Podcasts about circana

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Best podcasts about circana

Latest podcast episodes about circana

Restaurant Business Magazine
Why so many consumers are dining on a deal right now

Restaurant Business Magazine

Play Episode Listen Later Oct 22, 2025 23:43


Why are so many consumers dining on a deal?This week's episode of the Restaurant Business podcast A Deeper Dive features David Portalatin, SVP and food industry advisor for the data and technology firm Circana.Circana just released a report showing that 29% of consumers are dining on a perceived deal, a historically high percentage. That has also grown over the past couple of years at a rate not seen since the Great Recession.David on the podcast discusses that report and the factors behind consumer budget dining. This is a fascinating conversation. We talk about price increases, the types of deals being run, how that's changed over the past 15 years and how restaurants can adjust to these issues. This is a major issue affecting all restaurant operators today and could continue to impact them over the coming months. 

All You Can Geek
Xbox Is Disappearing From Shelves - AYCG Gamecast #769

All You Can Geek

Play Episode Listen Later Oct 16, 2025 39:31


Its another week, which means its time for more bad Xbox news! First, Target and Walmart were apparently pulling their Xbox stock from retail stores, to which Microsoft has denied. But secondly, Xbox is looking to hire "gaming finance experts" to transform the finances of Xbox video games business urgently, which smells like more layoffs in the not too distant future. Lastly, we go over the latest Circana numbers for video game sales, with NBA and Madden dominating the charts like usual this time of year. #xbox #microsoft #gamepass #videogames #circana #ps5 #switch2 #allyoucangeek

Video Games 2 the MAX
Is It Too Early For Next-Gen Consoles? # 465

Video Games 2 the MAX

Play Episode Listen Later Oct 14, 2025 109:26 Transcription Available


Next-gen console rumors are certainly simmering, as both PlayStation and Xbox have had news emerge regarding their potential console or console-like device, potentially releasing as early as 2027. This may mean we get more compelling real news even in 2026. But is it too early for next-gen? Or does it just seem that way? Do we even need Next-Gen as soon as 2027? Sean and Marc discuss this and more. Compound this with news from Circana about the number of games the majority of gamers buy, and it is yet another telling story about why things may be the way they are for AAA gaming. Does this concern the duo? Or is it just kind of how it's always been, and we just didn't have all these datapoints before? Plus, Marc has more thoughts on Hades 2, Sean's been playing Final Fantasy Tactics: The Ivalice Chronicles, and Little Nightmares 3. Is Xbox done at Target and Walmart too? Ubisoft's canceled Assassin's Creed Civil War game, Nintendo Switch 2 keeps selling, and much more! You can also watch this episode in video form on the W2M Network Youtube Channel, please give us a like, comment on the episode, and give the channel a subscribe and follow as well: https://youtube.com/live/uYka5nXpc9E

El podcast de los 3 Gordos Bastardos
Episodio 628, ¿Cuántos juegos compras al año?

El podcast de los 3 Gordos Bastardos

Play Episode Listen Later Oct 12, 2025 147:51


Bienvenido a otra de estas sesiones semanales de gordeo auditivo, noticias y discusiones acaloradas. En esta ocasión contamos con la presencia de parte del staff de 3gb.com.mx: Adrián, Eze y Rafa En este medio episodio nos vamos a "El Sillón" para hablar sobre El cierre del estudio The Outsiders El retraso de Mina The Hollower Mark Cerny habla del proyecto Amethyst y el futuro de PlayStation Y harto más... En el "Tema de la Semana" conversamos sobre el más reciente estudio de Circana que muestra los hábitos de compra de videojuegos del publico en Estados Unidos y como se puede extrapolar al resto del mundo.

Nintendo Dads Podcast
#548: Making Babies

Nintendo Dads Podcast

Play Episode Listen Later Oct 10, 2025 106:50


**Use the code NINDADS at checkout to receive 20% plus free shipping at Manscaped.com** On this week's episode of the Nintendo Dads Podcast: News ● Nintendo releases “Close To You” animated short, confusing the Internet ● Metroid Prime 4: Beyond will have two modes if you have supported displays on Nintendo Switch 2 ● Circana says Nintendo Switch 2 sales are trending 77% ahead of aligned sales for Nintendo Switch ● Game Releases/Updates Let's Discuss ● Blind Rank 5 Random “Best NES Black Box Games” - Part 1 Games we've been playing ● Fire Emblem Shadows ● Star Wars Outlaws ● Armada ● Super Mario Galaxy ● Super Mario Galaxy 2 ● Mario & Wario ● Fortnitemares Fortnight ● LEGO Party! Community Spotlight Check out our website at http://nintendodads.org for our latest videos, episodes, tweets, and social media links. Apple Podcasts feed: https://podcasts.apple.com/us/podcast/nintendo-dads-podcast/id950582320?mt=2 YouTube Music feed: https://music.youtube.com/playlist?list=PLyID_QWdPfjM17EE3cg8Pin30jHkLqWKr Become a patron and help us improve the show! https://www.patreon.com/NintendoDads Learn more about your ad choices. Visit megaphone.fm/adchoices

The Nextlander Podcast
218: A Chair Made of Kirby

The Nextlander Podcast

Play Episode Listen Later Oct 9, 2025 130:10


It's a catch-up week around here as Brad and Vinny barrel toward the end of Death Stranding 2, Alex breaks the seal on Megabonk, and we all come to terms with what Baby Steps is asking of us. In the news, more goings on with Game Pass, Circana's latest stats on how many people are (or aren't) buying games, Nintendo's possible Pikmin movie/show/something, and more. Plus, David Lynch's house for sale, furniture made out of video game characters, and more of your emails! CHAPTERS (00:00:00) NOTE: Some timecodes may be inaccurate for versions other than the ad-free Patreon version due to dynamic ad insertions. Please use caution if skipping around to avoid spoilers. Thanks for listening. (00:00:10) Intro (00:04:07) The spider showdown! (00:09:03) Baby Steps  |  [PC (Microsoft Windows), PlayStation 5]  |  Sep 23, 2025 (00:27:59) Pocket Boss  |  [Linux, Mac, PC (Microsoft Windows)]  |  Oct 08, 2025 (00:31:14) First Break (00:33:53) [SPOILERS] Death Stranding 2 stuff, nothing big but general warning (00:34:26) Death Stranding 2: On The Beach  |  [PlayStation 5]  |  Jun 26, 2025 (00:58:10) Jump Space (Early Access) |  [PC (Microsoft Windows), Xbox Series X|S]  |  Sep 19, 2025 (01:01:59) Megabonk  |  [PC (Microsoft Windows), Linux]  |  Sep 18, 2025 (01:09:04) Second Break (01:09:09) It's official, there's never been a better time to play games... especially for 14 percent of us. (01:26:00) Some updates on Microsoft's Game Pass changes (01:30:17) Red Dead Redemption 2 may still be coming to this generation! (01:33:09) What is Nintendo's new Pikmin thing? (01:37:58) Of course Fortnite has KPop Demon Hunters in it (01:44:44) Emails (02:03:21) Wrapping up and thanks (02:05:35) Mysterious Benefactor Shoutouts (02:07:28) Nextlander Content Updates (02:09:53) See ya!

GrubbSnax
Nintendo Releases a Pikmin Animated Short

GrubbSnax

Play Episode Listen Later Oct 8, 2025 59:08 Transcription Available


Jeff Grubb is joined by Mat Piscatella to chat about the August 2025 Circana report and US gaming trends, the mysterious Nintendo short, Clair Obscur hits 5 million in sales, skin prices in 2XKO, and more!

