Niq Global Intelligence Plc · NYSE:NIQ

Niq Global Intelligence — Conference Presentation (March 2025)

22 slides from Niq Global Intelligence's conference presentation, March 2025

  1. Slide 1: State of the Central Coast Wine Business

    State of the Central Coast Wine Business Macro Impacts to the Wine Industry Kaleigh Theriault NIQ Beverage Alcohol Vertical March 2025 © 2025 Nielsen Consumer LLC. All Rights Reserved. © 2025 Nielsen Consumer LLC. All Rights Reserved.

  2. Slide 2: What does NielsenIQ measure?

    What does NielsenIQ measure? Bulk Wine & Distribution & Off & On Premise Consumer Grape Market Depletions Retail sales Consumer purchases © 2025 Nielsen Consumer LLC. All Rights Reserved. 2

  3. Slide 3: Topics for Discussion

    3 Topics for 1 2 3 Discussion Consumer Wine Sales Central Coast Drivers of at Retail Performance Change © 2025 Nielsen Consumer LLC. All Rights Reserved. 3

  4. Slide 4: Topics for Discussion

    3 Topics for 1 2 3 Discussion Consumer Wine Sales Central Coast Drivers of at Retail Performance Change © 2025 Nielsen Consumer LLC. All Rights Reserved. 4

  5. Slide 5: What's on the mind of the Beverage Alcohol consumer?

    What’s on the mind of the Beverage Alcohol consumer? Consumers are Consumers seek Dry January and faced with wellness through the broader economic weight loss and moderation pressures from GLP-1s, creating movement are inflation and retail headwinds for now consumers price increases alcohol lifestyl

  6. Slide 6: BevAl Buyers by Generation

    9.0% 31.7% Generation Z Millennials BevAl Buyers 8.7% 30.8% by Generation Generation Z – Wine Millennials – Wine % of BevAl Buying Households vs Wine Buying Households 27.1% 32.3% Generation X Boomers/ Traditionalists Source: NielsenIQ Omnishopper Panel on Demand, US ALC – Integrated (21+ Only) Data

  7. Slide 7: Gen Z (21+) purchasing of Beverage Alcohol is in flux

    Roughly half of Gen Z are Legal Drinking Age and entering the Beverage Alcohol category Gen Z (21+) purchasing of Beverage Alcohol is in flux as more buyers enter the category Gen Z (21+) households purchasing Beverage Alcohol have doubled in the past two years. 9.3M 77% 2x Of Gen Z (21+) households

  8. Slide 8: 2024 struggled to achieve value and volume sales growth

    2024 struggled Beverage Alcohol by Category – Value and Volume Change to achieve NIQ off-premise channels value and Value ($) Volume (EQ) volume sales 1.8% growth 0.2% -0.7% -2.9% -2.8% -4.4% Total Beer Total Spirits Total Wine Source: NIQ Scan Off Premise Channels (xAOC+Conv+Liquor Open State); Dis

  9. Slide 9: Excluding RTDs, annual growth was not achieved

    Excluding RTDs, annual growth was not achieved Beverage Alcohol by Category (excl RTDs) – Value and Volume Change NIQ off-premise channels Value ($) Volume (EQ) 3.8% 0.0% -0.7% -1.1% -2.3% -2.9% Dollar sales -3.5% facing declines, -5.3% with volume Beer/Cider Spirits Wine Total RTD* elusive across e

  10. Slide 10: Topics for Discussion

    3 Topics for 1 2 3 Discussion Consumer Wine Sales Central Coast Drivers of at Retail Performance Change © 2025 Nielsen Consumer LLC. All Rights Reserved. 10

  11. Slide 11: Wine pricing – Premiumization as a mind set

    Wine pricing – Premiumization as a mind set Many retailers use $19.99 threshold as a psychological price point for promotions Total Wine by UPC Price Dollar Change vs Price Change NIQ off-premise channels 15% Total Wine Avg 750ml Price Change 6% 4% Of Wine is sold is in 2% the $15 - $20 range 0% -2%

