Zenith East Europe Water Coolers 2017 Sample Report

Page 1

Zenith Insight report

East Europe water coolers A comprehensive analysis of the point of use, dispensers/pumps and water cooler markets

2017


Copyright All copyright in this document is reserved. Liability This document contains information and may contain conclusions and recommendations. Every effort has been made to ensure that the information is accurate and that the opinions expressed are sound. However, Zenith Global Ltd cannot be made liable for any errors or omissions or for any losses or consequential losses resulting from decisions based on the information. Important notice on distribution This report should not be quoted, referred to or transmitted to another party, in whole or in part, with out the prior written consent of Zenith Global Ltd. Should you desire to release a copy of this report to another party for information purposes, we request you and the requesting party to indemnify Zenith Global Ltd from any liability related to the report distribution. Such readers however will not be considered “users� of this report.

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Š Zenith Global Ltd 2017


introduction Zenith has actively reported on the European water cooler market for over twenty years, providing unparalleled insights into the market’s dynamics. Part of our annual East Europe Water Coolers Report, this is the twentieth Zenith Report on the East European water coolers market. In producing our reports, we aim to contact every significant company active in the appropriate sector and to provide as complete a picture as possible at a price accessible to any business with a serious commercial interest. This 2017 water coolers report contains up-to-date profiles on the leading companies, while text, charts and tables provide analysis of recent market developments. We are particularly grateful for the help we have received from these companies in compiling this report. Where direct company figures are unavailable, best estimates have been provided. Note: For the purpose of this report, the term 'POU' represents a free-standing unit which is not integrated into any other piece of furniture or mounting. The unit may be either floor-standing or counter-top. Zenith excludes from this definition units which may include POU purification technology but are installed within a cupboard, termed under-the-counter or under sink units and generally feature a pipe connection from the unit to a separate tap which is generally located over a sink, alongside the standard mains water tap. The report represents exceptional coverage of East Europe’s water cooler market and we hope that you find it useful in your business planning. As our research is updated on a regular basis, we always welcome any comments or suggestions about possible improvements.

Francesca Hall Reports Manager Zenith Global

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contents market overview

4

page

definitions

7

total coolers

9

bottled water coolers

23

dispensers/pumps

37

bottled water for coolers

43

point of use

55

price structure and revenue indicators

70

industry structure

79

forecast

119

appendix

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contents country market analysis

5

page

Belarus

143

Bulgaria

171

Croatia

198

Czech Republic

225

Estonia

253

Hungary

281

Latvia

309

Lithuania

337

Poland

365

Romania

394

Russia

421

Serbia

449

Slovakia

474

Slovenia

502

Ukraine

529

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contents company profiles

6

page

Belarus

564

Bulgaria

569

Croatia

578

Czech Republic

584

Estonia

590

Hungary

595

Latvia

602

Lithuania

616

Poland

625

Romania

638

Russia

648

Serbia

663

Slovakia

668

Slovenia

672

Ukraine

677

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market overview definitions

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market overview definitions •

8

XX

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market overview total coolers

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total coolers market summary •

10

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total coolers market overview 2012 Bottled water cooler (BWC) Units % growth Units per '000 people Dispensers/pumps Units % growth Units per '000 people Million litres % growth Point of Use (POU) Units

% growth Units per '000 people

Total coolers Units % growth POU % share BWC % share Dispensers/pumps % share

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2013

2014

2015

2016


total coolers market overview cooler market evolution, 2012-2016

000 units 180 160

10

10

10

10

10

50

50

50

50

50

100

100

100

100

100

2012

2013

2014

2015

2016

installed units

140 120 100 80 60 40 20 0 BWC units

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Dispensers/pumps units

POU units


total coolers market overview cooler share by country, 2016 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland Romania Russia Serbia Slovakia Slovenia Ukraine 0

2

4

BWC units 13

Š Zenith Global Ltd 2017

6 8 ‘000 units

10

Dispensers/pumps units

12

POU units

14

16

18


total coolers unit volume 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

% share 2012

% share 2016

2016-12 CAGR


total coolers annual growth 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


total coolers units per 000 people 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


total coolers total installed cooler base by sub-region •

17

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total coolers total installed cooler base by sub-region Rank

