Rationalisation and Geographic Expansion Remain Key to Growth in Packaged Food

Introduction

Scope

Key Strategies

Global Packaged Food Market Landscape

New Wave of M&A Activities in FMCG Markets

Highly Fragmented Global Packaged Food Market

Leading Industry Players’ Performance

Intense Competition for Greater Market Share

Market Assessment in Light of Company Results

Some Companies Return to Volume Growth

Net Earnings Still Under Pressure

Portfolio Rationalisation

Leaner Organisations

Successful Portfolio Reorientation Strategies H&W Aligned

Danone Most Profoundly Transformed

Exclusively Premium-Priced Portfolio Struggles in Recession

Unilever’s Strategic Divestments

Unilever Narrows the Range of its Focus Categories

Kraft Lags Behind Global Market Growth

Kraft’s Restructured Portfolio Less Focused on Growth Areas

Health & Wellness Stays in Focus

Long-term H&W Commitments

Constantly Revolving Sub-Trends Drive H&W Market

Danone and Nestlé Takes Research to New Levels

Case Study: High Level of Consolidation in Baby Food

Danone’s Access to Global Baby Food via Acquisition

Nestlé in the North American Baby Food Market

Comparison of Return on Investments

Further Consolidation in Confectionery

Confectionery Market Consolidation

Expansion in Emerging Markets

Mars - Confectionery Growth Opportunities

Decision time for Cadbury

Kraft Seeks Global Leadership in Confectionery

Kraft’s Expansion in Biscuits in Europe

Geographic Expansion to Reduce Reliance on Mature Markets Markets

Multinationals’ More Balanced Geographic Market Presence

Geographic Expansion to Reduce Reliance on Mature Markets

Geographic Market Expansion in Focus

Diverse Strategies and Results

Recent Large-Scale M&A Activities

Case Study: Hershey - International Expansion

Case Study: Hershey - Strongly Focused on Asian Markets

Emerging Market Players’ Access to International Arena

Eastern Europe M&A

Russia Still an Attractive Target Market

Case Study: Lactalis - European Growth Path

Growth Opportunities with H&W in Western Europe

Recessionary Trends Drive Portfolio Development

Economic Downturn Boosts Sales of Value Items

Companies Face Strong Competition from Private Label

Price-Consciousness Fuels Growth of Private Label

Mass vs. Premium Confectionery in the Downturn

Over the Long Term in Confectionery

Brand Building by Intense Advertising Activities

Strategies to Widen Consumer Base

Future Developments

Further Large-Scale Market Consolidation Possible

Recent Acquisition Attempt

Focused Portfolios and Wide Geographic Reach Key to Growth

Leading Players’ Strategy Evaluation (1)

Leading Players’ Strategy Evaluation (2)

Report Definitions

Data Parameters

Product Definitions

---