Investor Overview - Q3 2023
LATIN AMERICA
Market Landscape
•
~525 million consumers
•
2022 TCCC net revenues (a): $4.9 billion (11% of total)
• 2022 TCCC operating income(a): $2.9 billion (21% of total)
2022 Total Addressable Market(b)
Coca-Cola
FEMSA
Key Bottlers
Coca-Cola ANDINA
ARCACONTINENTAL
SOLAR BR
Coca-Cola
Expected Category Growth
By Category
By Channel
2023 to 2026
Industry CAGRS
TCCC
Share(e)
Sparkling Soft
Drinks
6%-7%
>50%, +1%
~$100B
~35%
Away From
Home
Juice, Value-Added
Dairy & Plant-Based
6%-7%
~25%, +3%
Water, Sports,
7%-8%
~30%, +3%
Coffee & Tea (c)
Energy
>10%
~35%, +23%
Colas
Sparkling Flavors
JDP
WSCT(c)
At Home
Away From Home
Hot Beverages
>10%
<5%
Energy
Hot Beverages
Emerging (d)
(a) Comparable (Non-GAAP)
(b) Retail value of categories where TCCC strategically participates
(c) Excludes Hot Beverages
(d) Emerging category represents Alcohol Ready-to-Drink Beverages
(e) 2022 TCCC value share and change in value share since 2017
Emerging(d)
>10%
<5%
Source for consumers is UN population over the age of 12 and source for industry retail value and expected category growth is internal estimates
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