  12. Slide 12: Total Wine in 2024

    Total Wine in 2024 -2.8% Dollar change vs year ago *Sparkling Wine numbers do not include the full week of the New Years Eve/Day holiday* -5.3% -1.6% -6.7% -4.7% Red White Rose Sparkling Table Table +2.5% -5.4% Source: NIQ Scan Off Premise Channels (xAOC+Conv+Liquor Open State); Discover Integrated

  13. Slide 13: Consumer tastes have extensive repertoires with unique segments growing

    Consumer tastes have extensive repertoires with unique segments are growing Wine by Segment ($MM & Change vs YA) NIQ off-premise channels $ Change vs YA Table $17.6 B -3.8% Sparkling $2.7 B -4.7% Wine-based RTDs $0.9 B +29.3% Flav Bev Wine $0.7 B -0.6% Sangria -11.4% Dessert -5.5% Sake/Plum +1.8% Ve

  14. Slide 14: ABV Proliferation in Wine: Something for every occasion

    ABV Proliferation in Wine: Something for every occasion Top Selling Low Alc Wine High ABV Non Alc Wine Sunny with a Wine RTDs Fre NA Chance of Flowers Beatbox New to Retail Low Alc Wine High ABV Wine Non Alc Wine Chateau Ste XXL Wine Sèchey Michelle LIGHT © 2025 Nielsen Consumer LLC. All Rights Rese

  15. Slide 15: Topics for Discussion

    3 Topics for 1 2 3 Discussion Consumer Wine Sales Central Coast Drivers of at Retail Performance Change © 2025 Nielsen Consumer LLC. All Rights Reserved. 15

  16. Slide 16: Total Wine vs Central Coast Wine Performance

    Wine Performance vs Central Coast $22.6B Dollar sales of Total Wine across NIQ Off Premise Channels in the L52 weeks $1.5 7% share -2.8% vs YA Billion Dollar sales Central Coast Wines across NIQ Off Premise Channels in the L52 weeks -2.7% vs YA Source: NIQ Scan Off Premise Channels; Discover Integra

  17. Slide 17: Central Coast represents the largest region and facing lesser declines

    Central Coast represents the largest region and facing lesser declines than others Wine by Origin Region ($MM & Change vs YA) NIQ off-premise channels $ Change vs YA Central Coast $1,542M -2.7% Napa Valley $1,014M -3.3% Veneto $969M +2.0% Sonoma Valley $941M -3.8% Piedmont $634M -8.7% Champagne $583

  18. Slide 18: Wine pricing – Premiumization as a mind set

    Wine pricing – Premiumization as a mind set Many retailers use $19.99 threshold as a psychological price point for promotions Total Wine vs Central Coast – Dollar Change vs Year Ago NIQ off-premise channels Total Wine Central Coast 56% Of Central Coast Wine sold is in the $15 - $30 range 11% 2% $19.

  19. Slide 19: Top Brand Families Then vs Now

    Top 10 Brand Families Then vs Now The top 10 brand families account for 51.3% of dollar sales in the latest 52 weeks Three Years Ago Latest 52 weeks Source: NIQ Scan Off Premise Channels; Discover Integrated Beer, Wine, & Spirits database; Latest 52 weeks ending 2/15/2025 vs. year ago *Images repres

  20. Slide 20: Opportunities exist across the Wine industry

    Opportunities exist across the Wine industry Label trends stated on the bottle shoppers are drawn to: +13% Eco Friendly Certified Dollar growth of Ready +28% to Drink wine cocktails B Corp +46% and canned wines Free From Wine based RTDs are Artificial Colors +16% over $1.3 billion in No Added Sugar

  21. Slide 21: What will drive Beverage Alcohol in 2025?

    Consumer Recruitment 1 Gen Z (21+) will shape their habits and preferences through ties to cultural connections and nostalgia, leaning into high ABV and no ABV products Health & Wellness Evolution Beverage Alcohol: 2 Wellness will proliferate in consumer importance, with moderation driving non alcoh

  22. Slide 22: Thank you!

    Thank you! Kaleigh Theriault Kaleigh.Theriault@nielseniq.com © 2025 Nielsen Consumer LLC. All Rights Reserved. © 2025 Nielsen Consumer LLC. All Rights Reserved.

NIQ Global Intelligence — Conference Presentation (March 2025) on 6ix