墨西哥酒精饮料行业市场前景及投资研究报告-培训课件外文版2024.5茅台五粮液丹泉威士忌

INDUSTRIES

&

MARKETSAlcoholicbeveragesinMexicoCHAPTER

01OverviewRevenueofthealcoholicdrinksmarketinMexicofrom2019to2028(inbillionU.S.dollars)RevenueofthealcoholicdrinksindustryinMexico2019-20284035302536.934.331.8729.5427.2825.1924.5622.1821.7419.472015105020192020202120222023202420252026202720283Description:TherevenueinthealcoholicdrinksmarketinMexicowasforecasttocontinuouslyincreasebetween2023and2028byintotal11.7billionU.S.dollars(+46.45percent).Aftertheeighthconsecutiveincreasingyear,theindicatorisestimatedtoreach36.9billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Mexico;2019to2028Source(s):ConsumerMarketInsightsRevenueofthealcoholicdrinksindustryinLatinAmericaandtheCaribbeanfrom2018to2028(inbillionU.S.dollars)RevenueofthealcoholicdrinksindustryinLatinAmericaandtheCaribbean2018-2028120112.76103.3198.8610080604020094.4290.0985.8985.8386.2683.0880.3476.67201820192020202120222023202420252026202720284Description:In2022,therevenueofthealcoholicdrinksindustryinLatinAmericaandtheCaribbeanamountedto83.08billionU.S.dollars,representinganincreaseofaboutthreepercentcomparedtothepreviousyear.Itisexpectedthatrevenuewillreach112.76billionU.S.dollarsin2028.ReadmoreNote(s):LAC;2018to2028Source(s):ConsumerMarketInsights;MarketInsightsRevenueofthealcoholicdrinksmarketworldwidebycountryin2022(inmillionU.S.dollars)Revenueofthealcoholicdrinksmarketworldwidebycountry2022RevenueinmillionU.S.dollars100,000050,000150,000200,000250,000ChinaUnitedStatesJapan216,648.02187,467.5699,850.95IndiaNigeria42,802.7341,973.8UnitedKingdomGermanyRussia30,969.528,313.8927,429.1825,769.3624,563.6524,114.7721,213.8FranceMexicoCanadaBrazilAustralia20,168.295Description:Comparingthe25selectedregionsregardingtherevenueinthealcoholicdrinksmarket,Chinaisleadingtheranking(216.6billionU.S.dollars)andisfollowedbytheUnitedStateswith187.5billionU.S.dollars.AttheotherendofthespectrumisIndonesiawith1.9billionU.S.dollars,indicatingadifferenceof214.8billionU.S.dollarstoChina.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2022Source(s):ConsumerMarketInsightsRevenueofthealcoholicdrinksmarketworldwidefrom2014to2027(inbillionU.S.dollars)Revenueofthealcoholicdrinksindustryworldwide2014-20272,5002,0001,5001,0005000201420152016201720182019202020212022202320242025202620276Description:Theglobalrevenueinthealcoholicdrinksmarketwasforecasttocontinuouslyincreasebetween2023and2027byintotal377.9billionU.S.dollars(+23.49percent).Aftertheseventhconsecutiveincreasingyear,theindicatorisestimatedtoreach2trillionU.S.dollarsandthereforeanewpeakin2027.ReadmoreNote(s):Worldwide;2014to2027Source(s):ConsumerMarketInsightsCHAPTER

02TradeValueofalcoholicbeveragesexportedandimportedinMexicofrom2015to2022(inmillionU.S.dollars)ExportandimportvalueofalcoholicbeveragesinMexico2015-2022ImportsExports12,00010,0008,0009,773.88,439.447,114.546,560.485,921.576,0005,052.033,980.053,778.633,654.494,0002,00003,365.64765.58734.03794.82771.5774.21825.24727.69785.37578.59495.4520202013201420152016201720182019202120228Description:In2022,theexportvalueofalcoholicbeveragesreached9.8billionU.S.dollars,whiletheimportvalueamountedtoaround785millionU.S.dollars.ThemaindestinationforMexicanexportsofalcoholicbeverageswastheUnitedStates.Ontheotherhand,theleadingcountryoforiginforimportsofalcoholicbeveragesintoMexicowastheUnitedKingdom.ReadmoreNote(s):Mexico;2013to2022Source(s):UNComtradeLeadingcountriesofdestinationforexportsofalcoholicbeveragesfromMexicoin2022,basedonimportvalue(inmillionU.S.dollars)Mexico'smainexportpartnersforalcoholicbeverages2022ValueinmillionU.S.dollars01,0002,0003,0004,0005,0006,0007,0008,0009,0009,022.7110,000UnitedStatesAustralia74.2Spain69.8656.7455.4454.3152.5349.25CanadaUnitedKingdomColombiaPanamaJapanNetherlands

