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1、M UpdatePet Food|North AmericaMorgan Stanley&Co.LLCDara Mohsenian,CFAEquity Analyst Dara.M +1 212 761-6575 Eric A Serotta,CFAEquity Analyst Eric.S +1 212 761-2370 Kenneth TanResearch Associate Kenneth.T +1 212 761-4954 Household&Personal CareNorth AmericaIndustry ViewIn-LineThe Scoop:All-Channel Nie

2、lsen US Pet Scanner Data with Pet Retail Channel Data Through 7/26Below we enclose pet food and cat litter trends by company on a YoY,and 2-yr avg basis for the 4-week period ended 7/26/25,along with weekly data.The data covers Nielsens new Full View Measurement(FVM+C)data set which includes Amazon

3、1P estimates,as well as Nielsens Pet Retail Channel.Pet Retail includes pet superstores as well as neighborhood pet shops,but does not include online only pet retailers.L4W pet category sales trends were weaker sequentially,but CL(Hills)continues to grow at a healthy pace and gain market share.Nestl

4、e:Pet food sales increased+0.3%YoY(+0.3%2-yr avg),below the+0.7%result in the prior 12-wks(+0.3%2-yr avg).MARS:Pet food sales declined-0.8%YoY(-1.6%2-yr avg),above the-1.3%result in the prior 12-wks(-2.2%2-yr avg).CL:Pet food sales increased+5.5%YoY(+5.8%2-yr avg),above the+5.1%result in the prior 1

5、2-wks(+5.8%2-yr avg).GIS:Pet food sales declined-1.7%YoY(-0.7%2-yr avg),below the-1.5%result in the prior 12-wks(-1.2%2-yr avg).FRPT:Pet food sales increased+10.7%YoY(+17.0%2-yr avg),below the+11.3%result in the prior 12-wks(+17.4%2-yr avg).POST:Pet food sales declined-9.9%YoY(-5.2%2-yr avg),below t

6、he-9.2%result in the prior 12-wks(-5.6%2-yr avg).SJM:Pet food sales declined-1.9%YoY(+0.6%2-yr avg),above the-2.3%result in the prior 12-wks(-0.4%2-yr avg).CLX:Cat litter sales decrlined-4.0%YoY(-4.3%2-yr avg),above the-5.4%result in the prior 12-wks(-4.0%2-yr avg).CHD:Cat litter sales increased+4.8