Philéas Lebret

Guinness 0.0 has surpassed Heineken 0.0 to claim the title of the UK’s biggest alcohol-free beer. Guinness 0.0 has seen its off-trade sales rise by nearly +110% to £33.2m in the past year [NIQ 52 w/e 13 July 2024]. Over the same period, Heineken 0.0 sales have only climbed by +4.2%, to £28.3m. According to NIQ, Guinness 0.0 overtook Heineken 0.0 at the end of March, based on 52-week rolling data, and has maintained its lead since. Rounding out the top five alcohol-free beers in UK retail are Peroni Nastro Azzurro 0.0%, Corona Cero and Beck’s Blue. A focus on product quality, marketing activations around rugby’s Six Nations Championship and Diageo’s work with retailers to grow the awareness of alcohol-free had contributed to Guinness 0.0’s rise. #beer #guinness #zeroalcohol #alcohol #beverages #diageo #heineken Lars Jensen Jean Noel Ortal Paul Villis Carol Dunne Gwyneth Kelly Michelle Osagie Gilles Halotel Ian Chesworth Erika Minaguchi Francois Sonneville Bourcard Nesin Jim Watson Stephen Rannekleiv Andy Crawford Mark Gallo John Craven Nuno Teles Stephen. O'Kelly https://lnkd.in/e7w5V6TM

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We’re thrilled to partner with Frive to bring their mission of 100% natural products to life with a revolutionary cold-pressed high-protein smoothie range. At EXALT, we’ve always believed that nutrition should be fresh, natural, and never compromised. When Frive approached us to collaborate, it was clear we shared a vision: delivering exceptional, natural products that empower health-conscious customers to fuel their day the right way. 🤝 Shared values, shared goals – working with partners like Frive who truly align with our ethos is rare, but vital. Together, we’ve created a smoothie range that’s as innovative as it is delicious: ✔️ Over 20g of plant-based protein ✔️ 100% vegan, cold-pressed, and natural ✔️ Delivered weekly alongside Frive’s 100% natural meals This partnership is a perfect example of how two brands, with a shared passion for quality and sustainability, can combine forces to create something extraordinary. Here’s to keeping nutrition simple, natural, and genuinely game-changing. 💪

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Move over #craftbeer 🍺 🍻 here comes #indiebeer. Small breweries in the UK 🇬🇧 are ditching the term “craft beer” in favour of “indie beer”, warning that global corporations have bamboozled many drinkers into believing that formerly independent brands are still artisanal hidden gems. The Indie beer movement has been recently launched in the UK by SIBA, The Society of Independent Brewers and Associates In a survey by YouGov that marks a new phase of the bitter war over what constitutes “craft beer”, consumers were asked to say whether 10 beer brands were made by “independent craft breweries”. Corporate branding has been so effective that 40% of those surveyed thought that Neck Oil, brewed by Heineken-owned Beavertown, was independent, higher than genuinely standalone breweries such as Vocation, Fyne Ales and Five Points. More than three-quarters of those surveyed said they felt consumers were being “misled” because pints of Beavertown, Camden, and Fullers were actually made by multinationals Heineken, Anheuser-Busch InBev and Asahi respectively. There is a new indie beer campaign in the UK 🇬🇧 that includes a mark that will be used on beer pump clips, cans and bottle labels, as well as a website, www. indiebeer.uk, where consumers can check the credentials of their pint. #beverages #beer #indie #brewing #craft #Ale #realale Francois Sonneville Will Keating Paul Villis Ian Chesworth Daragh Cuskelly Aaron Gore John Craven Bryan Roth Andrew Wardlaw Andy Crawford Lars Jensen Carol Dunne Kate Bernot Alison Wilkinson Sheelagh Pentony Erika Minaguchi Angelica Schiavone Jean-Philippe Delforge Dave Infante Bourcard Nesin David Deeley Shane Long https://lnkd.in/e7kfZj8m

