零食與非酒精飲料類2024年一季度（英）-15正式版-WN8

In&Outviewandfull

channellandscapefor

snacks&drinks

Q12024

NuriaMoreno

JavierSanchez

WorldpanelDivision,Kantar

July2024

OOHisessentialfortotalmarketreal,anditsproportioncontinuestoescalate

Snacks&Non-AlcoholicDrinks–%Value-Quarter

IHShareOOHShare

Q1

22

Q1

23

Q1

24

Q1

22

Q1

23

Q1

24

Q1

22

Q1

23

Q1

24

Q1

22

Q1

23

Q1

24

Q1

22

Q1

23

Q1

24

Q1

22

Q1

23

Q1

24

Q1

22

Q1

23

Q1

24

Q1

22

Q1

23

Q1

24

Q1

22

Q1

23

Q1

24

Q1

22

Q1

23

Q1

24

Total*FranceSpainUKPortugalMainlandChinaMexicoBrazilThailandIndia

Source:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,Kantar

Globalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.

2

OOHisoutperformingIHinIndia,Brazil,UK,France,andMainlandChina

Snacks&Non-AlcoholicDrinksIn&OutValue–Q12024vsYearAgo

TotalOOHIH

44%

34%

31%

18%

18%

14%

7%

3%

10%

6%

11%

4%

0%1%2%

9%

15%

13%

9%9%

3%

14%

0%0%

-1%

-4%

0%

-1%

-3%

-5%

TotalUKSpainPortugalFranceBrazilMexicoMainlandChinaThailandIndia

Source:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,Kantar

Globalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.

3

OOHgrowthisexplainedbytrips,whileinflationslowsdownbothin&out

TotalOOHvsTotalFood&Drinks–Value%EvolutionvsYearago

Out-of-Home(OOH)In-Home(IH)

+16%+19%+15%+17%+14%+8%+10%+8%+7%+3%

2%

5%

10%

9%8%

5%

4%

5%

2%

1%

2%

14%

3%

2%

9%

8%8%

7%3%

2%

4%4%

3%3%3%

-1%-1%

-2%

-2%

-3%

Q12023Q22023Q32023Q42023Q12024Q12023Q22023Q32023Q42023Q12024

TripsPricexunitMoreUnitsTripsPricexunitMoreUnits

Source:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,Kantar

Globalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.

4

GlobalOOHrecoveryiscomingfromCoffeeShops,Impulse,andModerntrade

Snacks&Non-AlcoholicDrinks–TotalMarkets–In&OutChannelValueShare

Q12022

8.0%2.2%2.3%4.2%2.9%1.6%4.0%4.1%3.7%66.3%

Q12023

9.0%2.4%2.3%4.4%3.1%1.6%4.3%3.7%3.9%

64.5%

Q12024

9.2%2.4%2.4%4.7%3.4%2.0%4.6%3.6%4.4%

62.3%

Bars,Cafes,CoffeeShopsFullServiceRestaurantsQuickServiceRestaurants

Bakeries,Sandwich,OthersHorecaStreetvendors,Foodtrucks,MilkteahousesOtherimpulse(Candystores,vendingmachines,petrolstations)

Hyper,Super,DiscountforOOHConvenienceStoreforOOHTraditionalTradeforOOH

InHomePurchases

Source:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,Kantar

Globalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.

5

SaltySnacksandBiscuitsarethefastestgrowingOOHcategoriesinQ12024

Bubblesize:%sharevalueIn&OutinQ12024

10%

8%

6%

Water

Juice

IceCream

BiscuitsSaltySnacksSoftDrinks

4%

2%

0%

Coffee

-2%

-4%

0%5%10%15%20%

%EvolValueOut-of-Home(Q12024vsY.Ago)

Source:TakeHomeandOOHpanels,Q12024,WorldpanelDivision,Kantar

Globalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.

6

IndiaandTraditionalTradearetopcontributorsforSaltySnacksgrowthOOH

SaltySnacks

Totalmarkets–OOHValueQ12024vsY.Ago

SaltySnacks

Totalmarkets–OOHChannelValueShare

64%

TraditionalTradeforOOH

ConvenienceStoreforOOH31%

35%

32%

Hyper,Super,Discountfor

OOH

19%

18%

12%

Otherimpulse(Candy

stores,vendingmachines,

petrolstations)

Streetvendors,Foodtrucks,

Milkteahouses

19%

17%

6%6%

0%

Bakeries,Sandwich,Others

Horeca

26%25%

-4%-6%

QuickServiceRestaurants

FullServiceRestaurants

4%4%

9%8%

-14%

4%4%

TotalIndiaUKMainland

China

MexicoBrazilFranceIndonesiaThailandPortugalSpain

Bars,Cafes,CoffeeShops

5%5%

Q12023Q12024

Source:OOHpanels,Q12024,WorldpanelDivision,Kantar

Globalresultsbasedon9markets:UK,Spain,Portugal,France,Brazil,Mexico,MainlandChina,Thailand,India.

*TT:TraditionalTrade;^MT:ModernTrade(Hyper,Super,Discount)

7

Lay’sisthemostchoosenSnackingFoodBrandinOOHglobally,whilstKitKatandKinderexperiencethebiggestgrowth

Source:BrandFootprint2024,WorldpanelDivision,Kantar

Marketsincluded:Brazil,ChineseMainland,France,GB,Indonesia,Mexico,Portugal,Spain,Thailand:8

In&Outviewandfullchannellandscapeforsnaks,drinks,andmeals

Q12024

NuriaMoreno

JavierSanchez

WorldpanelDivision,Kantar

May2024

Foodfor

thought

Clickontheimagestoread

OOHBarometerQ42023OOHBarometerQ32023

OOHBarometerQ22023

MealDeliveryPaper2023

10

Conclusions

OOHvaluegrowth:

Anorganicrecoveryoftrips

Consumersarebacktosnackinganddrinkingout-of-

home.Marketisgrowinginvaluedespiteinflation

showingsignsofslowingdownbothin&out

SnackingFoodshows

thebestperformance

SaltySnacksisthetopgrowingcategoryinOOH,

withoutaffectingitsevolutionintake-home

purchases,asaresponsetotheriseofon-the-go

meals

Morecompetitioninfreshly

preparedmeals

Supermarketsandhypermarketsofferinghotready

meals