Circana's Demand Signals report provides a comprehensive picture of how shifting consumer behavior impacts the U.S. consumer packaged goods sector. Gain timely, data-backed insights that help support critical business decisions.

Key highlights from this period's report: 

 

Retail Food & Beverage

Winter storms disrupt January trends, driving in-home eating surge and restaurant softness

January weather patterns created volatility in recent weeks, resulting in 2.8% volume growth in the latest 4 weeks. In the latest 1-week ending Jan. 25, heavy snow and cold temperatures across most of the U.S. shifted consumers toward at-home eating and pantry stocking, resulting in restaurant transactions declining 6% while retail F&B volume grew 18% versus the same week last year. 

Minor price growth acceleration continues, but high inflation areas remain commodity-linked

Most F&B categories are seeing only modest price growth, keeping consumer inflation expectations subdued. Prices in select commoditydriven categories, such as chocolate, beef, and coffee, remain elevated, while others, including eggs and produce, continue to pull down overall retail F&B price trends.

Non-Food CPG

Winter storm prep boosts nonfood CPG units

Nonfood CPG units grew 0.1% in the latest 4 weeks, after several periods of decline, as shoppers stocked up ahead of winter storms. Most nonfood segments benefited from this surge, especially emergency and household essentials, while personal care and cosmetics saw little to no acceleration.

Stable price trends with isolated high inflation areas

Pricing trends are fairly steady across most nonfood CPG, with high price growth isolated to only a few categories. Premiumization continues to drive the majority of price/mix growth.

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