世界の乳製品市場

Abstract

Why buy this report

• Get insight into trends in market performance
• Pinpoint growth sectors and identify factors driving change
• Identify market and brand leaders and understand the competitive environment

Regional coverage

Western Europe; Eastern Europe; North America; Latin America; Asia-Pacific; Oceania; Africa and the Middle East

Companies profiled

Abbott Laboratories Inc; Arla Foods Amba; Associated British Foods Plc (ABF); Barilla Holding SpA; Bimbo SA de CV, Grupo; Bristol-Myers Squibb Co; Cadbury Schweppes Plc; Calbee Foods Co Ltd; Campbell Soup Co; Campina Melkunie BV, Zuivelcoöperatie; Chocoladefabriken Lindt & Sprüngli AG; Chupa Chups (Grupo) SA; ConAgra Foods Inc; CSM NV; Danone, Groupe; Dean Foods Co; Del Monte Foods Co; Ferrero SpA; Fonterra Co-operative Group; General Mills Inc; Heinz Co, HJ; Hershey Foods Corp; Hormel Foods Corp; Interstate Bakeries Corp; Kellogg Co; Kraft Foods Inc; Lactalis, Groupe; Lotte Group; Mars Inc; McCain Foods Ltd; McCormick & Co Inc; Meiji Dairies Corp; Meiji Seika Kaisha Ltd; Nestlé SA; Nissin Food Products Co Ltd; Novartis AG; Orkla Group; Parmalat Finanziaria SpA; PepsiCo Inc; Perfetti Van Melle Group; Procter & Gamble Co, The; Royal Numico NV; Sara Lee Corp; Sodiaal SA (Société de Diffusion Internationale Agro-alimentaire); Storck KG, August; Unilever Group; Uni-President Enterprises Corp; Wrigley Jr Co, William; Yakult Honsha Co Ltd; Yamazaki Baking Co Ltd

