Suntory Oceania的动态

Strategic Pour: Campari Targets Asia for Expansion, Aiming to Stir Up the Market. #CampariAsia #MarketExpansion #StrategicGrowth #SpiritIndustry #AsianMarkets #DrinkInnovation #CampariCocktails #BusinessStrategy #GlobalBrands #MarketPotential

Suntory Sales Up 3.5% Despite Challenging Environment in the US: How the Brand Is Thriving. Rupert Hohwieler, Suntory Holdings Limited,Toru Miyanaga #Suntory #SalesGrowth #SpiritsIndustry #USMarket #BusinessResilience #BrandStrategy #MarketTrends #PremiumSpirits #SpiritsInnovation #IndustrySuccess

Is the 'Growth at All Costs' Mindset in Keurig Dr Pepper and Nestlé's Collaboration Sustainable for Long-Term Success in the Ready-to-Drink Beverage Market? The joint venture between Keurig Dr Pepper (KDP) Canada and Nestlé concerning the Nestea brand heralds a significant strategic move within the ready-to-drink beverage sector, particularly in the iced tea category. While this collaboration may enhance KDP's short-term market position and leverage Nestlé's established consumer trust, it is crucial to critically examine several factors, particularly in relation to Environmental, Social, and Governance (ESG) scoring. First and foremost, the production and distribution of ready-to-drink beverages pose substantial environmental challenges. This includes water consumption, plastic packaging waste, and carbon emissions from distribution logistics. As Nestlé has faced scrutiny for its water sustainability practices in the past, KDP must ensure that the partnership prioritizes ESG Objectives in the manufacturing process. This could involve adopting sustainable sourcing of ingredients, reducing plastic use through innovative packaging strategies, and pursuing eco-friendly production methodologies. If these environmental considerations are not adequately addressed, the venture could jeopardize Nestlé's ESG credibility and dilute the potential benefits of the partnership. Social responsibility is another critical area of focus. Keurig Dr Pepper and Nestlé should actively engage with local communities to ensure ethical labor practices and fair compensation within their supply chains. Enhancing social responsibility through transparency and community engagement can significantly improve the overall perception of both companies and positively influence their ESG scores. From a governance standpoint, it is essential that the joint venture establishes a strong framework for accountability and transparency. KDP must ensure that its operations align with Nestlé’s corporate governance standards. Implementing mechanisms to address potential ethical concerns, product quality, and integrity will be crucial. Regular assessments and stakeholder reporting can help foster trust and demonstrate accountability in their operations. In summary, while the collaboration between Keurig Dr Pepper and Nestlé in managing the Nestea portfolio may present significant short-term market advantages, it also requires a diligent approach to ESG criteria. A steadfast commitment to sustainability, social responsibility, and strong governance will be vital in ensuring that this partnership not only succeeds economically but also positively impacts Nestlé's ESG scoring and corporate reputation in the long run.

Diageo doubles down on non-alcoholic spirits with the acquisition of Ritual Zero Proof & now owns?three of the five world's largest non-alcoholic spirit brands Ritual Zero Proof was founded in 2019, and became the #1 non-alcoholic spirits player in the US after joining Diageo’s accelerator program in 2020. Five reasons why this deal makes sense: 1) Fast growing: The US non-alcoholic spirits has been the fastest growing category with +31% L5Y CAGR. 2) Incremental: 94% of non-alc buyers in the US also purchase alcoholic beverages, spending on avg $292 more than households exclusively purchasing alcohol demonstrating the incrementality of the category to beverage alcohol. 3) High Right-to-Win: Ritual is already a #1 non-alcoholic spirits player in the US, with a strong market position and tailwinds 4) Synergistic: being a #1 player globally in both alcoholic and non-alc spirits Diageo is well positioned to build on Ritual’s current success and scale it up further leveraging its GTM muscle and category expertise 5) Close to the Core: being a part of Diageo’s accelerator (Distill Ventures) since 2020, Ritual already knows what it takes to make cooperation with a spirits giant successful, limiting risks of integration challenges Exciting times for Diageo ?????????? ????: FF&A solves the most complex strategic problems of the world's largest FMCG companies across Corporate Strategy, Organic Growth, Digital RTM (eCommerce, DTC, and eB2B) and M&A. 14 out of the world's 20 largest FMCG companies are repeat Clients ???? ???????? ????????, ????. ?????? ???????? ???????? ??&?? ?????????????????????? ??????????: https://lnkd.in/efD5RNWX ???? ?????? ?????? ?????? ????????????????, ???????????? ???? & ?????????????????? ???? ?????? ???????? ?????? ???????????????? ????????????????????: https://lnkd.in/ea4gy65y #fmcg #cpg #mergersandacquisitions https://lnkd.in/dXAZQ242 Pernod Ricard The HEINEKEN Company AB InBev Carlsberg Group Campari Group William Grant & Sons The Coca-Cola Company PepsiCo

