Packaged Food 2011 (Part 3): Finding Success in a Challenging Operating Environment

Introduction

Scope

• Introduction

Objectives of three-part global briefing

• Introduction

Learn more about latest developments in the global food industry

• Introduction

Key findings

• Introduction

Making Sense of Food Prices

Are food prices going up?

• Making Sense of Food Prices

Global food production not keeping up with population growth

• Making Sense of Food Prices

Commodity speculation mounts on the back of cheap US dollar

• Making Sense of Food Prices

Global cereal prices remain elevated relative to mid-2010

• Making Sense of Food Prices

Soybean prices remain high but are finally starting to come down

• Making Sense of Food Prices

Global sugar prices prove stubbornly high despite dip in H1 2011

• Making Sense of Food Prices

Cocoa prices falling as stability returns to Côte d'Ivoire

• Making Sense of Food Prices

Food inflation an increasing cause for concern in China

• Making Sense of Food Prices

Rising input costs, aspiration drive up average retail prices in Brazil

• Making Sense of Food Prices

Russian packaged food retail prices increasing slightly

• Making Sense of Food Prices

US packaged food average retail prices also on the rise

• Making Sense of Food Prices

US chocolate and vegetable oil retail prices rise sharply

• Making Sense of Food Prices

Are average retail food prices going up?

• Making Sense of Food Prices

Packaged food retail price movements by region

• Making Sense of Food Prices

Retail bread prices holding steady across several markets

• Making Sense of Food Prices

Retail chocolate prices mainly see real terms declines worldwide

• Making Sense of Food Prices

Retail Distribution Landscape

Inexorable consumer shift to modern grocery retail formats

• Retail Distribution Landscape

Modern grocery formats gain share, drive down food retail prices

• Retail Distribution Landscape

Consumers in emerging markets seduced by modern grocery

• Retail Distribution Landscape

Supermarket price wars helping to ease general inflation in the UK

• Retail Distribution Landscape

Is the end of traditional grocery formats nigh?

• Retail Distribution Landscape

Retail price comparisons between traditional and modern channels

• Retail Distribution Landscape

Retail prices in traditional and modern formats in emerging markets

• Retail Distribution Landscape

What do consumers love more, stores or brands?

• Retail Distribution Landscape

Competitive Landscape

Where there's retailer consolidation, there's private label

• Competitive Landscape

Private label packaged food leverages significant cost savings

• Competitive Landscape

Expansion of modern grocery formats supports private label share

• Competitive Landscape

Global packaged food market remains extremely fragmented

• Competitive Landscape

Are greater economies of scale required for brands to compete?

• Competitive Landscape

Impact of volatile food input costs to packaged food M&A

• Competitive Landscape

Alternatives to M&A to boost efficiency and offset rising costs

• Competitive Landscape

Emerging markets can support squeezed manufacturer margins

• Competitive Landscape

Different levels of market penetration in emerging regions

• Competitive Landscape

Private label packaged food underperforms in emerging markets

• Competitive Landscape

Global private label performance by packaged food category

• Competitive Landscape

Added Value Innovations

Consumers continue to demand added value packaged food

• Added Value Innovations

Wrigley's 5 gum successfully taps into hip and trendy consumers

• Added Value Innovations

Cadbury's Dairy Milk adds value with ethical positioning

• Added Value Innovations

Chobani Greek yoghurt leverages appeal of all natural lifestyle

• Added Value Innovations

" Snackifying " the Ukrainian packaged food market

• Added Value Innovations

" Snackifying " food to protect squeezed margins

• Added Value Innovations

Parle Milk Power biscuits taps health and convenience in India

• Added Value Innovations

Finding the right added value message for elderly lifestyles

• Added Value Innovations

Final Conclusions

Global packaged food retail volumes should continue to grow

• Final Conclusions

Where now for agricultural commodities and food input prices?

• Final Conclusions

Global grocery retailing outlook: Further consolidation on the cards

• Final Conclusions

Future retail value gains contingent on adding value

• Final Conclusions

Attractive economic i ndicators in emerging m arkets

• Final Conclusions

The East is in the black: Seize the opportunity

• Final Conclusions

Report Definitions

Report terminology (1)

• Report Definitions

Report terminology (2)

• Report Definitions

Product category definitions

• Report Definitions

Retail distribution definitions

• Report Definitions