Investor Presentaiton
Consumer trends
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Premiumisation is continuing, with Luxury trends remaining strong and the Premium segment resilient
Long-term category trends are continuing to support wine
category premiumisation through the current macro cycle
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Linkage to cultural trends, holistic end to end experiences
and the emergence of 'better for you' alternatives remain
important category drivers.
Innovation and investment are key to retaining brand
strength
Luxury wine consumption remains strong, with market value
growth observed in a number of TWE's key markets in CY221
-
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Asia (ex-China) +10%, US +2%, Australia +11%, UK +11%
Mainland China declined significantly due to impacts
from the pandemic
The Premium wine segment remains resilient, with market
value and volume trends reflecting slight declines to modest
growth over the past year
52-week Premium segment performance²
Australia
(0.1)%
United Kingdom
(3.9)%
United States
(0.4)%
Volume growth % Value growth %
1.8%
1.9%
3.4%
1.
IWSR 2023, still and sparkling wine only, portfolio price points per IWSR segmentation
2.
8
Australia: Circana Scan Data, AU Weighted Market, $10-$29.99, MAT to 02/07/23; United Kingdom: Nielsen Grocery Multiples, 75CL Light Wine, £5.01-£15, MAT to 22/07/23, United States:
Circana Market Advantage, Total MULO+C, $8-$20 Table & Sparkling, 52 weeks ending 02/07/23
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