消费品包装商品（CPG）2026年脉冲 CPG Pulse 2026

GLOBAL

CPGPulse2026

FOLLOWWHAT'SSHAPINGCPGBASKETS

Everydaypurchasesarecreatingvaluablemomentsformarketerstoconnectwithshoppers.Drawingoncommercedatafrom

hundredsofbrandsandretailersandsurveyinsightsfrom6,300+

consumersglobally,Criteo’sCPGPulse2026revealshowshoppingbehaviorisevolvingandwheremarketerscanturnroutinepurchasesintolastinggrowth.

Standoutinsightstoknow:

•CPGdemandismovingdifferentlyaroundtheworld.Food&GroceriesarefuelinggrowthinEMEAandAPAC,whilelargerordervaluesarehelpingoffsetsofterdemandacrosstheAmericas.

•Digitaljourneysarebringingmorebrandsintoview.Moreshoppersareincreasingtheironlinespending,whilebrowsingacrossretailersisexpandingthenumberof

brandstheyencounterandconsider.

•PurchasedecisionsarestayingopenasAIentersthejourney.Promotionsmotivateactionacrossgenerations,youngershoppersshowgreateropennesstoadsandnewbrands,andshoppersinfluencedbyadvertisingalsoreporthigherAIusage.

•Everydaypurchasesarecompoundingintolastingvalue.Repeatbuyersspend

substantiallymoreovertime,withmanyreturningtomaketheirnextpurchasewithinjustfourweeks.

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.

Makeeverycartcount:

Whatbuilds

shoppervalue

03

Mapthe

groceryrun:

HowCPGjourneystakeshape

02

Standoutontheshelf:

Wheremarketerscanwin

04

Takestock:

Q3trends

andseasonalityshifts

01

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

01

Takestock:

Q3trendsand

seasonalityshifts

AMERICAS

ShoppersintheAmericasaregoingbiggeratcheckout

CPGsalesdeclined6%year-over-yearforNon-Foodand4%forFood&Groceries.

However,shoppersplacedlargerorders,withaverageorder

valueup8%forNon-Foodand17%forFood&Groceries.Food&Groceriesperformedparticularlystrongly,generating12%

revenuegrowthdespitean8%declineintraffic.

Source:CriteoCommerceData.Retailer-levelclassificationbasedonpartners’vertical

taxonomy.CPG,includingFood&GroceriesandNon-Foodcategoriessuchasfragrances,

cosmetics,andpersonalcare.Year-over-yearQ3-to-datechange,comparingJul1–Aug18,

2026withJul1–Aug18,2025,acrosseligiblecommercepartnersandsitetypesintheAmericas.

Year-over-yearCPGperformancebysegment,

Americas,Q3-to-date2026

-6%

Sales

-4%

-3%ConversionRate

3%

-3%

Traffic

-8%

2%Revenue

12%

8%

AOV

-15%-5%5%15%

CPG(Non-Food)CPG(Food&Groceries)

17%

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

EMEA

EMEAshoppersare

checkingoutwithmoreFood&Groceries

Food&GroceriesoutperformedNon-FoodinEMEA,withsalesup11%andrevenueup6%.A4%increaseintrafficanda7%riseinconversionratehelpeddrivethisgrowth.

Non-Foodsalesdeclined5%andrevenuefell3%,despitea3%increaseinaverageordervalue,highlightingasharpdivergencebetweenthetwosegments.

Source:CriteoCommerceData.Retailer-levelclassificationbasedonpartners’vertical

taxonomy.CPG,includingFood&GroceriesandNon-Foodcategoriessuchasfragrances,cosmetics,andpersonalcare.Year-over-yearQ3-to-datechange,comparingJul1–Aug18,2026withJul1–Aug18,2025,acrosseligiblecommercepartnersandsitetypesinEMEA.

Year-over-yearCPGperformancebysegment,

EMEA,Q3-to-date2026

-5%

11%

-1%

7%

-4%

4%

-5%

-15%-5%5%15%

CPG(Non-Food)CPG(Food&Groceries)

-3%Revenue

AOV

Sales

ConversionRate

Traffic

6%

3%

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

APAC

APACshoppersarestockinguponFood&Groceries

Food&GroceriessignificantlyoutperformedNon-FoodinAPAC,withsalesvolumeup13%andrevenueup11%.Growthwas

supportedbya10%increaseintrafficanda3%riseinconversionrate.

Non-Foodsalesvolumegrewjust2%,whilerevenuedeclined8%asaverageordervaluefell10%.Averageordervaluealsodeclined2%forFood&Groceries,despitestrongdemand

acrossthesegment.

