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2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.NIQ 2024“”NIQ China RetailApril 2024 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.2 2024-5.0-3.0-1.01.03.05.07.09.011.013.015.0200320042005200620072008200920102011201220132014201520162017201820192020202120222023GDP()()GDP%2023 2023 2022-20-1001020304050607080 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.3 6 2019 1 80901001101201301402019 1 3 5 7 9 11 2020 1 3 5 7 9 11 2021 1 3 5 7 9 11 2022 1 3 5 7 9 11 2023 1 3 5 7 9 11 2024 1 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.6 2.(21%)37%/1.(35%)35%26%3.(17%)37%22%IQ 2024 42024 79%65%64%/63%45%42%2024 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.Part I 2023 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.30%12%10%8%9%4%27%6The Full View-0.04%+55.9%-1.8%2023 IQ 59 Y2023+3.9%-3.9%-5.8%-15.7%+55.9%-3.1%2024 Nielsen Consumer LLC.All Rights Reserved.7 IQ 59-35.0-25.0-15.0-5.05.015.025.035.045.0-10.0-5.0 0.0 5.0 10.02023 X 2023 vs 2022%Y 2022 8-12 vs 2021%-0.04-9.9 2023vs2022%1.8 11.0 8.3 4.3 1.2/3.7 8.1 14.3 3.8 3.1 14.5 12.3&11.3 2.6 11.9&6.8 1.3 2024 Nielsen Consumer LLC.All Rights Reserved.8/23.5%23.9%24.0%23.2%31.5%31.7%31.9%33.6%21.2%20.9%20.6%20.6%9.0%8.9%9.4%8.8%14.7%14.5%14.1%13.7%2019 2021 2022 2023 PI200 200 PI 1 60 160 PI 1 20 120 PI 8 0 PI 80 2023vs2019 NIQ 73 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.9 Situation Complication Answer 1 Answer 2 Question 2024 2024 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.Part II-2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.11+55.7%2023+37.8%2023+75.8%2023 IQ 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.12 5444393433+55.7%2023 2023%IQ 2023 IQ 2024 Nielsen Consumer LLC.All Rights Reserved.13 IQ 59 80.4(-0.7%)15.3(-0.9%)4.2(+1.5%)%-2.4%-3.3%-7.6%+55.3%-35.1(-3.1%)46.0(-3.6%)18.9(+6.8%)%+2.9%-5.6%-4.7%+60.2-TOP10 23.121.320.115.614.313.010.37.97.67.5/%34.933.328.724.621.819.819.619.218.418.0&-TOP10%2024 Nielsen Consumer LLC.All Rights Reserved.14 IQ 59 Top10 No.1150 No.51%Y2023 vs.Y2022%34.6+0.2-3.431.1+0.1-3.634.3-0.2-4.6%11.1+0.9+69.99.6-0.5+48.079.3-0.4+55.120.7+1.1-0.618.3-0.5-8.161.0-0.6-6.7 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.15 IQ 59 Top10 No.1150 No.51 20%Top10 30%X Top10 60%XTop10 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.IQ 2023+75.8%2023 6751261198%Y2023 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.17-1.6-12.3-1.2-3.3 1.2 2.5%*Y2023 vs.Y202274.675.620.016.35.48.1Y2022 Y2023-2.9%+44.1%-20.7%-1.6%-3.5%Y2023%*IQ 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.184263721122127191517 4 2-3 1 2-3 1 8.99 5.92%6739232017/%IQ 2023-2024 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.IQ 2023 Q235/42637211281649198 4 2-3 1 2-3 1 18-24(a)32343749543822303857 18-24(a)%2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.60 10000+37.8%2023 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.21 2024 Nielsen Consumer LLC.All Rights Reserved.22 SKU 10+5+3+3000+Fudi M