2ND QUARTER1ST QUARTER
ALL BEVERAGES QUARTERLY REVIEW
3RD QUARTER 4TH QUARTER
Canadean Contacts: Debra Richards, Sales Support Manager: +44 (0)1256 394227 Alison Bodnar, Sales Support Administrator: +44 (0)1256 394287 Copyright
Information contained in Canadean reports is confidential and for use only by clients of Canadean with valid contracts. All copyright in these publications is reserved. No part of this report may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means (electronic, mechanical, photocopying, recording or otherwise) without prior permission of the copyright owners. Liability
Whilst every effort has been made to ensure that information contained in this report is accurate and that opinions expressed are sound, Canadean Ltd cannot be made liable for any errors, omissions or incorrect information or for any loss or consequential losses arising as a result of decisions taken based on the contents of this report. Canadean prints its reports on 100% recycled paper using 80% post consumer waste.
Quarterly Wisdom Databases and Reports available from Canadean in 2012:
West Europe
Austria
Belgium
Denmark
Finland
France
Germany
Greece
Ireland (Republic)
Ireland (Northern)
Italy
Netherlands
Norway
Portugal
Spain
Sweden
Switzerland
United Kingdom
East Europe
Belarus
Bosnia-Herzegovina
Bulgaria
Croatia
Czech Republic
Estonia
Hungary
Latvia
Lithuania
Macedonia
Poland
Romania
Russia
Serbia
Slovak Republic
Slovenia
Turkey
Ukraine
Asia Pacific
China India
Americas
Argentina*
Brazil
Chile* Colombia*
Mexico USA
* Data available only
Additional quarterly and monthly reports are available on Spain and Portugal Other products available from Canadean in 2012 include:
Global Beverage Forecasts
Soft Drinks Service – annual country and global Wisdom databases and reports
Beer Service – annual country and global Wisdom databases and reports. Includes Cider Service - annual country
and Wisdom databases and reports
Beverage Packaging Service – annual country and global Wisdom databases and reports
uConsulting and bespoke projects
For more information on any of Canadean’s beverage services or consulting please contact Canadean on tel: +44 (0)1256 394224, email: [email protected] or visit www.canadean.com
Quarterly Beverage Tracker 1
All Commercial Beverages/Q4 Feb-2013
Packaged Water ................................................................................................................................................. 4 Bulk/HOD Water ................................................................................................................................................. 4 Carbonates ......................................................................................................................................................... 5 Juice.................................................................................................................................................................... 5 Nectars................................................................................................................................................................ 6 Still Drinks ........................................................................................................................................................... 6 Squash/Syrups ................................................................................................................................................... 6 Fruit Powders ...................................................................................................................................................... 7 Iced/RTD Tea Drinks .......................................................................................................................................... 7 Iced/RTD Coffee Drinks ...................................................................................................................................... 8 Sports Drinks ...................................................................................................................................................... 8 Energy Drinks ..................................................................................................................................................... 8