Source:CriteoCommerceData.Retailer-levelclassificationbasedonpartners’vertical

taxonomy.CPG,includingFood&GroceriesandNon-Foodcategoriessuchasfragrances,cosmetics,andpersonalcare.Year-over-yearQ3-to-datechange,comparingJul1–Aug18,2026withJul1–Aug18,2025,acrosseligiblecommercepartnersandsitetypesinAPAC.

Year-over-yearCPGperformancebysegment,

APAC,Q3-to-date2026

-2%

-15%-5%5%15%

CPG(Non-Food)CPG(Food&Groceries)

2%

13%

0%

3%

1%

10%

-8%

11%

-10%

Sales

ConversionRate

Traffic

Revenue

AOV

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

AMERICAS

HOLIDAY

Health&Beautywasthe2025holidaystandoutintheAmericas

Whenlookingatproductlevelclassifications,Health&Beautysalesrose26%abovetheOctoberbaselineinNovemberandremained23%higherinDecember.

Food&Beveragessawamoregradualincrease,rising5%inNovemberand14%inDecember.Thispointstostronger

holidaymomentumforHealth&BeautyacrosstheAmericas.

Source:CriteoCommerceData.Product-levelclassificationbasedonproduct

catalogssuppliedbyCPGpartners.MonthlysalesforFood&BeveragesandHealth&BeautyacrosseligiblecommercepartnersandsitetypesintheAmericas,Q4

2025.SalesareindexedtoaverageOctober2025sales.

Q42025salesindexbyCPGcategory,comparedwith

Octoberbaseline,Americas

0

OctoberNovemberDecember

Food&BeveragesHealth&Beauty

123

114

105

180

150

120

90

60

30

100

100

126

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

EMEA

FESTIVESEASON

Health&BeautystoletheshowlastNovemberinEMEA

Health&Beautysalessurged37%abovetheOctoberbaselineinNovemberandreturnedtotheinitiallevelsinDecember.

Food&Beveragesgrewmoresteadily,rising8%inNovemberand10%inDecember,highlightingasharperholidaypeakforHealth&BeautyacrossEMEA.

Source:CriteoCommerceData.Product-levelclassificationbasedonproduct

catalogssuppliedbyCPGpartners.MonthlysalesforFood&BeveragesandHealth&BeautyacrosseligiblecommercepartnersandsitetypesinEMEA,Q42025.SalesareindexedtoaverageOctober2025sales.

Q42025salesindexbyCPGcategory,comparedwith

Octoberbaseline,EMEA

137

108110

100102

0

OctoberNovemberDecember

Food&BeveragesHealth&Beauty

180

150

120

90

60

30

100

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

APAC

PEAKSEASON

CPGsalesheldsteadyQ42025inAPAC

CPGsalesremainedrelativelystableinAPACthroughoutQ4

2025.Food&Beveragesrose4%abovetheOctoberbaselineinNovemberand3%inDecember,whileHealth&Beauty

increased1%inNovemberand4%inDecember.Overall,bothcategoriessawlimitedseasonalvariation.

Source:CriteoCommerceData.Product-levelclassificationbasedonproduct

catalogssuppliedbyCPGpartners.MonthlysalesforFood&BeveragesandHealth&BeautyacrosseligiblecommercepartnersandsitetypesinAPAC,Q42025.SalesareindexedtoaverageOctober2025sales.

Q42025salesindexbyCPGcategory,comparedwith

Octoberbaseline,APAC

150

120

100100104101103104

90

60

30

0

OctoberNovemberDecember

Food&BeveragesHealth&Beauty

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

02

Mapthegroceryrun:HowCPG

journeystakeshape

FREQUENCY

Restockingroutinesvarysharplyacrossmarkets

GroceryandhouseholdshoppingismostfrequentinJapanandGermany,where69%and61%ofshoppers,respectively,makepurchasesdailyorseveraltimesaweek.Francestandsapart,withjust24%shoppingthisoftenand40%shoppingeverytwoweeksorlessoften.

Howoftendoyoushopforgroceriesorhouseholditems?

%

US38%40%22%

UK43%45%12%

FR24%36%40%

DE61%31%8%

JP69%21%10%

KR47%34%19%

0%25%50%75%100

DailyorseveraltimesaweekWeeklyEverytwoweeksorlessoften

Source:CriteoShopperSurvey,June2026(N=3,496).Base:Categorybuyersinpast30days.