2012 East region Russia Ukraine Belarus Central Region Poland Czech Republic Hungary Slovakia

South region Romania Serbia Bulgaria Croatia Slovenia

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2013

2014

2015

2016

% share 2012

% share 2016

2016-12 CAGR


total coolers total installed cooler base by sub-region Rank

2012 Baltics Lithuania Estonia Latvia Total

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2013

2014

2015

2016

% share 2012

% share 2016

2016-12 CAGR


total coolers regulatory environment •

20

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total coolers regulatory environment •

21

XX

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market overview bottled water coolers

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bottled water coolers market summary •

23

XX

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bottled water coolers unit volume 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

% share 2012

% share 2016

2016-12 CAGR


bottled water coolers annual growth 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


bottled water coolers share of total market 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia

Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

share gain % 2016-12


bottled water coolers units per 000 people 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland Romania Russia

Serbia Slovakia

Slovenia Ukraine East Europe

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


bottled water coolers machine types •

28

XX

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bottled water coolers share by machine type Hot-cold Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia

Serbia Slovakia Slovenia Ukraine East Europe Average

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Cold-ambient

Free standing

Table top


bottled water coolers outlets •

30

XX

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bottled water coolers distribution by outlet Commercial Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia

Serbia Slovakia Slovenia Ukraine East Europe Average

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Domestic


bottled water coolers cancellations •

32

XX

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bottled water coolers cancellation rate 2015 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia

Serbia Slovakia Slovenia Ukraine East Europe Average

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2016


bottled water coolers contract lengths •

34

XX

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bottled water coolers maintenance and additional services •

35

XX

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market overview dispensers/pumps

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dispensers/pumps market summary •

37

XX

© Zenith Global Ltd 2017


dispensers/pumps unit volume 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland Romania Russia

Serbia Slovakia

Slovenia Ukraine East Europe

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2013

2014

2015

2016

% share 2012

% share 2016

2016-12 CAGR


dispensers/pumps annual growth 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

39

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


dispensers/pumps share of total market 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

share gain % 2016-12


dispensers/pumps units per 000 people 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


market overview bottled water for coolers

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bottled water for coolers market summary •

43

XX

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bottled water for coolers bottled water market 2012 All bottled water % increase Packaged water % increase % of total botled water increase % share Water coolers % increase % of total botled water increase

% share

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2013

2014

2015

2016


bottled water for coolers bottled water market bottled water volume , 2012-2016 140

120

20

20

20

20

20

100

100

100

100

100

2012

2013

2014

2015

2016

million litres

100

80

60

40

20

0 packaged water

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water coolers


bottled water for coolers volume (mln litres) 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

% share 2012

% share 2016

2016-12 CAGR


bottled water for coolers annual growth 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


bottled water for coolers litres per person 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

48

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


bottled water for coolers water throughput •

49

XX

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bottled water for coolers water throughput litres per cooler 2015 Belarus

Bulgaria Croatia

Czech Republic Estonia Hungary Latvia Lithuania Poland Romania Russia Serbia Slovakia Slovenia Ukraine East Europe Average

50

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18.9l bottles per cooler per month 2016

2015

2016


bottled water for coolers water types •

51

XX

© Zenith Global Ltd 2017


bottled water for coolers water volume by type Million litres Mineral Belarus

Bulgaria Croatia

Czech Republic Estonia Hungary Latvia Lithuania Poland Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

52

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Purified

% share Spring

Mineral

Purified

Spring


bottled water for coolers packaging formats •

53

XX

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market overview point of use

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point of use market summary •

55

XX

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point of use unit volume 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

% share 2012

% share 2016

2016-12 CAGR


point of use annual growth 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


point of use share of total market 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

share gain % 2016-12


point of use units per 000 people 2012 Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2013

2014

2015

2016

2016-12 CAGR

2016-12 Growth


point of use BWC to POU conversion •

60

XX

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point of use BWC to POU conversion BWC conversion % Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia

