What this report includes
- Top-level strategic analysis of how major consumer trends will influence global markets
- Consumer insight
- Impact across all relevant consumer markets
- Unique graphics and case studies
- Key market snapshots
- Accompanying presentation to synthesise main findings
Why buy this report
- Identify factors driving change now and in the future
- Understand motivation
- Forward-looking outlook
- Briefings and presentation should provoke lively discussion at senior level
- Take a step back from micro trends
- Get up to date estimates and comment
Delivery format
PDF/Word
Downloadable from MyPages
EXECUTIVE SUMMARY
Key Demand Factors Across FMCG Markets
Summary 1 Drivers and Constraints Across FMCG Markets in 2010
Note on Currency of Data
Market Trends: Winners and Losers in 2009 and 2010
Table 1 Winners and Losers of 2009 by Value, with Growth Prospects for 2010
Trends in Key Markets
Summary 2 Winning Markets: Top Three Growth Markets by Country (Value) 2009
ECONOMIC PICTURE
Boom leads to bust
Recovery underway
Emerging markets pull through
Sovereign debt remains a threat
Consumer confidence on the up
Table 2 Historic/Forecast GDP Growth in Key Markets 2008-2010
KEY DRIVERS ACROSS FMCG MARKETS
The Search for Value
Frugality becomes the norm
Private label gains credibility
Shoppers become more agressive
Health and Environmental Awareness
Greener habits prove hard to break
Health and food safety remain a priority
Organic sales dip in 2009 but are quick to recover
Chart 1 Global Sales of Organic Food and Drink 2008-2010
Sustainability – a focus for differentiation
Organic beauty
Eco-friendly tissue/hygiene and home care
Changing Demographics
Ageing populations affect lifestyles
Chart 2 % Population Aged 65+ by Region 2004/2009/2014
Fewer children impacts demand for baby products
Chart 3 Number of Live Births 2008-2010
Cocooning
Eating-in benefits packaged food sectors
Beauty at home
Development of Modern Retail Formats
Discounters become more popular
Wal-Mart appeals to new consumer base
Supermarkets drive growth in emerging markets
Impact of Regulatory Measures
The state’s influence
Health claims under scrutiny
Switches spur OTC market
Tightening of anti-tobacco laws
OVERVIEW OF FMCG MARKETS
The Global Picture
No market escapes downturn
Packaged food remains stable
Tobacco: a surprise winner
Health takes priority
Outlook good for tissue and hygiene, and pet food
Beauty and personal care, and packaged foods reach maturity
Drinks markets face price pressure
Chart 4 Retail Market Sizes by Value 2008-2010
Table 3 Retail Trends by Broad Market 2004-2014
Trends in Key Markets
Developed markets worst hit in 2009
China, India, Brazil perform better
Table 4 Value Trends by Market and by Country 2009 and 2010
PACKAGED FOOD
Competition Stifles Value Growth
Babies’ Needs Come First
Meal Replacements Replace Slimming Pills
Noodles Sales up, but Pasta Down
Indulgence Foods Suffer Reduced Spending
Largest Sectors Reach Saturation
Milk Decline Drags Down Dairy Market
Chart 5 Packaged Food: Broad Sector Sizes 2008-2010
Table 5 Packaged Food: Value Trends by Sector & Subsector 2004-2014
Trends in Key Markets
US remains stable, but Japan hit by deflation
BRIC markets see mixed results
UK takes the lead in Western Europe
Chart 6 Packaged Food: Key Markets and Growth 2010
HOT DRINKS
Private Label Puts Pressure on Prices
Retail Sales Boosted by On-trade Coffee Culture
Green Tea and Plant-based Drinks Surf Health Wave
Chart 7 Hot Drinks: Broad Sector Sizes 2008-2010
Table 6 Hot Drinks: Value Trends by Sector & Subsector 2004-2014
Trends in Key Markets
US and Japan drive growth
Chinese market fuelled by premiumisation
Chart 8 Hot Drinks: Key Markets and Growth 2010
PET FOOD
Pets prioritised during downturn
Product recalls prompt demand for premium brands
Dry foods benefit from convenience factor
Pet humanisation will drive premiumisation
Chart 9 Pet Food: Broad Sector Sizes 2008-2010
Table 7 Pet Food: Value Trends by Sector & Subsector 2005-2015
Trends in Key Markets
Unit price increases underpin US growth
Japanese market fuelled by niche segments
India offers strong potential
Chart 10 Pet Food: Key Markets and Growth 2010
