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1、Circana,Inc.and Circana Group,L.P.|For public useDeclining Volume Sales Less ConsumptionAugust 2023FOR PUBLIC USEFood and Beverage LandscapeCircana,Inc.and Circana Group,L.P.|For public use2Circana,Inc.and Circana Group,L.P.|For public useRetail unit volume is declining year over year,but remains hi

2、gher than pre-pandemic,and in line with historical growth trendsFoodservice volume is increasing,but in a fragmented landscape with pockets of robust growth and areas that lag behindConsumers are not eating less,but the volume shift is not a simple one-for-one exchange between retail and foodservice

3、2Circana,Inc.and CircanaGroup,L.P.|For public useInflation is high and F&B volume is decliningCircana,Inc.and Circana Group,L.P.|For public useCircana,Inc.and Circana Group,L.P.|For public use3Sources:Circana Monthly Consumer Survey,August 2023;Bureau of Labor Statistics;USDA;Federal Reserve Bank;Ci

4、rcana analysis,94%of consumers report concernwith the cost of food inflationCPG food inflation rose 4.9%between July 2022 and July 2023.Overall,food prices are up an average of 20%from 2019.2023 food-away-from home prices are projected to be up 7.5%vs.2022.Total household debt is more than$17 trilli

5、on,nearly 10%of disposable income.Elimination of extra SNAP benefits nationwide in March reduced food and beverage aid by$23 billion annually,or about$70 per month per SNAP recipient household.$10 billion monthly in student loans currently in forbearance will translate to$370 average monthly payment

6、s for loan holders in forbearance.Circana,Inc.and Circana Group,L.P.|For public use4Circana,Inc.and Circana Group,L.P.|For public useShopper price concerns continue to change behaviors,including looking for sales and avoiding food wasteSources:Circana Shopper Survey July 2023,*Circana Shopper Survey