葡萄酒与烈酒：变化世界中的新视野.pptxVIP

WinesSpirits:NewHorizonsCircana,LLC|WineSpiritsNewhorizonsinachangingworldANANDAROYSVPThoughtLeadershipEuropeCPGGrowthAdvisor

0XXWineSpiritsLandscape02RespectReinvention03NewHorizonsWinesSpirits:NewHorizonsInAChangingWorldCircana,LLC|Proprietaryandconfidential

0XXWineSpiritsLandscape02ReinventionthroughDisruption03NewHorizonsWinesSpirits:NewHorizonsInAChangingWorldCircana,LLC|Proprietaryandconfidential

ThealcoholicbeveragescategorycommandsasignificantproportionofFBdemand;ledbysomeoftheworld’siconicbrands,innovativeproductsexperiences-3.2%VolumeSalesChangevsYA+0.1%€SalesChangevsYA-1.1%VolumeSalesChangevsYA12%ShareofFB-0.9%$SalesChangevsYA-2.6%VolumeSalesChangevsYA12%ShareofFBA$26bnA$SALES$93bn$SALES+0.3%A$SalesChangevsYA€69bn€SALESHorizonsInAChangingWorldLLC|ProprietaryandconfidentialSource:CircanaPOSdata;PeriodendingMATNov2024WinesSpirits:NewCircana,19%ShareofFB

Volume%ChgvsYAValue€ChgvsYAValueShare+0.1%Inflation-led,notorganicdemandTotalAlcohol-1.1%+42MnWineChampagne-1.9%+31MnAlcoholSpirits-4.4%-373MnGrowthinRTDSpiritsdidnotoffsetcategorycontractionRTDSpirits+2.3%+136MnBeerCider-0.6%+249MnThealcoholicbeveragescategoryinEU6*isvaluedat€69bnand43%ofallbeverages;YetVolumeisdown-1.1%ledbyWines(-1.9%)andSpirits(-4.4%)leavingmoneyonthetableAlcoholicBeverages-1.1%VolumeWinesSpirits:NewHorizonsInAChangingWorld5Circana,LLC|ProprietaryandconfidentialTotalBeverages-0.1%Volume*EU6:France,Germany,Netherlands,Spain,Italy,UKSource:CircanaPOSdata;PeriodendingMATNov2024ValueSalesrounded

PlantBDrinasedksSpEortsnergyRTDSpiritsNonCarbonatesW●●TeaaterMilkBasedDrinksBeerCiCofderfee● CarbonaUHTMilktesJuicesSCondenmoothiessedMilkPowder●ChilledLSyrMilkupConcentratesHotChoco