Zenith Global UK Water Coolers report 2019

Page 1

Zenith Global Report

UK Water Coolers A comprehensive analysis of the point of use and water cooler markets

2019


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, without 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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Contents

Section

page

Market overview

X

Bottled water coolers

X

Point of use

X

Price structure and revenue indicators

X

Bottled water cooler companies

X

Bottled water cooler and dispenser/pumps companies - water volume

X

Bottled water cooler and dispenser/pumps companies and brands - water volume

X

Point of use distributors

X

Forecast

X

Company profiles

X

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1

Market analysis

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UK Market overview - Bottled water coolers and point of use Cooler market evolution

Cooler market evolution, 2013-2018

Commentary 300,000

80

70

250,000

200,000 50

150,000

40

30

100,000 20

50,000 10

0

0

2013 BWC units

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2014

2015 POU units

2016

2017

2018

coolers revenue (€ mln)

Million EUR

60

Installed units


UK Market overview - Bottled water coolers and point of use 2014 Bottled water cooler (BWC) 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

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2015

2016

2017

2018

14-18 CAGR


UK Market overview - Bottled water coolers and point of use Market overview •

Commentary

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UK Market overview - Bottled water coolers and point of use Industry developments •

Commentary

Acquisitions •

Commentary

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UK Market overview - Bottled water coolers and point of use

S •

Commentary

O •

W

Strengths •

Commentary

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Commentary

T

Opportunities •

Weaknesses

Threats

Commentary


UK Bottled water coolers - Market structure bottled water cooler units, 2014-18

bottled water cooler water volume, 2014-18

160,000

135.0

120,000

110,000

116,000

122,000

128,000

125.0 125.0

100,000 80,000 60,000

120.0 120.0 115.0 115.0 110.0 110.0

40,000

105.0

20,000 0

100.0 2014

•

130.0 130.0

milion litres

BWC installed units

140,000

134,000

Commentary

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2015

2016

2017

2018

2014

2015

2016

2017

2018


UK Bottled water coolers - Market structure Throughput Litres per cooler 18.9l bottles per cooler per month Throughput •

Commentary

Cancellations •

Commentary

Contract lengths •

Commentary

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2017

2018

Cancellations Quit rate %

2017

2018


UK Bottled water coolers - Market structure Outlets •

BWC outlets, 2018

Commentary

50%

50%

Commercial Domestic

Machine types •

Commentary

BWC machine types, 2018

50%

50%

Hot-cold

Cold-ambient

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UK Bottled water coolers - Market structure Water types •

BWC water types, 2018

Commentary 20%

20%

Eau de boisson Mineral Purified

20%

20%

Spring Other water type

20%

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UK Bottled water coolers - Market structure Legislation •

Commentary

Maintenance and additional services •

Commentary

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UK Point of use - Market structure BWC to POU conversions

Point of use units, 2014-18 1.2

Units added 2017

POU installed units

1 0.8

Replacement rate %

0.6

Number of units

0.4 0.2 0

Commentary

Conversion •

Commentary

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New POU

2018

2017

2018


UK Point of use - Market structure Outlets •

POU outlets, 2018

Commentary 17%

16% Offices Factories

17%

16%

Institutions Shops Domestic

17%

17%

Others

POU machine types, 2018 Machine types •

Commentary 33%

34% Hot-cold Others Cold-ambient

33%

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UK Point of use - Market structure Rented/sold units •

POU machine types, 2018

Commentary

50%

50%

Rented Sold

Maintenance and additional services •

Commentary

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UK Price structure and revenue indicators - BWC and POU Point of use

2017

2018

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

Commentary

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2017

2018


UK Price structure and revenue indicators - BWC and POU Commentary

Cooler revenue, 2013-18 140 125.0

120

Million EUR

110.0 95.0

100 80.0

90.0

80 80.0

65.0 60

70.0

50.0

60.0 50.0

40

35.0 28.0

40.0

25.0 20.0

20

15.0 10.0

0 2013

2014

2015

BWC revenue (€ mln) Total revenue (€ mln)

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2016

2017

POU revenue (€ mln)

2018


UK Bottled water cooler companies - Units installed Machines in December

Others Total market

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2014

2015

2016

2017

2018

% share 2017

% share 2018

% 18-17


UK Bottled water cooler companies - Units installed •

Commentary

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UK Bottled water cooler companies - Water volume Million litres

Others Total market

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2014

2015

2016

2017

2018

% share 2017

% share 2018

% 18-17


UK Bottled water cooler brands - Water volume Million litres

Others Total market

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2014

2015

2016

2017

2018

% share 2017

% share 2018

% 18-17


UK Bottled water cooler companies and brands - Water volume •

Commentary

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UK Point of use distributors - Units installed Machines in December

Others Total market

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2014

2015

2016

2017

2018

% share 2017

% share 2018

% 18-17


UK Point of use distributors - Units installed •

Commentary

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UK Forecast - Bottled water coolers and point of use 2018 Bottled water cooler (BWC) 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

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2019f

2020f

2021f

2022f

2023f

18-23f CAGR

% 23f-18


UK Forecast - Bottled water coolers and point of use •

Commentary

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2

Company profiles

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Company Ltd WATER DATA AND SALES Country: Category: Address:

United Kingdom

Email: Tel: Website:

Company Structure Ownership Senior Management Commentary & company description

Product range Brand

Water Type Spring

Packacking Type R Polycarb

Packaging size 19

Water volumes (million litres) Total Sales

2014

2015

2016

2017

2018

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

2014

2015

2016

2017

2018

Bottled Coolers (BWC) Total


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