Extra Serving
Loyalty program innovations, value deals galore, and the chicken wars heat up

Extra Serving

Play Episode Listen Later Oct 6, 2025 33:33


On this week's Extra Serving, NRN editor in chief Sam Oches and executive editor Alicia Kelso discuss the latest restaurant industry news, including innovations in loyalty programs, new value deal launches, and how non-chicken brands are crashing the chicken party. First up is news around loyalty programs; McDonald's is connecting its famed Monopoly game to its loyalty program, while Krystal is launching its first loyalty effort in nearly a century of existence. Sam and Alicia discuss the latest advancements in loyalty and how it's helping to support value messaging in this difficult economy. Speaking of value, they also tackle the recent Circana report that showed demand for value at a 50-year high. How can restaurants meet that demand without falling into a discounting pit they can't climb out of? Finally, they discuss recent data that showed non-chicken brands using chicken innovation to steal market share from chicken chains. What does this suggest about the state of chicken in the industry — and chains' innovation efforts more broadly? For more on these stories: McDonald's adds digital aspect to MonopolyRestaurant customers are seeking deals at the highest rate in 50 yearsChicken spending jumps 2 points in the QSR category

WBSRocks: Business Growth with ERP and Digital Transformation
WBSP774: Grow Your Business by Learning from Enterprise Software Stories - May 2025, Ep 18, an Objective Panel Discussion

WBSRocks: Business Growth with ERP and Digital Transformation

Play Episode Listen Later Sep 30, 2025 59:14


Send us a textThe enterprise software ecosystem continues to evolve rapidly as vendors double down on AI, automation, and data-driven orchestration across business functions. Nintex unveiled new generative AI capabilities to enhance business automation, while Circana introduced its Liquid Supply Chain solution to drive agility and responsiveness in complex networks. CloudBolt extended its optimization capabilities to Kubernetes through the acquisition of StormForge, signaling a stronger focus on cloud efficiency. Kinaxis partnered with Databricks to accelerate AI-powered supply chain orchestration and also announced a collaboration with Infor, further expanding its ecosystem reach. Rootstock's Spring '25 release reimagined the modern ERP experience for manufacturers, and Tempo launched a Strategic Portfolio Management platform to strengthen business alignment. Meanwhile, Tricentis rolled out new testing innovations in its spring update, Velixo secured Series A funding from Elephant to fuel growth, and FloQast introduced auditable AI agents to help finance teams bridge the growing talent gap—illustrating how innovation is reshaping every layer of the enterprise stack.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

La Story
Noël 2025 : les jouets stars sont déjà à la fête

La Story

Play Episode Listen Later Sep 24, 2025 27:15


Alors que l'été se termine, le dynamique secteur des jeux et du jouet prépare les fêtes de fin d'année. Pour « La Story », le podcast d'actualité des « Echos », Pierrick Fay nous emmène en reportage dans les allées du salon, à Paris, où les professionnels se sont réunis pour exposer les tendances.Retrouvez l'essentiel de l'actualité économique grâce à notre offre d'abonnement Access : abonnement.lesechos.fr/lastory« La Story » est un podcast des « Echos » présenté par Pierrick Fay. Cet épisode a été enregistré en septembre 2025. Rédaction en chef : Clémence Lemaistre. Invités : Franck Mathais (porte-parole de Joué Club), Frédérique Tutt (spécialiste de l'industrie des jouets chez Circana), Clara Marre (cheffe de produit dans le secteur du jouet). Réalisation : Willy Ganne. Chargée de production et d'édition : Michèle Warnet. Musique : Théo Boulenger. Identité graphique : Upian. Photo : Syspeo/SIPA. Sons : Les Echos, « Le père Noël est une ordure » (1982), Tonies, Disney, « Gremlins » (1984). Hébergé par Acast. Visitez acast.com/privacy pour plus d'informations.

WBSRocks: Business Growth with ERP and Digital Transformation
WBSP772: Grow Your Business by Learning from Enterprise Software Stories - May 2025, Ep 17, an Objective Panel Discussion

WBSRocks: Business Growth with ERP and Digital Transformation

Play Episode Listen Later Sep 23, 2025 61:24


Send us a textThe enterprise software landscape is undergoing rapid transformation as vendors double down on AI, automation, and data intelligence. ActiveCampaign's acquisition of Hilos strengthens its conversational marketing stack by expanding WhatsApp capabilities, while HG Insights is redefining data intelligence to refine go-to-market execution. HubSpot's planned acquisition of Dashworks signals a deeper integration of AI knowledge management, and Sitecore's launch of the Martech industry's first AI Innovation Lab underscores the growing urgency for marketers to accelerate their AI journeys. StackAdapt continues to advance transparency in connected TV and cross-screen analytics, whereas Accenture and Pipefy are joining forces on over 450 AI agents to scale process automation. Camunda's introduction of agentic orchestration brings a new layer of autonomy to enterprise workflows, and Nintex's generative AI updates further enhance intelligent automation. Meanwhile, Circana's Liquid Supply Chain solution and CloudBolt's acquisition of StormForge to optimize Kubernetes environments highlight a broader trend—AI and automation are now converging across marketing, operations, and infrastructure to drive unified, data-driven execution.In today's episode, we invited a panel of industry analysts for a live discussion on LinkedIn to analyze current enterprise software stories. We covered many grounds including the direction and roadmaps of each enterprise software vendors. Finally, we analyzed future trends and how they might shape the enterprise software industry.Background Soundtrack: Away From You – Mauro SommFor more information on growth strategies for SMBs using ERP and digital transformation, visit our community at wbs. rocks or elevatiq.com. To ensure that you never miss an episode of the WBS podcast, subscribe on your favorite podcasting platform. 

GrubbSnax
September Nintendo Direct Announced!

GrubbSnax

Play Episode Listen Later Sep 10, 2025 53:11 Transcription Available


Jeff Grubb and Mike Minotti start your Wednesday off with news about an upcoming Nintendo Direct, Nintendo trying to patent "sub characters", Circana numbers for top selling PlayStation games, all of the Resident Evil games popping onto the Switch 2, and more!

Noob Talk Radio
#111: We'll Be Back After These Messages

Noob Talk Radio

Play Episode Listen Later Sep 8, 2025 75:14


The Boys return from hiatus to discuss the most important news of the entire year in gaming, which is by virtue of clear and democratic unanimous vote the announcement of Stalker 2's imminent release on PlayStation platforms this very fall in the glorious year of 2025. In other, much more unimportant news, Circana reporting for the month of May and June indicate massive success for Elden Ring Nightreign, as well as unusual sales spikes for Star Wars Battlefront 2, Xbox begins age verification checks, video game actor's strike officially ends, Primal Planet has launched, Killing Floor 3 looks delightful, and we're still excited for Dying Light: The Beast. Please be excited.

Sacred Symbols: A PlayStation Podcast
#374 | This Is What It's Like When Worlds Collide

Sacred Symbols: A PlayStation Podcast

Play Episode Listen Later Sep 1, 2025 277:12


New leaks from friend-of-the-show MLiD have given us a deeper glimpse into Sony's plans for PlayStation 6, especially when it comes to the rumored handheld iteration, codenamed Canis. It appears this device -- slated as part of a potential trio of PS6 hardware due out in '27 -- will be affordable, powerful, and perhaps most surprisingly dockable. With all first party competitors now occupying space (Nintendo, Valve) or chasing a presence (Sony, Microsoft) in the handheld realm, it seems like things could get very spicy on multiple fronts. Allow us to discuss in minute detail. Plus: Hermen Hulst gives a rare interview, Ken Levine emerges with hot-off-the-presses details about Judas, Sony reveals its first four incubated products in the MENA Hero Project, it'll now be easier to request a refund on PSN, and more. Then: Listener inquiries! Some 14 years after release, what are our thoughts on Catherine? Could a major Xbox announcement be lurking in Sony's reported September showcase? How does Hello Games and No Man's Sky survive by giving so much away for free? Is Where's Waldo nothing more than an unconvincing psy-op? Please keep in mind that our timestamps are approximate, and will often be slightly off due to dynamic ad placement. 0:00:00 - Intro0:29:02 - Metal Gear Solid Delta poster0:34:47 - Benji!0:36:27 - Allegheny Hogs0:42:00 - Washing your legs0:54:33 - Waldo0:58:16 - Ghost of Yotei console preorder September 4th1:00:34 - PlayStation 6 Portable leaks1:27:50 - Hermen Hulst interview1:59:33 - New Judas info2:14:26 - New MENA Hero project games2:29:11 - Forza Horizon 6 could be in Japan2:33:12 - New PSN refund system2:39:22 - Skate early access release date2:43:15 - July 2025 Circana data2:49:37 - New PS+ Essential games2:54:35 - What We're Playing3:40:59 - Thoughts on Catherine3:49:24 - Is Intergalactic a soulslike?3:54:12 - Will Xbox announce a game at a Sony event?3:58:41 - Are remakes creatively bankrupt4:08:42 - No Man's Sky keeps going4:16:05 - Do podcasts hosts need to be experts? Learn more about your ad choices. Visit podcastchoices.com/adchoices

GrubbSnax
Another Switch 2 Game Gets Stellar Reviews

GrubbSnax

Play Episode Listen Later Aug 27, 2025 65:16 Transcription Available


Jeff Grubb is joined by Mat Piscatella to talk about July's US video game market highlights report from Circana, Kirby's Switch 2 update and expansion getting glowing reviews, and naturally, development troubles across the industry.Today's episode is brought to you by our friends at MSI!For the next month, they'll be offering the Giant Bomb community 10% off regularly priced Intel B860/Z890 motherboards at their US Store: https://us-store.msi.com/ - Just use code "bombcast" at checkout!Big thanks to MSI for their support!