Beer .................................................................................................................................................................... 9 Cider ................................................................................................................................................................... 9 Spirits ................................................................................................................................................................ 10 Wines ................................................................................................................................................................ 10 Other Alcoholic Drinks ...................................................................................................................................... 11
White Milk ......................................................................................................................................................... 11 Cultured Dairy Drinks ........................................................................................................................................ 11 Flavoured Milk .................................................................................................................................................. 12 Soymilk ............................................................................................................................................................. 12 Other Liquid Dairy ............................................................................................................................................. 12
Hot Coffee ......................................................................................................................................................... 13 Hot Tea ............................................................................................................................................................. 13
Commercial Beverage Market Trends - Million Litres, 2012P-2013F .............................................................. 19 Commercial Beverage Market Trends - Million Unit Cases, 2012P-2013F ...................................................... 20 Soft Drinks Market Trends - Million Litres, 2012P-2013F ................................................................................. 21 Soft Drinks Market Trends - Million Unit Cases, 2012P-2013F ........................................................................ 22 Carbonates Market Trends - Million Litres, 2012P-2013F ................................................................................ 23 Carbonates Market Trends - Million Unit Cases, 2012P-2013F ....................................................................... 24 Selected Retail Price Movements, 2012-2013 ................................................................................................. 25
2 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Quarterly Year
Q4-12 vs Q4-11 Actual Forecast Actual vs Forecast
Million Litres % Change 2012P 2013 % Change
All Commercial Beverages
Hot Beverages
Soft Drinks
- Carbonates
- Dilutables
- Juice/Nectars/Still Drinks
- Packaged Water
- Energy Drinks
- Sports Drinks
- Iced/RTD Tea Drinks
- Iced/RTD Coffee Drinks
Dairy Drinks
Beer
Other Alcoholic Drinks
Bulk/HOD Water
SOURCE: Trade Interviews, Canadean
1 2 3 4 5 Are confidence levels in the industry better or worse than Q3-12? [1=Better; 3=Uncertain; 5=Worse]
Are net prices rising or falling? [1=Rising; 3=Same; 5=Falling Strongly]
How are PL products performing versus the rest of the market? [1=Strongly Outperforming; 3=In line with the market; 5= Strongly Underperforming]
SOURCE : Canadean
Quarterly Beverage Tracker 3
All Commercial Beverages/Q4 Feb-2013
4 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Soft Drinks
Packaged Water
Quarterly Performance
Forecast Commentary
Bulk/HOD Water
Quarterly Performance
Forecast Commentary
Quarterly Beverage Tracker 5
All Commercial Beverages/Q4 Feb-2013
Carbonates
Quarterly Performance
Forecast Commentary
Juice
Quarterly Performance
Forecast Commentary
