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Stock impact report

Ibotta’s 2026 State of Spend Report Reveals 62% of Shoppers Now Choose Price Over Brand, Shaping How CPG Brands Drive Trial and Loyalty

Ibotta, Inc. Class A (IBTA) 
Company Research Source: Business Wire
DENVER--(BUSINESS WIRE)--Ibotta, Inc. (NYSE: IBTA), the performance marketing platform for promotions, today released its third annual State of Spend report revealing that while consumers feel less direct impact from inflation, they remain firmly focused on value. At the same time, brand loyalty continues to weaken, signaling a fundamental shift in how consumer packaged goods (CPG) brands acquire and retain their customers. Rather than turning to pre-inflation shopping habits, consumers have solidified "defensive" strategies such as store switching and deal-seeking – behaviors that reflect a clear push toward flexibility and price-first decision-making.Surveying more than 5,000 grocery shoppers, Ibotta’s research reveals that fewer consumers are planning their trips in advance, leaving them more open to new products outside of a predetermined grocery list. 68% of shoppers who viewed a new product through a promotion reported that they went on to purchase it. Together, these findin Show less Read more
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