§ 03 · Category & shopper insight
Retail & FMCG
Read the trade-down before the till does.
Shopper behaviour shifts faster than panel cycles. Cadence reads the value-vs-premium rotation from search, attention and mood — early, and receipted.
The question this desk brings
“Is the consumer trading down, and where is attention moving across grocery and value?”
What Cadence reads for you — now
- Search-intent and attention across the grocery, discount and value set, week by week.
- The thrift-vs-status balance and the savings-intent macro context.
- Comfort signals in what the country watches and plays — the emotional backdrop to spend.
France, this window: discount-grocery search is softening YoY (Intermarché −30%, Auchan −21%) even as the mood stays defensive — a rotation, not a uniform trade-down. Pair value messaging with warmth.
Data we’d add for this sector
Sector-specific layers we can fold in — public, scrapable, API (free or via tools we hold) or datasets we already own. The signal stack extends to the question.
Want this read for your market?
The France edition is open in full as the proof of craft. The same stack, cut for your desk, is one commission away.