Food Processing's Food For Thought Podcast
Consumers Reset Views on Value, Price, Health Demands for Food and Beverage

Food Processing's Food For Thought Podcast

Play Episode Listen Later Aug 27, 2025 23:16


With 2025 more than halfway over, and 2026 looming large on the horizon, Sally Lyons Wyatt, global executive vice president and chief advisor in consumer goods and foodservice insights for Circana, joins the Food For Thought podcast to offer an update on the trends driving consumer choice as summer turns to fall. Where do healthy food choices fit in? How are the prices of food and beverage products changing the ways consumers are shopping today? What impacts have e-commerce had on the marketplace? And what should processors prepare for in the New Year, once the calendar changes to 2026?

the Joshua Schall Audio Experience
Alani Nu Revenue Growth is Terrifyingly Strong!

the Joshua Schall Audio Experience

Play Episode Listen Later Aug 8, 2025 12:22


Alani Nu is experiencing “scary-level growth,” but that shouldn't be concerning…as Celsius Holdings leadership doesn't get spooked easily! Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $739.3 million, which was up 84% YoY. Excluding the Alani Nu acquisition-related financial impact, CELSIUS brand revenue grew 9% YoY. And if you were wondering about Alani Nu, it's second quarter revenue was $301.5 million…which equates to around 106% YoY growth! According to Circana last 13-week retail sales data, CELSIUS increased by 3% YoY...remaining the third-largest energy drink brand in the category with a dollar share of 11%. Alani Nu increased retail sales 129% YoY and is now the dominant fourth player in the U.S. energy drinks market with dollar share of 6.3%. If we look at Celsius Holdings combined brand portfolio, it reached 17.3% of dollar share for the last 13-week period ending June 29, 2025...ranking it third and trailing only Red Bull and the combined Monster Beverage portfolio. Additionally, if you were to consider the last 52-week period ending July 20, 2025…Celsius Holdings retail sales were over $4 billion, surpassing the combined sales of the next eight energy drink brands. Celsius Holdings has experienced massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. And international expansion presents significant opportunity for incremental growth over the next three to five years. With the Celsius brand basically at full distribution now…growth will be unlocked through a strategic growth framework that John Fieldly recently branded as “more people,” “more places,” and “more often.” And while Alani Nu will obviously be integrated into many aspects of that strategic growth framework...it will currently be done outside of the PepsiCo distribution network. If you remember (in my initial content) after the M&A deal was officially announced, I made the strategic recommendation regarding Alani Nu independent DSD distribution network continuity…as I believed it provided Celsius Holdings the best near-term strategic plan to (1) minimize platform “key customer risk,” (2) strengthen focus on other business integration elements, but (3) lower near-term cannibalization risk significantly. But beyond the distribution strategy difference, Alani Nu is also “leaps and bounds” ahead of the CELSIUS brand in leveraging LTO product innovation. Alani Nu showed extraordinary strength, led by Sherbet Swirl and Cotton Candy. But believe it or not…expectations are even higher heading into the next quarterly reporting period, as Alani Nu customers are going wild across social media about the fan favorite Witch's Brew flavor recently returning to stores (along with a funky new LTO flavor Pumpkin Cream). But or the Celsius Holdings portfolio to meaningfully expand its household penetration beyond the current 43%, it must stay culturally relevant with the next generation of modern energy drinkers by continuing to invest in brand awareness activities that focus on driving trial and loyalty.

GrubbSnax
A Former Xbox Exclusive is the Biggest PS5 Game of 2025

GrubbSnax

Play Episode Listen Later Jul 23, 2025 66:28


Jeff Grubb and Jason Fanelli are here to chat about Circana numbers for June, Forza Horizon 5 blowing up on the PlayStation 5, Outer Worlds 2's price drops, Borderlands 4 running at 30 FPS on Switch 2, and even more!

MeatingPod
Ep. 220: Its mid-2025 — Do you know where your alt-meats are?

MeatingPod

Play Episode Listen Later Jul 20, 2025 29:36


After a white-knuckle first half of the year, the meat alternatives sector stares down the rest of calendar 2025 from a position of retail weakness. Sales trends that seemed poised to turn positive again at the end of last year, didn't materialize, and dour consumer sentiment could easily drown other, more optimistic economic indicators.Chris DuBois, Circana's executive vice president and Perimeter Practice Leader, once again brings his insights to MeatingPod, discussing what's happened so far this year, what he expects for the rest of 2025, and how alternative meat processors can be position themselves for retail sale now.

Double Barrel Gaming
Will The Elder Scrolls VI Trailer Release Happen THIS YEAR?

Double Barrel Gaming

Play Episode Listen Later Jul 17, 2025 72:11


Time Stamps:00:00:00 Community Guest Intros00:05:00The Elder Scrolls VI Is In a “Quite Playable”, Could A Trailer Drop THIS Year? Will The Elder Scrolls VI Trailer Release Happen THIS YEAR?00:35:00 Circana's Mat Piscatella says gaming subscriptions have increased in BIG way 3 consecutive months, indicating that gamers are in fact looking to save money! GUESS WHAT. Xbox Game Pass is NOT the "Bad Guy" many in the gaming industry are telling you!01:12:00 Outros and Special Message to the Community

Handbag Designer 101
What Really Makes an It Bag in 2026? Beth Goldstein Breaks It Down

Handbag Designer 101

Play Episode Listen Later Jul 15, 2025 35:03 Transcription Available


Think you know what defines an “It Bag”? Think again. In this episode of Handbag Designer 101, Beth Goldstein, Executive Director of Footwear & Accessories at Circana, joins Emily Blumenthal to unpack how social media has transformed the handbag market—and why a $299 Trader Joe's tote can now claim the title.From viral hits to lasting brands, Beth explains how today's fragmented market is shifting power away from legacy labels and toward innovative independents. With names like Coach, Veronica Beard, and Clare V evolving fast, the space is more competitive—and more unpredictable—than ever.

Up Next
Bicycle Retail Industry Review for June 2025 Workstand platform data and April 2025 People for Bikes data

Up Next

Play Episode Listen Later Jul 8, 2025 27:33


Boulder visitDoggy happy hourCoffeeBike ridePFB let me work from their officeUpcoming BRAIN article about scheduling softwareService Appointment Scheduling feature (drop off)WorkstandIQ staff schedulingNBDA State of the Industry webinar reinforces our valueThe recent National Bicycle Dealers Association hosted a webinar with expert guests, with a lot of time spent talking about what successful retail looks like. Turns out our company perfectly matches their recommendations. Speakers were adamant about the need for merchants to have an ecommerce presence.You can find the recording on the NBDA YouTube channel.June Platform Sales ResultsHigh single digit growth in June, but also continues the downward trend from March/April results of over 25% growth.Isolating our “typical dealer”, which removes top performers, June online sales were slightly down. I really want clients to work on getting their website aligned with best practices and engaged with our marketing services like Google Ads. Platform traffic was down significantly in June, but conversion rate, average order value, and revenue per session were up.Only a handful of analog bicycle categories showed growth; gravel, full suspension MTB, and BMX. Electric bikes were up in every categoryHelmets and shoes did very well for the month. Helmets are good signals for overall ridership and shoes signal enthusiast riders needing more performance.April Total IBD Retail Sales ResultsPeopleForBikes released total April sales results showing the total IBD sales (in-store and online reported by Circana) was virtually flat with 2024. The top line sales results were positively impacted by very strong service department sales, +11% for the month. Top bicycle categories continue to be throttle assist electric bikes for transit, leisure, mountain, and cargo. Class 3 electric road bikes are showing solid growth too. Gravel and hardtail mountain bikes showed the best growth in the analog category. BMX bike unit sales were +8% continuing a promising trend largely influenced by younger ridersChildren's bike unit sales were up slightly overallBe sure to email your questions to podcast@workstand.com. We read all emails sent and we look forward to hearing from you.If you're a Workstand client with questions about your subscription, email support@workstand.com or call 303-527-0676 x 1. If you are not currently a Workstand client with questions about how our programs work, email info@workstand.com.Find Us on LinkedInRyan Atkinson, President + Co-OwnerMark Still, Business DevelopmentWe also publish Around the Workstand on our YouTube channel if you'd like to watch while you listen. Here is our Around the Workstand playlist.If you have any questions about the topics discussed in this episode of Around the Workstand or if you have ideas for new topics we can cover, schedule a time to meet with Mark Still here or email mark.s@workstand.com.

