and Retailers Can Score with Global Soccer Fever
As enthusiasm grows for global football/soccer matches, brands and retailers can seize the moment to connect with millions of fans tuning in and shopping for team gear, food, and more. From TikTok marketing opportunities to watch party trends, discover the winning strategies to score big during this month-long tournament.

26 May 2026

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Retail Sales Slip in April as Calendar Shifts, Economic Pressures Weigh on Consumer Demand, Reports Circana

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Retail Sales Slip in April as Calendar Shifts, Economic Pressures Weigh on Consumer Demand, Reports...
Current retail results are clouded. April may have been short on growth, but it is important to note that year-to-date retail results reflect minor growth, underscoring the importance of looking past a singular view...

26 May 2026

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Circana Unveils 2025 New Product Pacesetters as Top Innovations Drive $6.2 Billion in Year-One Sales

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Circana Unveils 2025 New Product Pacesetters as Top Innovations Drive $6.2 Billion in Year-One Sales
The biggest risk in CPG today isn’t a failed launch — it’s failing to launch at all. Innovation isn’t just a strategic priority — it’s the growth engine,

21 May 2026

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2025 New Product Pacesetters: Redefining Innovation and Consumer Impact in CPG

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2025 New Product Pacesetters: Redefining Innovation and Consumer Impact in CPG
Amid the fast-paced evolution of 2025, consumers embraced innovative products that balanced health, convenience, and indulgence, redefining expectations and driving growth in the CPG industry.

20 May 2026

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The Second Coming of K-Beauty

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The Second Coming of K-Beauty
In 2015, Korean beauty brands entered the U.S. market with a skincare-first philosophy, marking a clear departure from the social media–driven makeup trends that dominated the beauty industry at the time. The initial K-beauty boom introduced products like BB/CC creams and sheet masks, while also bringing innovative ingredients such as snail mucin and ginseng into the mainstream.

20 May 2026

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Consumers Accelerate Shift Toward DIY Vehicle Maintenance Amid Economic Pressures

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Consumers Accelerate Shift Toward DIY Vehicle Maintenance Amid Economic Pressures
Consumers are enlisting do-it-yourself auto maintenance in an effort to save money amid challenging economic times, rising gas prices, and growing needs being placed on their vehicles. We’re seeing shoppers become more resourceful and hands-on as they look for ways to extend the life of their vehicles and manage expenses.

19 May 2026

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Celebrating Dad: From Grilling Out to Chilling Out

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Celebrating Dad: From Grilling Out to Chilling Out
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 Advanced Marketing...
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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Q1 2026: Australia Foodservice Delivered Another Resilient Quarter
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 Trending. Circana is Tracking.
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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What Incrementality Attribution Reveals That Attribution Alone Cannot
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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Circana Launches Purchase to Consumption Solution to Connect Shopper Buying Habits with Eating...
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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Top 10 Movies
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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US Beauty Market Delivers Steady First Quarter Growth, Circana Reports
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, Rewritten for What’s Next
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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Turning the Page on 2026 Book Trends
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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Demand Signals Report: Unlock CPG, Consumer Behavior Insights
Monitoring the impact of macroeconomic factors, including tariffs, on volume, price, and supply in U.S. CPG.

7 May 2026

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