41.8Germany

40.869Description:TheUnitedStateswasthemaincountryofdestinationforMexicanalcoholicbeveragesin2022,reachingavalueofoverninebillionU.S.dollarsworthofalcoholicbeverages.Australiarankedsecondwith74millionU.S.dollarsandSpainrankedthirdwithanexportvalueof69millionU.S.dollars.In2022,Mexicoexportedatotalofaround9.8billionU.S.dollarsworthofalcoholicbeverages.ReadmoreNote(s):Mexico;2022Source(s):UNComtradeValueofbeerexportsandimportsinMexicofrom2015to2022(inmillionU.S.dollars)ExportsandimportsvalueofbeerinMexico2015-2022ImportsExports6,0005,0004,0005,486.275,015.654,541.294,428.024,217.223,605.33,0002,0001,00002,677.932,481.3225.062015200.12016202.562018187.07201793.09201938.55202035.43202133.02202210Description:In2022,Mexico'sexportsofbeerexceededitsimportsbyaroundfivebillionU.S.dollars.Thetotalvalueexportedreached5.48billionU.S.dollars,whereasbeerimportstotaled33milliondollars.Thatsameyear,theUnitedStateswasMexico'sleadingcountryofdestinationforbeerexports.ReadmoreNote(s):Mexico;2015to2022Source(s):UNComtradeValueofwineexportedandimportedinMexicofrom2015to2022(inmillionU.S.dollars)ExportandimportvalueofwineinMexico2015-2022ImportsExports450400350300398.99271.13271.22271.63249.02235.8525020015010050223.9221.779.7620224.8420155.0620166.3520174.7520184.94.5520205.1520210201911Description:In2022,importsofwineinMexicoexceededitsexportsby389millionU.S.dollars.Thetotalvalueofwineimportedreachedaround399millionU.S.dollars,whereaswineexportstotaled9.7milliondollars.Mexico'smainwineimportpartnerwasSpain.Thatsameyear,Mexico'swineindustryrevenuewasestimatedat1.36billiondollars.ReadmoreNote(s):Mexico;2015to2022Source(s):UNComtradeValueofspiritsandliqueursimportedandexportedinMexicofrom2015to2022(inmillionU.S.dollars)Exportsandimportsvalueofspirits&liqueursinMexico2015-2022ImportsExports4,5004,0003,5003,0002,5004,224.983,282.162,467.782,012.812,0001,698.831,439.91,5001,00050001,291.651,296.57333.84325.56325.08340.61357.84344.99267.05231.142015201620172018201920202021202212Description:In2022,exportsofspiritsandliqueursinMexicoexceededitsimportsby3.8billionU.S.dollars.Thetotalvalueexportedreachedaround4.2billionU.S.dollars,whereasspiritsandliqueursimportstotaled344milliondollars.Thatsameyear,Mexico'srevenueofthespiritsmarketwasestimatedat3.4billiondollars.ReadmoreNote(s):Mexico;2015to2022;undenaturedethylalcoholofanalcoholicstrengthbyvolumeoflessthan80%vol,spirits,liquersandotherspirituousbeveragesSource(s):UNComtradeVolumeoftequilaexportedfromMexicofrom1995to2022(inmillionliters)TequilaexportsvolumeinMexico1995-2022450400350300250200418.9339.4286.7246.7224.1213.3197.9182.9172