IRI Growth Insights
#179 - Harnessing the Power of Social Media: Launching New CPG Products with Impact

IRI Growth Insights

Play Episode Listen Later Jul 7, 2025 33:37


There are more stories to share from Circana's New Product Pacesetters, our annual roundup of the top-selling CPG new products. In this special episode, Joan Driggs and Lisa Maas dive into the role social media and influencers have in new CPG product launches. From grandma bands and pickleball tournaments, to merch and in-store engagement, learn what successful connection looks like. Highlights: Marketing Strategies: Learn about effective marketing efforts, including social media campaigns, influencer partnerships, and grassroots initiatives that drove these products to success. Consumer Engagement: Understand how CELSIUS Essentials performance drinks, Liquid Death Iced Tea, and Barebells protein bars are connecting with their target audiences through unique and relatable content. New Product Pacesetters: Read the full report and watch the webinar replay to learn more.

Gamers Week Podcast
Episode 172 - Microsoft Celebrates Profits By Laying Off 9,000 Employees

Gamers Week Podcast

Play Episode Listen Later Jul 4, 2025 74:35


Send us a textIn this episode...--> Microsoft began its fiscal year Wednesday by laying off thousands of employees, expanding one of the largest runs of layoffs in the company's history.--> Video game spending has taken a nose dive among Gen Z, according to data from American research group Circana.--> The AI startup Runway, which recently partnered with AMC Networks, is now trying to break into the gaming industry.--> Nintendo's ability to ban Switch 2 consoles from accessing all online features has come under fire from Brazil's consumer rights watchdog, which has now launched a legal challenge.--> Also: Top 3 New Releases, Nostalgia 101We love our sponsors! Please help us support those who support us!- Check out the Retro Game Club Podcast at linktr.ee/retrogameclub- Connect with CafeBTW at linktr.ee/cafebtw- Get creative with Pixel Pond production company at pixelpondllc.com- Visit Absolutely the Best Podcast: A Work in Progress at linktr.ee/absolutelythebest**Use this link to get a $20 credit when you upgrade to a paid podcast hosting plan on Buzzsprout! buzzsprout.com/?referrer_id=1884378Hosts: retrogamebrews, wrytersview, donniegretroOpening theme: "Gamers Week Theme" by Akseli TakanenPatron theme: "Chiptune Boss" by donniegretroClosing theme: "Gamers Week Full-Length Theme" by Akseli TakanenSupport the show

The Smartest Amazon Seller
Episode 310 - Prime Day Changes, Sellers United News & Behind-the-Scenes Updates

The Smartest Amazon Seller

Play Episode Listen Later Jun 24, 2025 19:20


Scott returns from Prosper to share some personal updates and Amazon insights. Prime Day is expanding to four days this year — a move that makes sense as Amazon tries to give shoppers and sellers more time to take advantage of the buzz. Scott also talks about the return of Sellers United this October near New York City, a conference built for resellers of all sizes. Plus, he gives a casual rundown of what's new at SmartScout. From tools that help track where your products get mentioned online to ways of better understanding pricing trends. It's a laid-back, behind-the-scenes update with a bit of everything for Amazon sellers. Episode Notes: 00:15 - New developments and Upcoming Announcements 01:14 - Amazon Prime Day – Strategy and Insights 02:30 - Sellers United Conference Announcement 05:57 - New Tools: Traffic Links 09:43 - Pricing Intelligence 14:40 - Content Marketing and Brand Awareness Related Post: Who Competes with Circana? The Top Alternatives for Retail and CPG Data Intelligence   Scott's Links: LinkedIn: linkedin.com/in/scott-needham-a8b39813 X: @itsScottNeedham Instagram: @smartestseller YouTube: www.youtube.com/@smartestamazonseller2371 Newsletter: https://www.smartscout.com/newsletter-sign-up Blog: https://www.smartscout.com/blog

Retail Daily
Walmart SNAP, BJ's Wholesale Club, Circana's 2024 New Product Pacesetters

Retail Daily

Play Episode Listen Later Jun 18, 2025 4:17


Walmart brings in the most Supplemental Nutrition Assistance Program dollars. BJ's Wholesale Club plans to open a new store in its home state. And Circana has revealed its 2024 New Product Pacesetters.

IRI Growth Insights
#178 - Sustainability: What the U.S. Can Learn From EMEA

IRI Growth Insights

Play Episode Listen Later Jun 11, 2025 19:11


For the past six years, Circana has collaborated with NYU's Stern Center for Sustainable Business to produce a report on sustainability in the consumer packaged goods (CPG) marketplace. While sustainability-marked products in the U.S. continue to gain share, their research shows that shares of sustainability-marked products are much larger in the UK and Germany. This episode dives into the comparison between the U.S., UK, and Germany, offering insights and inspiration for CPG manufacturers and retailers. Highlights: Many categories with low shares of sustainability-marked products in the U.S. have high shares in EMEA. U.S. manufacturers should revisit claims that matter to shoppers. A market leader moving to sustainability drives the trend for the category. Failing to do so opens the door for challenger brands, which could erode loyalty and share. In Europe, much of the increase in sales of sustainable products is driven by retailers. European retailers are incentivized to adopt sustainable practices, with regulations providing both incentives and penalties. European consumers consider the lack of sustainability to be a barrier to trial.

IRI Growth Insights
#177 - The Convenience Channel: Trends, Challenges, and Opportunities

IRI Growth Insights

Play Episode Listen Later Jun 6, 2025 22:05


There are more than 150,000 convenience stores across the U.S., and while multiple chains make up the majority, these typically small-format stores can vary widely from urban to suburban to rural. To some consumers, it might be the store where they purchase auto fuel. For others, it serves as their local grocer or a place to grab morning coffee. Circana's Anthony Dostal, director of retail insights for the convenience channel, talks about the state of the convenience channel, including consumer behavior, competition, and strategies for growth. Highlights: While location and price remain the primary influencers of convenience store selection, the quality of products and services is becoming an increasingly significant factor. Inflation and economic headwinds are affecting discretionary purchases and driving consumers to look for better value. The competitive arena for c-stores is vast, and includes other convenience stores, grocery, dollar, club, and quick service restaurants. Foodservice is a top opportunity for regaining traffic and sales in c-stores, but other opportunities include expanding private label offerings and leveraging loyalty programs. Some retailers are leaning into digital engagement, including ordering and home delivery.

The Food Professor
Vince Sgabellone from Circana Dishes on Dining Trends, Pepper Predicament, and Aluminium, America & Grocery Shopping Trends

The Food Professor

Play Episode Listen Later Jun 5, 2025 44:42


This episode of The Food Professor Podcast, recorded live at the SIAL Food Innovation Show in Toronto, opens with co-hosts Michael LeBlanc and Dr. Sylvain Charlebois breaking down the week's top food and retail stories.First, they tackle the evolving Canadian political stance on supply management. Prime Minister Carney's reversal in support of Bill C-282 suggests renewed government protectionism in agricultural trade, potentially complicating future international deals. Sylvain, who testified against the bill, argues for a smarter, more competitive dairy sector rather than entrenching status quo inefficiencies.Next, they examine the return of Trump-era tariffs, including a 50% levy on aluminum. This move could squeeze margins in the canned food and craft beer sectors. Sylvain praises the Canadian government's decision not to retaliate immediately, calling it a strategic pause rather than knee-jerk nationalism. Then they discuss NielsenIQ data revealing that Canadians are cutting back on U.S. goods—not necessarily out of patriotism, but due to anti-American sentiment—while failing to significantly boost local Canadian brands.The final news item highlights the surprising global shortage of black pepper, linked to poor climate and farming shifts. As Sylvain jokes, barbecue fans like Michael may want to stock up on their secret weapon: 16-mesh pepper!The spotlight then shifts to special guest Vince Sgabellone, Food Service Industry Analyst at Circana Canada. Vince shares compelling insights from the frontlines of Canadian food service. A major trend? The explosion of global cuisine. Whether it's falafel shops, Nepalese momo dumplings, or Ethiopian cafés, Canadians are craving authentic international flavors—even from mainstream chains like Recipe Unlimited.Vince attributes much of this shift to immigration and younger generations of diners. One-third of all restaurant visits now come from people of color, and that number is even higher among Gen Z. These consumers are reshaping the restaurant landscape, fueling growth in fast casual dining and independent eateries with strong ethnic roots.He also reveals that dining out remains resilient in Canada, especially compared to a softening U.S. market. Delivery and takeout are climbing again, even as lunch remains the industry's weakest segment due to remote work. The growing popularity of solo dining, driven by changing social patterns and younger demographics, is creating new design opportunities for restaurant operators.This episode is rich in data, spiced with insights, and ends with a wild story about an elephant raiding a grocery store in Thailand—a perfect reminder that food always finds a way to surprise us. The Food Professor #podcast is presented by Caddle. About UsDr. Sylvain Charlebois is a Professor in food distribution and policy in the Faculties of Management and Agriculture at Dalhousie University in Halifax. He is also the Senior Director of the Agri-food Analytics Lab, also located at Dalhousie University. Before joining Dalhousie, he was affiliated with the University of Guelph's Arrell Food Institute, which he co-founded. Known as “The Food Professor”, his current research interest lies in the broad area of food distribution, security and safety. Google Scholar ranks him as one of the world's most cited scholars in food supply chain management, food value chains and traceability.He has authored five books on global food systems, his most recent one published in 2017 by Wiley-Blackwell entitled “Food Safety, Risk Intelligence and Benchmarking”. He has also published over 500 peer-reviewed journal articles in several academic publications. Furthermore, his research has been featured in several newspapers and media groups, including The Lancet, The Economist, the New York Times, the Boston Globe, the Wall Street Journal, Washington Post, BBC, NBC, ABC, Fox News, Foreign Affairs, the Globe & Mail, the National Post and the Toronto Star.Dr. Charlebois sits on a few company boards, and supports many organizations as a special advisor, including some publicly traded companies. Charlebois is also a member of the Scientific Council of the Business Scientific Institute, based in Luxemburg. Dr. Charlebois is a member of the Global Food Traceability Centre's Advisory Board based in Washington DC, and a member of the National Scientific Committee of the Canadian Food Inspection Agency (CFIA) in Ottawa. Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Xbox Expansion Pass
XEP Interview: Mat Piscatella | Circana's Video Game Industry Analyst

