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凯度:国外快速消费品行业首次出现复苏迹象(英文)

  • 2021年07月01日
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OOH BarometerIn&Out view and full channel landscape for snacks & drinksQ1 2021Nuria Moreno Javier Sanchez June 2021OOH Barometer Q1 2021In-Home still doesn’t make up for OOH loses Despite OOH’s declining path, some channels are thriving◼ Milk tea houses, Coffee Shops and Traditional in China◼ Bakeries and Hypers-Supers in France ◼ QSR in the UK2COVID-19 is behind a double digit decrease of OOH in all regions during Q1, while China experiences a fast recoverySnacks & Non-Alcoholic Drinks In&Out Value – Q12021 vs Y.AgoTotal OOH IH7% -5%-24%TOTAL*9% -12%-55% UK6% -12%-38% Spain8% -11%-34% Brazil1% -9%-32%France11% -5%-15%Thailand11% 2%-11%Mexico19% 9%37%19% 7%-43% PortugalChinaSource: OOH & TH purchase panels Global results based on 8 markets: UK, France, Spain, Portugal, China, Thailand,, Brazil, Mexico3Snacks have been more resilient while Drinks experience a slower recoverySnacks & Non-Alcoholic Drinks – Value in Billion USD (%Evol vs LY)Snacking FoodNon-Alcoholic Drinks20,018,016,014,0(+10%)12,010,08,06,04,0(-17%)2,0Q119 Q219 Q319 Q419 Q120 Q220 Q320 Q420 Q121OOH IH20,018,016,0(+6%)14,012,010,08,06,0(-29%)4,02,0Q119 Q219 Q319 Q419 Q120 Q220 Q320 Q420 Q121Source: OOH & TH purchase panels Global results based on 8 markets: UK, France, Spain, Portugal, China, Thailand,, Brazil, Mexico4Horeca 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 ShareQ1 201911%3% 3% 5% 3% 2% 5% 5% 3%59%Q1 202010%3% 2% 5% 2%2% 5% 4% 3%63%Q1 2021 5% 1%2% 4% 3%2% 4% 5% 3%Bars, Cafes, Coffee Shops Quick Service Restaurants Street vendors, Foodtrucks, Milk tea houses Hyper, Super, Discount for OOH Traditional Trade for OOH70%Full Service Restaurants Bakeries, Sandwich, Others Horeca Other impulse (Candy stores, vending machines, petrol stations) Convenience Store for OOH In Home Purchases5OOH is highly dependent of Horeca in Europe: Bars, Cafes and Restaurants in UK or Spain, and Bakeries in Portugal and FranceSnacks & Non-Alcoholic Drinks – In&Out Channel Value ShareUKFRQ1 201917% 2%3%5%2%5%2%64%Q1 2019 5% 6% 4% 11% 2%2%1%65%Q1 202016% 2%3%5%2%5%2%66%Q1 2020 5% 6% 4% 10% 2%2%1%68%Q1 2021 4%3%2%1%4%2%83%ESQ1 201925%5%3%4% 3%4%0%53%Q1 2021 1%3% 12% 2%3%1%PTQ1 2019 1%2%1% 8% 1%20%%76% 84%Q1 202023%4%2%3% 3%3%0%57%Q1 2020 1%2%1%7%1%3%0%85%Bars, Cafes, Coffee ShopsFull Service RestaurantsQuick Service RestaurantsBakeries, Sandwich, Others HorecaStreet vendors, Foodtrucks, Milk tea housesOther impulse (Candy stores, vending machines, petrol stations)Hyper, Super, Discount for OOHConvenience Store for OOHTraditional Trade for OOHIn Home PurchasesQ1 202115% 2%2% 3%3%0%70%Q1 2021 01%%3%1%30%%92%6OOH in Asia or Latam is more reliant on Impulse Channels and Modern TradeSnacks & Non-Alcoholic Drinks – In&Out Channel Value ShareCNBRQ1 2019 2%2%2%2% 1% 8% 14% 7%54%Q1 2019 6% 5%1%6%5% 7%0%4%Q1 2020 2%11%1%% 1%7% 13% 7%60%Q1 2020 6% 5%1%5%4% 8%0%4%Q1 2021 3%1%2% 1%6% 13% 8%THQ1 2019 12% 11%1%% 8% 2%27%54%15%34%Q1 2021 5% 1%3% 3% 6%0%3%MXQ1 2019 10%%3% 1% 8% 9%16%Q1 2020 12% 11%1%%7% 2%28%13%37%Q1 2020 10%%3% 1%7% 7% 15%Q1 2021 11% 01%%5%1%28%15%38%Q1 2021 10%3%% 1%6% 6% 14%54% 56% 68%56% 59% 65%Bars, Cafes, Coffee ShopsFull Service RestaurantsQuick Service RestaurantsBakeries, Sandwich, Others HorecaStreet vendors, Foodtrucks, Milk tea housesOther impulse (Candy stores, vending machines, petrol stations)Hyper, Super, Discount for OOHConvenience Store for OOHTraditional Trade for OOHIn Home Purchases7Thank youNuria Moreno Nuria.moreno@kantar.comJavier Sanchez Javier.sanchez@kantar.com8Annex - Perimeter of products: Snacking food & Non-Alcoholic DrinksSweet snacks◼ Biscuits and Cakes ◼ Chocolate confectionary ◼ Ice Cream and yogurt ◼ Mints, gums and candySavoury snacks◼ Crisps, Chips, and Salty Snacks ◼ Nuts & Seeds and dried fruits ◼ Popcorn ◼ Savoury pastries and other localHot Drinks◼ Coffee (On premise and RTD) ◼ Tea & Herbals ◼ Milk ◼ Hot chocolate and other localCold Drinks◼ Packaged water ◼ Juice Drinks ◼ Soft Drinks ◼ Milkshakes and other localThis report contains global calculations based on the addition of the following 8 marketsASIA: China, Thailand EUROPE: Great Britain, France, Spain, Portugal CENTRAL & SOUTH AMERICA: Mexico, Brazil9Annex - Global Channel definition: IH (in-home) vs OOH (out-of-home)IH ChannelsOOH 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 Food Bakeries, Sandwich, other HorecaQuiosks and candy shops Petrol Stations Vending Machines Street vendrs, food trucks, tea houseModern TradeHyper, Super, Discount Convenience StoresTraditional tradeTraditional food stores, not self-served10Annex - Periods: Q1 2021 vs Q1 2020Quarter 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, JuneWorst periods of COVID-19 outbreak by region:ASIA EUROPE LATAMQ1 2020P1 & P2 P3Q2 2020P4, P5, P6 P4, P5, P6Quarter 3Next 4 periods of 4 weeks P7+P8+P9+P10 corresponding to: July, August, SeptemberQuarter 4Next 3 periods of 4 weeks P11+P12+P13 corresponding to: October, November, DecemberQ3 2020Q4 2020P11, P12, P13Q1 2021P1, P2, P311

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