OOH BarometerIn&Out view and full channel landscape for snacks & drinksQ3 2023Nuria MorenoJavier SanchezWorldpanel Division, Kantar January 2024Combined year on year growthTotal Snacks and Drinks growing due to both In-Home and Out-of-HomeSource: OOH panels, Q3 2023, Worldpanel Division, Kantar Global results based on 6 markets: UK, France, Spain, Mainland China, Brazil, Mexico16,8 18,9 17,6 14,8 8,5 15,3 13,3 11,4 13,4 19,1 16,3 14,7 15,9 20,9 16,8 16,4 18,0 23,2 26,1 27,2 28,0 26,4 29,2 33,9 27,7 28,3 28,5 34,2 30,6 28,5 28,9 35,0 33,1 31,3 32,6 37,9 Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023OOHTake Home-12%7%-10%-3%11%8%14%9%7%5%7%10%13%9%Q2 2019Q3 2019Q4 2019Q1 2020Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Snacks & Non-Alcoholic Drinks – Quarterly value sales & growth ($000Mio) 2Out-of-Home is growing faster than In-Home during 2023Source: OOH panels, Q3 2023, Worldpanel Division, Kantar Global results based on 6 markets: UK, France, Spain, Mainland China, Brazil, Mexico-12%7%-10%-3%11%8%14%9%7%5%7%10%13%9%-50%-19%-25%-23%58%25%22%29%19%9%3%11%13%11%12%25%-1%7%-2%1%10%1%2%2%8%10%12%8%Q2 2020Q3 2020Q4 2020Q1 2021Q2 2021Q3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023 In&Out OOH IHGrowth vs Year ago3OOH is outperforming IH in Brazil, UK, France and Mainland ChinaSource: OOH panels, Q3 2023, Worldpanel Division, Kantar Global results based on 6 markets: UK, France, Spain, Mainland China, Brazil, Mexico9%14%6%21%6%12%0%11%21%0%41%6%3%1%8%11%11%8%6%19%-2%TOTAL*UKSpainBrazilFranceMexicoMainland ChinaTotalOOHIHSnacks & Non-Alcoholic Drinks In&Out Value – vs Year ago4OOH value growth is still linked to a natural increase of trips in the UK Source: Take Home and OOH panels GB, Q3 2023, Worldpanel Division, Kantar4%3%14%10%12%10%9%9%6%7%-2%3%1%Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023TripsPrice x unitMore Units+13%+12%+23%+19%+21%2%2%2%2%1%10%13%16%17%12%-6%-6%-7%-5%-3%Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023TripsPrice x unitMore Units+6%+9%+11%+13%+11%Out-of-Home (OOH)In-Home (IH)Snacks & Non-Alcoholic Drinks – Value %Evolution vs Year ago 531%36%37%38%47%48%46%46%38%41%40%37%38%38%38%44%42%42%43%39%35%35%42%42%16%29%31%33%69%64%63%62%53%52%54%54%62%59%60%63%62%62%62%56%58%58%57%61%65%65%58%58%84%71%69%67%IHOOHOOH proportion continues escalate since 2020Source: OOH panels, Q3 2023, Worldpanel Division, Kantar Global results based on 6 markets: UK, France, Spain, Mainland China, Brazil, MexicoTotal*Mainland ChinaSpainBrazilMexicoFranceUKQ3 21Q3 22Q3 23Q3 20Q3 21Q3 22Q3 23Q3 20Q3 21Q3 22Q3 23Q3 20Q3 21Q3 22Q3 23Q3 20Q3 21Q3 22Q3 23Q3 20Q3 21Q3 22Q3 23Q3 20Q3 21Q3 22Q3 23Q3 20Snacks & Non-Alcoholic Drinks – %Value - Quarter6Global OOH recovery to pre-pandemic levels depends on Full-Service Restaurants, Impulse and Traditional tradeSource: OOH panels, Q3 2023, Worldpanel Division, Kantar Pure Take Home Channels = Cash and carry, door to door, cataloguePure OOH Channels = Horeca (bars, restaurants, cafes) +Impulse (vending machines, street vendors, gas stations, etc.) 7%10%11%11%3%3%3%3%2%3%3%3%4%5%5%6%3%3%3%3%1%2%2%2%4%4%4%5%3%3%3%3%3%3%3%2%69%64%63%62%Q3 2020Q3 2021Q3 2022Q3 2023 Bars, Cafes, Coffee Shops Full Service Restaurants Quick Service Restaurants Bakeries, Sandwich, Others Horeca Street vendors, Foodtrucks, Milk tea houses Other impulse (Candy stores, vending machines, petrol stations) Hyper, Super, Discount for OOH Convenience Store for OOH Traditional Trade for OOH In Home PurchasesSnacks & Non-Alcoholic Drinks – Total Countries – In&Out Channel Value Share72,04,06,08,010,012,014,016,018,020,022,0Q12020Q22020Q32020Q42020Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q12023Q22023Q32023OOHIHOOH Value growth is now faster in Snacking foods than in DrinksSource: OOH panels, Q3 2023, Worldpanel Division, Kantar Global results based on 6 markets: UK, France, Spain, Mainland China, Brazil, MexicoSnacking Food Non-Alcoholic Drinks(+15%)(+11%)Snacks & Non-Alcoholic Drinks – Value in Billion USD (%Evol vs Last year)2,04,06,08,010,012,014,016,018,020,022,0Q12020Q22020Q32020Q42020Q12021Q22021Q32021Q42021Q12022Q22022Q32022Q42022Q12023Q22023Q32023OOHIH(+10%)(+5%)80%2%4%6%8%10%12%14%-5%0%5%10%15%20%%Evol Value In Home (Q3 2023 vs Y.Ago)%Evol Value Out-of-Home (Q3 2023 vs Y.Ago)Biscuits and Coffee are the fastest growing OOH categories in Q3 2023Source: OOH panels, Q3 2023, Worldpanel Division, Kantar Global results based on 6 markets: UK, France, Spain, Mainland China, Brazil, MexicoSoft DrinksCoffeeWaterBiscuitsJuiceSalty SnacksIce CreamBubble size: %share value In&Out in Q3 20239Want to know more on Out-of-Home?Nuria MorenoGlobal Solution Director – OOH&UsageWorldpanel Division, Kantar nuria.moreno@kantar.comJavier SanchezGlobal Project Director – OOH&UsageWorldpanel Division, Kantar javier.sanchez@kantar.comContact us10
