美国尼尔森：截至5月17日的4周数据

Edward Mundy, ACA * | Equity Analyst44 (0)20 7029 8476 | emundy@jefferies.comAndrei Andon-Ionita, CFA * | Equity Analyst+44 (0) 207548-4173 | aandon-ionita@jefferies.com Exhibit 3 - Fevertree US: 4 week retail sales value $ and growth %.$0$2,000,000$4,000,000$6,000,000$8,000,000$10,000,000$12,000,000$14,000,0004 w/e 03/26/22Source: Jefferies, NielsenIQExhibit 5 - Change in market share, 4 weeks to 05/17/25, year on year bps.-80SazeracTito's VodkaCampari AmericaBrown-FormanRemy CointreauSUNTORY GLOBAL SPIRITSPernod RicardBacardiDiageoSource: NielsenIQ, JefferiesExhibit 7 - US Nielsen Volume and Value Growth.MarketShare (52 W)4 WeeksUS Spirits* Volumes* Price/mixDiageo17.4%* Volumes11.9%* Price/mixPernod Ricard5.7%* Volumes4.3%* Price/mixCampari2.7%* Volumes1.8%* Price/mixRemy Cointreau0.7%-15.0%* Volumes0.2%-12.2%* Price/mixBeam Suntory7.5%* Volumes6.1%* Price/mixSazerac14.9%* Volumes17.7%* Price/mixTito's5.9%* Volumes4.6%* Price/mixBrown-Forman5.2%* Volumes3.2%* Price/mixBacardi5.4%* Volumes3.7%-10.9%* Price/mixSource: Jefferies, NielsenIQExhibit 8 - US Nielsen hard seltzers - volume and value.ABISource: Jefferies, NielsenIQPlease see important disclosure information on pages 7 - 11 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Spirits in chartsExhibit 9 - US Nielsen Total spirits sales growth %, 4 week rolling.-4%-2%0%2%4%6%8%10%12%03/23/2404/20/2405/18/2406/15/24Source: NielsenIQ, JefferiesExhibit 11 - US Nielsen Diageo yoy sales growth %, 4 week rolling.-3%-2%-1%-3%-4%3%1%-8%-6%-4%-2%0%2%4%6%09/09/2310/07/2311/04/2312/02/2312/30/2301/27/24Source: NielsenIQ, JefferiesExhibit 13 - US Nielsen Pernod Ricard yoy sales growth %, 4 week rolling.-2%-4%-3%-3%-6%2%-5%-8%-7%-6%-5%-4%-3%-2%-1%0%1%2%3%09/09/2310/07/2311/04/2312/02/2312/30/2301/27/24Source: NielsenIQ, JefferiesExhibit 15 - US Nielsen Campari yoy sales growth %, 4 week rolling.7%5%3%3%3%0%2%-8%-6%-4%-2%0%2%4%6%8%08/12/2309/09/2310/07/2311/04/2312/02/2312/30/2301/27/24Source: NielsenIQ, JefferiesPlease see important disclosure information on pages 7 - 11 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. 07/13/2408/10/24Yoy growth3%1%02/24/2403/23/24-7%-6%02/24/2403/23/24-2%0%02/24/2403/23/24 .Source: NielsenIQ, Jefferies05/17/25Exhibit 12 - US Nielsen Diageo 2yr sales growth %, 4 week rolling.-1%0%-2%-1%-1%-6%-4%-2%0%2%4%6%8%10%09/09/2310/07/2311/04/2312/02/2312/30/23Source: NielsenIQ, Jefferies05/17/25Exhibit 14 - US Nielsen Pernod Ricard 2yr sales growth %, 4 week rolling.-2%-4%-5%-3%-7%-14%-12%-10%-8%-6%-4%-2%0%2%4%09/09/2310/07/2311/04/2312/02/2312/30/23Source: Jefferies, NielsenIQ05/17/25Exhibit 16 - US Nielsen Campari 2yr sales growth %, 4 week rolling.3%3%-1%0%1%-8%-6%-4%-2%0%2%4%6%8%08/12/2309/09/2310/07/2311/04/2312/02/23Source: NielsenIQ, Jefferies Exhibit 17 - US Nielsen Remy yoy sales growth %, 4 week rolling.-5%-10%-8%-13%-9%-15%-15%-14%-25%-20%-15%-10%-5%0%08/12/2309/09/2310/07/2311/04/2312/02/2312/30/23Source: NielsenIQ, JefferiesPlease see important disclosure information on pages 7 - 11 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Beer in chartsExhibit 19 - US Beer Nielsen sales growth, 4 week rolling data.-8%-6%-4%-2%0%2%4%02/24/2403/23/2404/20/2405/18/2406/15/24Source: NielsenIQ, JefferiesExhibit 21 - ABI Nielsen sales growth, 4 week rolling data.-10%-10%-11%-13%-11%-12%-13%-16%-14%-12%-10%-8%-6%-4%-2%0%2%4%08/12/2309/09/2310/07/2311/04/2312/02/2312/30/23Source: NielsenIQ, JefferiesExhibit 23 - Heineken (total) Nielsen sales growth, 4 week rolling data.2%1%1%-2%0%-1%-4%-10%-8%-6%-4%-2%0%2%4%08/12/2309/09/2310/07/2311/04/2312/02/2312/30/23Source: NielsenIQ, JefferiesExhibit 25 - Heineken (brand) Nielsen sales growth, 4 week rolling data.3%3%4%-1%0%-1%-3%-10%-8%-6%-4%-2%0%2%4%6%08/12/2309/09/2310/07/2311/04/2312/02/2312/30/23Source: NielsenIQ, JefferiesPlease see important disclosure information on pages 7 - 11 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. -12%01/27/24-1%01/27/24-2%01/27/24 .Source: NielsenIQ, Jefferies05/17/25Exhibit 22 - ABI Nielsen 2 yr sales growth, 4 week rolling data.-7%-7%-7%-7%-7%-8%-18%-16%-14%-12%-10%-8%-6%-4%-2%0%08/12/2309/09/2310/07/2311/04/2312/02/23Source: NielsenIQ, Jefferies05/17/25Exhibit 24 - Heineken (total) Nielsen 2yr sales growth, 4 week rolling data.-5%-5%-7%-9%-7%-8%-14%-12%-10%-8%-6%-4%-2%0%08/12/2309/09/2310/07/2311/04/2312/02/23Source: NielsenIQ, Jefferies05/17/25Exhibit 26 - Heineken (brand) Nielsen 2yr sales growth, 4 week rolling data.-2%-3%-4%-4%-3%-14%-12%-10%-8%-6%-4%-2%0%2%4%6%8%08/12/2309/09/2310/07/2311/04/2312/02/23Source: NielsenIQ, Jefferies Exhibit 27 - Diageo Nielsen sales growth, 4 week rolling data.5%6%3%3%1%1%7%-4%-2%0%2%4%6%8%10%08/12/2309/09/2310/07/2311/04/2312/02/2312/30/2318%Source: NielsenIQ, JefferiesPlease see importan