Investor Overview - Q3 2023
ASIA PACIFIC
Market Landscape
•
~3.3 billion consumers
•
2022 TCCC net revenues(a): $5.5 billion (12% of total)
• 2022 TCCC operating income(a): $2.4 billion (17% of total)
2022 Total Addressable Market(b)
By Category
By Channel
Coca-Cola
EUROPACIFIC
PARTNERS
Thainamthip
Key Bottlers
中粮
COFCO
自然之遞 重塑保我
BOTTLING
INVESTMENTS
GROUP
Coca-Cola
BOTTLERS JAPAN INC.
☑
SWIRE
Expected Category Growth
TCCC
Share(e)
2023 to 2026
Industry CAGRS
Sparkling Soft
Drinks
5%-6%
>50%, +3%
~$475B
~50%
Away From
Home
Juice, Value-Added
Dairy & Plant-Based
3%-4%
~5%, 0%
Water, Sports,
3%-4%
Coffee & Tea (c)
~10%, -1%
Energy
>10%
~5%, +1%
Colas
Sparkling Flavors
JDP
WSCT(c)
At Home
Away From Home
Hot Beverages
4%-5%
<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)
6%-7%
<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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