葡萄酒与烈酒：变化世界中的新视野.docxVIP

Wine

WineSpirits

Newhorizonsinachangingworld

ANANDA

ANANDAROY

SVPThoughtLeadershipEuropeCPGGrowthAdvisor

WinesSpirits:NewHorizons

Circana,LLC|

0XXWineSpiritsLandscape

02RespectReinvention

03NewHorizons

WinesSpirits:NewHorizonsInAChangingWorld

Circana,LLC|Proprietaryandconfidential

0XXWineSpiritsLandscape

02ReinventionthroughDisruption

03NewHorizons

WinesSpirits:NewHorizonsInAChangingWorld

Circana,LLC|Proprietaryandconfidential

WinesSpirits:NewCircana,Source:CircanaPOSdata;PeriodendingMATNov2024

WinesSpirits:New

Circana,

Source:CircanaPOSdata;PeriodendingMATNov2024

LLC|Proprietaryandconfidential

ThealcoholicbeveragescategorycommandsasignificantproportionofFBdemand;

ledbysomeoftheworld’siconicbrands,innovativeproductsexperiences

$93bn

$SALES

-0.9%

$Sales

ChangevsYA

-2.6%

VolumeSales

ChangevsYA

12%

Share

ofFB

€69bn

€SALES

+0.1%

€Sales

ChangevsYA

-1.1%

VolumeSales

ChangevsYA

12%

Share

ofFB

A$26bn

A$SALES

ThealcoholicbeveragescategoryinEU6*isvaluedat€69bnand43%ofallbeverages;

YetVolumeisdown-1.1%ledbyWines(-1.9%)andSpirits(-4.4%)leavingmoneyonthetable

TotalBeverages

-0.1%Volume

AlcoholicBeverages

-1.1%Volume

Volume%

ChgvsYA

Value

€ChgvsYA

ValueShare+0.1%Inflation-led,notorganicdemand

TotalAlcohol

-1.1%

+42Mn

WineChampagne

-1.9%

+31Mn

AlcoholSpirits

-4.4%

-373Mn

Growthin

RTDSpirits

didnotoffset

category

contraction

RTDSpirits

+2.3%

+136Mn

BeerCider

-0.6%

+249Mn

ValueSalesrounded

WinesSpirits:NewHorizonsInAChangingWorld5Circana,

WinesSpirits:NewHorizonsInAChangingWorld5

Circana,LLC|Proprietaryandconfidential

Source:CircanaPOSdata;PeriodendingMATNov2024

●

●

6Source:CircanaPOSdatafromEU6(France,UK,Germany,Italy,

6

Source:CircanaPOSdatafromEU6(France,UK,Germany,Italy,SpainandNe