1、Wines&Spirits:New Horizons In A Changing WorldCircana,LLC|Proprietary and confidentialWine&SpiritsWine&SpiritsNew horizons in a changing worldNew horizons in a changing worldANANDA ROYSVP Thought Leadership EuropeCPG Growth AdvisorWines&Spirits:New Horizons In A Changing WorldCircana,LLC|Proprietary

2、 and confidentialWines&Spirits:New Horizons In A Changing WorldCircana,LLC|Proprietary and confidentialXXXXXX01Wine&Spirits Landscape 0302Respect&ReinventionNew HorizonsWines&Spirits:New Horizons In A Changing WorldCircana,LLC|Proprietary and confidentialWines&Spirits:New Horizons In A Changing Worl

3、dCircana,LLC|Proprietary and confidentialXXXXXX01Wine&Spirits Landscape 0302Reinvention through DisruptionNew HorizonsWines&Spirits:New Horizons In A Changing WorldCircana,LLC|Proprietary and confidentialThe alcoholic beverages category commands a significant proportion of F&B demand;led by some of

4、the worlds iconic brands,innovative products&experiences$93bn$SALES-2.6%Volume SalesChange vs YA-0.9%$SalesChange vs YA12%Shareof F&BSource:Circana POS data;Period ending MAT Nov 2024Source:Circana POS data;Period ending MAT Nov 2024A$26bnA$SALES-3.2%Volume SalesChange vs YA 19%Shareof F&B+0.3%A$Sal

5、esChange vs YA69bn SALES12%Shareof F&B+0.1%SalesChange vs YA-1.1%Volume SalesChange vs YA Wines&Spirits:New Horizons In A Changing WorldCircana,LLC|Proprietary and confidentialThe alcoholic beverages category in EU6*is valued at 69bn and 43%of all beverages;Yet Volume is down-1.1%led by Wines(-1.9%)

6、and Spirits(-4.4%)leaving money on the table 5Total Beverages-0.1%VolumeAlcoholic Beverages-1.1%VolumeVolume%Chg vs YAValue Chg vs YATotal Alcohol-1.1%+42MnWine&Champagne-1.9%+31MnAlcohol&Spirits-4.4%-373Mn RTD Spirits+2.3%+136MnBeer&Cider-0.6%+249MnGrowth inRTD Spiritsdid not offset category contra