1、 2023 Information Resources Inc.(IRI).Confidential and proprietary.February 16,20232022 CPGGrowth Leaders2 2Executive SummaryGrowth Leaders ResultsU.S.CPG omnichannel sales grew 8.4%in 2022,accelerating from 2021s growth of 4.6%Growth in 2022 was driven entirely by price/mix(10.0%),while continuing

2、to ease back to COVID-19-era volume growth(-1.5%).However,aggregate CPG volume remains elevated over a three-year horizon(2.7%CAGR,2019-2022).Large CPGs:Constellation(9.7%)tops the list of large company growth,followed by Reckitt,LOral,Bimbo and Mars.All 10 leaders drove meaningful price/mix growth.

3、The top three leaders drove meaningful volume with growth-oriented execution,capitalizing on market disruptions.Mid-Size CPGs:Upfield led the list with 30.9%sales growth from significant portfolio-wide pricing.Complementing price/mix growth,volume was up 4%among the top 15 Growth Leaders,with six of

4、 15 driving 5%volume growth.Small CPGs:Newly launched Prime Hydration led small CPGs,taking 1pp share within the sports drink category.All Small Growth Leaders delivered double-digit sales growth and 11 of 15 drove double-digit volume growth as well.Growth Leaders in 2022 won by delivering pricing-l

5、ed growth,while maintaining demand as consumers faced increased economic and inflationary pressures,and consumption patterns continued to stabilize in a post-COVID-19 new normal.Capabilities:Pricing,in the form of promotional strategies and accelerating impact from digital/social go-to-market capabi

6、lities,were key execution levers for CPG Growth Leaders.Consumer Trends:Self-care and discretionary indulgence were consumer trends in 2022,reflecting recovery of key consumer activities post-COVID-19.Pet care,nutrition,protein(including plant-based)and energy trends sustained COVID-19 momentum.Movi