Serbia Slovakia Slovenia Ukraine East Europe

61

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New POU %

Converted units

New units


point of use outlets •

62

XX

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point of use distribution by outlet Offices Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia

Serbia Slovakia Slovenia Ukraine East Europe Average

63

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Factories

Institutions

Shops

Domestic

Other


point of use rented versus sold units •

64

XX

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point of use rented versus sold units Rented units % share Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia

Serbia Slovakia Slovenia Ukraine East Europe Average

65

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Sold units % share


point of use machine types •

66

XX

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point of use share by machine type Hot-cold Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia

Serbia Slovakia Slovenia Ukraine East Europe Average

67

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Cold-ambient

Others

Carbonated


point of use maintenance and additional services •

68

XX

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market overview price structure and revenue indicators

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price structure and revenue indicators market summary •

70

XX

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price structure and revenue indicators bottled water coolers and bottled water sales •

71

XX

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price structure and revenue indicators average water prices by type Euros per litre average 2016 Sparkling water Belarus

Bulgaria Croatia

Czech Republic Estonia Hungary Latvia Lithuania Poland Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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Still to 10 litres

Water coolers


price structure and revenue indicators bottled water coolers and bottled water sales Average BWC monthly rental (€) Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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© Zenith Global Ltd 2017

Average bottle price (€)

BWC rental revenue (€)

Water sales revenue (€)

Total revenue (€)

% share BWC rental

% share water


price structure and revenue indicators bottled water coolers and bottled water sales 2012 Average monthly rental (€) Average bottle price (€)

BWC rental revenue (€ mln)

Water sales revenue (€ mln) Total revenue (€ mln)

BWC rental revenue (% share) Water sales revenue (% share)

Average monthly rental % change Average bottle price % change BWC rental revenue % change Water sales revenue % change

74

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2013

2014

2015

2016


price structure and revenue indicators point of use •

75

XX

© Zenith Global Ltd 2017


price structure and revenue indicators point of use Average monthly Average sales rental (€) price per unit (€) Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia

Serbia Slovakia Slovenia Ukraine East Europe

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© Zenith Global Ltd 2017

Rented units revenue (€)

Sold units revenue (€)

Total revenue % share (€) rented units

% share revenue


price structure and revenue indicators point of use 2012 POU average monthly rental (€) POU average sale price (€)

POU revenue (€ mln)

POU sales revenue (€ mln) Total revenue (€ mln)

POU rental revenue (% share) POU sales revenue (% share)

POU average monthly rental % change POU average sale price % change POU revenue % change POU sales revenue % change

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2013

2014

2015

2016


market overview industry structure

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industry structure mergers and acquisitions •

79

XX

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industry structure mergers and acquisitions o

80

XX

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industry structure mergers and acquisitions Buyer

81

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Target

Country

Date


industry structure bottled water coolers •

82

XX

© Zenith Global Ltd 2017


industry structure BWC - top 25 national companies Rank

Country

Company

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

83

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2012

2013

2014

2015

2016

% share 2016


industry structure BWC - top 25 national companies Rank

Country

Company

16 17 18 19 20 21 22 23 24 25 Top 10 % share Top 25

% share Others East Europe

84

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2012

2013

2014

2015

2016

% share 2016


industry structure BWC - leading companies by volume of units installed 2012 Belarus

Bulgaria

Croatia‌

85

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2013

2014

2015

2016


industry structure dispensers/pumps •

86

XX

© Zenith Global Ltd 2017


industry structure dispensers/pumps - top 25 national companies Rank

Country

Company

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

87

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2012

2013

2014

2015

2016

% share 2016


industry structure dispensers/pumps - top 25 national companies Rank

Country

Company

16 17 18 19 20 21 22 23 24 25 Top 10 % share Top 25

% share Others East Europe

88

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2012

2013

2014

2015

2016

% share 2016


industry structure dispensers/pumps - leading companies by volume of units installed 2012 Belarus