6 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Nectars
Quarterly Performance
Forecast Commentary
Still Drinks
Quarterly Performance
Forecast Commentary
Squash/Syrups
Quarterly Performance
Quarterly Beverage Tracker 7
All Commercial Beverages/Q4 Feb-2013
Forecast Commentary
Fruit Powders
Quarterly Performance
Forecast Commentary
Iced/RTD Tea Drinks
Quarterly Performance
Forecast Commentary
8 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Iced/RTD Coffee Drinks
Quarterly Performance
Forecast Commentary
Sports Drinks
Quarterly Performance
Forecast Commentary
Energy Drinks
Quarterly Performance
Forecast Commentary
Quarterly Beverage Tracker 9
All Commercial Beverages/Q4 Feb-2013
Alcoholic Drinks
Beer
Quarterly Performance
Forecast Commentary
Cider
Quarterly Performance
10 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Forecast Commentary
Spirits
Quarterly Performance
Forecast Commentary
Wines
Quarterly Performance
Forecast Commentary
Quarterly Beverage Tracker 11
All Commercial Beverages/Q4 Feb-2013
Other Alcoholic Drinks
Quarterly Performance
Forecast Commentary
Dairy Drinks
White Milk
Quarterly Performance
Forecast Commentary
Cultured Dairy Drinks
Quarterly Performance
12 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Forecast Commentary
Flavoured Milk
Quarterly Performance
Forecast Commentary
Soymilk
Quarterly Performance
Forecast Commentary
Other Liquid Dairy
Quarterly Performance
Quarterly Beverage Tracker 13
All Commercial Beverages/Q4 Feb-2013
Forecast Commentary
Hot Beverages
Hot Coffee
Quarterly Performance
Forecast Commentary
Hot Tea
Quarterly Performance
Forecast Commentary
14 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Soft Drinks Quarterly Update
Industry News
Distribution News
Quarterly Beverage Tracker 15
All Commercial Beverages/Q4 Feb-2013
Packaging/Legislation News
16 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
New Products and Photo Shots
Company Brand Flavours Size/Price Comments
Packaged Water
Carbonates
Juice
Nectars
Still Drinks
Squash/Syrups
Quarterly Beverage Tracker 17
All Commercial Beverages/Q4 Feb-2013
Company Brand Flavours Size/Price Comments
Energy Drinks
Source: Canadean
Figure 1: Figure 2: Figure 3:
Source: Canadean
18 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Category Functional soft drinks
(m litres) % chg % category share
2010 2011 2012F 2010-11 2011-12F 2010 2011 2012F
Total Functional Soft Drinks
Fortified
Juice
Nectars
Still Drinks
Squash/Syrups
Nutraceutical
Quarterly Beverage Tracker 19
All Commercial Beverages/Q4 Feb-2013
Quarter 4 Year To Date MAT Year
Oct-Dec %Chg Jan-Dec %Chg Dec %Chg Actual Forecast %Chg
Million Litres 2012 2011 2012 2011 2012 2011 2012P 2013
All Commercial Beverages
Hot Beverages
- Hot Tea
- Hot Coffee
Soft Drinks
Alcoholic Drinks
- Beer
- Wine
- Cider
- Spirits
- Flavoured Alcoholic Beverages
- Fortified Wine
Dairy Drinks
- White Milk
- Flavoured Milk
- Cultured Dairy Drinks
- Soymilk
- Other Liquid Dairy
Bulk/HOD Water
SOURCE: Trade Interviews, Canadean
20 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Quarter 4 Year To Date MAT Year
Oct-Dec %Chg Jan-Dec %Chg Dec %Chg Actual Forecast %Chg
Million Unit Cases 2012 2011 2012 2011 2012 2011 2012P 2013
All Commercial Beverages
Hot Beverages
- Hot Tea
- Hot Coffee
Soft Drinks
Alcoholic Drinks
- Beer
- Wine
- Cider
- Spirits
- Flavoured Alcoholic Beverages
- Fortified Wine
Dairy Drinks
- White Milk
- Flavoured Milk
- Cultured Dairy Drinks
- Soymilk
- Other Liquid Dairy
Bulk/HOD Water
SOURCE: Trade Interviews, Canadean
Quarterly Beverage Tracker 21
All Commercial Beverages/Q4 Feb-2013
Quarter 4 Year To Date MAT Year
Oct-Dec %Chg Jan-Dec %Chg Dec %Chg Actual Forecast %Chg
Million Litres 2012 2011 2012 2011 2012 2011 2012P 2013
Total Soft Drinks
Packaged Water
- Carbonated
- Still
Carbonates
* Regular
* Low Calorie
- Cola
- Clear Lemonade
- Other Non-Fruit Flavours
- Tonic Mixers & Bitters
- Other Fruit Flavours
- Lemon-lime
- Orange
- Lemon
Juice (100%)
Nectars (25%-99%)
Still Drinks (<25%)
Squash/Syrups (RTD)
Fruit Powders
Iced/RTD Tea Drinks
Iced/RTD Coffee Drinks
Sports Drinks
Energy Drinks
