Coffee in 2018: The New Era of Coffee Everywhere

Introduction

Scope

Key findings

The era of good coffee everywhere is upon us

How is coffee changing?

A new view of the global coffee market

A new era for coffee: four key trends

Coffee at a Turning Point

Coffee enters a new phase of an impressive long-term growth story

Coffee combines enviable growth with significant global volume

Premiumisation continues across the globe

Consumers continue to trade up to better coffee, driving value sales

Yet the great coffee pod surge is slowing

Real threats to the pod category on the horizon

Emerging markets forge a new path

Coffee shop spending more important than ever

Asian coffee demand drives new segmentation

Grouping the key growth markets

What is driving growth in the key markets?

Looking ahead: China demand indicative of global shift

Three long-term shifts to watch

New Channels, New Disruption

Understanding a long-term shift in coffee distribution

Large scale shift to online, away-from-home channels

Internet retail penetration still low across global grocery

Subscriptions connect the coffee shop to the home

Out-of-home channels a story of roast and ground coffee

“Coffee-focused foodservice” continues to expand

Coffee and bakery-led cafés to define a new era for fast food

Convenience stores and traditional retail stay in the picture

How coffee shops can connect the dots

The “Coffee Everywhere” Era Begins

The next stage for coffee drinks

Water and “water-like” products to drive global beverage volumes

Sugar and safety concerns put more energy occasions in play

What occasions can coffee serve?

New products suggest new directions for coffee

Goodkind Coffee offers a (potential) glimpse of coffee’s future

Competitive Landscape

Finding a path in a more fragmented age

Leading coffee and tea players look to diversify

JAB’s growing empire reorders the world of coffee

Nestlé/Starbucks deal one of many to come

Internet retailing creates new opportunities for niche brands

Peet’s Coffee’s success points to a more regional, integrated model

Conclusion

Headwinds and looming issues

Final takeaways

Appendix

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