NIQ Global Intelligence (NIQ) investor relations material

Business overview and client value proposition

• Operates as a global consumer intelligence provider, tracking $7.4 trillion in spending across 90+ countries and serving 23,000 brands and 9,000 retailers.

• Business is split into Intelligence (80%, recurring revenue, 3–5 year contracts) and Activation (20%, analytics-based solutions) segments.

• Deeply embedded in client workflows, with high retention and long-term relationships, some exceeding 75 years.

• Trusted, granular, decision-grade data is foundational, enabling clients to optimize pricing, promotions, and assortment decisions.

• AI and data granularity are increasingly critical for faster, more precise decision-making.

Revenue growth and innovation

• Revenue growth has been in the mid-single digits for nine quarters, driven by price increases, cross-sell/upsell, and expansion into new markets.

• E-commerce and panel segments are high-growth areas, with e-commerce growing over 30% and panels over 15%.

• AI-driven product innovation, such as the BASES AI Screener, is reducing product concept evaluation time from months to minutes.

• Competitive win-backs and differentiated offerings, especially in EMEA, have led to significant new client wins.

Data differentiation and AI strategy

• Over 90% of data is proprietary, sourced from governed retailer relationships, global consumer panels, and advanced product content mapping.

• AI is used to accelerate analytics, trend detection, and product innovation, including monitoring global trends and enabling micro-targeted insights.

• Product innovation includes AI-native tools, client-integrated solutions, and partnerships with leading LLMs like Claude.

• Agentic commerce is seen as the next evolution, requiring even more granular data to support LLM-driven product discovery and purchase.