MAT = Moving Annual Total Carbonates exclude sports/energy drinks and iced/rtd tea and coffee drinks Iced/rtd tea and coffee drinks and sports/energy drinks include carbonated, still and powder/concentrate (RTD)
SOURCE: Trade Interviews, Canadean
22 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Quarter 4 Year To Date MAT Year
Oct-Dec %Chg Jan-Dec %Chg Dec %Chg Actual Forecast %Chg
Million Unit Cases 2012 2011 2012 2011 2012 2011 2012P 2013
Total Soft Drinks
Packaged Water
- Carbonated
- Still
Carbonates
* Regular
* Low Calorie
- Cola
- Clear Lemonade
- Other Non-Fruit Flavours
- Tonic Mixers & Bitters
- Other Fruit Flavours
- Lemon-lime
- Orange
- Lemon
Juice (100%)
Nectars (25%-99%)
Still Drinks (<25%)
Squash/Syrups (RTD)
Fruit Powders
Iced/RTD Tea Drinks
Iced/RTD Coffee Drinks
Sports Drinks
Energy Drinks
MAT = Moving Annual Total Carbonates exclude sports/energy drinks and iced/rtd tea and coffee drinks Iced/rtd tea and coffee drinks and sports/energy drinks include carbonated, still and powder/concentrate (RTD)
SOURCE: Trade Interviews, Canadean
Quarterly Beverage Tracker 23
All Commercial Beverages/Q4 Feb-2013
Quarter 4 Year To Date MAT Year
Oct-Dec %Chg Jan-Dec %Chg Dec %Chg Actual Forecast %Chg
Million Litres 2012 2011 2012 2011 2012 2011 2012P 2013
Carbonates
- Regular
- Low Calorie
Cola
- Regular
- Low Calorie
Clear Lemonade
- Regular
- Low Calorie
Other Non-Fruit Flavours
- Regular
- Low Calorie
Tonic Mixers & Bitters
- Regular
- Low Calorie
Other Fruit Flavours
- Regular
- Low Calorie
Lemon-lime
- Regular
- Low Calorie
Orange
- Regular
- Low Calorie
Lemon
- Regular
- Low Calorie
MAT = Moving Annual Total Carbonates exclude sports/energy drinks and iced/rtd tea and coffee drinks
SOURCE: Trade Interviews, Canadean
24 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Quarter 4 Year To Date MAT Year
Oct-Dec %Chg Jan-Dec %Chg Dec %Chg Actual Forecast %Chg
Million Unit Cases 2012 2011 2012 2011 2012 2011 2012P 2013
Carbonates
- Regular
- Low Calorie
Cola
- Regular
- Low Calorie
Clear Lemonade
- Regular
- Low Calorie
Other Non-Fruit Flavours
- Regular
- Low Calorie
Tonic Mixers & Bitters
- Regular
- Low Calorie
Other Fruit Flavours
- Regular
- Low Calorie
Lemon-lime
- Regular
- Low Calorie
Orange
- Regular
- Low Calorie
Lemon
- Regular
- Low Calorie
MAT = Moving Annual Total Carbonates exclude sports/energy drinks and iced/rtd tea and coffee drinks
SOURCE: Trade Interviews, Canadean
Quarterly Beverage Tracker 25
All Commercial Beverages/Q4 Feb-2013
Price (£)
Jan Apr Jul Oct Jan
Pack size/ Pack type in cl
Brands 2012 2012 2012 2012 2013
Packaged Water
4 x 200 nrPET
6 x150 nrPET
500 nrPET
97.5 nr PET
100 nrPET
150 nrPET
200 nrPET
150 nrPET
10 x 33 nr PET
12 x 50 nr PET
6 x 100 nrPET
75 nr glass
200 nrPET
200 nrPET
Carbonates
15 can
12 x 15 can
8 x 33 can
50 nrPET
125 nrPET
200 nrPET
8 x 33 can
200 nrPET
50 nrPET
200 nrPET
200 nrPET
60 nr nrPET
200 nrPET
200 nrPET
100 nrPET
75 nr glass
200 nrPET
200 nrPET
200 nrPET
100 nrPET
26 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Price (£)
Jan Apr Jul Oct Jan
Pack size/ Pack type in cl
Brands 2012 2012 2012 2012 2013
200 nrPET
200 nrPET
Juice
750 nrPET
125 nrPET
100 carton
100 carton
75cl carton
100 carton
125 carton
100 carton
100 carton
4 x 100 carton
100 nrPET
100 carton
100 carton
100 carton
100 carton
100 carton
100 carton
100 carton
Nectars
100 carton
4 x 27.5 nr glass
4 x 33 nr glass
100 carton
4 x 20 nr PET
Still Drinks
12 x 18.5 plastic
10 x 20 foil pack
4 x 20 nrPET
8 x 20 nrPET
3 x 20cl carton
Quarterly Beverage Tracker 27
All Commercial Beverages/Q4 Feb-2013
Price (£)
Jan Apr Jul Oct Jan
Pack size/ Pack type in cl
Brands 2012 2012 2012 2012 2013
100 carton
150 nrPET
50 nrPET
4 x 20cl carton
10 x 20cl carton
50 nrPET
100 nrPET
Squash/Syrups
50 nr glass
100 nrPET
100 nrPET
60 nrPET
85 nrPET
85 nrPET
100 nrPET
175cl nr PET
500 plastic
100 nrPET
100 nrPET
75 nrPET
100 nrPET
75 nrPET
150 nrPET
Iced/Rtd Tea Drinks
50 nrPET
150 nrPET
25 nr Glass
Sports Drinks
4 x 50 nrPET
50 nrPET
50 nrPET
50 nrPET
Energy Drinks
38 nrPET
28 Quarterly Beverage Tracker
All Commercial Beverages/Q4 Feb-2013
Price (£)
Jan Apr Jul Oct Jan
Pack size/ Pack type in cl
Brands 2012 2012 2012 2012 2013
6x38 nrPET
50 nrPET
50 nrPET
100 nr PET
100 nr PET
25 can
35.5 can
50 can
25 can
25 can
Source: Canadean Store Checks