12

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

CHANNELS

In-storeisinfavorforgrocerypurchases,onlineismorecommonforbeautybuys

PhysicalstoresremaincentraltoCPGshopping,especiallyforgroceriesandhouseholdproducts,which60%and64%ofrecentbuyers,respectively,purchasedexclusivelyin-store.DigitalchannelsplayalargerroleinHealth&Beauty,with57%ofcosmeticsandperfumepurchasesinvolvingonline.

100%

75%

50%

25%

0%

Thinkingaboutyourrecentpurchasesinthefollowingcategories,whereweretheymade?

45%43%

60%57%

64%

21%

21%

19%

16%

29%

36%

20%

34%24%

11%

Petproducts(

incl.pet

food)Cosmetics,perfumes

GroceriesHouseholdproducts(cleaners,

toiletpaper,etc.)

Personalhygiene(excl.cosmetics,perfumes)

OnlineBothInaphysicalstore

Source:CriteoShopperSurvey,June2026(N=6,042).Base:Categorybuyersinthepast30days.

13

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

CHANNELS

Mostaresplittingtheirbudgetbetweenclicksandbricks

Globally,29%ofshoppersreportsplittingtheirspendingevenlybetweenonlineandphysicalstoresforgroceries,personalhygieneitems,andpetfood.Another19%spend51%–90%oftheirbudgetonline,while17%spendmorethan90%inphysicalstores.

Thinkingaboutyourgrocery,personalhygiene,andpetfoodpurchasesinthelast30days,howmuchdid

youspendonlineversusinphysicalstores?

GLOBAL

UnitedStates

UnitedKingdom

France

Germany

Japan

SouthKorea

Morethan90%online

12%

13%

12%

11%

7%

5%

23%

51%–90%online

19%

18%

24%

15%

17%

9%

29%

50%online/50%in-store

29%

35%

30%

29%

30%

21%

31%

51–90%in-store

24%

22%

21%

23%

28%

35%

12%

Morethan90%in-store

17%

13%

12%

21%

18%

29%

5%

Source:CriteoShopperSurvey,June2026(N=3,496).Base:Categorybuyersinthepast30days.

14

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

CHANNELS

Onlinecartsareringingupmorespend

Globally,37%ofrespondentsreportspendingmoreonlineongroceries,personalhygiene,andpetcarethantheydidayearago,comparedwith18%whoarespendingless.Another45%reportspendingaboutthesameamountonline.

Comparedwithayearago,howmuchdoyouspendonlineongroceries,personalhygiene,andpetcare?

GLOBAL

UnitedStates

UnitedKingdom

France

Germany

Japan

SouthKorea

Muchmore

11%

17%

13%

12%

8%

5%

10%

Somewhatmore

26%

26%

30%

25%

24%

24%

29%

Aboutthesame

45%

40%

41%

34%

44%

61%

47%

Somewhatless

12%

11%

12%

17%

15%

7%

11%

Muchlessonline

6%

7%

5%

12%

8%

2%

4%

Source:CriteoShopperSurvey,June2026(N=3,496).Base:Categorybuyersinthepast30days.

15

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

CHANNELS

Thegroceryrunistakingmorepathsforyoungershoppers

Superstoresandbig-boxretailersremaintheleadinggroceryshoppingoptionacrossgenerations,preferredby65%ofshoppersglobally.Youngershoppersarealsoembracingabroaderchannelmix:GenZleadsinpreferenceforlocalgrocerystores(55%)andhome-deliveryproviders(25%),whileMillennialsleadinpreferenceforonlinemarketplaces(46%).

Whichareyourpreferredwaystoshopforgroceries?(Selectallthatapply)

AllRespondents

GenX

Millennials

GenZ

Superstores/big-boxstores(Walmart,Costco,E-martetc.)

65%

65%

66%

63%

Localgroceryretailers(Eitherphysicaloronline)

51%

50%

49%

55%

Onlinemarketplaces

(Amazon,ThriveMarket,etc.)

42%

38%

46%

44%

Onlinehomedeliveryproviders(FreshDirect,Instacart,etc.)

21%

18%

23%

25%

Source:CriteoShopperSurvey,June2026(N=3,496).Global(US,UK,FR,DE,JP,&KR).Base:Categorybuyersinthepast30days.

16

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

CROSS-RETAILER

Cross-retailerbrowsing

expandsbrandconsideration

Acrosseverymarket,shoppersbrowsingmultipleretailersencountermoreCPGbrandsthanthosebrowsingasingleretailer.ThedifferenceisgreatestinSouthKorea,where

multi-retailershoppersviewapproximately5.7brandsonaverage,comparedwith2.1brandsatasingleretailer.

