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European Spirits Market Analysis (Nielsen Data)

Overview

• Industry Sales Growth: European spirits industry sales volume is down by -9.4% in the last 4 weeks (YoY), compared to +0.3% growth in the previous month due to Easter timing. This has left the 12-week volume down by -5.3%.
• Value Share Decline: Overall industry value share declined by -30bps driven by tougher comps despite price/mix growth of +1.5% (YoY).

Country Performance

Major markets showed negative growth:

• Great Britain: -3% (vs +2% in previous month) volume down -6%
• France: -6% volume down -7%
• Germany: -17% volume down -17%
• Italy: -4% volume down -4%
• Spain: -5% volume down -3%

Company Results

• Diageo: Equities sold -10% in last 4W, 12-week volume down -5.3% while price/mix grew +2.9% YoY.
• Pernod Ricard: -7% sales in last 4W with +0.9% in price/mix, 12-week volume down -1.9%.
• Campari: Sales down -7.9% but volume resurged +1.7% YoY.
• Rémy Cointreau: Sales down -6.2% after softening comps while volume increased +0.7%.

Category Trends

Data from the most recent 4 weeks. Across the board negative volume growth:

• Whisky: -9.2% YoY
• Vodka: -3.6% YoY
• Gin: -8.5% YoY
• Liqueurs: -9.6% YoY
• Rum: -8.3% YoY
• Aniseed Spirits: -6.5% YoY

Key Insights

1. Temperatures shot up for all segments except Vodka in category level value growth.
2. Private Label saw gains (+1.3% YoY for volume) while luxury cocktails surged (like Gin and Aniseed Spirits).
3. Germany showed the steepest decline while Spain and Italy saw relatively better results.