國外快速消費品行業(yè)首次出現(xiàn)復蘇跡象

1、OOH BarometerIn&Out view and full channel landscape for snacks & drinksQ1 2021Nuria Moreno Javier Sanchez June 2021OOH Barometer Q1 2021In-Home still doesnt make up for OOH losesDespite OOHs declining path, some channels are thrivingMilk tea houses, Coffee Shops and Traditional in ChinaBakeries and

2、Hypers-Supers in FranceQSR in the UK2COVID-19 is behind a double digit decrease of OOH in all regions during Q1, while China experiences a fast recovery-5%-12%-12%-11%-9%-5%2%9%19%-24%-38%-34%-32%-15%-11%-43%37%7%9%6%8%1%11%11%19%7%TOTAL*-55% UKSpainBrazilFranceThailandMexicoPortugalChinaSnacks & No

3、n-Alcoholic Drinks In&Out Value Q12021 vs Y.AgoTotalOOHIHSource: OOH & TH purchase panelsGlobal results based on 8 markets: UK, France, Spain, Portugal, China, Thailand, Brazil, Mexico3Snacks have been more resilient while Drinks experience a slower recovery2,04,06,08,010,012,014,016,018,020,0Q119Q2

4、19Q319Q419Q120Q220Q320Q420Q1212,04,06,08,010,012,014,016,018,020,0Q119Q219Q319Q419Q120Q220Q320Q420Q121OOHIHSnacks & Non-Alcoholic Drinks Value in Billion USD (%Evol vs LY)Snacking FoodNon-Alcoholic Drinks (-29%)Source: OOH & TH purchase panelsGlobal results based on 8 markets: UK, France, Spain, Por

5、tugal, China, Thailand, Brazil, Mexico4(+6%)(-17%)(+10%)Horeca channels have been the most impacted by COVID-19, especially Bars Cafes Coffee shops and Full-service restaurantsSnacks & Non-Alcoholic Drinks Total Countries In&Out Channel Value Share1%2% 4% 3%2%3% 3%5%3% 2%5%5%3%3% 2%5%2%2% 5%4%3%4%5%

6、3%59%63%70%Q1 201911%Q1 202010%Q1 20215%Bars, Cafes, Coffee ShopsQuick Service RestaurantsStreet vendors, Foodtrucks, Milk tea houses Hyper, Super, Discount for OOHTraditional Trade for OOHFull Service RestaurantsBakeries, Sandwich, Others HorecaOther impulse (Candy stores, vending machines, petrol

7、stations) Convenience Store for OOHIn Home Purchases5OOH is highly dependent of Horeca in Europe: Bars, Cafes and Restaurants in UK or Spain, and Bakeries in Portugal and France16%2%3%5%2%5%2%4%3%2%1%4%2%66%83%Q1 2020Q1 2021Snacks & Non-Alcoholic Drinks In&Out Channel Value Share25%23%15%4%2%3% 3%2%

8、2% 3%5%3%4% 3%4%0%3%0%3%0%53%57%70%Q1 2019Q1 2020Q1 2021ES5% 6%4% 10%2%2%1%3% 12%2%3%1%5% 6% 4% 11%2%2%1%65%68%76%Q1 201917%2%3%5%2%5%2%64%Q1 2019Q1 2020Q1 2021 1%UKFR%3%1%7%1%3%0%30%84%85%92%Q1 2019 1%2%1% 8% 1%20%Q1 2020 1%2%1Q1 2021 01%PTBars, Cafes, Coffee ShopsFull Service RestaurantsQuick Serv

9、ice RestaurantsBakeries, Sandwich, Others HorecaStreet vendors, Foodtrucks, Milktea housesOther impulse (Candy stores, vending machines, petrol stations)Hyper, Super, Discount for OOHConvenience Store for OOHTraditional Trade for OOHIn Home Purchases6OOH in Asia or Latam is more reliant on Impulse C

10、hannels and Modern Trade8%60%54%Q1 2020 2%11%1% 1%7%13%7%Q1 2021 3% 1%2%1%6%13%11% 01%12% 11%1% 8% 2%12% 11%1%7% 2%5%1%27%28%28%15%13%15%34%37%38%Q1 2019Q1 2020Q1 2021TH6% 5%1%6%6% 5%1%5%5% 7%0%4%4% 8% 0%4%5% 1%3%3% 6%0%3%54%56%68%Q1 2019 2%2%2%2%1% 8%14%7%54%Q1 2019Q1 2020Q1 2021Snacks & Non-Alcoho

11、lic Drinks In&Out Channel Value Share CNBR%3%1%6%6%14%3%3%1% 8%9%1%7% 7%16%15%56%59%65%Q1 2019 10Q1 2020 10Q1 2021 10MXBars, Cafes, Coffee ShopsFull Service RestaurantsQuick Service RestaurantsBakeries, Sandwich, Others HorecaStreet vendors, Foodtrucks, Milktea housesOther impulse (Candy stores, ven

12、ding machines, petrol stations)Hyper, Super, Discount for OOHConvenience Store for OOHTraditional Trade for OOHIn Home Purchases7Thank you8Nuria MorenoNuria.morenoJavier SanchezJavier.sanchezAnnex - Perimeter of products: Snacking food & Non-Alcoholic DrinksSweet snacksSavourysnacks Hot DrinksCold D

13、rinks Biscuits and Cakes Chocolate confectionary Ice Cream and yogurt Mints, gums and candy Crisps, Chips, and Salty Snacks Nuts & Seeds and dried fruits Popcorn Savoury pastries and other local Coffee (On premise and RTD) Tea & Herbals Milk Hot chocolate and other local Packaged water Juice Drinks

14、Soft Drinks Milkshakes and other localThis report contains global calculations based on the addition of the following 8 marketsASIA: China, ThailandEUROPE: Great Britain, France, Spain, Portugal CENTRAL & SOUTH AMERICA: Mexico, Brazil9Annex - Global Channel definition: IH (in-home) vs OOH (out-of-ho

15、me)OOH ChannelsIH ChannelsModern TradeHyper, Super, Discount Convenience StoresTraditional tradeTraditional food stores, not self-servedPure IH ChannelsCash & Carry, catalogue, Door to door, Gifting, othersPure OOH channelsBars, Cafes, Coffee Shops Full-Service Restaurants QSR & Fast FoodBakeries, S

16、andwich, other HorecaModern TradeHyper, Super, Discount Convenience StoresTraditional tradeTraditional food stores, not self-servedQuiosks and candy shops Petrol StationsVending MachinesStreet vendrs, food trucks, tea house10Annex - Periods: Q1 2021 vsQ1 202011Quarter 1First 3 periods of 4 weeks P1+P2+P3 corresponding to: January, February, MarchQuarter 2Next 3 periods of 4 weeks P4+P5+P6 corresponding to: April, May, JuneQuarter 3Next 4 periods of 4 weeks P7+P8+P9+P10 corresponding to: