C&C - Temperature check on key trends

Davy Research
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The demand environment continues to be shaped by multifarious factors. We believe a contraction in the alcoholic drinks profit pool is inevitable; as such, models will have to adapt to a changing circumstance. We anticipate off-trade share gains stabilising at a higher level, fewer on-trade destinations, refocused brand strategies and a marked performance delta by venue location and type. We conclude that the next phase will advantage agility, scale and insights, with route-to-market platforms (omnichannel) remaining integral. Consumers’ expectations for service, quality and innovation will not diminish. In this report, we present a temperature check on key trends.