Xbox Expansion Pass

Play Episode Listen Later Jun 1, 2025 53:52


Luke Lohr sits down with Mat Piscatella of Circana. Mat is Circana's video game industry analyst. He regularly advises senior industry leaders, media, and trade associations on the business trends impacting gaming's present and future. Support XEP: https://www.patreon.com/XboxExpansionPass XEP Merch: https://wren-works.myshopify.com/collections/xbox-expansion-pass-merch The Xbox Expansion Pass (XEP) is a podcast dedicated to interpreting the goings on in the world of video games and analyzing how they impact the Xbox ecosystem. Luke Lohr and Captain Logun discuss various topics throughout the industry. The guests on the show are meant to help gamers expand their knowledge of the gaming industry. Blue Sky: @InsipidGhost  Contact: InsipidGhost@gmail.com Blue Sky: @CaptLogun | Threads: @Capt_Logun Keelhauled: A Sea of Thieves Podcast Please consider leaving a review on iTunes or Spotify. It is the best way to support the show. Thank you!

All You Can Geek
Expedition 33 Sells 3.3 Million in 33 Days - AYCG Gamecast #749

All You Can Geek

Play Episode Listen Later May 29, 2025 34:34


Clair Obscur Expedition 33 sells 3.3 million copies in 33 days, proving reality is stranger than fiction. Dragon Quest 1 & 2 HD-2D gets a release date and confirmation of a Switch 2 release. SAG-AFTRA is suing Epic for Darth Vader's AI voice feature that launched earlier this month. Lastly, Circana reveals that April was yet another bad month for video game sales. #clairobscur #expedition33 #dragonquest #darthvader #starwars #circana #videogames #allyoucangeek #aycg #podcast

Sacred Symbols: A PlayStation Podcast
#360 | I'll Confess This: You're My Tragedy

Sacred Symbols: A PlayStation Podcast

Play Episode Listen Later May 26, 2025 300:25


The last couple of weeks for Bungie have been nothing short of catastrophic, calling into question whether their upcoming extraction shooter Marathon has any chance at all in finding market success. We've long discussed whether Sony should have bought Bungie at all (they shouldn't have), but now that they're so deeply invested, how do they get the team out of this mess? And what does all of this hullabaloo -- about stolen art, poorly-reviewed gameplay, and lackluster audience reaction -- say about the team's future, full stop? Meanwhile, things aren't much better north of the border, where Quebec-based Haven recently parted ways with founder and once-famous producer Jade Raymond, who has now left three different teams without any sort of release. Is Fairgame$ DOA? Maybe not, but we have lots of new information on the recent closed test of the game under the moniker Project Hearts, and... well... it's not sounding great. Also: MLB: The Show is seemingly getting a mobile release, PlayStation Stars is going away unceremoniously, Stellar Blade 2 is in active development, Xbox's Hellblade II is coming to PS5, Kojima's Physint is at least five more years away, and more. Then: Listener inquiries! Keeping in mind Sony's typical naming conventions, what will PlayStation 6's controller be called? Do we also find delight in Darth Vader's AI voice in Fortnite? Is the PS5 Pro truly worth purchasing before prices likely go up? Has Chris ever seen a ghost?Please keep in mind that our timestamps are approximate, and will often be slightly off due to dynamic ad placement.Timestamps:  0:00:00 - Intro00:44:13 - Best man bromance00:46:03 - ghoul-ing01:04:41 - Haven/Jade Raymond reflections01:37:51 - Bungie art theft reflections02:33:15 - MLB: The Show mobile02:38:25 - PlayStation Stars is over02:51:24 - Stellar Blade sequel coming02:56:49 - Kojima's next game is far off03:01:41 - Hellblade 2 is coming to PS503:05:56 - Randy Pitchford on Borderlands 4 pricing03:26:21 - Circana data03:35:21 - New Naughty Dog logo03:37:18 - Doom: The Dark Ages surpasses three million players03:40:44 - What Are We Playing (Doom The Dark Ages, Stardew Valley, Clair Obscur: Expedition 33, Shovel Knight Dig)04:05:34 - Iconic PlayStation Games04:16:19 - ChatGPT game hints04:19:15 - DualSense 2?4:22:38 - AI Vader in Fortnite04:28:19 - "Editions" releases04:35:04 - Current thoughts on PS5 Pro Learn more about your ad choices. Visit podcastchoices.com/adchoices

DLC
601: Mike Futter: Switch 2, Blades of Fire, Star Wars Outlaws - A Pirate's Fortune, Blue Prince, Power Rangers: Rita Rewind, Cast n Chill, Artis Impact, Jump the Track, Oscuro Blossom's Glow, Rue Valley, Future Vibe Check, Token Terrors Battlegrounds, R

DLC

Play Episode Listen Later May 26, 2025 109:34


Want to win some MSI Swag along with an MSI MPG Z890 Carbon WiFi Motherboard? Here's how: Take a picture of your custom build using an MSI component, and include a handwritten note with your discord username along with “DLC Podcast” in the picture. Then, join the MSI Discord (https://discord.gg/msi) and submit your entry in the #podcast-channel. This week, Jeff and Christian welcome Mike Futter from the Virtual Economy podcast back to the show to discuss the state of the industry based on Circana's April sales report, Fortnite making its triumphant return to iOS, USB mice support for Switch 2, and more! The Playlist: Mike: Blue Prince, Power Rangers: Rita Rewind, TMNT: Tactical Takedown, Clair Obscur: Expedition 33 Christian: Blades of Fire demo, Star Wars Outlaws - A Pirate's Fortune DLC  Jeff: Demos: Cast n Chill, Artis Impact, Jump the Track, Oscuro Blossom's Glow, Rue Valley, Future Vibe Check Tabletop Time: Mike: Token Terrors Battlegrounds, Re;Act, Apropos of Movies, Overpower CCG Jeff: Dragonkeepers Parting Gifts!

The Glossy Beauty Podcast
Sports agent Jacki Gemelos on beauty's WNBA sponsorship opportunity, plus industry news

