Circana: U.S. toy industry starts 2026 strong
Adults remain a key driver of growth, with consumers 18 and older accounting for 35% of total industry gains through April.
Adults remain a key driver of growth, with consumers 18 and older accounting for 35% of total industry gains through April.
Retail spending rose 1.3% YoY in May, while unit demand fell 1.5%, showing a resilient yet more value-conscious consumer behavior.
A Circanan analysis suggests that strong sales and loyalty growth can hide market share declines, leading to the creation of Market Share Drivers, a tool to measure the effects of pricing, promotions, and other factors.
This year’s Pacesetters generated $6.2 billion in combined first-year mutli-outlet sales
“This solution introduces unparalleled capabilities to the market by delivering a unified view of the shopper and consumer.”
Value consciousness, treatment‑led demand, and digital acceleration shape performance.
Despite representing roughly a quarter of the market, sustainability products have contributed nearly half of total CPG growth since 2013.
The report underscores a shift toward growth rooted in consumer trust, value, and relevance.
Circana will host a series of thought-leadership events focused on analytics investment, fresh-food performance, and the changing role of private label.
New Circana data shows steady retail growth in food, CPG, and general merchandise despite weather issues and high prices.
A data-driven pricing approach helps brands assess performance, understand price sensitivity, and forecast outcomes before adjusting prices.
“This agreement represents a significant step forward in leveraging data to create mutual value,” Circana’s Brad Shelton said.
The Complete Why solution strengthens Circana’s analytics portfolio by delivering advanced, driver-based diagnostics at scale.
“I haven't heard one retailer tell me that they had an incredible year." — Marshal Cohen, Circana
“Despite ongoing economic pressures, beauty continues to outperform many other industries,” said Larissa Jensen, global beauty industry advisor at Circana.
Under the agreement, Circana will serve as the strategic partner for market insights throughout the L.A. Libations ecosystem.