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Inside
Letter from the CEOState of the industry:Global milk consumptionreaches all-time highSix global trendsshaping the dairy industryMarket spotlight:India:The world’s largest dairyproducer and consumer
TetraPakDairyIndex 
A biannual news and informationsource about the dairy industry
Issue 1 - June 2009
FocusonEmergingMarkets
 
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Dear Readers,
Every day, millions of people around the world consumemilk. It’s a basic food staple, which is considered part of ahealthy diet for all ages. It’s also a commodity that continuesto experience steady growth worldwide, even with a recenthistory of price volatility and the current economic slowdown.Despite the global economic crisis, consumption of liquid dairy products is expected to continue to growsteadily over the next three years — with emergingmarkets driving much of this growth. At the same time,the current nancial turmoil is likely to encourage manyconsumers to economise when buying milk, for example,by purchasing budget brands and private label products.Over the past four years, global consumption of liquiddairy products has reached a compound annual growthrate of 2.4% — with consumption hitting an all-time high of 258 billion litres in 2008. Leading much of this growth arehighly populated emerging markets such as India and China,where continued population growth and rising incomes,along with new dietary trends and preferences are fosteringawareness, demand for and consumption of dairy products.
Consumers drink more packaged milk
As milk consumption in these markets grows, concernsaround health and safety and the desire for increasedconvenience are fuelling a trend toward packaged milk— particularly long-life packaged milk, which does notrequire refrigeration or preservatives. For example, milkconsumption in India has risen by a compound annualgrowth rate of 2.7% over the past four years, with packedmilk growing by a compound annual growth rate of 4.7% over the same period. Worldwide consumption of packaged liquid dairy products is growing faster thanthe entire liquid dairy category and is expected to reachapproximately 72% of total global consumption by 2012.Of course, the dairy industry will not be immune fromthe global nancial crisis. Recession in many countries,less access to credit and volatility in the currency andcommodity markets will squeeze prot margins for manyof us. That’s why we at Tetra Pak are more focused thanever on our strategy of designing cost-effective processingand packaging systems and continuously seeking waysto reduce our customers’ overall operating costs.As part of our commitment to our partners in the dairyindustry, we are pleased to present the inaugural issue of the Tetra Pak Dairy Index, which is designed to help dairyproducers identify new opportunities for growth whileoffering all industry watchers information on the latest facts,gures and trends related to the global dairy industry. Ourrst issue focuses on emerging markets.These include India,both the world’s largest dairy producer and consumer, andChina, the world’s second largest dairy consumer, whichhas led growth in dairy consumption over the last fouryears with a compound annual growth rate of 13.4%.We hope you nd this report useful and would welcomeyour comments at dairyindex@tetrapak.com. You can also ndthe Tetra Pak Dairy Index at www.tetrapak.com/dairyindex.Sincerely,
Dennis JönssonPresident and CEO Tetra Pak Group
Letter fromthe CEO
About the Tetra Pak Dairy Index
The Tetra Pak Dairy Index is a biannual report, whichis designed to help dairy producers identify newopportunities for growth while offering all industrywatchers information on the latest facts, guresand trends related to the global dairy industry.The data contained in this report is collectedfrom a variety of Tetra Pak and external sources andanalysed by Tetra Pak’s dairy market experts. TheTetra Pak Dairy Index also includes Tetra Pak’s analysisof the industry based on its day-to-day work withdairy customers, governments, non-governmentalorganisations and local communities around the worldto support every aspect of the dairy value chain.
 
Dairy consumption continues to grow 
Total 2008 LDP* volume: 258 billion litres
Packaged, long-life ready-to-drink milk drives growth as loose milk declinesSource: Tetra Pak, 2008*Excludes soy and dairy alternatives
300
billion litresLoose2005 2006 2007 2008 2009 2010 2011 2012
200
242248254258263270276282
1000
PowderChilledAmbient RTDyear19.9%38.6%10.0%10.3%38.2%20.9%31.5%30.7%30.0%10.3%37.7%22.0%23.0%36.8%10.5%29.7%29.2%10.7%36.4%23.7%28.8%11.0%35.8%24.5%28.2%11.2%35.4%25.2%25.8%35.1%11.4%27.7%
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Global consumption of milk and other liquid dairyproducts (excluding soy and dairy alternatives) reachedan all-time high of 258 billion litres in 2008, accordingto new research from Tetra Pak.When including soy milk and other dairy alternatives,such as rice, nut and seed-based milks, this gureincreases to 280 billion litres.Consumption in 2008 was up more than four billionlitres or 1.6% from 2007— marking a 2.4% compoundannual growth rate globally over the past four years.This growth comes despite a sharp spike in prices overthe past two years, which saw milk prices increase by upto 75% in some markets before stabilising in late 2008.Despite the global economic crisis, Tetra Pakforecasts that worldwide dairy consumption willcontinue to grow at a compound annual growth rateof 2.2% until 2012. However, this does not mean theindustry will not be impacted. According to currentconsumer trends, global consumers are increasinglylikely to economise — as evidenced by the factthat milk sold through discounters and other non-grocery retailers, such as convenience stores, hasgrown by 9.6% globally over the last three years.While consumers may not stop buying milk,they are more and more likely to go for valueoffers when feeling pressure on their budgets.For example, they will increasingly buy budget orprivate label brands when available. In WesternEurope alone, sales of private label products nowrepresent nearly 36% of total white milk sales.
Back to basics
Michael Zacka, Vice President of Marketing and ProductManagement, Tetra Pak, commented: “Over the last fewyears, household incomes have increased in many partsof the world, and consumers concerned about healthand wellness have purchased a wide variety of dairyproducts — from plain white milk to yogurt drinks andavoured milk. However, in today’s difcult economicclimate, we anticipate that most consumers may goback to basics — for example, substituting white milk forhigher priced more value-added products or choosingbudget brands instead of more premium brands. Evenso, we expect the global market for dairy products toexperience steady growth for the foreseeable future.”
Emerging markets lead growth
Driving much of the growth in the global dairy industry— 95.8% over the past four years — are emergingmarkets — such as India, Pakistan, the Middle Eastand China. In these markets, growth has been basedprimarily on growing populations and rising householdincomes, which in turn, inuence consumption habits.For example, in China and Vietnam, consumer dietscontinue to change as household incomes increaseand dairy products, which are not traditionally partof the Asian diet, become more widely available. Inthese markets, novelty as well as good nutrition ishelping drive demand. As a result, consumption of liquid dairy products in Vietnam has increased by nearly10% over the past four years to 984 million litres.
Global consumers drinkmore milk than ever before
Growth forecasted at 2.2% annually until 2012
State of the Industry
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