ALCOHOLIC DRINKS
Market Suffers Unhealthy Image
Cider Enjoys Boom
Beer Boosted by Growth in Low Alcohol Varieties
Down-Trading Impacts Spirits and Wine
Champagne and RTDs Out of Fashion
Future Growth Will be Modest
Chart 11 Alcoholic Drinks: Broad Sector Sizes 2008-2010
Table 8 Alcoholic Drinks: Value Trends by Sector & Subsector 2004-2014
Table 9 Alcoholic Drinks: Volume Trends by Sector 2004-2014
Trends in Key Markets
Global downturn masks growth in core markets
Healthier products fuel growth in China
Japanese market value suppressed in 2010
Anti-alcohol campaigns impact Russian market
Chart 12 Alcoholic Drinks: Key Markets and Growth 2010
SOFT DRINKS
Price Pressure Causes Slump in Soft Drinks Value
Asian Speciality Drinks Increase Popularity in China
Carbonates Suffer from Unhealthy Image
Return to Tap Water for Cash-Strapped Consumers
Healthier Drinks Hold Biggest Potential
Chart 13 Soft Drinks: Broad Sector Sizes 2008-2010
Table 10 Soft Drinks: Value Trends by Sector & Subsector 2004-2014
Table 11 Soft Drinks: Volume Trends by Sector 2004-2014
Trends in Key Markets
US market saturated
Japan fiercely competitive
Western Europe bows to price pressure
Chart 14 Soft Drinks: Key Markets and Growth 2010
BEAUTY AND PERSONAL CARE
Switch from Premium to Masstige Depresses Market Value
Babies Continue to be Pampered
Lipstick Effect Boosts Skin Care
Steady Demand for Bathroom Essentials
Colourants Benefit from Innovation
Nails and Eyelashes Receive the Most Attention
Premium Fragrances Seen as Decadent
Chart 15 Beauty and Personal Care: Broad Sector Sizes 2008-2010
Table 12 Beauty and Personal Care: Value Trends by Sector & Subsector 2004-2014
Trends in Key Markets
Masstige and private label put pressure on US market value
Brazilian market poised for growth
Chinese men turn metrosexual
Indians increase interest in personal hygiene
Developed markets set to recover in 2010
Chart 16 Beauty and Personal Care: Key Markets and Growth 2010
CONSUMER HEALTH
Rise in Generics Dampens Value Growth
Prevention Better than Cure?
New Regulations Affect Certain Categories
Ageing Populations Boost Demand for Digestive Remedies
New Categories Grow From Small Base
Chart 17 Consumer Health: Broad Sector Sizes 2008-2010
Table 13 Consumer Health: Value Trends by Sector & Subsector 2004-2014
Trends in Key Markets
US and Japanese consumers turn to preventative health
Emerging markets on the brink of expansion
European market boosted by alli launch
Chart 18 Consumer Health: Key Markets and Growth 2010
HOME CARE
Market Hit by Housing Crisis...
...But Hygiene Gains Importance During Swine Flu Crisis
New Value Brands Compete with Private Label
Green Technology Drives Growth
Chart 19 Home Care: Broad Sector Sizes 2008-2010
Table 14 Home Care: Value Trends by Sector & Subsector 2004-2014
Trends in Key Markets
Emerging markets offer growth opportunities
Innovation boosts value in Japan and China
Brazil and Russia set for growth in 2010
Price wars impact UK market
Chart 20 Home Care: Key Markets and Growth 2010
TISSUE AND HYGIENE
Private Label Assumes Greater Role
Incontinence Loses Taboo
Wipes Perceived as Unnecessary Luxury
Innovation to Drive Furture Growth
Chart 21 Tissue and Hygiene: Broad Sector Sizes 2008-2010
Table 15 Tissue and Hygiene: Value Trends by Sector & Subsector 2004-2014
Trends in Key Markets
US and Japanese markets remain flat in 2010
Greater awareness of hygiene fuels sales in BRICs
2010 looks more promising for Europe
Chart 22 Tissue and Hygiene: Key Markets and Growth 2010
TOBACCO
Cigarettes Resist Downturn
Smoking Prevalence Still Rising in Emerging Markets
Cigars and High Tar Cigarettes Gain Share in 2009
Smokeless Cigarettes are a Hit in Tokyo
Chart 23 Tobacco: Broad Sector Sizes 2008-2010
Chart 24 Volume Sales of Cigarettes 2008-2010
Table 16 Tobacco: Value Trends by Sector & Subsector 2004-2014
Trends in Key Markets
China drives global growth
US volume sales fall, but value driven by tax hikes
Female smokers drive premiumisation trend in Japan
UK tobacco companies target youngsters via festival promotions
Shift towards factory-made cigarettes boosts sales in BRICs
Chart 25 Tobacco: Key Markets and Growth 2010