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Insight of the Day: Maturing RTD category poised for sustained growth

Summary of Findings

  1. Maturing RTD Market: Ready-to-Drink (RTD) beverages are continuing to grow in the global beverage alcohol market, but the rate of growth is slowing compared to the last five years. The category's resilience comes from increased consumer recruitment and consumption frequency, with RTDs seen as a more affordable alternative to spirits, beer, and wine.

  2. Top Global Markets: RTD volumes grew by 2% in the top 10 global markets in 2024, with Mexico and Germany showing the strongest gains. Although the U.S. and other countries in the top 10 saw slower growth, all markets are forecasted to see continued gains through 2028.

  3. Key Drivers in the U.S.: Hard tea, FABs (flavored alcoholic beverages), and cocktails/long drinks are expected to drive the RTD category’s growth in the U.S., which remains a core market. However, as RTD consumption grows, it is reducing consumption in other categories like spirits and beer.

  4. Consumer Preferences: While flavor remains the top cue for purchasing RTDs, its influence is declining, and consumers are less brand loyal in this fragmented market. The shift from malt-based RTDs to spirit- and wine-based products is contributing to premiumization within the category.

  5. Seasonal and Regional Variations: Local flavor preferences and seasonal consumption patterns remain crucial to success in different regions. RTD brands are generally stronger in local markets, and global brands struggle to achieve the same success without tailoring their offerings.

Key Takeaway

  • The RTD market is maturing and stabilizing, with slower growth but continued volume gains. Brands must focus on building consumer loyalty through local engagement and effective flavor innovation to stay competitive. A shift to spirit-based RTDs is also creating opportunities for premiumization in the category.

Trend

  • Consumer Trend: Growth in RTD consumption continues, though at a slower pace, with a focus on hard teas, flavored alcoholic beverages, and spirit-based seltzers driving the market in key regions like the U.S.

  • Consumer Sub-Trend: A shift from malt-based RTDs to spirit-based products is contributing to premiumization, as consumers prefer higher-quality bases.

Consumer Motivation

  • Motivation: Consumers are motivated by the affordability, convenience, and flavor variety of RTDs, and younger demographics are driving growth through increased consumption frequency. Spirit-based RTDs are becoming more popular as a higher-quality alternative to malt-based drinks.

What is Driving the Trend

  • RTDs’ affordability compared to wine, spirits, and beer is driving their growth. Additionally, the rise in younger consumers entering the category and the preference for convenient, ready-to-drink options is further pushing the market forward.

Who the Article is Referring To

  • Demographic: The article targets RTD consumers across the top 10 global markets, with younger LDA (Legal Drinking Age) consumers driving much of the growth, particularly in markets like the U.S., Mexico, and Germany.

  • Age: Primarily LDA to younger consumers, though older consumers are showing more moderate consumption patterns in established markets like the U.S., UK, and Canada.

Description of Consumers’ Product or Service

  • Product: Ready-to-Drink (RTD) beverages, specifically those based on spirits, wine, or flavored alcoholic beverages, which offer convenience and variety.

Conclusions

  • The RTD category is experiencing a maturing phase with sustained, though slower, growth. As innovation slows and the market stabilizes, building brand loyalty and leveraging local preferences will be crucial to maintaining momentum. Spirit-based RTDs represent a growing premium segment that brands should tap into.

Implications for Brands

  • Brands must focus on localized flavor profiles and consumer preferences to compete in the maturing RTD category. Premiumization through spirit-based products and maintaining innovation around flavor and packaging will help sustain growth.

Implications for Society

  • As RTD beverages become more popular, the convenience and affordability of these drinks may impact other alcohol categories like spirits and beer, shifting consumption habits across demographics. Local preferences will continue to play a key role in determining which brands succeed in different regions.

Implications for Consumers

  • Consumers are benefiting from an increasingly diverse selection of RTD beverages, including more premium, spirit-based options. However, the market’s fragmentation and the variety of products available may also contribute to confusion about product bases (e.g., malt vs. spirit).

Implications for Future

  • The RTD category is poised for steady growth over the next five years, with particular emphasis on spirit-based products. Brands that adapt to local consumer preferences and seasonal consumption patterns will have the best chance to succeed in this maturing market.

Consumer Trend

  • Consumer Trend: Continued growth of the RTD category, with particular focus on spirit-based products and younger consumer segments driving consumption frequency.

  • Consumer Sub-Trend: Increasing premiumization through spirit-based RTDs, particularly as malt-based options decline in popularity.

Big Social Trend

  • Big Social Trend: The rise of convenience-driven alcohol consumption, where RTDs offer an easy, accessible alternative to traditional spirits, wine, and beer.

Local Trend

  • Local Trend: Success in the RTD category hinges on regional flavor preferences and local consumer recruitment, with brands needing to tailor their offerings to specific markets.

Worldwide Social Trend

  • Worldwide Social Trend: The global premiumization of alcohol is influencing the RTD category, with spirit-based products gaining traction across multiple markets.

Name of the Big Trend Implied by the Article

  • Big Trend: "Premiumization and Growth in the Ready-to-Drink Beverage Market"

Name of Big Social Trend Implied by the Article

  • Big Social Trend: "Convenience and Affordability in Alcohol Consumption"

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