October 2009
Todd Hale
James Russo
Jonathan Banks
Jean-Jacques Vandenheede
Hong Kong
Taiwan
Chg vs.
Previous
Month
Italy
Spain
United
Kingdom
Germany
India
Jul
09
Aug
09
Brazil
Canada
China
France
United
States
Very Strong Growth: >= +5%
Growth: between +1 and + 4%
Neutral: between -1 and +1%
Negative: between -1 and -4%
Aug
‘09
Mar
‘09
Apr
‘09
May‘
09
Jun
‘09
Jul
‘09
Nielsen Market Index
Volume*
Nielsen Market Index
Value**
Are consumers moving to
Store Brands?
Are shoppers shifting to
value channels?
Are retailers selling more
on promotion?
Are consumers shopping
more frequently?
Are consumers spending
more per trip?
Nielsen Global
Consumer Confidence^
Very Negative: <= -4%
Global Topline: Summary of All Countries
KPI Summary
Nielsen Global Scorecard:
Return to growth across emerging
economies, while Canada, U.S., & Western
Europe lag
US
CA
FR
DE
UK
IT
ES
BR
TW HK
IN
CN
Nielsen Market Index
Volume*
Nielsen Market Index
Value**
Are consumers moving
to Store Brands?
Are shoppers shifting
to value channels?
Are retailers selling
more on promotion?
Are consumers
shopping more
frequently?
Are consumers
spending more per
trip?
Nielsen Global
Consumer Confidence^
Very Strong Growth: >= +5%
Very Negative: <= -4%
Neutral: between -1 and +1%
Growth: between +1 and plus 4%
Negative: between -1% and -4%
*Nielsen Market Index Volume defined as unit change vs. YAGO
**Nielsen Market Index Value defined as dollar change vs. YAGO
^ Nielsen Global Consumer Confidence measure is from 7/09 and
is benchmarked vs. the Global Confidence avg. of 81
August Topline:
Growth across emerging economies, UK & CA.
U.S. & Western Europe stuck in neutral.
Global Confidence &
Recession/Recovery Buzz
Source: Nielsen Global Consumer Confidence Survey
Oct 2008
Apr 2009
Jul 2009
Oct 2009
63%
77%
71%
66%
19%
23%
26%
26%
% of
global
HHs that
believe
they are
in a
recession
% of
global
HHs that
believe
they will
be out of a
recession
in the next
12 mos
Global Households