Campari Group Q1 2024 results: when steady is good On tough comps (Q1 2023 was +20%), Campari manages to stabilize sales. What many have struggled to achieve on the liquor category For perspective, Campari continues to belong to the top 5% outperformers in the FMCG industry, with a stock price that multiplied by >3 over the last 10 years, which put it in the same league as the L'Oréal, Lindt & Sprüngli & Church & Dwight Co., Inc.... Impressive All eyes are now turned on the Courvoisier integration & the global Cognac market development Exciting year ahead for Campari Group In the details: Campari Group Q1 FY24 summary: ? NR: €664m ? OSG: 0.2%; Vol.: 0.6% and Price/ Fx: -1.6% ? GM%: 57.5%; -90 bps vs Q1 FY23 ? Adj. EBIT%: 22.8%; -100 bps vs Q1 FY23 ? A&P: 12.9%; -60 bps vs Q1 FY23 ???? ?????? ?????? ?????? ????????????????, ???????????? ????/ ?????????????????? ???? ?????? ???????? ???????? ???????????????? ????????????????????: https://lnkd.in/ea4gy65y #cpg #fmcg Matteo Fantacchiotti Diageo Pernod Ricard LVMH The HEINEKEN Company AB InBev Molson Coors Beverage Company William Grant & Sons https://lnkd.in/eCvN_2VA

Suntory Oceania Managing Director Mark Hill and Licensed Sales Director Gordon Treanor explain the vision for 2025. "This year marks a significant milestone for Suntory Oceania as our alcohol and non-alcohol businesses come together, with end-to-end control of local manufacturing, sales, and distribution across both portfolios for the first time. This collaboration will strengthen our product offering and expand our reach, bringing innovative and refreshing beverages to more consumers. "The local drinks market is brimming with potential. Changing consumption habits bring new opportunities for growth, particularly in the spirits and pre-mixed Ready-to-Drink (RTD) categories. And the data supports our optimism. Over the last five years the RTD category has exploded, growing at twice the rate of the total alc category and five times the rate of beer*. Furthermore, Australia’s RTD market is one of the most advanced in the world, and Suntory is proud to be a frontrunner when it comes to innovating the category." Read more: https://lnkd.in/gtAW8Qhe

@Carlsberg Group completes #acquisition of Britvic plc he combined business will be called Carlsberg Britvic The Carlsberg Group (Carlsberg) announced that its wholly owned subsidiary Carlsberg UK Holdings Limited has completed the acquisition of the leading international soft drinks business Britvic plc (Britvic) to create a single integrated beverage company in the UK. The combined business will be called Carlsberg Britvic. https://lnkd.in/db-HgHtQ

?? Pernod Ricard Becomes India’s Largest Alcohol Firm ?? Pernod Ricard, the French spirits giant, has officially surpassed Diageo to become India's largest alcohol firm. The company has experienced rapid growth in the Indian market, driven by strong consumer demand and an emphasis on #premiumization. With brands like Royal Stag, Blenders Pride, and Imperial Blue, it now contributes 12% of Pernod Ricard’s global revenue. India has become the second largest market for the company by #value, replacing China, and remains the #largest by #volume. The company’s strategic focus is clear: driving value over volume and tapping into India's evolving preference for premium brands like Glenlivet and Jameson. ?? Key Insights: - India saw a 6.1% growth in net sales in FY24, continuing its momentum as a “growth engine” for the brand. - A $200M investment in its largest Asian distillery in Maharashtra showcases its commitment to boosting exports, especially of its Indian single malt whisky, Longitude 77. Pernod Ricard is poised for more growth, aiming for double-digit expansion, riding on India’s growing appetite for premium spirits. ??

Campari Group recently finalized the acquisition of Courvoisier for 1.22 billion euros, marking its largest deal to date. CEO Matteo Fantacchiotti remains bullish about future growth, especially in sales of popular brands like Aperol and Campari. Additionally, the company sees opportunities for expansion in markets like China, where Courvoisier generates about 9% of its sales. This optimism is further supported by positive signals from the Chinese government regarding tariffs on imported products like cognac. Read More Here: https://reut.rs/3JQqW1E #Restaurants #Hospitality #Technology #Business #Innovation #AI #investing #venturecapital Branded Hospitality Ventures Campari Group Raul Gonzalez Steve Chasen Julka Villa Liam Gohery

Italy's Campari Group warned that its ability to expand gross margin this year would likely be impacted by 'some temporary headwinds' after its first-half adjusted operating profit rose 2.1% organically. Campari's new chief executive Matteo Fantacchiotti said in a statement that the gross margin is expected to be hit by factors such as poor weather, which affects high-margin aperitifs, and agave supply contract renewals, "guiding both unfavourable sales mix and shifting some of the related expected cost of goods sold (COGS) benefits into next year". #spirits #Italy #sales #profit #drinks https://lnkd.in/eD9-GMZd