Bulgaria

Croatia‌

89

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2013

2014

2015

2016


industry structure point of use •

90

XX

© Zenith Global Ltd 2017


industry structure point of use - top 25 distributors Rank

Country

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

91

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Company

2012

2013

2014

2015

2016

% share 2016


industry structure point of use - top 25 distributors Rank

Country

Company

16 17 18 19 20 21 22 23 24 25 Top 10 % share Top 25

% share Others East Europe

92

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2012

2013

2014

2015

2016

% share 2016


industry structure point of use - leading companies by volume of units installed 2012 Belarus

Bulgaria

Croatia‌

93

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2013

2014

2015

2016


industry structure bulk bottled water suppliers •

94

XX

Š Zenith Global Ltd 2017


industry structure bulk bottled water - top 25 national companies Rank

Country

Company

1 2 3 4 5 6 7 8 9 10 11 12 13 14 15

95

Š Zenith Global Ltd 2017

2012

2013

2014

2015

2016

% share 2016


industry structure bulk bottled water - top 25 national companies Rank

Country

Company

16 17 18 19 20 21 22 23 24 25 Top 10 % share Top 25

% share Others East Europe

96

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2012

2013

2014

2015

2016

% share 2016


industry structure bulk bottled water - leading companies by volume of units installed 2012 Belarus‌

97

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2013

2014

2015

2016


market overview forecast

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forecast market summary •

99

XX

© Zenith Global Ltd 2017


forecast key market developments and issues for the future •

100

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forecast market overview 2017f

Bottled water cooler (BWC) Units % growth Units per '000 people Dispensers/pumps Units % growth Units per '000 people Million litres % growth Point of Use (POU) Units % growth Units per '000 people

Total coolers Units % growth POU % share BWC % share Dispensers/pumps % share

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2018f

2019f

2020f

2021f

2022f


forecast market overview cooler market forecast, 2017f-2022f

installed units

000 units 200 180

20

20

20

20

20

20

160

60

60

60

60

60

60

110

110

110

110

110

110

2017f

2018f

2019f

2020f

2021f

2022f

140 120 100 80 60 40 20 0 BWC units

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Dispensers/pumps units

POU units


forecast market overview cooler share by country, 2022f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland Romania Russia Serbia Slovakia Slovenia Ukraine 0

20

40

BWC units 103

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60 80 ‘000 units

100

Dispensers/pumps units

120

POU units

140

160

180


forecast total installed cooler base - unit volume 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

104

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2018f

2019f

2020f

2021f

2022f

% share 2017f

% share 2022f

2022f-17f CAGR


forecast total installed cooler base - annual growth 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

105

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2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR

2022f-17f Growth


forecast total installed cooler base - units per 000 people 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

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2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR

2022f-17f Growth


forecast bottled water coolers - unit volume 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

107

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2018f

2019f

2020f

2021f

2022f

% share 2017f

% share 2022f

2022f-17f CAGR


forecast bottled water coolers - annual growth 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

108

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2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR

2022f-17f Growth


forecast bottled water coolers - share of total market 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

109

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2018f

2019f

2020f

2021f

2022f

share gain % 2022f-17f


forecast bottled water coolers - units per 000 people 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

110

Š Zenith Global Ltd 2017

2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR

2022f-17f Growth


forecast dispensers/pumps - unit volume 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

111

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2018f

2019f

2020f

2021f

2022f

% share 2017f

% share 2022f

2022f-17f CAGR


forecast dispensers/pumps - annual growth 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

112

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2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR

2022f-17f Growth


forecast dispensers/pumps - share of total market 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

113

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2018f

2019f

2020f

2021f

2022f

share gain % 2022f-17f


forecast dispensers/pumps - units per 000 people 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

114

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2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR


forecast point of use - unit volume 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

115

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2018f

2019f

2020f

2021f

2022f

% share 2017f

% share 2022f

2022f-17f CAGR


forecast point of use - annual growth 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

116

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2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR

2022f-17f Growth


forecast point of use - share of total market 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

117

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2018f

2019f

2020f

2021f

2022f

share gain % 2022f-17f


forecast point of use - units per 000 people 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

