In today’s Europe, the most powerful protest doesn’t always happen on the streets. It happens at the checkout counter.

A quiet revolution is unfolding in fast-moving consumer goods (FMCG). While most headlines focus on political elections or street demonstrations, the real shift is happening in everyday transactions. Consumers are no longer just buyers—they’re participants in a decentralized, daily form of activism.
YouGov’s latest European shopper research confirms it: price fairness, political sentiment, and brand origin are now driving purchase behavior across Europe in ways brands are failing to track, let alone respond to.
Consumer Trust Is Collapsing—and It’s Hitting the Shelf
According to YouGov’s Spring 2025 Behavior Change study, 70% of Europeans say they are worried about global political and economic instability. That’s not a mood—it’s a market signal.
Add to that YouGov’s EuroTrack data showing falling government approval ratings, and a clear picture emerges: as public trust in institutions erodes, people redirect their control to what they can influence—their purchases.
This isn’t abstract. It’s visible in cart data, loyalty drop-offs, and brand health declines.
Shopper Activism Is Not Loud. It’s Consistent.

The YouGov study maps out how activism plays out differently across Europe. Four shopper types are emerging:
- The Boycotter – Avoids products based on political origin (Nordics, Ukraine).
- The Buycotter – Intentionally supports national or local brands (Romania, Bulgaria).
- The Inflation Rebel – Reacts to price increases with long-term disloyalty (Serbia).
- The Emotional Shifter – Changes brand perception based on broader global sentiment (Denmark).
Each group expresses dissatisfaction differently, but they all operate with a shared logic: “My money has a message.”
Serbia: The Cost of Ignoring Frustration
In Serbia, a boycott sparked by perceived price-fixing led to a 35% drop in footfall at targeted retailers. Market share dropped from 46% to 35% in just one day, according to YouGov’s local panel.
While the initial impact was dramatic, follow-up efforts had less effect—likely because shoppers had limited alternatives. But this doesn’t mean the threat is gone. It shows that once the frustration is voiced, expectations shift. Retailers who respond late are already behind.
Denmark: Sentiment Over Supply

In Denmark, sentiment—not product quality—is driving brand value. With 92% holding an unfavorable view of Donald Trump and 36% likely to boycott based on country of origin, U.S. FMCG brands are seeing sharp consequences.
YouGov BrandIndex shows two major U.S. brands lost over 20% of their market value in Q1 2025, while a Danish competitor gained +330%, powered by a campaign that emphasized Danish roots and values.
Consumers didn’t just change products. They switched stories.
The Role of Localism and Identity
In Romania and Bulgaria, over two-thirds of consumers prefer local or national brands. Not because of political sentiment, but because they trust what they can trace.
In Germany and France, “locally produced” ranks above “national brand” in importance—highlighting a shift from emotional nationalism to practical proximity.
Retailers like Denmark’s Salling Group are adapting fast, using visual labeling systems (e.g., star-shaped icons) to help shoppers identify European-made products instantly.
Price Is No Longer Just Economics—It’s Ethics
The most underestimated insight from YouGov’s data is that price fairness is now a trigger for rebellion.
Consumers are not just looking for low prices. They are actively punishing brands they believe are manipulating pricing, inflating costs unjustifiably, or capitalizing on crisis.
This is the rise of the Inflation Rebel—a consumer who may not march or tweet, but who silently shifts loyalty, tells friends, and never comes back. They don’t write angry reviews. They just delete the brand from their wallet.
Strategic Implications for FMCG Brands
Most FMCG companies are still thinking in terms of cost and convenience. That’s no longer enough. In this climate, every product must pass four silent tests:
- Is this brand politically neutral—or politically problematic?
- Is this price fair—or opportunistic?
- Is this product local—or foreign in a tense climate?
- Is this brand acting transparently—or hiding behind marketing?
If your brand fails even one, you’re at risk.
What Comes Next
For brands:
- US brands need immediate perception repair strategies—transparency, pricing clarity, and local partnerships can help.
- European brands should double down on heritage, supply chain transparency, and shared values.
- Retailers must make values visible—through signage, labeling, and curated shelves.
For strategists and marketers:
Stop treating price as a promotional lever. Start treating it as a trust signal. The emotional weight of pricing is heavier now than any time in the last decade.
Final Thought
This isn’t just a consumer trend. It’s a shift in economic behavior that blends politics, identity, and purchasing in ways that make brand strategy more complex—and more important—than ever.
The brands that win in this era will be the ones that read the room before they read the receipts.
Because in 2025, shoppers aren’t just buying products. They’re casting votes. And brands are on the ballot.