172.5166.7163.9152.5140.1135.1

137.4

136.415010050117.198.864.601995

2000

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202213Description:Inrecentyears,thevolumeoftequilaexportedfromMexicohasbeenconstantlyincreasing.Intheyear2000,exportsofthetraditionaldistilledspiritamountedtolessthan100millionliters.By2022,thefigurehadbeenmultipliedbyroughly6.5,reachingcloseto419millionlitersandaccountingforover64percentofthecountry'stequilaproductionthatyear.ReadmoreNote(s):Mexico;1995to2022;40percentofalcoholbyvolumeSource(s):ConsejoReguladordelTequilaCHAPTER

03ProductionValueofbeerproductioninMexicofrom2013to2021(inbillionMexicanpesos)ProductionvalueofbeerinMexico2013-2021250200150100222.57188.42184.99169.45145.24127.8999.8784.7220147850020132015201620172018201920202021*15/statistics/717215/beer-manufacturing-industry-production-value-mexicoIn2021,theproductionvalueofthebeermanufacturingindustryinMexicowasmorethan222.57billionMexicanpesos,aroundtwopercenthigherthantheyearbefore.Thistranslatedinto134millionliterofbeerproducedinMexicothatyear.ReadmoreNote(s):Mexico;2013to2021Source(s):INEGIValueofgrape-basedalcoholicbeveragesproductioninMexicofrom2013to2021(inbillionMexicanpesos)Grape-basedalcoholicbeveragesproductionvalueinMexico2013-20213.53.052.953.02.52.01.51.00.50.02.82.732.582.412.372.372.2120132014201520162017201820192020202116Description:In2021,over2.8billionMexicanpesosworthofgrape-basedalcoholicbeverageswereproducedinMexico,upfrom2.37billionrecordedayearearlier,representinganincreaseofaround18percent.

ReadmoreNote(s):Mexico;2013to2021Source(s):INEGIValueofrumandotherdistilledsugar-canebeveragesproductioninMexicofrom2013to2021(inbillionMexicanpesos)Rum&sugar-canebeverageproductionvalueinMexico2013-20212.52.172.112.092.071.952.01.51.00.50.01.891.751.631.63201320142015201620172018201920202021*17Description:In2021,theproductionofrumandotherdistilledsugar-canebeveragesinMexicowasestimatedatapproximately2.11billionMexicanpesos,upfrom1.63billionpesosayearearlier.

ReadmoreNote(s):Mexico;2013to2021Source(s):INEGIValueofdistilledagave-basedbeveragesproductioninMexicofrom2013to2021(inbillionMexicanpesos)Distilledagave-basedbeveragesproductionvalueinMexico2013-202170605057.9653.6947.9543.7439.364033.3631.93302010027.0518.1120132014201520162017201820192020202118Description:Productionofdistilledagave-basedbeveragesinMexicoattainedavalueof57.96billionMexicanpesosin2021,anincreaseofmorethan20percentincomparisontothepreviousyear.Themostpopulartypesofagave-basedbeveragesproducedinthecountryaretequilaandmezcal.ReadmoreNote(s):Mexico;2013to2021Source(s):INEGICHAPTER

