Consumer Foodservice by Location: Assessing the Semi-captive Space

Introduction

Scope

Global Performance

Retail drives global semi-captive sales

An increasingly important category

Semi-captive rides out the recession

Asia, Latin America lead semi-captive expansion in 2010

Retail blazes growth trail

Semi-captive enjoys growing share across nearly every category

Semi-captive extends sales per outlet, transaction gap

Retail and travel key drivers of semi-captive growth across regions

Semi-captive finds a strong niche in several regions

Emerging markets moving up the list of semi-captive leaders

Why semi-captive is thriving

Potential limits to semi-captive growth

Competitive Landscape

Auto traffic keeps rising

Latin America leads travel foodservice surge

Cafés/bars remain a travel favourite

Lodging benefits from tourism growth

Full-service restaurants dominant in lodging locations

New hotel construction underpins lodging expansion

Retailing boosted by surging incomes

Shopping mall construction underpins retail expansion

Quick service key to retail foodservice expansion

Spending on leisure shows recovery

Leisure

Leisure outlets provide demand driver for fast food chains

Case Studies

Case study: Overview

Case study: McDonald's

Non-traditional stores key to Latin American fast food growth

McDonald's illustrates the power of the shopping centre

Dessert centres in Brazil

Lessons from McDonald's

Case study: Ikea

Ikea remains a foodservice force

Massive traffic flows drive remarkable sales per outlet figures

Lessons from Ikea

Case study: Indian Hotels Co

Indian Hotels Co reveals importance of lodging foodservice

A continued presence in full-service dining

A major force for chained expansion

Lessons from Indian Hotels Co

Global Prospects

Strong future for semi-captive formats

Emerging markets well-represented among growth leaders

Semi-captive set to drive expansion for years to come

Fast food still a key driver for semi-captive

Retail to extend lead

Further evolution expected for a rising category

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