118

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2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR

2022f-17f Growth


forecast bottled cooler water - volume (mln litres) 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

119

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2018f

2019f

2020f

2021f

2022f

% share 2017f

% share 2022f

2022f-17f CAGR


forecast bottled cooler water - annual growth 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

120

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2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR

2022f-17f Growth


forecast bottled cooler water - litres per person 2017f Belarus Bulgaria Croatia Czech Republic Estonia Hungary Latvia Lithuania Poland

Romania Russia Serbia Slovakia Slovenia Ukraine East Europe

121

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2018f

2019f

2020f

2021f

2022f

2022f-17f CAGR

2022f-17f Growth


country market analysis [Country]

122

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[Country] market overview - bottled water coolers, dispensers/pumps and point of use Cooler market evolution •

cooler market evolution, 2012-2016

XX 350

10

300 8

6

200 150

million EUR

installed units

250

4

100 2 50 0

0 2012

2013

BWC units Dispensers/pumps Units

123

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2014

2015

2016

POU units coolers revenue (mEUR)


[Country] market overview - bottled water coolers, dispensers/pumps and point of use 2012 Bottled water cooler (BWC) Units % growth Units per '000 people Dispensers/pumps Units % growth Units per '000 people Million litres % growth Point of Use (POU) Units

% growth Units per '000 people

Total coolers Units % growth POU % share BWC % share Dispensers/pumps % share

124

Š Zenith Global Ltd 2017

2013

2014

2015

2016


[Country] market overview - bottled water coolers and point of use Market overview •

125

XX

Š Zenith Global Ltd 2017


[Country] market overview - bottled water coolers and point of use Industry developments •

XX

Acquisitions •

126

XX

© Zenith Global Ltd 2017


[Country] market overview - bottled water coolers and point of use

S •

127

XX.

O

W

Strengths

XX

© Zenith Global Ltd 2017

XX

T

Opportunities •

Weaknesses

XX

Threats


[Country] bottled water coolers - market structure bottled water cooler units, 2012-16 160

120

110

100

120

130

24.0 22.0 20.0

100 80 60

20.0 15.0 10.0

40 5.0

0

0.0 2012

128

26.0

25.0

20

•

28.0

30.0

140

milion litres

BWC installed units

140

bottled water cooler water volume, 2012-16

2013

XX

Š Zenith Global Ltd 2017

2014

2015

2016

2012

2013

2014

2015

2016


[Country] bottled water coolers - market structure Throughput Litres per cooler 18.9l bottles per cooler per month

Throughput •

XX

Cancellations •

XX

Contract lengths •

129

XX

© Zenith Global Ltd 2017

2015

2016

Cancellations Quit rate %

2015

2016


[Country] bottled water coolers - market structure Outlets •

BWC outlets, 2016

XX

50%

50%

Commercial Domestic

Machine types •

XX

BWC machine types, 2016

50%

50%

Hot-cold Cold-ambient

130

© Zenith Global Ltd 2017


[Country] bottled water coolers - market structure Water types •

BWC water types, 2016

XX 20%

20%

Eau de boisson Mineral Purified

20%

20%

Spring Other water type

20%

131

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[Country] bottled water coolers - market structure Legislation •

XX

Maintenance and additional services •

132

XX

© Zenith Global Ltd 2017


[Country] point of use - market structure BWC to POU conversions

point of use units, 2012-16 160

POU installed units

140 120

110

100

120

130

140

Replacement rate %

80

Number of units

60 40 20 0 2012

2013

XX

Conversion •

133

Units added

2015

100

XX

© Zenith Global Ltd 2017

2014

2015

2016

New POU

2016

2015

2016


[Country] point of use - market structure Outlets •

POU outlets, 2016

XX 15% 25%

Offices Factories 15%

Institutions Shops

15%

Domestic 15% 15%

Others

POU machine types, 2016 Machine types •

XX

20% 40%

Hot-cold Cold-ambient Others

40%

134

© Zenith Global Ltd 2017


[Country] point of use - market structure Rented/sold units •

POU machine types, 2016

XX

50%

50%

Rented Sold

Maintenance and additional services •

135

XX

© Zenith Global Ltd 2017


[Country] price structure and revenue indicators - BWC and POU Point of use

136

2015

2016

Bottled water coolers

Average monthly rental (€)