04RevenueandsalesRevenueofthebeermarketinMexicofrom2019to2028(inbillionU.S.dollars)RevenueofthebeerindustryinMexico2019-20282521.0119.812018.7817.7816.7816.0815.8715.2414.751510513.90201920202021202220232024202520262027202820Description:Therevenueinthe'Beer'segmentofthealcoholicdrinksmarketinMexicowasforecasttocontinuouslyincreasebetween2023and2028byintotal5.1billionU.S.dollars(+32.14percent).Aftertheeighthconsecutiveincreasingyear,theindicatorisestimatedtoreach21.01billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Mexico;2019to2028;DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-Ukrainewar.Source(s):ConsumerMarketInsightsRevenueofthewinemarketinMexicofrom2019to2028(inbillionU.S.dollars)RevenueofthewineindustryinMexico2019-20281.41.161.21.121.081.051.0210.990.961.00.80.60.40.20.00.930.89201920202021202220232024202520262027202821Description:Therevenueinthe'Wine'segmentofthealcoholicdrinksmarketinMexicowasforecasttocontinuouslyincreasebetween2023and2028byintotal0.2billionU.S.dollars(+20.2percent).Aftertheeighthconsecutiveincreasingyear,theindicatorisestimatedtoreach1.16billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Mexico;2019to2028Source(s):ConsumerMarketInsightsRevenueofthespiritsmarketinMexicofrom2019to2028(inmillionU.S.dollars)RevenueofthespiritsindustryinMexico2019-202816,00014,00012,00010,0008,0006,0004,0002,0000201920202021202220232024202520262027202822Description:Therevenueinthe'Spirits'segmentofthealcoholicdrinksmarketinMexicowasforecasttocontinuouslyincreasebetween2023and2028byintotal5.9billionU.S.dollars(+74.59percent).Afterthefifthconsecutiveincreasingyear,theindicatorisestimatedtoreach13.9billionU.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Mexico;2019to2028;DatashownisusingcurrentexchangeratesandreflectsmarketimpactsoftheRussia-Ukrainewar.Source(s):ConsumerMarketInsightsSalesvalueoftequilaproducedinMexicofromJanuary2015toAugust2022(inbillionMexicanpesos)Mexico:salesvalueoftequila2015-2022807060504067.6954.852.1348.9339.5734.2729.122016302010026.11201520172018201920202021202223Description:SalesoftequilaproducedinMexicoattainedavalueofalmost68billionMexicanpesosin2022,includingsalestothedomesticandforeignmarkets.ReadmoreNote(s):Mexico;2015to2022;includestequilaañejo,blanco,jovenandreposado;IncludessalesoftequilainthelocalandforeignmarketSource(s):INEGI;E-commercerevenueofthealcoholicbeveragesmarketinMexicofrom2017to2027(inmillionU.S.dollars)E-commercerevenueofthealcoholicbeveragesindustryinMexico2017-20277006005004006095485484974203572913002001000230199127504520172018201920202021202220232024202520262027202824/statistics/1426061/alcohol-e-commerce-revenue-mexicoIn2022,thee-commercerevenueofthealcoholicbeveragesmarketinMexicoreached291millionU.S.dollars,upfrom230millionreportedayearearlier.Itisexpectedtoincreaseoverthenextyearsandreacharound609millionU.S.dollarsin2027.ReadmoreNote(s):Worldwide;2017to2027Source(s):ecommerceDB.com;CHAPTER

05BrandsLeadingMexicanbrandsworldwidein2023,bybrandvalue(inbillionU.S.dollars)Mexico:mostvaluablebrands2023BrandvalueinbillionU.S.dollars0CoronaExtraClaro123456787.435.49BodegaAurreraModeloEspecialPemex4.394.243.24Telcel2.93Cemex2.76Bimbo2.332.3OXXODonJulio1.8426Description:In2023,Coronawasthehighest-valuedMexicanbrand,withabrandvalueofapproximately7.4billionU.S.dollars.Claro-atelecomgroup-rankedsecondwithabrandvalueofnearly5.5billiondollars.

ReadmoreNote(s):Mexico;2023Source(s):BrandFinanceStrongestMexicanbrandsin2023,byBrandStrengthIndexMexico:strongestbrands202310089.689.388.586.986.386.186.1908070605040302010085.68584.6LALA1800TequilaTelcelGamesaGNPSegurosDonJulioTíaRosaPeñafielBodegaTecateAurrerá27Description:In2023,LALA-adairycompany-wasthestrongestMexicanbrand,withaBrandStrengthIndexscoreof89.6.1800Tequilarankedsecondwithascoreof89.3.Mexicanwirelesstelecommunicationscompany,Telcel,followed.

ReadmoreNote(s):Mexico;2023Source(s):BrandFinanceLeadingbeerbrandsinMexicoin2023,bybrandvalue(inbillionU.S.dollars)LeadingbeerbrandsinMexico2023,bybrandvalue87.43765432104.24CoronaModelo28Description:In2022,CoronawasthemostvaluableMexicanbeerbrand,withabrandvalueofover7.4billionU.S.dollars.Modelorankedsecond,valuedatmorethan4.2billiondollars.

