1、In&Out view and full channel landscape for snacks&drinksQ4 2023Nuria MorenoJavier SanchezWorldpanel Division,Kantar April 2024OOH is outperforming IH in all markets except for Spain,Portugal,MexicoSnacks&Non-Alcoholic Drinks In&Out Value Q4 2023 vs Year Ago11%13%5%3%10%24%12%4%-3%47%17%24%-1%1%18%42

2、%9%8%-2%65%7%9%8%4%6%13%13%2%-4%13%TotalUKSpainPortugalFranceBrazilMexicoChinaThailandIndiaTotalOOHIHSource:OOH panels,Q4 2023,Worldpanel Division,Kantar Global results based on 9 markets:UK,Spain,Portugal,France,Brazil,Mexico,China,Thailand,India.2Recovery in trips is the biggest growth driver for

3、OOH in almost all markets23%26%17%32%15%15%17%-3%-2%-5%25%7%2%1%-4%-12%2%1%48%0%-16%-7%-3%-3%0%-1%IndiaBrazilUKFranceMexicoChinaPortugalSpainThailandTripsPrice x unitMore UnitsTotal OOH Value%Evolution Q4 2023 vs Year ago+65%+42%+24%+18%-2%+9%+8%+1%-1%Source:OOH panels,Q4 2023,Worldpanel Division,Ka

4、ntar Global results based on 9 markets:UK,Spain,Portugal,France,Brazil,Mexico,China,Thailand,India.334%35%37%28%29%31%29%30%32%36%35%33%34%33%44%42%41%40%37%43%44%44%45%44%47%48%0%64%72%66%65%63%72%71%69%71%70%68%64%65%67%66%67%56%58%59%60%63%57%56%56%55%56%53%52%0%36%28%IH ShareOOH ShareOOH proport

5、ion continues to escalate since 2021Total*ChinaUKMexicoBrazilPortugalFranceSnacks&Non-Alcoholic Drinks%Value QuarterSpainThailandIndiaQ4 21Q4 22Q4 23Q4 21Q4 22Q4 23Q4 21Q4 22Q4 23Q4 21Q4 22Q4 23Q4 21Q4 22Q4 23Q4 21Q4 22Q4 23Q4 21Q4 22Q4 23Q4 21Q4 22Q4 23Q4 21Q4 22Q4 23Q4 21Q4 22Q4 23Source:OOH panel

6、s,Q4 2023,Worldpanel Division,Kantar Global results based on 9 markets:UK,Spain,Portugal,France,Brazil,Mexico,China,Thailand,India.4Bakeries,Impulse,and Traditional Trade are the best performing OOH cannels this last quarter vs.Year ago8.5%9.2%9.3%2.5%2.3%2.3%2.3%2.3%2.5%4.2%4.3%4.9%2.8%3.0%3.4%1.7%