Global—Averagenumberofbrandsviewedacrossmultiple

retailersvs.asingleretailer

#ofBrandsviewedacrossmultipleretailers#ofBrandsviewedonanyindividualretailer

6

5

4

3

2

1

0

USUKFRDEJPKR

Source:CriteoCommerceData.Grocery,HouseholdSupplyandHealth&Beauty

purchasesmadeJul25–Aug7,2026,withbrowsingactivitymeasuredduringthe

previousmonth.HundredsofretailersandbrandsacrosstheUS,UK,France,Germany,Japan,andSouthKorea.

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

DISCOVERY

Shopperspreferbrowsingthefullshelf

Globally,41%ofshoppersprefertoseeallavailableoptionsandfilterforthemselves,comparedwith33%whopreferpersonalizedrecommendations.Browsingthefullassortmentleadsacrossmostmarkets,whileSouthKoreastandsoutwithastronger

preferenceforpersonalizationat44%.

Whatisyourpreferredshoppingexperiencewhenpurchasinggroceriesorhouseholditems?

Global

US

UK

FR

DE

JP

KR

Showmeeverything(Ibrowseall

optionsandfiltermyself)

41%

44%

51%

37%

40%

37%

36%

Personalizedrecommendations

(basedonmytastesandpurchase

history)

33%

33%

32%

30%

28%

31%

44%

Fewer,curatedpicks(expertlyselected“bestof”options)

11%

12%

7%

18%

14%

9%

8%

Idon’thaveapreference,orit

depends

15%

11%

10%

15%

18%

23%

13%

Source:CriteoShopperSurvey,June2026(N=2,696).Base:Onlinegroceries/householdproductsbuyersinthepast30days.

18

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

Youngershoppersaremostopentoadsandnewproductdiscovery

CPGpurchasedecisionsremainopentoinfluence.Sales

motivateactionacrossgenerations,with78%purchasingatleastonediscounteditem.

Youngershoppersshowevengreateropennesstodiscovery:MillennialsandGenZaremorelikelythanGenXtotrynew

brandsandsayadvertisingmotivatedtheirpurchases.

Source:CriteoShopperSurvey.June2026(N=3,496).Global(US,UK,FR,DE,JP,&KR).Base:Categorybuyersinthepast30days.Question:“Thinkingaboutyouronline

purchasesofgroceries,personalhygieneorpetcareproductsinthelast30days,whichofthefollowing,ifany,apply?”.

78%

Purchasedatleastoneitembecauseitwas

onsaleinthepast30days

GenX

78%

Millennials

78%

GenZ

79%

60%

Purchasedatleastonenewbrandin

thepast30days

GenX

51%

Millennials

67%

GenZ

68%

52%

Saidadsmotivatedatleastsomeoftheirpurchasesinthepast30days

GenX

44%

Millennials

56%

GenZ

60%

19

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

AI

ChatGPTisopeninganewaislefordiscovery

CPGdiscoveryisexpandingbeyondtraditionalsearchengines.FromJanuarythroughJuly2026,ChatGPT’sshareofproductlandingswas1.6xthatof

searchengines,onaverage.ChatGPTreferralsarealsoreachingcheckout:InJuly,86%ofCriteoCPGclientsrecordedatleastoneChatGPT-referredtransaction.

ShareofProductPageLandingsReferredShareofCriteoCPGPartnerswithatleast1

byChatGPTvs.SearchEnginesChatGPT-referredTransaction

1.6x

85%

81%78%

JanFebMarAprMayJunJul

86%86%

79%

75%

Source:CriteoData,GlobalCPGclientswithconsistentadspendineachmonthbetweenJanuaryandJuly2026.

20

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

ShoppersaremostcomfortablelettingAIreorderpersonalcareproducts

Globally,40%ofrespondentsfeelcomfortableallowinganAIassistanttoautomaticallyreorderpersonalcareitemswhensuppliesrunlow.

Householdcleaningproductsfollowat34%,whilegroceriesandstaplefoodsrankthirdat32%.Atthesametime,one-thirdofrespondentssaytheywouldnottrustAItoreorderproductsautomatically.

Source:CriteoShopperSurvey,June2026(N=6,307).Global(US,UK,FR,DE,JP,&KR).Question:“ForwhichofthefollowingcategorieswouldyoufeelcomfortableallowinganAIassistanttoautomaticallyreorderitemsonyourbehalfwhensuppliesrunlow?

