零食与非酒精饮料类2024年一季度（英）-15正式版-WN8

In&Outviewandfullchannellandscapeforsnacks&drinksQ12024NuriaMorenoJavierSanchezWorldpanelDivision,KantarJuly2024OOHisessentialfortotalmarketreal,anditsproportioncontinuestoescalateSnacks&Non-AlcoholicDrinks–

%Value-QuarterIHShareOOHShareQ122Q123Q1Q12422Q123Q1Q12422Q123Q1Q12422Q123Q1Q12422Q123Q124Q122Q123Q1Q12422Q123Q1Q12422Q123Q1Q12422Q123Q1Q12422Q123Q124Total*FranceSpainUKPortugalMainlandChinaMexicoBrazilThailandIndiaSource:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,KantarGlobalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.2OOHisoutperformingIHinIndia,Brazil,UK,France,andMainlandChinaSnacks&Non-AlcoholicDrinksIn&OutValue–

Q12024vsYearAgoTotalOOHIH44%34%31%18%18%15%13%9%14%7%14%11%4%10%9%9%6%3%3%1%2%0%0%-1%0%-4%0%-1%-3%-5%TotalUKSpainPortugalFranceBrazilMexicoMainlandChinaThailandIndiaSource:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,KantarGlobalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.3OOHgrowthisexplainedbytrips,whileinflationslowsdownbothin&outTotalOOHvsTotalFood&Drinks–

Value%EvolutionvsYearagoOut-of-Home(OOH)In-Home(IH)+16%+19%+15%+14%+8%+10%+8%+3%+17%+7%5%1%2%2%5%5%3%2%4%2%8%14%8%7%3%10%9%9%8%2%3%-1%4%4%3%3%-2%-1%-2%-3%Q12023Q22023TripsQ32023Q42023Q12024Q12023Q22023TripsQ32023Q42023Q12024PricexunitMoreUnitsPricexunitMoreUnitsSource:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,KantarGlobalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.4GlobalOOHrecoveryiscomingfromCoffeeShops,Impulse,andModerntradeSnacks&Non-AlcoholicDrinks–

TotalMarkets–

In&OutChannelValueShareQ120228.0%9.0%9.2%2.2%2.3%4.2%2.9%1.6%4.0%4.1%3.7%66.3%Q12023Q120242.4%2.3%4.4%3.1%1.6%4.3%3.7%3.9%64.5%2.4%2.4%4.7%3.4%2.0%4.6%3.6%4.4%62.3%Bars,Cafes,CoffeeShopsFullServiceRestaurantsQuickServiceRestaurantsBakeries,Sandwich,OthersHorecaHyper,Super,DiscountforOOHInHomePurchasesStreetvendors,Foodtrucks,MilkteahousesConvenienceStoreforOOHOtherimpulse(Candystores,vendingmachines,petrolstations)TraditionalTradeforOOHSource:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,KantarGlobalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.5SaltySnacksandBiscuitsarethefastestgrowingOOHcategoriesinQ12024Bubblesize:%sharevalueIn&OutinQ1202410%8%IceCreamJuiceWater6%4%BiscuitsSaltySnacksSoftDrinks2%0%Coffee-2%-4%0%5%10%15%20%%EvolValueOut-of-Home(Q12024vsY.Ago)Source:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,KantarGlobalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.6IndiaandTraditionalTradearetopcontributorsforSaltySnacksgrowthOOHSaltySnacksSaltySnacksTotalmarkets–

OOHValueQ12024vsY.AgoTotalmarkets–

OOHChannelValueShare64%TraditionalTradeforOOHConvenienceStoreforOOH31%35%Hyper,Super,DiscountforOOH32%Otherimpulse(Candystores,vendingmachines,petrolstations)19%26%17%25%19%18%Streetvendors,Foodtrucks,Milkteahouses12%6%6%Bakeries,Sandwich,OthersHoreca0%QuickServiceRestaurantsFullServiceRestaurantsBars,Cafes,CoffeeShops4%9%-4%4%8%4%5%-6%-14%4%TotalIndiaUKMainlandMexicoChinaBrazilFranceIndonesiaThailandPortugalSpain5%Q12023Q12024Source:OOHpanels,Q12024,WorldpanelDivision,KantarGlobalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.*TT:TraditionalTrade;^MT:ModernTrade(Hyper,Super,Discount)7Lay’s

isthemostchoosenSnackingFoodBrandinOOHglobally,whilstKitKatandKinderexperiencethebiggestgrowthSource:BrandFootprint2024,WorldpanelDivision,KantarMarketsincluded:Brazil,ChineseMainland,France,GB,Indonesia,Mexico,Portugal,Spain,Thailand:8In&Outviewandfullchannellandscapeforsnaks,drinks,andmealsQ12024NuriaMorenoJavierSanchezWorldpanelDivision,KantarMay2024FoodforthoughtClickontheimagestoreadOOHBarometerQ42023OOHBarometerQ32023OOHBarometerQ22023MealDeliveryPaper202310ConclusionsOOHvaluegrowth:AnorganicrecoveryoftripsConsumersarebacktosnackinganddrinkingout-of-home.Marketisgrowinginvaluedespiteinflationshowingsignsofslowingdownbothin&outSnackingFoodshowsthebestperformanceSaltySnacksisthetopgrowingcategoryinOOH,withoutaffectingitsevolutionintake-homepurchases,asaresponsetotheriseofon-the-gomealsMorecompetitioninfreshlypreparedmealsSupermarketsandhypermarketsofferinghotreadymealsarecloser