Kantar-全球经济状况调查：2023年第四季度（英）

OOHBarometerIn&Outviewandfull

channellandscapeforsnacks&drinks

Q32023

NuriaMoreno

JavierSanchez

WorldpanelDivision,Kantar

January2024

TotalSnacksandDrinksgrowingduetobothIn-HomeandOut-of-Home

Snacks&Non-AlcoholicDrinks–Quarterlyvaluesales&growth($000Mio)OOHTakeHome

37,9

35,0

33,9

29,2

20,9

15,3

8,5

27,2

28,0

28,9

28,5

26,4

28,5

27,7

28,3

23,2

26,1

33,1

32,6

31,3

30,6

34,2

18,0

16,8

16,4

16,3

15,9

14,7

18,9

16,8

19,1

17,6

14,8

13,4

13,3

11,4

Q22019Q32019Q42019Q12020Q22020Q32020Q42020Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q12023Q22023Q32023

Combinedyearonyeargrowth

Q22019Q32019Q42019Q12020

7%

11%

8%

14%

9%

7%

5%

7%

10%

13%

9%

Q32023

-12%

Q22020

Q32020

-10%

Q42020

-3%

Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

Q12023

Q22023

Source:OOHpanels,Q32023,WorldpanelDivision,Kantar

Globalresultsbasedon6markets:UK,France,Spain,MainlandChina,Brazil,Mexico

2

-50%

Out-of-HomeisgrowingfasterthanIn-Homeduring2023

GrowthvsYearago

In&OutOOHIH

12%

7%

25%

7%

11%

58%

8%

25%

1%

14%

22%

10%

9%

29%

1%

19%

5%

9%

2%

7%

3%

8%

10%

11%

10%

13%

13%

12%

9%

11%

8%

7%

2%

-12%

-19%

-10%

-25%

-1%

-3%

-23%

-2%

Q22020Q32020Q42020Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q12023Q22023Q32023

Source:OOHpanels,Q32023,WorldpanelDivision,Kantar

Globalresultsbasedon6markets:UK,France,Spain,MainlandChina,Brazil,Mexico

3

OOHisoutperformingIHinBrazil,UK,FranceandMainlandChina

Snacks&Non-AlcoholicDrinksIn&OutValue–vsYearago

41%

TotalOOHIH

21%21%

19%

14%

12%

11%

11%9%

11%

8%

8%

6%

6%

6%

6%

3%

1%

TOTAL*

UK

0%

Spain

Brazil

France

Mexico

0%

-2%

MainlandChina

Source:OOHpanels,Q32023,WorldpanelDivision,Kantar

Globalresultsbasedon6markets:UK,France,Spain,MainlandChina,Brazil,Mexico

4

In-Home(IH)

Out-of-Home(OOH)

+13%+12%+23%+19%+21%

+11%

+6%

+9%

+11%

+13%

17%

12%

2%2%2%2%1%-6%-6%-7%-5%-3%

16%

13%

10%

1

71%

9%

14%

9%3%

12%

10%-42%

Q32023

Q3

Q42022

Q1

Q22023

Q32022

Q42022

Q12023

Q2

2022

2023

2023

OOHvaluegrowthisstilllinkedtoanaturalincreaseoftripsintheUK

Snacks&Non-AlcoholicDrinks–Value%EvolutionvsYearago

Q32023

TripsPricexunit

MoreUnits

TripsPricexunitMoreUnits

Source:TakeHomeandOOHpanelsGB,Q32023,WorldpanelDivision,Kantar5

69%

64%

63%

62%

31%

36%

37%

38%

53%

52%

54%

54%

47%

48%

46%

46%

62%

59%

60%

63%

38%

41%

40%

37%

62%

62%

62%

56%

38%

38%

38%

44%

58%

58%

57%

61%

42%

42%

43%

39%

65%

65%

58%

58%

35%

35%

42%

42%

16%84%

29%71%

31%69%

33%67%

Q320

Q321

Q322

Q323

Q320

Q321

Q322

Q323

Q3Q3Q3Q3

20212223

Brazil

Q320

Q321

Q322

Q323

Q320

Q321

Q322

Q323

Q320

Q321

Q322

Q323

France

UK

Spain

MainlandChina

Mexico

OOHproportioncontinuesescalatesince2020

Snacks&Non-AlcoholicDrinks–%Value-Quarter

IHOOH

Q323

Total*

Q320

Q321

Q322

Source:OOHpanels,Q32023,WorldpanelDivision,Kantar

Globalresultsbasedon6markets:UK,France,Spain,MainlandChina,Brazil,Mexico

6

GlobalOOHrecoverytopre-pandemiclevelsdependsonFull-ServiceRestaurants,ImpulseandTraditionaltrade

Snacks&Non-AlcoholicDrinks–TotalCountries–In&OutChannelValueShare

Q32020

Q32021

Q32022

Q32023

69%

7%3%2%4%3%1%4%3%3%

10%

64%

3%3%5%3%2%4%3%3%

11%

3%3%

63%

5%3%2%4%3%3%

11%

3%3%

62%

6%3%2%5%3%2%

Bars,Cafes,CoffeeShops

Bakeries,Sandwich,OthersHoreca

Hyper,Super,DiscountforOOH

InHomePurchases

FullServiceRestaurants

Streetvendors,Foodtrucks,Milkteahouses

ConvenienceStoreforOOH

QuickServiceRestaurants

Otherimpulse(Candystores,vendingmachines,petrolstations)TraditionalTradeforOOH

Source:OOHpanels,Q32023,WorldpanelDivision,Kantar

PureOOHChannels=Horeca(bars,restaurants,cafes)+Impulse(vendingmachines,streetvendors,gasstations,etc.)

7

PureTakeHomeChannels=Cashandcarry,doortodoor,catalogue

22,0

(+11%)

20,0

18,0

16,0

14,0

12,0

10,0

(+15%)

8,0

6,0

4,0

2,0

22,0

20,0

18,0

16,0

14,0

12,0

10,0

8,0

6,0

4,0

2,0

(+5%)

(+10%)

OOHValuegrowthisnowfasterinSnackingfoodsthaninDrinks

Snacks&Non-AlcoholicDrinks–ValueinBillionUSD(%EvolvsLastyear)

SnackingFood

OOHIH

Q12020

Q22020

Q32020

Q42020

Q12021

Q22021

Q42021

Q12022

Q22022

Q32022

Q42022

Q32021

Q12023

Q22023

Q32023

Non-AlcoholicDrinks

OOHIH

Q22020

Q32020

Q42020

Q12021

Q22021

Q32021

Q42021

Q12022

Q22022

Q32022

Q42022

Q12023

Q22023

Q32023

Q1

2020

Source:OOHpanels,Q32023,WorldpanelDivision,Kantar

Globalresultsbasedon6markets:UK,France,Spain,MainlandChina,Brazil,Mexico

8

%EvolValueInHome(Q32023vsY.Ago)

14%

12%

10%

8%

-5%

20%

6%

4%

2%

0%

BiscuitsandCoffeearethefastestgrowingOOHcategoriesinQ32023

Bubblesize:%sharevalueIn&OutinQ32023

Salty