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Every marketer wants to be successful, but do you actually know what truly sets great marketers and marketing teams apart from the rest? 🤯 Watch to hear some amazing industry experts from some HUGE brands (cough cough Tony's Chocolonely, Uber, Post Office Ltd, Cineworld Cinemas Ltd) give their insights on EXACTLY how to be successful in the marketing industry. 🤩 A huge thank you to these industry leaders for sharing your thoughts. Check out their profiles to see all the incredible work they’re doing in the industry… Mark Howard | Paul Wright | Natalie Nightingale | Carla Boyd | Seb Bardin | John Lyons P.S. Sign up to our newsletter where we share weekly tips, tricks and industry updates to elevate your marketing game. 💌 https://lnkd.in/eTMjTQGs #MarketingSkills #MarketingExpert #MarketingTips

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Reflecting on our investment in MOTH Drinks - B Corp™... We recently led a £4.6 million investment into MOTH Drinks - B Corp™, the UK’s fastest-growing premium ready-to-drink cocktail brand. At Beringea, we’re looking for consumer brands that have the audacity to do things differently in their category. That’s why we’ve backed the likes of Lucky Saint | B Corp™, DASH Water, Papier, Farmer J, Monica Vinader Ltd – just to name a few! From our conversations with 🍸 Rob Wallis and Samuel Hunt at MOTH Drinks - B Corp™, it was clear they were shaking things up in the RTD space. Their focus on flavour and craftsmanship has struck a chord with consumers who value both quality and convenience. In fact, according to Nielsen, MOTH’s Margarita has been crowned the nation’s favourite! 👑 Following our investment, I've pulled together an article that dives into why we believe MOTH Drinks - B Corp™ is a category-defining brand with massive potential, including: 🍸 How MOTH is disrupting the alcoholic RTD market 🚀 Their incredible team and top-tier advisors 🌎 Ambitious plans for US expansion Check out the article below, let us know your thoughts, and don’t forget to grab a can next time you’re at the supermarket! #vc #funding #RTD #entrepreneurship #drinks #consumer

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This will try and guide you through the FY results of the big two.

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"I call it my delayed midlife crisis"… Martin Glenn on his time as CEO of The Football Association ⚽️ - in comparison to previous roles at PepsiCo, United Biscuits & Nomad Foods (Birds Eye). The latest episode of the Culture De-cooded podcast - a collaboration between Coode Associates & Culture15 highlighting the best in thought leadership and effective implementation on the topic of #culture is coming 🔜 Be the first to know when the episode drops - click the link in the comments to join our mailing list now ⬇️ #podcastclips #FA #football #ceo #midlifecrisis #leadership #thoughtleader #careerjourney #lifeexperience #publicservice #reflection

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Despite recent challenges, the drinks industry remains a dynamic and resilient sector, driven by strong leadership and innovative strategies. This resilience is evident as brands adapt and thrive during market fluctuations. Yes, Diageo may have reported a drop in sales, but many other brands in the sector are reporting encouraging increases. The market has been challenging, and effective leadership is crucial to navigating uncertainties and seizing new opportunities for growth. At Manners Maclean, we specialise in connecting top-tier leadership talent with companies poised for success, ensuring businesses have the strategic vision to drive forward. #DrinksIndustry #Resilience