The Glossy Beauty Podcast

Play Episode Listen Later May 22, 2025 52:29


The WNBA kicked off its new season last week with beauty brands lining up to gain access to the league's growing cohort of fans.  In a gold rush that started around 2020, some of the industry's top brands have entered into multi-year sponsorships with the league or its top players. The most recent, Fenty's sponsorship of the New York Liberty, was announced earlier this month and kicked off on Saturday's home game opener with several activations including a "Gloss Bomb glam cam" where fans show off their beauty look.  The NY Liberty, a top team in the league, has also received sponsorships from L'Oréal-owned brands Essie nail polish and NYX color cosmetics. Meanwhile, Amorepacific-owned Laneige became the Phoenix Mercury's official sponsor last year, mass hair-care brand Odele Beauty sponsors the Minnesota Lynx, and Glossier has been a league sponsor since 2020.  What's more, Youth To The People has partnered with the Seattle Storm, and L'Oréal-owned Urban Decay was the official L.A. Sparks sponsor for two seasons. Plus, the Chicago Sky has partnerships with Covergirl, Olay and hair-care band Jamaican Mango and Lime. But perhaps one of the biggest deals is Sephora's sponsorship of the league's newest team, San Francisco's Golden State Valkyries, who will now play at the newly-renamed "Sephora Performance Center" in Oakland. And this is just a snapshot of the WNBA deals Glossy is tracking.  “There was limited broadcast for women's sports [a few years ago], and now we have record-breaking viewership, which has been just absolutely amazing,” said Jacki Gemelos, a former WNBA player and coach turned sports agent. “Major brands rarely built campaigns around female athletes. And now athletes like Caitlin Clark, Angel Reese, Alex Morgan and Simone Biles, just to name a few, are leading campaigns and not just being included.”  As previously reported by Glossy, attention from the beauty industry aligns with a sharp rise in WNBA audience attention. Viewership on ESPN was up 155% last season and, within this, viewership among people aged 18–34 rose by 164% and viewership among women increased by 165% year-over-year.  Glossy welcomed Gemelos to the podcast to discuss this change and provide context and advice for beauty execs looking to join in on the action. She provides context as to different types of deals, including the average costs and what makes a deal authentic. Gemelos is a lifelong basketball player who spent more than a decade playing professionally overseas and in the WNBA for the Chicago Sky and the Connecticut Sun. She was an assistant coach for the NY Liberty before joining Nike as an athlete community coordinator. Today, she's an agent at prestigious boutique firm Disrupt the Game, where she oversees deals for a roster of top talent.  In today's episode, Gemelos discusses everything beauty execs need to know about this cultural shift. But first, hosts Lexy Lebsack and Sara Spruch-Feiner discuss the top headlines of the week. This includes QVC's foray into 24/7 social commerce selling through TikTok Shop, plus a bird's eye view on how the beauty industry did in the first quarter of the year, according to a new report from Circana market research company. 

GrubbSnax
Randy Pitchford's Comments on Borderlands 4's Pricing

GrubbSnax

Play Episode Listen Later May 21, 2025 58:19


Jeff Grubb is joined by Jon Martin to chat about how Randy Pitchford feels about a prospective price of the next Borderlands game, the latest Circana reports, Senua's Saga II headed to PS5, DOOM: The Dark Ages reaching 3 million players, and even more!

IRI Growth Insights
#176 - Navigating Consumer Uncertainty: The Role of CPG and Retail

IRI Growth Insights

Play Episode Listen Later May 13, 2025 17:50


Household spending has shifted due to high inflation and economic uncertainty. Consumers are prioritizing essential items like groceries while often forgoing discretionary purchases, including games, apparel, and prestige beauty. Circana's Sally Lyons Wyatt, global EVP and chief advisor for consumer goods and foodservice insights, and Adam Mellott, vice president of consumer and shopper insights, provide valuable insights into the current state of household spending, the role of retailers, and the resilience of consumers during challenging times. Highlights: Consumers are carefully weighing their options at the shelf, which doesn't necessarily mean the end of indulgent and premium purchases. Many retailers, notably within the dollar channel, are putting value – including convenience and affordability – front and center, which is proving attractive to a wider audience of shoppers. Urban and rural consumers are reacting to economic uncertainty in different ways, which will impact product assortments, oftentimes within the same retail chain.   While tariffs haven't impacted CPG prices yet, consumers will be tracking prices carefully. Innovation – from product development to assortment – can be critical to locking in consumer loyalty during challenging times.

the Joshua Schall Audio Experience
Alani Nu is Ready (& Able) To "Save" CELSIUS Energy Drinks | Celsius Holdings 2025 Q1 Update

the Joshua Schall Audio Experience

Play Episode Listen Later May 12, 2025 14:41


Just when CELSIUS was beginning to drown…Alani Nu had the ring-shaped flotation device ready to save the energy drink brand. Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $329.3 million, which was down 7% YoY. And while that activity now marks the third straight quarter of falling YoY revenue…the addition of Alani Nu next quarter will guarantee positive YoY growth restarted (albeit mostly from the non-comparable acquisition-related aspect). According to Circana last 13-week data, CELSIUS decreased by 3% YoY...but sustained place as the third-largest energy drink brand in the category with a dollar share of 10.9%. And I don't want gloss over this accomplishment…as CELSIUS became the first brand in over a decade not named Red Bull or Monster Energy that was able to capture more than a 10% share in the U.S. energy drinks market. Celsius energy drinks has seen massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. Additionally, the early international market development groundwork is starting to formalize with CELSIUS with performance continuing to exceed initial expectations in those recently expanded markets. It's my opinion that international expansion presents significant opportunity for incremental growth over the next three to five years. With Celsius at basically full distribution now…the TDP growth will have to come from increased items carried per store. Going forward, Celsius will increase items per store through a combination of product strategies like flavor, format, pack size, and variant expansion. Additionally, CELISUS will continue scaling up the new Essentials lineup that has exceeded the company's expectations. Moreover, they will seek more store placements like leveraging cold display activity in Celsius-branded coolers. If you missed the massive news from February, CELSIUS Holdings announced it had entered into a definitive agreement to acquire Alani Nu for a net purchase price of $1.65 billion. And the big news was that CELSIUS announced that, according to Circana last 52-week data for the period ending April 13, 2025…Alani Nu surpassed $1 billion in retail sales. But heading into next quarter, the combined brand platform of CELSIUS Holdings will have just over 16% category share (trailing only the Monster Energy combined brand platform and Red Bull). Also, because of the insane 70%+ YoY growth rate of Alani Nu, the combined brand platform of CELSIUS Holdings would be considered the fastest growing energy drink brand portfolio of the top 10 categorical competitors. But with the Alani Nu acquisition now closed…CELSIUS Holdings becomes an even more dynamically interesting company positioned favorably long-term. Lastly, with a great balance sheet...Celsius Holdings keeps strategic optionality available within (what I believe is) this market volatility fueled opportunistic period.

FoodNavigator-USA Podcast
5 strategies to boost share as geopolitical tensions and inflation constrict consumer spending

FoodNavigator-USA Podcast

Play Episode Listen Later May 5, 2025 19:09


CPG sales and volumes are slipping among persistent inflation and tariff fears, but Circana uncovers how food and beverage manufacturers are maintaining – and gaining – share despite the shaky market

Virtual Economy
Episode 191: Who Can Even Afford to Be a Gamer Anymore? (News Show)

Virtual Economy

Play Episode Listen Later May 2, 2025 92:59


Microsoft is jacking prices on hardware, software, and peripherals. With costs going up while interest in Microsoft's offerings declining, we have to wonder if Microsoft is applying pressure to push Game Pass. Also: Circana report on U.S. Video Game Spending for March 2025, Apple scores an own-goal and pisses off the Court, the tabletop industry is in freefall, and EA lays off another 300 to 400 people. You can support Virtual Economy's growth via our Ko-Fi and also purchase Virtual Economy merchandise! TIME STAMPS [00:1:31] - GTA 6 Delay [00:12:06] - Circana for March 2025 [00:17:43] - Devolver Digital Investor Presentation  [00:24:36] - Microsoft Q3 FY25 [00:45:36] - Investment Interlude [00:56:59] - Quick Hits [01:06:42] - Labor Report [01:24:58] - FAFO SOURCES Earnings Release FY25 Q3 | Microsoft Investor Presentation - 2024 Results | Devolver Digital Devolver Digital lays off almost half of Reigns studio Nerial | Eurogamer A judge just blew up Apple's control of the App Store | The Verge New Epic Games Store Webshops and Revenue Share Update | Epic Games INVESTMENT INTERLUDE Blue Ocean Games Terms & Conditions | Blue Ocean Games LABOR REPORT Online board game seller Boardlandia shuts down after tariffs add “unsustainable burden” to company's existing challenges | BoardGameWire CMON announces layoffs, will stop ‘all future game development' and crowdfunding efforts | Polygon Report: Meta has laid off over 100 Reality Labs employees | Game Developer Mighty Yell Undergoes Layoffs | Mighty Yell on Bluesky Respawn Layoffs | Respawn on Twitter Electronic Arts Lays Off Hundreds, Cancels ‘Titanfall' Game | Bloomberg (Paywall)

