2025-06-10-花旗集团-美国饮料行业_5月31日美国尼尔森数据_35页_436kb
报告摘要
US Beverages Market Summary (May 31, 2025)
Core Content Overview
This report provides a detailed analysis of the US beverages market, focusing on non-alcoholic and alcoholic categories, including sales growth, volume changes, and price/mix trends. The data is sourced from Nielsen and analyzed by Citi Research.
Non-Alcoholic Beverage Sales Growth
The non-alcoholic beverage sector showed varied performance across categories:
- Soft Drinks: Sales increased by 13.2% in the last four weeks, outperforming the previous 12-week growth of 11.1%.
- Coffee Makers: Sales rose by 5.2% in the last four weeks, compared to 0.5% in the prior 12 weeks.
- Salty Snacks: Sales declined by -0.7% in the last four weeks, slightly better than the -1.7% decline in the prior 12 weeks.
Alcoholic Beverage Sales Growth
The alcoholic beverage industry experienced mixed results:
- Total Beer Sales (including FMBs and Hard Seltzer): Declined by -3.8% in the last four weeks, compared to -2.3% in the prior 12 weeks.
- Beer: -3.5%
- Hard Seltzer: -8.9%
- FMBs: -5.0%
- Cider: 0.2%
- Wine Sales: Decreased by -2.7%.
- Total Spirits Sales: Fell by -0.3%.
Company Performance
Non-Alcoholic Beverage Companies
| Company | 4-Week Y/Y Sales | 12-Week Y/Y Sales | 12-Week Prior Y/Y Sales | Notes |
|---|---|---|---|---|
| KO | 2.9% | 4.4% | 3.5% | Strong price/mix growth |
| PEP | -3.6% | -2.2% | -2.8% | Declining volume |
| KDP | 1.4% | 5.1% | 1.7% | Stronger growth in prior period |
| MNST | 6.9% | 6.1% | 1.5% | Consistent growth |
| Average | 1.9% | 2.9% | 3.3% | Slight decline in recent period |
Alcoholic Beverage Companies
| Company | 4-Week Y/Y Sales | 12-Week Y/Y Sales | 12-Week Prior Y/Y Sales | Notes |
|---|---|---|---|---|
| STZ | -1.4% | 0.1% | 2.0% | Declining sales and volume |
| TAP | -7.1% | -5.3% | -5.9% | Steady decline |
| SAM | -8.4% | -4.7% | -2.7% | Sharp decline in sales and volume |
| BFB | -3.8% | -3.4% | -4.5% | Declining sales and volume |
Key Trends and Insights
- Soft Drinks led the non-alcoholic category with strong sales growth, suggesting resilience or increased demand in this segment.
- KDP (Keurig Dr Pepper) showed the highest sales growth in the non-alcoholic category, with a notable increase in the last four weeks.
- PEP (PepsiCo) experienced a decline in sales and volume, indicating challenges in maintaining market share.
- KO (The Coca-Cola Company) maintained strong sales growth, driven by price/mix improvements.
- MNST (Monster Energy) continued to show positive sales growth, though at a slower pace than in the prior 12 weeks.
- Beer and Hard Seltzer saw declining sales, with Hard Seltzer performing the worst, suggesting potential market saturation or shifting consumer preferences.
- Wine sales declined significantly, with STZ showing the steepest drop in both sales and volume.
- Spirits sales declined slightly, but volume growth was more pronounced, indicating a possible shift in consumer behavior.
Conclusion
The US beverages market displayed a mixed performance, with non-alcoholic categories like soft drinks and coffee makers showing positive growth, while alcoholic beverages, particularly beer and hard seltzer, faced declining sales. Companies such as KO and KDP demonstrated strong growth, whereas PEP, SAM, and TAP struggled with declining sales and volume. These trends suggest that the market is evolving, with shifts in consumer preferences and competitive dynamics.
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