Average monthly rental (€)

Average sales price per unit (€)

Average bottle price (€)

Total revenue (€)

Total revenue (€)

- revenue from rented units

- revenue from rented units

- revenue from sold units

- revenue from bottled water sales

XX

© Zenith Global Ltd 2017

2015

2016


[Country] price structure and revenue indicators - BWC and POU •

XX

million EUR

cooler revenue, 2012-16 100 90 80 70 60 50 40 30 20 10 0

83.2

75.3

81.0

72.6

78.1

70.0

10.0

10.6

11.2

11.9

12.6

2012

2013

2014

2015

2016

Total revenue (€ mln)

© Zenith Global Ltd 2017

93.6

80.0

BWC revenue (€ mln)

137

90.0

86.5

POU revenue (€ mln)


[Country] dispensers/pumps - market structure •

dispensers/pumps units, 2012-16

XX 25

23

installed units

21

19

20

17 15

15 10 5 0 2012

138

Š Zenith Global Ltd 2017

2013

2014

2015

2016


[Country] bottled water cooler companies - units installed Machines in December Company

Adjustment Others Total market

139

Š Zenith Global Ltd 2017

2012

2013

2014

2015

2016

% share 2015

% share 2016

% 16-15


[Country] bottled water cooler companies - units installed •

140

XX

Š Zenith Global Ltd 2017


[Country] dispensers/pumps companies - units installed Machines in December Company

Adjustment Others Total market

141

Š Zenith Global Ltd 2017

2012

2013

2014

2015

2016

% share 2015

% share 2016

% 16-15


[Country] dispensers/pumps companies - units installed •

142

XX

Š Zenith Global Ltd 2017


[Country] bottled water cooler companies - water volume Million litres Company

Others Total market

143

Š Zenith Global Ltd 2017

2012

2013

2014

2015

2016

% share 2015

% share 2016

% 16-15


[Country] bottled water cooler brands - water volume Million litres Brand

Others Total market

144

Š Zenith Global Ltd 2017

2012

2013

2014

2015

2016

% share 2015

% share 2016

% 16-15


[Country] bottled water cooler companies and brands - water volume •

145

XX

Š Zenith Global Ltd 2017


[Country] point of use distributors - units installed Machines in December Company

Adjustment Others Total market

146

Š Zenith Global Ltd 2017

2012

2013

2014

2015

2016

% share 2015

% share 2016

% 16-15


[Country] point of use distributors - units installed •

147

XX

Š Zenith Global Ltd 2017


[Country] forecast - bottled water coolers, dispensers/pumps and point of use 2017f

Bottled water cooler (BWC) Units % growth Units per '000 people Dispensers/pumps Units % growth Units per '000 people Million litres % growth Point of Use (POU) Units % growth Units per '000 people

Total coolers Units % growth POU % share BWC % share Dispensers/pumps % share

148

Š Zenith Global Ltd 2017

2018f

2019f

2020f

2021f

2022f

17f-22f CAGR

% 22f-17


[Country] forecast - bottled water coolers, dispensers/pumps and point of use •

149

XX

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appendix glossary, acronyms and abbreviations

Š Zenith Global Ltd 2016


appendix glossary

151

Adjustment: Market adjustment accounts for over/underestimation of the total market as a result of reconciliation of indirect sales and drop off of retired sold units.

Bottled water: All water sold in containers for human consumption.

Bulk bottled water / cooler water: Bottled water sold in containers larger than 10 litres in size.