Project ETO
Assassin's Creed Shadows Is a Sales Juggernaut

Project ETO

Play Episode Listen Later Apr 22, 2025 13:11


Hey Strangers, #ubisoft #assassinscreed #review The incredibly successful launch of Assassin's Creed Shadows has continued well past its release date, with Ubisoft's latest remaining on top of the U.S. sales chart for the third straight week. For 2025, Shadows now only trails the year's biggest hit, Monster Hunter Wilds, which has been crushing sales records for Capcom since its release.According to Mat Piscatella (via Bluesky), an industry analyst at Circana, Assassin's Creed Shadows has ranked number one in dollar sales for each of the three weeks it has been available, through April 5, where available data ends. This notable run places Shadows as 2025's second highest-selling game behind Monster Hunter Wilds, which released nearly a month prior.=======================================I had to Make a playlist for this lolhttps://www.youtube.com/playlist?list=PLPn9z2zi8y0ZDNRGzJtPin2V-Ad2K_3bl**************************************************My other podcasthttps://www.youtube.com/channel/UCKpvBEElSl1dD72Y5gtepkw**************************************************article links:https://www.ign.com/articles/assassins-creed-shadows-hits-2-million-players-2-days-after-release-ubisoft-says-its-now-surpassed-origins-and-odyssey-launcheshttps://www.metacritic.com/game/assassins-creed-shadows/https://store.steampowered.com/app/3159330/Assassins_Creed_Shadows/======================================Today is for push-ups and Programming and I am all done doing push-ups Discordhttps://discord.gg/MYvNgYYFxqTikTokhttps://www.tiktok.com/@strangestcoderYoutubehttps://www.youtube.com/@codingwithstrangersTwitchhttps://www.twitch.tv/CodingWithStrangersTwitterhttps://twitter.com/strangestcoderBlueSkyhttps://bsky.app/profile/strangestcoder.bsky.socialmerchSupport CodingWithStrangers IRL by purchasing some merch. All merch purchases include an alert: https://streamlabs.com/codingwithstrangers/merchGithubFollow my works of chaos https://github.com/codingwithstrangersTipshttps://streamlabs.com/codingwithstrangers/tipPatreonpatreon.com/TheStrangersTimeline00:00 Cold Open02:06 Greeting04:00 What are we talking about 9:20 My Thoughts11:00 outro Anything else?Take CareSend in a voice message: https://podcasters.spotify.com/pod/show/coding-with-strangers/message

the Joshua Schall Audio Experience
Status Symbols: Water Bottles & Hydration Supplements | Simple Modern Launches TREVI Hydration

the Joshua Schall Audio Experience

Play Episode Listen Later Apr 4, 2025 8:48


I don't need to explain to you how biologically imperative it is to stay hydrated, but despite that undeniable fact…us older generations somehow managed to not only survive but thrive without our beloved “emotional support water bottles.” But these reusable water bottles are more than a creature comfort…becoming a canvas for self-expression and personal statements of style among the newest generations. Though, like other status symbols…water bottles come with trends that fluctuate, with a new coveted “it” option rising above the rest every few years. But while I'm hardly a cultural expert on trendy water bottles, I can remember the first water bottle to be perhaps equated with a lifestyle was Nalgene. Next, everyone was carrying around a CamelBak water bottles. Then, a cluster of “trendy” insulated stainless steel bottles from brands like YETI, S'well, and Hydro Flask. As we passed into the current decade, Simple Modern really took control…along with the Stanley tumbler phenomenon . And then currently, I'd probably say the must-have water bottles are either Owala or Ello Cooper. Regardless, the constantly evolving landscape makes one thing clear…water bottle trends are firmly entrenched within our culture, reflecting a society that continually seeks to define itself. But has anyone considered how (beyond water bottle brand choice) further expressions of identity have been evolving from “what adorns the outside” to “what contents are inside”? In the age of TikTok, sharing creative use occasions of your wellness concoctions can be a vehicle to translate niche health trends and a reliable virality path. And in today's world, there are as many “powdered wellness supplements” as there are personalities, and your choices can say a lot about you. To go one step further…these (basically) aspirational mixtures have become (like water bottles) a symbol of status, representing flavor taste, lifestyle taste, and identity by association. But while the synergy between trendy water bottles and powdered hydration supplements might seem obvious, Simple Modern did something unusual when it recently launched TREVI hydration. But why are “stick pack electrolyte drinks” bringing all the boys to the yard? According to recent last 52-week retail data from Circana, dollar sales within the stick pack hydration drink mix category surpassed $1.5 billion (and grew around 20% YoY). And if you consider the various untracked sales channels like ecommerce, that total categorical market size would increase substantially…making it arguably one of the most intriguing functional beverage subcategories. But all this recent fragmented commercialization activity is possible because Liquid IV took one giant leap forward in democratizing the hydration category. In fact, without the “Liquid I.V. Effect” starting to take meaningful shape maybe 6-7 years ago, Simple Modern would not have a viable (let alone lucrative) marketplace to position TREVI hydration as a product for “everyday life.” Though, despite the strong effort by Simple Modern, I just don't believe we will see many more popular drinkware brands jumping into powdered wellness supplements (at least in the same manner of leveraging the drinkware brand equity). But when you understand that the entire supplement industry has mostly a “sea of sameness” composition…there's a chance that differentiation (and defensibility) could be derived from having a unique delivery system (and/or bottle form factor) like Cirkul or Gatorade Gx bottles.

IRI Growth Insights
#172 - Time to Refresh Fresh Grocery: Identifying Opportunities for Growth

IRI Growth Insights

Play Episode Listen Later Mar 20, 2025 29:01


Inspired by their recent Top Trends in Fresh webinar, Jonna Parker, team lead, Circana's Fresh Foods group, and Kelly Krumholz, perimeter client insights consultant, provide a “refresh” on trends and opportunities impacting fresh grocery departments. While opportunities for growth continue to take root (GLP-1s, we're talking about you!), headwinds – including being out-marketed by center store – temper growth. Tune in to learn more.  Highlights: Well over half – 56% – of all trips to retail stores for food and beverage are quick trips, which usually involve only one or two departments.  Health-minded consumers account for about one-third of overall food and beverage spending. Fresh departments, especially produce and deli, are crucial for consumers who prioritize healthier eating and transparency in food sourcing. Fresh foods could benefit from suggestive selling and marketing – especially via social channels – based on consumer motivations and occasions. Fresh departments should capitalize on weekend dinners, which tend to include more scratch cooking.

All You Can Geek
Xbox Handheld...Why?? - AYCG Gamecast #738

All You Can Geek

Play Episode Listen Later Mar 13, 2025 35:57


Circana reports that Monster Hunter Wilds is the biggest game since Black Ops 6 launched in October in the US with the PC platform leading the pack. Indiana Jones and the Great Circle is confirmed to be coming out on PS5 in April. BlizzCon is coming back..in 2026! Shohei Ohtani is going to be the first MLB player in Fortnite soon with two different skins releasing in the shop. Lastly, Xbox handheld in 2025...confirmed?? #monsterhunter #mhw #indianajones #blizzcon #fortnite #ohtani #xbox #videogames #allyoucangeek

Analytic Dreamz: Notorious Mass Effect
"DONKEY KONG COUNTRY RETURNS HD WAS SWITCH'S TOP SELLING JANUARY GAME"

Analytic Dreamz: Notorious Mass Effect

Play Episode Listen Later Feb 24, 2025 13:02


Linktree: ⁠https://linktr.ee/Analytic⁠ In this segment of Notorious Mass Effect, Analytic Dreamz dives into Donkey Kong Country Returns HD's January 2025 performance in the US. Debuting at #8 on Circana's sales charts and #1 among Switch titles, it sold over 500,000 physical units despite a lack of hype. With a Metacritic score of 85/100, the remaster faced pricing backlash ($59.99) and developer credit controversies. Analytic Dreamz explores its 1080p/60 FPS performance, industry trends like a 45% hardware sales drop, and what its success signals for Donkey Kong's future on the anticipated Switch 2.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

the Joshua Schall Audio Experience
CELSIUS Acquires Alani Nu | Energy Drinks Market Implications | Celsius Holdings 2024 Q4 Update

the Joshua Schall Audio Experience

Play Episode Listen Later Feb 24, 2025 19:31


Did we just experience the defining moment within the better-for-you, functional lifestyle products movement? Celsius Holdings (NASDAQ: CELH) had quarterly revenue of $332.2 million, which was down 4% YoY. And while that now marks the second straight quarter of YoY revenues losses…sequential QoQ revenue activity increased sharply at 25%. According to Circana last 52-week data, CELSIUS accounted for 30.3% of all energy drink category growth YoY. In addition, Celsius sustained its market share of 11.8% and is securely the third-largest energy drink brand in the category. And I don't want gloss over this accomplishment…as CELSIUS became the first brand in over a decade not named Red Bull or Monster Energy that was able to capture more than a 10% share in the U.S. energy drinks market. Celsius energy drinks has seen massive growth in convenience stores, foodservice (e.g. fast food restaurants), mass retailers like Walmart, the club channel in retailers like Costco, and the Amazon marketplace. Additionally, the early international market development groundwork starting to formalize with CELSIUS extending its relationship with Suntory Beverage & Food and also the first major international market expansion under the PepsiCo umbrella (i.e. Canada). It's my opinion that international expansion presents significant opportunity for incremental growth over the next three to five years. With Celsius at basically full distribution now…the TDP growth will have to come from increased items carried per store. Going forward, Celsius will increase items per store through a combination of product strategies like flavor, format, pack size, and variant expansion. Additionally, CELISUS will continue scaling up the new Essentials lineup that has exceeded the company's expectations. Moreover, they will seek more store placements like leveraging cold display activity in Celsius-branded coolers. But the huge breaking news that accompanied this earnings report was CELSIUS entering into a definitive agreement to acquire Alani Nutrition for a net purchase price of $1.65 billion, comprising a mix of cash and stock. In 2024, Alani Nu became the fourth-largest U.S. energy drink brand…reaching more than $800 million in retail sales across tracked channels…growing an astonishing 63% YoY. Moreover, the combined brand platform of CELSIUS and Alani Nu energy drinks would be considered the fastest growing energy drink brand portfolio of the top 10 categorical competitors...generating slightly below $2 billion in revenue and more than $3.5 billion in tracked channel retail sales over the full-year 2024 period, and would have 16% category share (trailing only the Monster Energy combined brand platform and Red Bull). But I'll also analyze a collection of questions that have huge energy drinks market implications like why did CELSIUS acquire Alani Nu, is there cannibalization risk, will PepsiCo distribute Alani Nu now, CELSIUS product category expansion, and will this set off more market consolidation and another game of independent DSD musical chairs.

