20240507_NIQ_饮料行业：2024中国饮料行业趋势与展望_19页.pdf
2023 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.2024 NielsenIQ A&I Beverage Team 2023 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.2023 0.5%-0.5 6.0-2.4 0.0-0.5 3.4-2.1-7.0-11.4|IQ O2O|2023-3.6%+5.7%-5.8%O2O+2.6%23:IQ 55 2XVAZyRtOtQmNoQsRmRsNmNaQ9R6MtRrRtRmQfQpPrMeRnNyR9PqQxPNZrNtRxNnMmP 2023 Nielsen Consumer LLC.All Rights Reserved.317.6 17.6 18.3 18.821.118.420.421.221.218.516.516.116.616.7 17.519.419.418.5 17.9 17.415.415.114.3 14.7 15.110.99.4 9.1 8.7 8.31.8 1.9 2.0 2.1 2.12019 2020 2021 2022 2023+6.2%-7.0%+8.8%+1.6%+18.9%+11.4%+3.4%+9.2%-2.4%-2.7%+0.5%-7.0%+0.5%-2.0%-5.4%-2.0%+13.1%+17.9%+6.6%+9.4%+17.2%+16.3%+7.7%+20.8%-7.9%+1.8%-9.6%-20.5%-7.6%-9.6%-7.7%-3.7%2816 2595 2934 2863 3041/|vs LY|2019-2023 7():IQ 2312 2023 Nielsen Consumer LLC.All Rights Reserved.4 2023(500)05001,0001,5002,0002,5002022 2023(500)05001,0001,5002022 2023(50)0501001502022 2023(500)05001,0002022 2023:IQ 2312 ANjc/JEZK4OYP6VeJjft1ZKvZxvDHl7CnYBIQwX/6MOtqBgbzEQEuaPudA0DIXkX 2023 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.19.014.555.754.96.411.37.67.05.75.91.31.64.3 4.72019 20236(0-400 ML(400-600 ML(600-1249 ML(1249-1999 ML(2000-3999 ML 4000ML&Above&|plus&+101%+105%+72%+40%+213%2023 vs 20195.926.018.30.93.2CSD RTDT Juice PWATER FD6.11.95.28.12.8CSD RTDT Juice PWATER FD+18%+27%+11%+32%+25%4-9L+15%RDT+34%CSD+6%FD+25%10L+5164%:IQ 2312 2023 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.7 15 15 1514125956 56555667810 127777678777222224 5 4 5 42019 2020 2021 2022 2023292724232145475050507 789109 99995 5 56 62019 2020 2021 2022 2023(0-400 ML(400-600 ML(600-1249 ML(1249-1999 ML(2000-3999 ML 4000ML&Above&|:IQ 2312(0-400 ML(400-600 ML(600-1249 ML(1249-1999 ML&(2000-3999 ML 4000ML&Above 2023 Nielsen Consumer LLC.All Rights Reserved.8 55%37%31%27%23%16%7%/23%20%19%/26%18%13%/0/:IQ 2023 BASES 2023 Nielsen Consumer LLC.All Rights Reserved.012345678910111213141516171819200123456789101112131415161718192021222324Jan20Feb20Mar20Apr20May20Jun20Jul20Aug20Sep20Oct20Nov20Dec20Jan21Feb21Mar21Apr21May21Jun21Jul21Aug21Sep21Oct21Nov21Dec21Jan22Feb22Mar22Apr22May22Jun22Jul22Aug22Sep22Oct22Nov22Dec22Jan23Feb23Mar23Apr23May23Jun23Jul23Aug23Sep23Oct23Nov23Dec23 012345678910111213141516171819200123456789101112131415161718192021222324Jan20Feb20Mar20Apr20May20Jun20Jul20Aug20Sep20Oct20Nov20Dec20Jan21Feb21Mar21Apr21May21Jun21Jul21Aug21Sep21Oct21Nov21Dec21Jan22Feb22Mar22Apr22May22Jun22Jul22Aug22Sep22Oct22Nov22Dec22Jan23Feb23Mar23Apr23May23Jun23Jul23Aug23Sep23Oct23Nov23Dec23 9 241 2023+26%2023-22%38%49%1%12%+110%+16%&+66%:IQ 2312&2023 Nielsen Consumer LLC.All Rights Reserved.10+6%+19%+110%+6%+12%+86%C 9320221572023+64:IQ 2312 Nov21Feb22May22Aug22Nov22Feb23May23Aug23Nov23HypermarketSupermarketMinimarketCVS Nov21Feb22May22Aug22Nov22Feb23May23Aug23Nov23HypermarketSupermarketMinimarketCVSNov21Jan22Mar22May22Jul22Sep22Nov22Jan23Mar23May23Jul23Sep23Nov23Nov21Jan22Mar22May22Jul22Sep22Nov22Jan23Mar23May23Jul23Sep23Nov23 2023 Nielsen Consumer LLC.All Rights Reserved.1137%7%31%27%16%23%Power Up!DopamineGo Refreshing 5.8/6.0/6.0/6.5/6.5/6.5/6.0/5.0/7.9/5.8/:IQ 2023 BASES 2023 Nielsen Consumer LLC.All Rights Reserved.12:2023 Nielsen Consumer LLC.All Rights Reserved./3.0 3.5 1L 4.0 5.0/+0.50.8+4/+0.5 21 11 23 11 23 1 2022 WTI$77.58/+98%vs 2019()+30%vs 19/2022 105.5(2019 100)500ML+0.5 22 4 23 3 22 10 22 7 500ML 3.0 3.5 23 4 21 2 22 1 19 1 23 8 24 3 2023 Nielsen Consumer LLC.All Rights Reserved.:13 2023 Nielsen Consumer LLC.All Rights Reserved.5.9 5.4 4.819.017.115.832.732.331.320.318.917.121.325.230.00.9 1.1 1.02021 2022 20237+5,7)4,5)3,4)2,3)0,2)|2021-2023|2021-20234.3 3.9 0.01.02.03.04.05.06.0Jan22Mar22May22Jul22Sep22Nov22Jan23Mar23May23Jul23Sep23Nov23:IQ 2312 6/600ML/20232022 4.0-11%4.6-9%3.9-8%2.3+12%4.4-11%6.5+11%143/*2024()1.1.5.2./2.3.6.4./7.5.4.16.23 7 24 1 2023 Nielsen Consumer LLC.All Rights Reserved.:IQ 15/O2O/O2O/O2O%XXX 2023 Nielsen Consumer LLC.All Rights Reserved.3.6 3.4 2.95.2 5.65.410.2 10.210.26.97.27.868.666.6 66.64.95.64.90.21.1 1.92021 2022 2023&-1.2%-5.9%+5.6%-0.4%+3.3%-4.1%+11.9%+5.9%+399.3%-10.8%+2.8%+5.5%+14.7%+6.0%-6.4%+77.9%:IQ 2312 16Jan&Feb22Mar22Apr22May22Jun22Jul22Aug22Sep22Oct22Nov22Dec22Jan&Feb23Mar23Apr23May23Jun23Jul23Aug23Sep23Oct23Nov23Dec23 5.9%+7.6%2023+6.1%2023 2023 Nielsen Consumer LLC.All Rights Reserved.1.02.0 2023 Nielsen Consumer LLC.All Rights Reserved.:17 2022 vs.2019 24%56%60%32%32%28%2022 311,+1.1%95%69 87 91%55%9.7%4.2%7.6%2021 2022 2023 70%300 2000 40000 60 2023 Nielsen Consumer LLC.All Rights Reserved.:NIQ 18 2023 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.谢谢19