Bottled water cooler: A unit that dispenses bottled purified, spring or mineral water. The unit can be installed under a rental and service agreement or purchased outright by the customer. Water is delivered direct to the customer by a distributor and empty bottles are taken away. New bottles are placed upside down on top of the machine. A feed tube spike from the machine penetrates a watertight cap in the bottle and opens a valve within the cap, thereby allowing water to flow into the machine. Water is dispensed from cold/hot/ambient taps at the front of the unit. Disposable cups are normally provided in a tube dispenser on the front or side. Machines are usually either freestanding or table-top. They usually take larger bottle formats (5 litre, 7.5 litre, 11.4 litre, 18.9 litre) than those distributed in packaged formats that are available through usual retail outlets such as supermarkets etc.

Bottler: Bottlers supply water to distributors in tankers or bottles. They have no cooler units of their own.

Bottler-distributors: Bottler-distributors have their own water source, fill bottles under their own brand, install their own cooler units and run their own distribution service. They may also fill bottles under contract for other distributors, either under their own brand or under distributor brands.

Carbon filtration: Cartridges in carbon filters naturally absorb organic compounds and chlorine by-products from water. The technique is often used to remove objectionable taste and odour from water.

Codex: Bottled water and POU legislative framework in Germany.

Distributor: Distributors service their own machines using water supplied by bottlers or bottler-distributors. The water may be marketed under the bottler’s, bottler-distributor’s or the distributor’s brand name.

Eau de source: Term used in the Benelux countries and France to describe water from a single protected underground source, untreated and preserved in its natural state.

© Zenith Global Ltd 2017


appendix glossary •

Eau de boisson: Term used in the Benelux countries and France to describe water packed in bottles larger than 2 litres.

HoReCa: Hospitality sector (concatenation of hotel, restaurant and café).

Natural mineral water: In accordance with EC Directive 80/777/EEC on Natural Mineral Waters (and related 96/70/EC, 98/83/EC and 2003/40/EC), in order to qualify as a natural mineral water, the water must: o come from a specified underground source that is protected from any kind of pollution o be stable in its chemical and physical composition o satisfy microbiological criteria and be free of any harmful bacteria o receive no treatment other than filtration (to remove items such as sand particles) or carbonation by the addition of carbon dioxide (although some waters are naturally carbonated) o be bottled at source and fitted with a tamper-evident seal o undergo regular analyses after recognition by an approved laboratory to ensure that these exacting standards are maintained.

152

Packaged water: Bottled water that is not distributed for consumption via water coolers.

POU cooler: A water cooler device that is plumbed into a potable water supply and improves the quality of the water through some method of filtration or purification. Such machines rarely have a drainage system, unless the method of filtration is reverse osmosis or individual country legislation requires it; otherwise the water is either consumed at the point of release or enters the drip tray. The water is usually chilled, heated or carbonated. Units can be faucet/tap, freestanding or table-top. Filtration methods include reverse osmosis, ultra violet (UV) and carbon filter. Faucet/tap units typically utilise carbon and combined staged filtration to deliver filtered water - a ‘diverter’ may be incorporated to bypass the filtration process for dishwashing, etc.

Purified water: Mains or other water subjected to further processing and treatment and bottled in accordance with EC Directive 80/778/EEC on Water for Human Consumption. Sometimes called ‘drinking water’ or ‘table water’. It may come from more than one source or not from a single underground source. It may include the public water supply or be transported from the source to the bottling plant. Bottling companies may carry out filtration and treatment processes on the water to amend its constituents before the water is distributed for sale. Some companies may also add mineral salts and carbon dioxide to their water.

© Zenith Global Ltd 2017


appendix glossary •

Reverse osmosis: A water treatment process that filters out most inorganic chemicals such as salts, metals and minerals as well as microorganisms and many (but not all) organic compounds. It is sometimes seen as a controversial filtration method as it frequently discards a high percentage of water along with the contaminants.

Spring water: In accordance with EC Drinking Water Directive 80/778/EEC, subsequently amended 98/83/EC and related 80/777/EEC, 96/70/EC, and 2003/40/EC, any water from a spring or well may qualify as spring water if it meets the same basic standards as domestic tap water. Impurities may be removed by processing and treatment. Spring water must: o be bottled at source unless it was being tankered before 23 November 1996 o be safe without disinfection and not treated in any way which will alter the natural microbiology o be bottled under only one name as the largest item on the label (the name of source or place of exploitation)

o be untreated except to remove unstable elements (sediment, precipitating iron and manganese). o Unlike natural mineral water, spring water does not have to have a characteristic composition, be free from all traces of pollution or be from a recognised (as opposed to registered) source.