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AB InBev: 𝐩𝐫𝐢𝐜𝐞 𝐞𝐥𝐚𝐬𝐭𝐢𝐜𝐢𝐭𝐲, 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐢𝐨𝐧 𝐟𝐫𝐨𝐦 𝐜𝐡𝐞𝐚𝐩𝐞𝐫 𝐜𝐨𝐦𝐩𝐞𝐭𝐢𝐭𝐨𝐫𝐬 & 𝐜𝐡𝐚𝐥𝐥𝐞𝐧𝐠𝐞𝐬 𝐢𝐧 𝐂𝐡𝐢𝐧𝐚 𝐰𝐞𝐢𝐠𝐡𝐭 𝐢𝐧 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 Three key drivers for missed top-line we heard a lot during this Q3 earnings season & that explain ABI top-line miss for Q3 Stock price lost 5% since announcement this week and 50% since its 2016 peak post the SABMiller acquisition BEES (ABI EB2B) continues to fly & increasingly display promising optionalities 𝐄𝐱𝐜𝐢𝐭𝐢𝐧𝐠 𝐭𝐢𝐦𝐞𝐬 𝐟𝐨𝐫 𝐀𝐁𝐈 More details: ABI Q3 FY24 results summary: - NR: $15Bn - OSG: 2.1%; Volume/Mix: -2.4%; Price: 4.5% - GM%: 55.6%; +183 bps vs Q3 FY23 - Adj OI%: 27.2%; +171 bps vs Q3 FY23 Results by divisions: - North America: NR: $3.9Bn, OSG: 1.5%; Volume/Mix: -0.4%; Price: 1.9% Adj. OI%: 35.1%; +363 Bps vs Q3 FY23 - Middle Americas: NR: $4.1Bn, OSG: 1.9%; Volume/Mix: -2.2%; Price: 4.1% Adj. OI%: 50.4%; +343 Bps vs Q3 FY23 - South Americas: NR: $2.9Bn, OSG: 5.6%; Volume/Mix: -0.6%; Price: 6.2% Adj. OI%: 31.0%; +156 Bps vs Q3 FY23 - EMEA: NR: $2.3Bn, OSG: 8.2% Volume/Mix: 2.7%; Price: 5.5%, Adj. OI% 33.2%; +80 Bps vs Q3 FY23 - Asia Pacific: NR $1.7Bn, OSG: -9.5%; Volume/Mix: -11.4%; Price: 1.9% Adj. OI%: 29.8%; -213 Bps vs Q3 FY23 - Global Export & Holding Companies: NR: $0.1Bn, OSG: 2.3%; Volume/Mix: -20.5%; Price: 22.8% Bees: - GMV: $12.1Bn (+14% vs Q3 FY23) - # of orders: 9.5M (+31 vs Q3 FY23) - 72% of ABI’s revenue is from eB2B - $0.6Bn of sales captured from 3P sales (+51% vs Q3 FY23) - Live in 28 markets 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y

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🍻 The 15th of June marked Britain's National Beer day! We’ve gathered some insights on #beer options and shelf leaders on Deliveroo grocery! 🛒 See the picture below for the key insights. The leading beer holdings were (in order): AB InBev, The HEINEKEN Company, Estrella Damm and Diageo. 🤔 RDA’s insight: We can see that multipacks are becoming a significant trend in the rapid delivery beer consumption. 👀 #rapiddelivery

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Mars to acquire Kellanova 🍫 💵 $36BN US all cash deal at $83.50 a share 📈 44% premium to 30 trading day weighted average price 🥣 Includes iconic brands in the Kellanova portfolio like Pringles, Kellogg Cereals outside the US and Pop Tarts 🏭 Purported synergies across the companies include strategic fit brands across across categories, consumer groups and global markets with additional cultural and talent benefits across both businesses It represents the largest deal in the consumer-packaged foods space in nearly a decade. After spinning off the North America cereals business last year Kellanova was able to provide strong earnings updates and gear itself up for a more attractive corporate structure for buyers like Mars. For Mars it represents greater diversification away from their core cocoa based snacking portfolio where recent cost inputs have soared. But also presents clear opportunities for further scale across production and synergies with back office teams offering the potential for significant savings. https://lnkd.in/g_x3y6s3

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Huge for our category. Huge for our industry. 🚀 After more than four years in the NO/LOW category, working with Seedlip and Diageo’s non-alc portfolio has been an inspiring, eye-opening, and sometimes whirlwind journey of "not right now." Well, I'm thrilled to say that the moment we've been building toward is here, and there couldn’t be a better time to say "now" with Diageo’s acquisition of Ritual Zero Proof. This move isn’t just another portfolio expansion—it’s a bold acknowledgment of the real cultural shift happening in the beverage world. Consumer demand for sophisticated, non-alc options has surged, and Diageo’s commitment to Ritual Zero Proof solidifies what those of us in the category already know: NO/LOW is not only here to stay but is poised to reshape drinking culture. Every day, I see the genuine impact of offering inclusive choices that celebrate wellness, mindfulness, and pure enjoyment without compromise. This acquisition marks a huge milestone, and I couldn’t be prouder to be part of a company that’s championing this future. Cheers to the next big chapter in NO/LOW and what’s still to come! #NoAndLow #Diageo #RitualZeroProof #Seedlip #InclusiveDrinking #FutureOfDrinks