ReadmoreNote(s):asofSeptember26,2023Source(s):BrandFinanceLeadingtequilabrandsworldwidein2022,basedonsalesvolume(inmillion9litercases)*Globaltequilamarket:leadingbrandsbasedonsalesvolume2022Salesvolumeinmillion9litercases1.5

2.0

2.50.00.51.03.03.54.03.94.5PatrónDonJulio3.5CasamigosElJimadorEspolòn3.21.71.3OlmecaAltos1.129Description:Patróntequilawastheleadingtequilabrandworldwidein2022,withasalesvolumeofapproximately3.9million9-litercases.PatrónwasoriginallyproducedbyaMexicandistillerycalledCasa7Leguas,beforebeingsoldtoSt.MaartenSpiritsin1989.AsofJanuary2018,PatrónwasacquiredbyBacardi,oneofthelargestspiritscompaniesintheworldanddistributoroficonicbrandssuchasBacardirumandGreyGoosevodka.

ReadmoreNote(s):Worldwide;2022;*Includesgloballyandregionallyoperatingbrands.ReadmoreSource(s):DrinksInternational;EuromonitorLeadingspiritsbrandsrankedbybrandawarenessinMexicoin2022Mostwell-knownspiritsbrandsinMexicoShareofrespondents0%10%20%30%40%50%60%70%80%DonJulioBacardi78%70%68%JoseCuervoJohnieWalkerJackDanielsAbsolutVodkaBlack&WhiteBaileys66%66%63%60%59%SmirnoffCabritoPresidenteTorresDonPedro56%54%53%52%50%30Description:In2022,DonJulio,atequilabrand,wasthemostwell-knownspiritsbrandinMexico,accordingtoasurveymadebythirdweretherumandspiritsbrandsBacardi,with70percent,andtequilacompanyJoseCuervoat68percent.ReadmoreNote(s):Mexico;2022;1,290respondents;18to64yearsConsumerInsights.About78percentoftherespondentssaidthattheyknowthebrand,atleastbyname.RankedsecondandSource(s):ConsumerInsightsCHAPTER

06ConsumerbehaviorQuarterlyexpenditureonalcoholicbeveragesinMexicoin2016and2020(inbillionMexicanpesos)Mexico:expenditureonalcoholicbeverages2016-20204.54.03.54.073.323.02.622.52.01.51.00.50.020162018202032Description:AccordingtoahouseholdsurveycarriedoutinMexico,quarterlyexpenditureonalcoholicbeveragesinthecountrywasequivalentto4.07billionMexicanpesosin2020,whileitamountedto3.32billionMexicanpesosin2018.Twoyearsbeforethat,thisvaluewasequalto2.62billionMexicanpesos.ReadmoreNote(s):Mexico;August21toNovember28,2020;105,483respondentsSource(s):INEGIPercapitaconsumptionofalcoholinMexicofrom2013to2028(inlitersofpurealcohol)PercapitaconsumptionofalcoholinMexico2013-202865.0355.0154.984.954.974.994.984.974.974.964.954.954.924.94543210201320142015201620172018201920202021202220232024202520262027202833Description:ThealcoholconsumptionpercapitainMexicowasforecasttocontinuouslydecreasebetween2024and2028byintotal0.03.Thepercapitaconsumptionisestimatedtoamountto4.94litersin2028.

ReadmoreNote(s):Mexico;2013to2028;allvaluesareestimatesSource(s):RankingofthebestratedalcoholicbeveragesinMexicoin2023BestratedalcoholicbeverageinMexico2023Scoreoutof50.00.51.01.52.02.53.03.54.04.54.45.0ReposadoTequila(spirit)Margarita(cocktail)Kahlúa(liqueur)4.24.24.24.2BlancoTequila(spirit)Añejo(spirit)Mezcal(spirit)4.1Michelada(cocktail)Sangrita(cocktail)Tequila(spirit)4.14.144Rompope(cocktail)34Description:Accordingtothesource,ReposadoTequilaisthebest-ratedalcoholicdrinkinMexicoasofJuly2023,withascoreof4.2starsoutoffive."Reposado"TequilaisvarietyofTequilathathasbeenagedbetweentwototwelvemonthsinoak,thusallowingabalancebetweenagaveandwoodaromas.ReadmoreNot