(Selectallthatapply)”

ShareofshopperscomfortablewithAIreordering

ontheirbehalf

40%

Personalcare(e.g.,shampoo,toothpaste,skincare)

34%

Householdcleaningproducts

32%

Groceries/staplefoods

28%

Vitaminsorsupplements

21

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

AI

ShoppersinfluencedbyadsarealsoturningtoAI

Acrosseverymarket,shopperswhosaidadsmotivatedatleastsomeoftheirrecentpurchaseswerealsomorelikelytouseAIforatleastsomegroceryandhouseholdshopping.TheoverlapisgreatestintheUKandUS,wherereportedAIusageis34and31percentagepointshigher,respectively,amongshoppersinfluencedbyads.

57%

55%

37%

48%

35%

52%

26%

21%

14%

21%

17%

28%

UnitedStates

UnitedKingdom

France

Germany

Japan

SouthKorea

FrequentAIshoppingusageforgroceriesandhouseholditems,byadinfluence*

0%10%20%30%40%50%60%

Notad-influenced

Ad-influenced

Source:CriteoShopperSurvey.June2026(N=3,496).Base:OnlineCPGshoppersinthepast30days.

*FrequentAIusersarewhoselectedoneofthefollowingoptions"Foralloralmostallmypurchases”,"Formostofmypurchases”,"Forsomeofmypurchases”tothequestion“HowoftendoyouinteractwithAIchatbotsorassistantswhenshoppinggroceries/householditems?”.Ad-influencedshoppersarewhoselected“SomeofmypurchasesweremotivatedbyadsthatIsaw”tothe

question“Thinkingaboutyouronlinepurchasesofgroceries,personalhygieneorpetcareproductsinthelast30days,whichofthefollowing,ifany,apply?”

22

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

03

Makeeverycartcount:What

buildsshoppervalue

US

Homecooksarehighspenders

Shoppersidentifiedashome-cookingenthusiastsbasedon

theirpurchasesfromAprilthroughJune2026continuedtoshowstrongerpurchasingbehaviorfromJuly1throughAugust15.

Comparedwithotheractiveshoppers,theywere4.1–5.4xmorelikelytopurchasefreshfoodanddairyproducts.Among

categorybuyers,theyspent41%–73%moreandpurchased71%–109%moreunits.

Home-cookingenthusiastscomparedwithotheractiveshoppers

Category

Morelikelytopurchase

Higherspendperbuyer

Moreunitsperbuyer

Fresh&FrozenVegetables

5.2x

73%

109%

Fresh&FrozenFruits

4.8x

68%

105%

Meat

4.1x

69%

107%

Cheese

4.6x

66%

106%

Yogurt

5.4x

41%

71%

Source:CriteoCommerceData–US.Home-cookingenthusiastsareshopperswhopurchased

fromatleasttwoqualifyinghome-cookingproductcategoriesinatleasttwodistinctmonthsfromApril1–June30,2026.SubsequentcategorypurchasesweremeasuredfromJuly1–August15,2026andcomparedwithotheractiveshoppers.Spendandunitcomparisonsarecalculatedamong

outcome-categorybuyerswithvalidpositiveorder-valueandsales-unitobservations.

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDGOODSINSIGHTS

US

Youngfamiliesareyogurtlovers

Shoppersidentifiedasyoungfamilyshoppersbasedontheir

purchasesfromAprilthroughJune2026continuedtodemonstratebroadhouseholdneedsfromJuly1throughAugust15.

Comparedwithotheractiveshoppers,theywere2.9–4.4xmorelikelytopurchaseselectedfood,health,andhousehold-careproducts.

Amongcategorybuyers,theypurchased19%–51%moreunits.

Youngfamilyshopperscomparedwithotheractiveshoppers

Category

Morelikelytopurchase

Higherspendperbuyer

Moreunitsperbuyer

Yogurt

4.4x

34%

51%

Vitamins&Supplements

4.0x

6%

47%

HouseholdCleaningProducts

3.2x

3%

19%

Fresh&FrozenFruits

2.9x

32%

39%

Cheese

2.9x

22%

45%

Source:CriteoCommerceData–US.Young-familyshoppersareshopperswhopurchasedfromatleasttwoqualifyingyoungfamilyproductcategoriesinatleasttwodistinctmonthsfromApril1–

June30,2026.SubsequentcategorypurchasesweremeasuredfromJuly1–August15,2026andcomparedwithotheractiveshoppers.Spendandunitcomparisonsarecalculatedamong

outcome-categorybuyerswithvalidpositiveorder-valueandsales-unitobservations.

PROPRIETARY&CONFIDENTIAL.COPYRIGHT©CRITEO2026.ALLRIGHTSRESERVED.CONSUMERPACKAGEDG