SKU%475561041 Costco XFudiM 1996 8 X2020 10 2023 vs.35 3020402510 Costco XFudiM 4000+Fudi4000+vs.M 3000+X1500+2024 Nielsen Consumer LLC.All Rights Reserved.23 Value(Money)2024 Nielsen Consumer LLC.All Rights Reserved.2023 Nielsen Consumer LLC.All Rights Reserved.Part III 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.25 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.26 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.27 IQ IQ%2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.28 24%IQ IQ%61%-6.0-4.0-2.00.02.04.06.08.0-8.0-6.0-4.0-2.0 0.0 2.0 4.0 6.0 8.015%11%50%39%2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.29 2024 Nielsen Consumer LLC.All Rights Reserved.30 IQ%/2023/-5-4-3-2-101234-4-2 0 2 4 6 8 2024 Nielsen Consumer LLC.All Rights Reserved.31 IQ%/2023(-13.4,-3.7)%/BB-5.0-3.0-1.01.03.05.07.0-5.0-3.0-1.0 1.0 3.0 5.0 7.0 9.0 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.32 NIQ IQX&2023 59%TOP2 37%3-7 0+54.9%+9.8%+29.3%+17.6%A2+17.5%+20.5%+334.2%+85.8%2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.IQ+37.5%+153.1%+4.0%+20.2%Vs.+1.2%70.2%Vs.-5%6.2%Vs.+5.0%6.2%Vs.+0.4%0.9%13.110.08.30 20KEY/A B B-8.7-2.2+23.5%TOP10 PI 127+1.2%42.0TOP10 82-1.2 38.9 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.34 IQ IQ 2022-2023*65%63%2021 2023/61%50%2021 2023 19%16%2021 2023 7%3%2021 2023 81 31 18 7353322022 2023%/-35.9 12.8 10.9 6.2-14.9 4.2+13.0 2.6%2023(/)17.412.79.97.24.0(/)138.366.653.541.59.4(/L)31.722.818.012.88.0(/L)51.537.625.421.512.0+46.2-9.1*Y2023 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.35 IQ;IQ 2022-2023 46%/%98%94.6-8.2 10021.8 163-2.2 188%PI89.27.4 6.6 9947.4 9516.3 140%PI2021 2023/2021 2023 2021 2023 2021 2023(/)17.412.79.97.24.0(/)138.366.653.541.59.4(/L)31.722.818.012.88.0(/L)51.537.625.421.512.0 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.36 2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.37 IQ ST 162=(1-/)*100%0.05.010.015.020.025.030.035.040.045.050.05 W 2022 134 W 2022 174 W 2022 215 W 2022 264 W 2022 304 W 2022 345 W 2022 394 W 2022 434 W 2022 475 W 2022 524 W 2023 044 W 2023 085 W 2023 134 W 2023 174 W 2023 215 W 2023 264 W 2023 304 W 2023 345 W 2023 394 W 2023 434 W 2023 475 W 2023 524 W 2024 044 W 2024 08%(%)(%)24,24 2 86%24 2 24 42%24 2 24 3.6%22%24 224-2.0%2024 Nielsen Consumer LLC.All Rights Reserved.2024 Nielsen Consumer LLC.All Rights Reserved.38 IQ ST 162 EQV 100%52 EQV=SUM(52)/100=(1-/)*100%+/-=-/-4.0-2.00.02.04.06.08.010.012.030.0 35.0 40.0 45.0 50.0 55.0 60.0%24 TOP30 24 2%+3.6/0%2%4%6%8%10%12%-6%-4%-2%0%2%4%6%8%10%EQV+/-24 TOP30 24 2%42.5(-16.2%,10.9%)2024 Nielsen Consumer LLC.All Rights Reserved.39 NIQ AAC China Benchmark Study FY2022,National Hyper&Super,by Super Category-Average RPE:-1.5,Average PPE:-1.8-4.0-3.5-3.0-2.5-2.0-1.5-1.0-0.5-3.0-2.5-2.0-1.5-1.0-0.5-+2024 Nielsen Consumer LLC.All Rights Reserved.40 IQ 2024 IQ 123=/85%84%58%57%45%38%19%/Y2023 vs Y2021 35%2024 Nielsen Consumer LLC.All Rights Reserved.4124%15%What 50%11%How/2024
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