153

Throughput: The volume of bottled used per cooler

Under sink system: An under sink system is classified as any water filtration device (reverse osmosis, UV or carbon) housed in the cupboard/cabinet below the sink area. Filtered water may be delivered direct through the main sink tap, or through a secondary tap within the sink area. Most under sink units only provide filtered water, however some POU distributors are offering units that provide chilled or even hot filtered water through the sink tap. Under sink systems provide a convenient way to give people greater control over the standard of the water they consume. Although there are a range of different methods, generally an under counter unit aims at lowering the amount of heavy metals such as copper, lead, cadmium and barium in the water as well as magnesium, fluoride and sediment.

UV: UV filtration systems inactivate bacteria, viruses and micro-organisms.

© Zenith Global Ltd 2017


appendix acronyms and abbreviations

154

...

Negligible, less than 0.05

cl

Centilitre

f

Forecast

na

Not available, not applicable

ADEAC

Asociación de Distribuidores y Envasadores de Agua en Cooler

AWCN

Association Water Cooler Netherlands

B2B

Business-to-Business

BiB

Bag-in-box

BPA

Bisphenol A

BSDA

British Soft Drinks Association

BWC

Bottled water cooler

BWCA

British Water Cooler Association

CAGR

Compound annual growth rate

DIN

Deutsches Institut für Normung (German Institute for Standardisation)

DTI

Department of Trade & Industry

EBWA

European Bottled Water Association

© Zenith Global Ltd 2017


appendix acronyms and abbreviations

155

EC

European Commission

EFET

Hellenic Food Authority

EFBW

European Federation of Bottled Waters

EFSA

European Food Safety Authority

EPDWA

European Point of use Drinking Water Association

EPFL

Swiss Federal Institute of Technology

EU

European Union

FSA

Food Standards Agency

GBWA

German Bottled Water Cooler Association

GWCA

German Water Cooler Association

HOD

Home and office delivery

IMF

International Monetary Fund

IMQ

Institut für Microbiologische Qualitätssicherung

MIT

Ministry of Industry and Trade (Norway)

NR

Non returnable packaging

NSF

National Sanitation Foundation

© Zenith Global Ltd 2017


appendix acronyms and abbreviations

156

OOH

Out-of-home

PET

Polyethylene terephthalate

POU

Point of use

R

Returnable packaging

RO

Reverse osmosis

SME

Small- and medium-sized enterprise

SSTI

Self-sanitising technology system

UNESCO

United Nations Educational, Scientific and Cultural Organization

UNESDA

Union of European Beverages Associations

UV

Ultra violet

VAT

Value-added tax

WEEE

Waste Electrical and Electronic Equipment Directive

WRAP

Waste Resources Action Programme

WRAS

Water Regulations Advisory Scheme

WE

Watercoolers Europe

Š Zenith Global Ltd 2017


company profiles [Country]

157

Š Zenith Global Ltd 2016


[COMPANY] WATER DATA AND SALES Country: Category: Address: Contact Name & Function:

Email: Tel: Website:

Company Structure Ownership Senior Management Commentary & company description [Information about company and any key recent activities]

Product range Brand [Brand Name]

Water Type Spring

Packacking Type R Polycarb

Packaging size 18.9; 11.0

Water volumes (million litres) Total Sales

2012 5.0

2013 5.5

2014 6.0

2015 6.2

2016 6.5

Installed units at the end of the year Point of Use (POU)

2012 5,000

2013 6,000

2014 6,500

2015 7,000

2016 8,000

15,000

16,000

16,000

18,000

20,000

200

210

220

240

260

20,200

22,210

22,720

25,240

28,260

Bottled Coolers (BWC) Dispensers/pumps Total

Š Zenith Global Ltd, 2017


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