2023年一季度全球家外消费指南

In&Out

view

andfullchannel

landscapeforsnacks&

drinksQ12023NuriaMorenoNuria.Moreno@KJavierSanchezJavier.Sanchez@KMarch2023For

thefirsttime

therehasbeenanOOH

recovery

vspre-pandemiclevelsSnacks

&Non-Alcoholic

Drinks–

Quarterly

valuesales

&growth

($000Mio)OOHTakeHomeQ12019

Q22019

Q32019

Q42019

Q12020

Q22020

Q32020

Q42020

Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

Q12023Combined

year

on

year

Growth11%10%9%7%7%7%6%4%5%2%-3%-3%-6%Q32019Q42019Q12020Q22020Q32020Q42020Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q12023Source:OOHpanelsGlobalresultsbased

on

6markets:

UK,France,

Spain,

Mainland

China,

Brazil,Mexico2OOH

hasbeengrowing

for

8consecutive

quarterssince

summer

of2021,muchfasterthanIn-Home,

with

theonly

exceptionof

Q42022Snacks

&Non-Alcoholic

Drinks–

Value

%Evolutionvs

Year

agoOOHIHTOTAL60%40%20%0%11%10%10%2%-3%-12%-20%-40%-60%Q12020Q22020Q32020Q42020Q12021Q2

2021Q32021Q42021Q12022Q22022Q3

2022Q42022Q12023Source:OOHpanels3Globalresultsbased

on

6markets:

UK,France,

Spain,

Mainland

China,

Brazil,MexicoGood

performance

of

Out-of-Home

January

toMarch

2023

comes

from

Europe

and

LatamSnacks

&Non-Alcoholic

DrinksIn&Out

Value

–

vs

Year

agoTotalOOHIH26%24%23%23%15%14%16%14%10%11%10%11%10%10%8%8%7%5%2%1%0%MainlandChinaTOTAL*BrazilUKMexicoFranceSpainSource:OOHpanelsGlobalresultsbased

on

6markets:

UK,France,

Spain,

Mainland

China,

Brazil,Mexico4In

Europe,onethird

of

OOH

growth

comesfromprice,but

pricecrisisaffectsmorein-home

andit’s

not

stopping

consumers

fromreturning

backto

OOHSnacks

&Non-Alcoholic

Drinks–

Value

%Evolutionvs

Year

agoOut-of-Home

(OOH)In-Home

(IH)+55%+33%+11%+12%-1%+1%+0%+10%+8%+9%12%15%6%15%4%3%1%6%12%3%2%0%1%0%28%-1%-2%-3%4%8%-5%5%17%-6%4%5%7%-1%Q12022Q22022TripsQ32022Q42022Q12023Q12022Q22022TripsQ32022Q42022Q12023PricexunitMore

UnitsPricexunitMore

UnitsSource:TakeHome

and

OOHpanels

GB+FR+ES,

WorldpanelDivision,Kantar5Spendin

OOH

islessdedicatedto

Bars,

Cafes

andRestaurants,

andmoretowards

Impulse

andTraditional

TradeSnacks

&Non-Alcoholic

Drinks–

Total

Countries

–

In&Out

Channel

ValueShareQ12020Q12021Q12022Q1202310%3%

3%

5%

2%2%

5%

3%

2%64%5%

1%2%

4%

3%

2%

4%4%

3%71%9%9%2%3%

5%

3%

2%

4%

4%

3%2%

2%

5%

3%

2%

5%

3%

3%66%66%Bars,Cafes,CoffeeShopsFullServiceRestaurantsQuick

ServiceRestaurantsBakeries,Sandwich,OthersHorecaStreetvendors,Foodtrucks,MilkteahousesHyper,

Super,DiscountforOOHTraditionalTradeforOOHOtherimpulse(Candystores,vendingmachines,petrolstations)ConvenienceStorefor

OOHInHomePurchasesSource:OOHpanels6Globalresultsbased

on

6markets:

UK,France,

Spain,

Mainland

China,

Brazil,MexicoHorecaisthe

fastest

growing

OOH

channel(thanks

toLatam,UK

andFR).Secondmostgrowing

OOH

channel

andgrowing

everywhere

isImpulseSnacks

&Non-Alcoholic

DrinksIn&Out

Value

–

Q1

2023

vs

Y.AgoTotal

Horeca

Impulse

Modern

TraditionalTOTAL*UKFranceSpainBrazilMéxicoMainlandChinaSource:OOHpanelsGlobalresultsbased

on

6markets:

UK,France,

Spain,

Mainland

China,

Brazil,Mexico7OOH

proportion

isstill

farfrompre-pandemiclevelsin

beverages

(coffee,

softdrinks,waters)Snacks

&Non-Alcoholic

Drinks–

%ValueIHOOHQ1

Q1

Q120

21

22Q1

Q1

Q1

Q123

20

21

22Q123Q1

Q1

Q120

21

22Q123Q1

Q1

Q120

21

22Q123Q1

Q1

Q120

21

22Q123Q1

Q1

Q120

21

22Q123Q1

Q1

Q120

21

22Q123Q1

Q1

Q120

21

22Q123Total*CoffeeIceCreamSoft

DrinksWaterCookiesSalty

SnacksChocolateSource:OOHpanelsGlobalresultsbased

on

6markets:

UK,France,

Spain,

Mainland

China,

Brazil,Mexico8Out

ofthe

mostchosenOOHbrandsworldwide,

Coca-Cola,

Fanta&Liptonarethe

fastest

growing

attotalIn&Out

thankstothe

contribution

ofOOHBrand

Footprint

OOH

Ranking

(Non-Alcoholic

Beverages)

–

2022

vs

Year

ago2022OOHCRPs

(m)2022OOH

CRPPerformance2022OOH

%ofTotalCRPs2022In

&OutCRPs

(m)2022In

&Out

CRPPerformance2022OOH

RankChangein

Rank

Brand1200Coca-Cola244248547338920519018013512410813%-3%17%-3%1%48%37%57%57%25%65%61%66%63%34%509913058276838092922952051983234%-1%8%Pepsi30Fanta40Sprite1%50NescaféRed

BullMinute

MaidLipton-5%-1%-6%6%61-2%-9%14%1%7-1189-107-UP-4%-8%10Yakult-8%Source:OOHpurchase

panel,

WorldpanelDivision,Kantar,

Brand

Footprint12

months

ending

June

2022

vs

year

ago.

Sector:Non-alcoholic

Beverages9Doritos,

KitKat&Snickers

arethe

fastest

growingsnackingfood

brandsaway

fromhomein

2022Brand

Footprint

OOH

Ranking

(Snacking

Food)

–

2022

vs

Year

ago2022OOHCRPs

(m)2022OOH

CRPPerformance2022OOH

%ofTotalCRPs2022In

&OutCRPs

(m)2022In

&Out

CRPPerformance2022

OOH

RankChangein

Rank

Brand12001-1000020Lay's35235124414613911496-23%-4%0%38%76%39%41%98%34%36%25%49%39%921460621359143339269366160181-11%-3%-1%-33%-18%-3%-2%-6%-1%-1%Wall's3Oreo4CheetosBimboDoritosKitKatNestléSnickersRuffles-53%-18%7%5674%8911%9787%1070-12%Source:OOHpurchase

panel,

WorldpanelDivision,Kantar,

Brand

Footprint12

months

ending

June

2022

vs

year

ago.

Sector:SnackingFood10ConclusionsQ1

23:

First

OOH

recovery

A

newOOH

landscapeDrinking

on-the-gois

the

b