NIQ Global Intelligence plc (NYSE: NIQ)

NIQ Global Intelligence plc is a leading global consumer intelligence company that provides brands, retailers and other clients with a holistic view of consumer shopping behavior to drive strategic and operating decisions. The firm manages the NIQ Ecosystem, which combines proprietary data, advanced AI and machine learning technology, human intelligence and software applications to deliver real time, omnichannel insights known as The Full View TM . This ecosystem enables clients to measure performance across channels, understand consumer preferences and anticipate market trends with granular, store level analytics. NIQ operates in 90 countries, covering approximately 82% of the world’s population, more than half of global GDP and over $7.4 trillion in consumer spend as of December 31, 2025. By integrating online and offline data sources, the company offers a unified perspective that supports pricing, promotion, supply chain and innovation decisions for its clients.

The company generates revenue through two product groupings: Intelligence and Activation. Intelligence offerings, which accounted for about 81% of total revenue in 2025, include omnichannel measurement, consumer behavior and insights, and retailer solutions sold primarily under multi year or annual subscription contracts. These Intelligence products help clients measure market share, track sales volume movements, analyze pricing and promotion trends and assess competitive performance across all channels. Activation offerings, representing roughly 19% of revenue, provide innovation, brand and media, and analytics products that help clients understand purchase drivers, guide product introductions, optimize marketing spend and target advertising with predictive insights and custom reports. A significant portion of Activation revenue is highly recurring, derived from annual or multi year contracts and repeat purchases of the same solutions in the same country over multiple years.

The company operates through the following segments: Intelligence and Activation.

• Intelligence: This segment provides omnichannel measurement, consumer behavior and insights, and retailer solutions that enable brands and retailers to measure market share, understand purchase behavior and optimize pricing and promotion strategies.

• Activation: This segment delivers innovation, brand and media, and analytics products that help clients determine why consumers made purchases, guide product introduction, pricing and promotion decisions, and target advertising with predictive insights and custom reports.

NIQ holds a strong position in the consumer intelligence industry, competing with firms such as Circana, Kantar, YouGov, IDC and Spins. The company differentiates itself through its global reach covering 90 countries, its proprietary data assets exceeding ten billion product attributes, its cloud based AI powered technology platform and its long standing relationships with over 8,900 retailers worldwide. These strengths enable NIQ to offer a comprehensive, single source of truth for omnichannel consumer shopping behavior that few rivals can replicate. Additionally, NIQ’s ability to combine human expertise with advanced AI models enhances data accuracy, speeds insight delivery and supports clients’ efforts to navigate complex, rapidly changing markets.

NIQ serves approximately 23,000 clients ranging from multinational corporations to small and medium‑sized businesses. Its customer base includes about half of the Fortune 500 and nearly 80% of the Fortune 100, with notable clients such as Coca Cola, Colgate, Nestlé, Samsung, Sony, Target, Walmart, ALDI and LIDL. The firm also works with numerous emerging brands and SMBs across various industries, providing tailored intelligence and activation solutions to support their growth and operational decisions. This diversified base reduces reliance on any single customer, as the largest client accounted for less than 5% of total revenue in 2025.