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier
Nikola Files For Bankruptcy, Slick Rick Gets A Ride, Adults Ordering Kids Meals

The Automotive Troublemaker w/ Paul J Daly and Kyle Mountsier

Play Episode Listen Later Feb 20, 2025 15:09


Shoot us a Text.On this Thursday, we're covering how EV/hydrogen truck maker Nikola is filing for bankruptcy, how West Herr Auto Group gifted Slick Rick from the Buffalo Bills mailroom a car, and how kids meals are becoming something everyone orders.Electric truck startup Nikola, once a Wall Street darling valued higher than Ford, has filed for bankruptcy, joining other EV-makers like Fisker, Lordstown Motors and Electric Last Mile Solutions.Founded in 2015, Nikola promised a hydrogen-fueled revolution for trucking, securing billions in investments from GM, Bosch, and others.In 2020, short-seller Hindenburg Research accused Nikola of faking its truck technology, revealing a promotional video showing a truck rolling downhill with no powertrain.Founder Trevor Milton resigned amid fraud allegations and was later convicted in 2022, receiving a four-year prison sentence.Despite shifting focus to hydrogen fuel cell trucks, Nikola produced only 235 vehicles, amidst supply chain issues, rising costs, and an underdeveloped hydrogen fueling network.CEO Steve Girsky blamed economic conditions, stating, “Our very best efforts have not been enough to overcome these significant challenges.”When quarterback Josh Allen gave his MVP acceptance speech last week, he made sure to shout out someone who rarely gets the spotlight—Roderick “Slick Rick” Morrow, a beloved mailroom employee at One Bills Drive.After Allen's speech, Buffalo fans quickly fell in love with Slick Rick. One detail caught everyone's attention: despite working for the Bills for over a decade, Rick had been taking the bus to work every day.West Herr Automotive Group knew they couldn't just stand by on the sidelines, and on Valentine's Day, they surprised Slick Rick with a Chevy Traverse—his very own set of wheels after years of relying on public transportation.“It feels like I'm living the dream, and I am!” Rick said, soaking in all the love from the Buffalo community.As fast-food prices continue to skyrocket, some savvy consumers have found a way to save money—by ordering kids' meals. The trend has surged in popularity, with many adults opting for smaller portions at lower prices, sometimes even enjoying the bonus of a toy.Data from Circana shows a 28% increase in adults ordering kids' meals in 2024 compared to 2019.Fast-food prices have surged by 39%-100% over the past decade, outpacing inflation (31%), with McDonald's, Popeyes, and Taco Bell leading the way.Social media influencers, such as TikTok's “kids' meal connoisseur” Ashley Garrett, have fueled the trend by reviewing and rating kids' meals.Restaurant investor Dan Rowe suggests the issue isn't adults ordering kids' meals but rather, “If people are ordering off of your kids' menu, you have other issues.”The rise of GLP-1 weight-loss drugs like Ozempic and Wegovy, which reduce appetite, could also be contributing to the demand for smaller portion sizes.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Book Riot - The Podcast
Gaiman Sued, Blurbs Deprecated, and A Book Sales Check-In

Book Riot - The Podcast

Play Episode Listen Later Feb 10, 2025 81:17


Jeff and Rebecca spend more time than they would like in legal-land before talking about how everybody hates blurbs, recent reading, and other book news. Then, Brenna Connor of Circana joins Jeff to talk about 2024 book sales highlights and lowlights before looking ahead to 2025. Subscribe to the podcast via RSS, Apple Podcasts, and Spotify. Sign up for the Book Riot Podcast Newsletter and follow the show on Instagram and Bluesky. Get more industry news with our Today in Books daily newsletter. A new year means a new Read Harder Challenge! Join us as we make our way through 24 tasks meant to expand our reading horizons. Sign up at bookriot.com/readharder. This content contains affiliate links. When you buy through these links, we may earn an affiliate commission. Discussed in this episode: The Book Riot Podcast Patreon First Edition Shout-out to Feedspot for featuring us as #5 in the top 100 book podcasts on the planet Scarlett Pavlovich sues Neil Gaiman and Amanda Palmer for rape & human trafficking and Netflix adaptation of Sandman to end after second season Man accused of attacking Salman Rushdie to go to trial Big 5 and Authors Guild sue Idaho over book banning law Simon & Schuster's flagship imprint won't require blurbs and Rebecca Makkai essay in the NYT Dystopian novels are on the rise again after the inauguration On the Hippie Trail The Loves of My Life Life in Three Dimensions Tilt Bibliophobia by Sarah Chihaya Learn more about your ad choices. Visit megaphone.fm/adchoices

BRAVE COMMERCE
Meta, Nestlé, and Circana Insights on Driving Innovation While Evolving with Commerce

BRAVE COMMERCE

Play Episode Listen Later Feb 4, 2025 31:59


BRAVE COMMERCE Live, held in May 2024, brought together leading voices in commerce to explore the rapidly changing landscape of consumer behavior, technology, and retail strategies. Rachel Tipograph, Founder & CEO of MikMak hosted a dynamic panel discussion with Kate Hamill, Director, Head of Industry, Retail & eCommerce at Meta, Veeral Shah, President & Chief Customer Officer of Nestlé Health Science at Nestlé, and Sam Gagliardi, EVP - eCommerce, Global Solutions at Circana.This engaging conversation delves into how demographic shifts, such as Gen Z's fluidity and Gen Alpha's diversity, are redefining commerce. The panelists explore the role of AI in personalizing consumer experiences, optimizing creative production, and driving innovation in supply chains. From the rising importance of real-time data to evolving retail media strategies, the discussion highlights actionable ways brands can adapt to these changes while focusing on ROI and market share.Discover how leaders across the ecosystem are preparing for the next five years of commerce by integrating cutting-edge AI, breaking down silos for better collaboration, and embracing omnichannel approaches to meet consumers where they are.Key Takeaways:Generational Shifts in Consumer Behavior: Learn how changes in demographics and culture influence consumer expectations and brand loyaltyAI as a Driver of Innovation: Explore how companies like Nestlé and Meta are using generative AI for creative personalization, R&D efficiency, and media optimizationOmnichannel Collaboration: Understand the importance of integrating real-time data, retail media, and personalized strategies to create seamless consumer experiences Hosted on Acast. See acast.com/privacy for more information.

The VentureFuel Visionaries
Health Trends and Consumer Preferences in Dairy

The VentureFuel Visionaries

Play Episode Listen Later Jan 29, 2025 37:27


Dive into the latest health trends and shifting consumer preferences in the dairy industry with a dynamic panel featuring John Crawford, SVP of Client Insights for the Dairy Category at Circana; Donna Berry, Editor & Consultant at Dairy & Food Communications Inc.; Patrycja Kotowska, Category Strategy Manager at Sprouts Farmers Market; and Fred Schonenberg, Founder & CEO of VentureFuel. Recorded live at the Real California Milk Excelerator's Future of Dairy Expo in November 2024, this discussion covers everything from lactose-free products to sourcing transparency and the growing demand for products that align with consumer values.

Les Grosses Têtes
LE COUP DE FIL DU JOUR - Quels sont les jouets les plus vendus pendant les fêtes ?

Les Grosses Têtes

Play Episode Listen Later Jan 16, 2025 9:36


Frédérique Tutt, consultante en consommation chez "Circana", était au micro des Grosses Têtes ce 16 janvier 2025 pour parler des jouets les plus vendus pendant les fêtes ! Retrouvez tous les jours le meilleur des Grosses Têtes en podcast sur RTL.fr et l'application RTL.