2Q25 Consumer Goods PM Chartbook
Access the 2Q25 Consumer Goods PM Chartbook
A concise yet comprehensive resource featuring over 30+ slides of charts, tables, and insights on key trends and performance drivers across our Consumer Goods tickers. This streamlined resource provides a quick, high-level read while capturing the essential data and bigger-picture insights you need.
Inside the Chartbook:
Overarching themes: Recent Consumer Goods growth trends by category; pricing analysis by retailer and category (tariff impact)
Brand & retailer highlights: Trends by franchise at NKE, brand market share at DKS, drivers of growth at ULTA and LULU, beneficiaries from Temu's pullback
Restaurant highlights: LTO attach rates (e.g. CMG Honey Chicken, DPZ Parmesan Stuffed Crust), item and deal mix (e.g. WING 20 for 20), 3PD share (SBUX)
Spark team conversations, discover hidden insights, and drive informed decisions.
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