Jcdecaux Se · EURONEXT:DEC
Jcdecaux — Investor Presentation (June 2022)
26 slides from Jcdecaux's investor presentation, June 2022
Slide 1: Summer 2022
SUMMER 2022 21ST JUNE – 23RD SEPTEMBER
Slide 2: Contents
SUMMER 2022 CONTENTS FOOD DRINKS FASHION ACTIVITIES
Slide 3: Summer: Favourite Season
SUMMER F AV O U R I T E S E A S O N No.1 Season 40% 35% 35% 30% 25% 20% 20% 19% 15% 10% 10% 5% 0% Summer Spring Autumn Winter Source: YouGov Profiles (2022)
Slide 4: Summer Facts & Figures
SUMMER FA C T S & F I G U R E S Strongest seasonal sales for UK retailers in more than 4 years in Summer 2021 (June) 17% increase in UK retail sales in Summer 2021 with strong growth in-store in June Sources: The Guardian June 2021, British Retail Consortium (BRC) covering 30 th May - July 2021
Slide 5: ABC1 Millennials Earn £50K-60K
55% 33% +19% ABC1 MILLENNIALS EARN £50K - 60K PER YEAR* +39% +25% +11% MANCHESTER* LONDON* BIRMINGHAM* Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs. Nat Rep. *more likely than the average adult
Slide 6: Heavy Exposure to OOH
HEAVY EXPOSURE TO OOH +38% +46% IN MULTIPLE RAIL ENVIRONMENTS STREET FURNITURE +29% +11% +43% SPEND 9-10 HOURS LARGE FO RMAT MALLS TRAVELLING OOH Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs. Nat Rep (more likely than the average adult)
Slide 7: Primed by OOH
PRIMED BY OOH ACTIONS AFTER SEEING OOH ADS +37% +22% +11% +26% RESEARCHED TALKED WITH MADE A PRODUCTS / FAMILY / PURCHASE SERVICES ON FRIENDS USING THEIR “I trust OOH THEIR MOBILE ABOUT MOBILE PRODUCTS / advertising" SERVICES SEEN ADVERTISED OOH Source: YouGov Profiles 2022: Audience are those who c
Slide 8: Food
FOOD
Slide 9: Ice Cream Favourites
I C E C R E A M FAV O U R I T E S F AV O U R I T E B R A N D S BRAND % (ICE CREAM) of audience who positively rate MAGNUM 92% HAAGEN-DAZS 66% CORNETTO 65% BEN AND JERRY’S 56% WALL’S 46% Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs. Nat Rep 20% eat ic
Slide 10: Snack Favourites
S N A C K FAV O U R I T E S F AV O U R I T E B R A N D S BRAND % (SNACKS) of audience who have purchased in last 30 days WALKERS 30% DORITOS 17% PRINGLES 13% MINI CHEDDARS 12% HULA HOOPS 10% Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs. Nat Rep. 24%
Slide 11: Barbecues Facts & Figures
BARBECUES FA C T S & F I G U R E S £834m spent on barbecue occasions in 2020 488% increase in barbecue- related searches in June 2021 according to Google Trends research 70% of audience are meat-eaters Sources: The Grocer (2021); YouGov Profiles 2022: Audience are those who chose Summer as their fav
Slide 12: Tesco Summer BBQ Contextual DOOH
TESCO SUMMER BBQ CONTEXUAL DOOH CONSIDERABLE SALES UPLIFT INCREASE WHEN USING CONTEXTUAL DUR POST DUR POST DUR POST DUR POST +4% +2% +6% +3% +9% +6% +13% +12% Static vs Contextual Static vs Motion vs Contextual Motion vs no advertising no advertising no advertising no advertising Source: JCDecaux Te
Slide 13: Summer Food: Eating Habits
SUMMER FOOD E AT I N G H A B I T S 70% like to experience new foods / cuisines 63% sit down together for a meal 57% enjoy cooking for themselves and others Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs. Nat Rep
Slide 14: Summer Food: Casual Dining
SUMMER FOOD CASUAL DINING BRAND INDEX % (RESTAURANT) ASK ITALIAN +199% +63% CAFÉ +188% spend ROUGE between CÔTE +118% BRASSERIE £100 - £200 PIZZA +114% per month EXPRESS eating out at WAHACA +102% restaurants Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season
Slide 15: Drinks
DRINKS
Slide 16: Alcohol Favourites
A L C O H O L FAV O U R I T E S TOP BEVERAGES ALCOHOL INDEX % (TYPE) ALCOPOPS +113% E.G. SMIRNOFF ICE WINE +65% VODKA +59% TEQUILA +58% Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs. Nat Rep. (more likely than the average adult)
Slide 17: Drinks (Alcohol): Purchase Behaviour
DRINKS (ALCOHOL) P U R C H A S E B E H AV I O U R +46% drink alcohol at bars several times per month +40% spend £100-£150 on alcohol monthly in pubs/restaurants +37% purchase alcohol several times per week Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs
Slide 18: Fashion
FA S H I O N
Slide 19: Fashion: Retail Attitudes & Behaviour
FA S H I O N R E TA I L AT T I T U D E S & B E H AV I O U R 41% visit shopping malls / high streets in their free time +59% have purchased luxury accessories i.e. hats, sunglasses in the past 12 months* +13% have spent between £150 –£300 on clothes in the last three months* Source: YouGov Profiles 2
Slide 20: Fashion: Retail Attitudes & Behaviour
FA S H I O N R E TA I L AT T I T U D E S & B E H AV I O U R +40% +32% I SEE MYSELF AS I KEEP UP TO MORE FASHIONABLE DATE WITH THAN MOST FASHION TRENDS +29% +28% LUXURY GOODS I HAVE ARE A GOOD EXPENSIVE INVESTMENT TASTE +10% +10% BUY IN-STORE HAVE A TO TRY ‘SUMMER’ BEFORE BUYING WARDROBE Source: YouG
Slide 21: Top Fashion Brands
TO P FA S H I O N B R A N D S LUXURY +21% LUXURY BRAND INDEX % MULBERRY +76% PRADA +59% “I am willing LANCOME +47% to pay more for luxury DIOR +45% brands” VIVIENNE +43% WESTWOOD Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs. Nat Rep. (more likely tha
Slide 22: Activities
ACTIVITIES
Slide 23: Summer Activities
SUMMER ACTIVITIES TOP ACTIVITIES IN SUMMER +43% +42% +21% HOST GO TO A DINNER PARTY SPORTING EVENTS “Sunshine / +15% +11% warm ATTEND OUTDOOR PERFORMANCES VISIT FRIENDS/FAMILY weather makes me +28% +12% want go out” GO SHOPPING TRAVEL Source: YouGov Profiles 2022: Audience are those who chose Summer
Slide 24: Summer Travel
S U M M E R T R AV E L H O L I D AY S 1in4 +11% have had a holiday in the past 12 months “I enjoy shopping at 45% airports” have travelled for leisure +67% intend to go on holiday in August 2022* Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs. Nat Rep.
Slide 25: Favourite Festivals
FAV O R I T E F E S T I VA L S T O P 5 F E S T I VA L S +12% FESTIVAL INDEX % GLASTONBURY +76% BBC PROMS +59% “I am obsessed READING +47% with music” AND LEEDS V FESTIVAL +45% REWIND FESTIVAL +43% Source: YouGov Profiles 2022: Audience are those who chose Summer as their favourite season vs. Nat Rep
Slide 26: Summer 2022
SUMMER 2022 21ST JUNE – 23RD SEPTEMBER