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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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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. 🌎

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Suggested solutions

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

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Mathilde Lion

Mathilde Lion

Executive Director, Industry Analyst, Beauty

Mathilde Lion is industry analyst and executive director of beauty in Europe for Circana. Her expertise is based on more than 25 years of experience in market research and two decades in the world of beauty. She is responsible for strategic analysis and pan-European beauty research for industry leaders. She also manages relationships with Circana’s retail partners and the media in Europe.


Lion joined Circana in 2005 with the launch of the company’s Beauty practice in France. Prior to her work with Circana, she was with Dun & Bradstreet and Kantar Worldpanel.

Recent Posts from

Mathilde Lion

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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Mexico, Brazil, and Canada Grow as U.S. Market Adjusts; Price Increases Remain a Consistent Theme

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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"The key viewership areas to pay attention to in 2026 and beyond will be sports, news, and programming ingest"

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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U.S. Retail Spending Rises in Early Spring, but Underlying Consumer Pressures Signal Caution Ahead, Reports Circana

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Topline numbers appear healthy, but appearances can be misleading. Retailers are navigating an environment where calendar shifts, promotions, and temporary tailwinds are masking deeper vulnerabilities in consumer spending.

22 Apr 2026

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Top 10 Video Games

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Crimson Desert, MLB The Show 26 and Pokémon Pokopia were among the new releases which fueled overall spending growth.

22 Apr 2026

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Five Beverage Trends driving Australian Foodservice Performance

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Beverages continue to drive growth in Australian foodservice through 2025. This infographic reveals the key beverage trends reshaping channels, occasions, and consumer demand across the foodservice landscape.

20 Apr 2026

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Private label reaches record 50% unit share across Europe’s six biggest grocery markets

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Supermarket private label brands have spent the last decade becoming powerful brands in their own right. Given that a normal shopping basket today costs the same as a premium basket did last year, price-conscious consumers are making hard decisions about which products to buy. Retailers’ product ranges include cheap basics, premium treats, healthy and high-protein foods, and trendy lifestyle items which are proving a trusted and attractive alternative to national brands...

20 Apr 2026

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Foodservice spend forecast to grow 3% across U.S. and Europe as evolving consumer behaviours reshape formats, occasions and value propositions

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Looking ahead, the next major wave of this Liquid Revolution will be the arrival of modern sodas in Europe. These are refreshing beverages with functional benefits, such as magnesium or zinc content, or claims linked to energy, focus and wellbeing, that align closely with evolving health and lifestyle motivations...

20 Apr 2026

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Britain on a diet - 45% cutting back while health trends and GLP-1 reshape menus

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British foodservice spend hits £71bn as experience-led demand reshapes the industry Circana predicts foodservice growth trends for 2026

20 Apr 2026

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China Consumer Sentiment Study Qingming and Spring Break Lift Foodservice Outlook 

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In a low-spending environment, promotions still move the needle in China.

17 Apr 2026

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Share of Sip: Mapping the Beverage Evolution 

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Beverages are no longer simply drinks. Today, they are meals, medicine, and meaningful moments. From functional hydration and modern sodas to global flavor exploration, the beverage landscape is transforming at lightning speed. Driven by shifting generation preferences, social commerce, and the thirst for experiences, consumers expect more from their cups than ever before. In this webinar, pour into insights from a panel of Circana beverage experts and get in-depth look at forces redefining...

16 Apr 2026

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The Whole Picture: Consumers Prioritize Mental and Emotional Wellness as Part of Self-Care

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Consumers are moving away from reactive health purchases and leaning into proactive wellness investments. Physical and mental well-being now go hand in hand. According to recent insights, 67% of Americans currently practice mental and emotional self-care. Stress reduction is a major driver of this change, with 60% of U.S. consumers actively trying to manage stress using a variety of products, from supplements to indulgent treats.

16 Apr 2026

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Affordable Ways to Find Underserved Consumer Markets

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While growth pockets exist everywhere, emerging brands succeed when they can recognize which opportunities deserve their limited time and resources. Small and medium-sized businesses (SMBs) can achieve this by using accessible data to target consumer segments with a high or unique propensity to purchase their products.

16 Apr 2026

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U.S. Consumer Healthcare Market Reaches $107 Billion as Americans Double Down on Proactive Wellness

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As consumers holistically and proactively navigate their physical and mental health, wellness has moved far beyond reactionary purchasing and treating symptoms

16 Apr 2026

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How Selective Consumption is Shifting the Snackscape

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It’s been a while since consumers have followed a three-square-meals-a-day eating habit. Although snacking has continually increased in frequency and type over the last several years, Circana research shows that the “snackscape” is evolving, with notable implications for brands and retailers.

15 Apr 2026

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Sustainability-Marketed Products Capture Over 25% of U.S. CPG Market, Driving Growth Amid Uncertainty

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The 2025 Sustainable Market Share Index shows that CPG products marketed with sustainable attributes increased market share by 1.6 percentage points since last year

15 Apr 2026

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Consumers Double Down on Proactive Wellness

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Consumer healthcare in the United States continues to outperform broader retail as Americans increasingly prioritize proactive, holistic approaches to health and wellness.

15 Apr 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.

14 Apr 2026

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A World of Difference: What Sustainability-Driven Shifts Mean for Brands and Retailers

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Earth Month may serve as a reminder of the significance of sustainability, but new insights show that sustainability is a continuous focus for many people and businesses.

14 Apr 2026

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