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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. 

New strategies and tactics.

Circana's official announcements.

Circana in the press.

Industry rankings vs. previous data period.

See how Circana can help your business grow.

Perspectives from our thought leaders.

A curriculum to address your needs.

Solving challenges that matter to you.

Thought leaders giving growth insights.

Consumer insights and buying trends.

Solutions

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Uncover the right solution for your business in a few clicks.

Our Liquid Data® technology provides cross-industry data and advanced analytics in a single, open platform.

SOLUTIONS

Answer the most pressing business questions.

Designed for small CPG businesses. 

Curated reports and guided analysis.

Data and analytics for a single source of truth. 

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Liquid Data Go®

Grow Faster.

Dream Bigger.

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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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. 🌎

Company

Suggested solutions

Liquid Data Go® helps small to midsize CPG brands grow faster and dream bigger.

Understand complex consumer behavior with clear, accurate insights into omnichan…

Circana’s Liquid Data Collaborate™ solution helps you bring all your data togeth…

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Uncover the right solution for your business in a few clicks.

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Retail
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THE SINGLE SOURCE OF TRUTH FOR

Retail Strategy, Data Analysis, & Planning

Our market-leading capabilities are designed to help you understand purchase behavior, measure performance, maximize product availability, drive product and category growth, and collaborate with suppliers.

The pace and complexity of managing retail businesses continue to rapidly increase.

Retail success requires more speed and a complete understanding of consumer spending across all of retail. Watching the exchange among food, consumer packaged goods, and general merchandise — or discretionary and non-discretionary spending — is critical.

With real-time data insights, we empower you to make informed decisions, adapt quickly to market trends, and drive revenue growth.

Join more than 7,000 clients and partners worldwide

McDonalds
PepsiCo
Unilever
Sephora
7Eleven

It all starts with

Circana’s Retail Industry Experts

Marshal Cohen

Marshal Cohen

Chief Retail Advisor

“The purse strings are tightening and shifting when it comes to retail spending. Inflation is easing, but consumers continue to feel the pinch of still-elevated food and beverage prices. Impacts of higher prices, lower demand, and weather disruption may be starting to extend beyond discretionary spending. Retailers and manufacturers need to find the trigger points that will motivate the consumer to start to spend, despite reprioritization and the various economic challenges they are facing.”

Improve Retail Planning & Strategies with Accurate Data

Circana’s insights go beyond the surface, giving you the tools to make smarter, data-driven decisions. Here’s how we help:

Separate Your Business from the Competition 
Build Strategy On Market Trends
Retail
Analyze Price and Promotion Strategies
Optimize Assortment Planning

INDUSTRY RANKING

Data Spotlight

In the beverages market, consumer preferences remain stable with no changes in category rankings. Carbonated beverages lead despite a 7.4% sales drop, followed by bottled water (1.2% increase) and energy drinks (1.7% increase). Significant movements include Minute Maid's climb in bottled juices and Powerade overtaking Bodyarmor in sports drinks. In energy drinks, Red Bull, Monster, and Celsius hold the top spots, with Ghost and Rockstar showing notable gains. Bottled water brand rankings are unchanged, with a shift towards nonflavored options. In coffee, Folgers Ground takes the lead despite a sales dip. The tea and non-fruit drink categories show minimal changes with Bigelow and Nestle leading, respectively. Ready-to-drink sectors and aseptic juices observed steady positions, highlighting consistent consumer choices.

Source: Circana, Liquid AI™,

Time

Data Source: 

Point of Sale (POS) Data

Circana Announces 2025 U.S. CPG Growth Leaders

9 Apr 2026

Insights in Action

Winning today means putting the consumer first and staying authentic. Brands that build real trust and offer clear value are connecting deeply with shoppers and building lasting loyalty in a highly competitive space.

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The Forrester Wave™: Retail Planning Platforms, Q4 2023 report

Recognized as a Strong Performer in The Forrester Wave™: Retail Planning Platforms, Q4 2023 report, Circana is leading a new era in supporting retail data ecosystems and decision making. We provide complete visibility into consumer behaviors, covering $4T in global consumer spending across 26 industries. Our world-class technology and decades of industry expertise and experience transform vast amounts of data into a focused vision. Our relationships with retailers, and capabilities tailored for them, can strengthen your business in this highly competitive, ever-changing global environment.

We bring retailers a holistic picture of categories, cross-category influences, buyer behavior, and more, so they can accelerate decision making and grow new revenue streams. We also offer analytic solutions such as assortment optimization, price and promotion evaluation, loyalty analysis, and more. Imagine seeing all the angles in one place, curated into meaningful insights you can act on.

Drive Retail Performance with Data-Driven Strategies

Circana offers tailored solutions for every corner of the retail industry, helping brands stay ahead in a competitive market.

Price & Promotion Planning

Circana’s solutions harmonize and analyze data sources so retailers & brands can align on successful promotional strategies.

Optimizing Supply Chain Distribution

Brands and retailers can decrease the risk of stock-outs with on-shelf availability tools that provide shared insights.

Measuring Omnichannel Performance

Our solutions provide retailers and brands with clear insights into performance across in-store and online channels.

With Circana, you get the clarity you need to make confident, growth-driven decisions.

Unsure where to begin? Browse our solutions

SOLUTION

Complete Consumer™ solution gives a 360° view of U.S. buyers by tracking purchases across channels, powered by POS-aligned panel insights.

SOLUTION

Liquid Supply Chain™ uses AI insights to give suppliers near-real-time, cross-retailer visibility, spotting risks and inventory gaps early.

SOLUTION

Complete Market™ solution gives robust POS measurement for in-store & online sales, with fulfillment type breaks & UPC details across CPG.

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Complexity into Clarity


Find out how we can help your brand grow more. Fill out the form and we will get right back to you.

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Questions Circana’s Retail Planning Solutions Can Help Brands Answer:

How are macro-economic shifts impacting consumer spending behavior?

Global factors, including tariffs, have caused significant shifts in price sensitivity for consumers. Many retailers have responded with aggressive promotions to counteract the shifting purchase habits of consumers.

What retail strategies are driving growth in 2026?

Retail is experiencing a profound transformation driven by AI technologies, opportunities to personalize messages/experiences, and economic factors that impact consumer decisions across categories and channels. In this modern landscape, leveraging consumer and retail data is essential to uncover opportunities.

  • Hyper-Personalization: Successful retailers have moved away from traditional mass-market strategies and have shifted focus to hyper-personalized omnichannel experiences & messaging.

  • Shifts in Consumer Priorities: Consumers prioritize value-driven purchases and are adjusting their purchases due to ongoing economic pressures. Assortment planning and promotional pricing strategies need to reflect these shifts.

How are retailers using technology to optimize their supply chains?

Stockouts and overstocks can be difficult to predict, relying purely on historical data. Shifting consumer shopping trends and global factors present challenges in accurately forecasting demand. Shared data analytics tools that brands, retailers, and manufacturers can access improve the ability of all parties to accurately predict demand and manage inventories.

How can retailers identify white space opportunities?

Consumer decisions go beyond finding products that address core needs. So far in 2026, our data show that consumers' purchasing decisions are impacted by their passions and lifestyle priorities. Harmonizing consumer data signals and retail data can help retailers understand the “why behind the buy” that drives consumer decisions. Today’s retail growth is fueled by consumers' need to feel good about their purchases and align those purchases with their lifestyles. By connecting product attributes to consumer priorities, retailers can align their strategies to those factors.

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