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Heineken Launches 'Wider World of Cider' Summer Campaign to Boost Sales The HEINEKEN Company UK, the nation's largest brewer and cider maker, has unveiled its summer campaign 'Explore A Wider World of Cider,' aimed at helping retailers maximise cider sales. This initiative, running until August, will feature a series of in-store and in-depot activations across selected convenience stores, grocery outlets, and wholesalers, keeping cider at the forefront of shoppers' minds throughout the season. For the first time, Heineken's full portfolio of cider brands, including Strongbow, Old Mout, Inch’s, and Bulmers, will be showcased together. The UK cider market, valued at £1.1 billion, sees £689 million from grocery and £384 million from convenience sales. Strongbow alone commands a 20% market share, making it the top cider brand in both volume and value. Rachel Holms, Cider Brand Director at Heineken UK, expressed enthusiasm about the campaign: “The diversity among the brands demonstrates how much opportunity there is for retailers to tap into – from classic apple ciders to exciting flavours, premium options, and even alcohol-free alternatives, available at various price points and in a full range of formats”. She further emphasised the importance of offering a full range of choices to attract cider drinkers who are often enticed by innovation and new flavours from their favourite brands. Holms also highlighted the need for retailers to consider various factors when refreshing their cider range, including flavour profile, brand heritage, sustainability credentials, formats, price points, premium levels, and alcohol by volume (ABV) strength. “By shining a light on the whole category, we want to spotlight the choices available and encourage retailers to explore their shoppers’ varying needs and demonstrate the breadth of choice available to help meet them”, she added. In other news, Heineken UK is set to relocate its Scottish office and company headquarters to 6 St Andrew Square in Edinburgh after 20 years at Broadway Park. The move is expected in the second quarter of 2025, pending planning and approvals. Boudewijn Haarsma, Managing Director of Heineken UK, commented on the relocation by stating: With a continued commitment to Scotland and to our home in Edinburgh, we were keen to find an office with an environment that really served our changing needs. 6 St Andrew Square is not only a fantastic, vibrant city-centre location but an attractive, modern, flexible working space which will inspire colleagues and wow visitors”. Heineken UK employs over 500 people in Scotland, primarily at its Edinburgh office, the company's largest site in the UK. This office supports a wide range of teams, including Customer Care, Services, Planning & Logistics, Finance, and HR, as well as Heineken’s Star Pubs business, which oversees over 2,400 pubs across the UK. 

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How will AI shape the future of booze NPD? Last week I headed down to the depths of Diageo HQ for a sneaky preview of the trends the drinks giant thinks will dominate in the on and off-trade this summer and beyond. To help guide its Breakthrough Innovation team, Diageo has partnered with Ai Palette to track conversations about food and drink ingredients across social media, news articles and bar and restaurant menus. The findings gleaned are remarkably detailed, and provide a blueprint for how artificial intelligence could be used to inform future NPD in alcohol. Diageo can tell us, for example, that guava is having a moment, with conversations about it up 18% in the UK. Conversations about turmeric, meanwhile have grown by 79%. Until now, most uses of AI in drinks have struck me as pretty gimmicky and of limited commercial use. This, however, feels like a breakthrough with genuine potential to help guide NPD and give Diageo the edge on some of its smaller, more nimble rivals. Here's my take for The Grocer's Daily Bread newsletter today.

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The UK's functional drinks market is on the rise! 📈 As consumers become health-conscious, the UK’s functional drinks market has surged to a whopping £3 billion, and it’s not slowing down! Here are the top 5 trends driving this sector:  #Health #FoodandBeverages #UKMarket #ConsumerTrends #Serendipity2

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