Table of Contents

• EXECUTIVE BRIEFING
  • Chart 1 Global Presentation Slide (1)
  • Chart 2 Global Presentation Slide (2)
  • Chart 3 Global Presentation Slide (3)
  • Chart 4 Global Presentation Slide (4)
  • Chart 5 Global Presentation Slide (5)
  • Chart 6 Global Presentation Slide (6)
  • Chart 7 Global Presentation Slide (7)
  • Chart 8 Global Presentation Slide (8)
  • Chart 9 Global Presentation Slide (9)
  • Chart 10 Global Presentation Slide (10)
  • Chart 11 Global Presentation Slide (11)
  • Chart 12 Global Presentation Slide (12)
  • Chart 13 Global Presentation Slide (13)
  • Chart 14 Global Presentation Slide (14)
  • Chart 15 Global Presentation Slide (15)
  • Chart 16 Global Presentation Slide (16)
  • Chart 17 Global Presentation Slide (17)
  • Chart 18 Global Presentation Slide (18)
  • Chart 19 Global Presentation Slide (19)
  • Chart 20 Global Presentation Slide (20)
  • Chart 21 Global Presentation Slide (21)
  • Chart 22 Global Presentation Slide (22)
  • Chart 23 Global Presentation Slide (23)
• KEY CONSUMER TRENDS
• DEVELOPED MARKETS
• Health issues come to the fore
• Is dairy really good for you?
• Product innovation focuses on perceived health benefits
• Organic dairy products continue to rise
• Need for convenience prompts innovative packaging and product formats
• Changing retailing landscape for dairy products
• DEVELOPING MARKETS
• Maturation of demand
• Urbanisation and deepening distribution drive sales
• Deepening penetration through better market segmentation
• Soy products
• TRANSLATING INSIGHT INTO ACTION
• DANONE RIDES THE HEALTH AND WELLNESS WAVE IN YOGHURT
• Assumption of market leadership in drinking yoghurt from Yakult Honsha particularly impressive
• Research and development produces innovative new brands and new twists on existing ones
• Seizing the first mover advantage helps to prevent the emergence of strong rivals
• A positive and proactive response to health concerns
• Experience in bottled water a help, as is strong goodwill
• Outlook
• BRAND EXTENSIONS DRIVE DEAN FOODS FORWARD IN US MILK MARKET
• Higher margins and improved distribution are major gains
• Economies of scale in production crucial but marketing functions remain separate
• "Chinese Walls" help to preserve brand equity
• Outlook
• MENGNIU DEEPENS ITS DISTRIBUTION AND RAISES ITS PROFILE IN CHINA
• Alliances will smaller, regional players are key
• High profile TV sponsorship pays dividends
• Outlook
• NEW PRODUCT DEVELOPMENTS
• LEADING INNOVATIONS IN THE MARKETPLACE 2005/2007
• Functional ingredients becoming more specialised
• Co-branding augments brand equity
• Kraft focuses on convenient meal solutions
• Servicing developing markets through enhanced consumer segmentation
  • Summary 1 Dairy Products: Leading Innovations 2005-2006
• INNOVATIONS THAT FAILED TO MAKE AN IMPACT
• Yoplait Healthy Heart discontinued in the US
• Over ambitious claims lead to disaster
  • Summary 2 Dairy Products: Notable Recent Failures 2005-2006
• INSIGHTS INTO MARKET PERFORMANCE
• HEADLINES
• FASTEST GROWING MARKETS: ARE YOU THERE YET?
• Global overview
• Soy milk emerges as an alternative to dairy
• Drinking yoghurt thrives on healthfulness and convenience
• Regional overview
• Time-poor, cash-rich consumers seek convenience
• Premiumisation trend accelerates
• Consumers seek indulgence as a payoff for "virtue"
• Sector market data
  • Chart 24 Global Sales of Dairy Products by Region: 1998-2006
  • Chart 25 Global Sales of Dairy Products Sales by Sector: 2006 Value Breakdown
  • Chart 26 Global Sales of Dairy Products by Sector: % Value Growth
  • Chart 27 Regional Value Sales of Drinking Milk Products by Type 2006
  • Chart 28 Regional Sales of Drinking Milk Products: Per Capita Expenditure and Growth 1998-2006
  • Chart 29 Regional Sales of Spoonable Fermented Products by Type 2006
  • Chart 30 Regional Sales of Spoonable Fermented Products: Per Capita Expenditure and Growth 1998-2006
  • Chart 31 Regional Sales of Drinking Fermented Products by Type 2006
  • Chart 32 Regional Sales of Drinking Fermented Products : Per Capita Expenditure and Growth 1998-2006
  • Chart 33 Regional Sales of Cheese by Type 2006
  • Chart 34 Regional Sales of Cheese: Per Capita Expenditure and Growth 1998-2006 (Value)
  • Chart 35 Regional Sales of Cream and Coffee Whiteners 2006
  • Chart 36 Cream and Coffee Whiteners: Regional Per Capita Expenditure and Value Growth 1998-2006
  • Chart 37 Regional Sales of Chilled and Shelf-stable Desserts 2006
  • Chart 38 Regional Sales of Chilled and Shelf-stable Desserts: Per Capita Expenditure and Growth 1998-2006
• MAGIC COMBINATIONS: FASTEST-GROWING MARKETS AND PRODUCTS
• Turkish dairy sector expanding
• Chinese dairy doubles in value
• Economic upswing lifts dairy in Eastern Europe
• Fastest growing markets data
  • Chart 39 Fastest Growing Markets: 2006 Per Capita Expenditure and 2005-2006 Value Growth
  • Chart 40 Largest Market Growth 2005-2006 Value Growth (actual)
  • Chart 41 Fastest Growing Markets: 2006 % Value Breakdown by Sector
  • Chart 42 Largest Market Growth (actual): 2006% Value Breakdown by Sector
• SLOW GROWTH COMBINATIONS
• A saturated market in Western Europe and North America
• Japan cools on dairy
• COMPETITIVE ENVIRONMENT
• GLOBAL PLAYERS -- PERFORMANCE ASSESSMENT
• Headlines
• Danone expands through focus on health and wellness
• Nestlé Flirtation with market leadership proves short-lived
• Kraft Foods overreliant on North America and processed cheese
• Dean Foods' s strength built on US dominance
• REGIONAL PLAYERS PERFORMANCE ASSESSMENT
• Arla strong in Scandinavia and UK
• Lactalis grows through acquisitions but France remains its main market
• Sodiaal strong in yoghurt and fromage frais
• Saputo surpasses Parmalat to become market leader in Canadian dairy
• Agropur second to Dean Foods in North American fresh/pasteurised milk
• Meiji Dairies too dependent on Japan' s slow growing dairy market
• Yakult continues to dominate the Asia-Pacific yoghurt market
• Grupo Industrial Lala overhauls Parmalat to assume market leadership
• Ganaderos Productores de Leche Pura becomes
• second-largest indigenous player in Latin America
• Wimm-Bill-Dann benefits from rampant growth in Russia and Ukraine
• Hochland Reich, Summer leads Eastern European cheese
• Domestic dominance makes Israel' s Tnuva largest indigenous player in region
• Giplait and Al Marai also hold firm in Africa and the Middle East
• San Miguel enters Australasian dairy with National Foods acquisition
• Fonterra usurped by San Miguel in Australasia
• EMERGING COMPANIES TO WATCH
• HP Hood increases its presence in fresh/pasteurised milk via acquisition
• Unimilk takes on Wimm-Bill-Dann in Russia
• Alliances drive growth of Inner Mongolia Mengniu Group
• Domestic acquisitions and international brands drive Sigma Alimentos
• KEY HURDLES EXPERIENCED IN 2005/2006
• Slowdown in health and wellness
• Black foods could be the next big thing to revitalise health and wellness
• Value more important than volume in established markets
• KEY LEARNINGS FROM SUCCESSES 2005/2006
• Non-core spin-offs and strategic acquisitions help Dean Foods to thrive
• Danone leads the way in health and wellness
• Indigenous Chinese players reap the rewards of growth
• Companies in Russia and Turkey leverage artisanal players
• MERGERS AND ACQUISITIONS ACTIVITY: IMPACT ASSESSMENT
• Nestlé appears disinterested
• French politics makes a takeover of Danone difficult
• Yakult Honsha looks vulnerable to a takeover
• Collapse of Danone takeover talks with Wimm-Bill-Dann a harbinger in Russia
• Established players seek growth in emerging categories
• Parmalat attempts to spin off its woes
  • Summary 3 Sector Ranking of Major Players by Region: Sector 2005 Value Sales
• THE GLOBAL MARKET FOR DAIRY PRODUCTS IN 2011
• FORECAST MARKET PERFORMANCE AND PREDICTIONS
• Functional and health-minded products to drive growth
• Milk marketing to become even more nuanced
• Health fads shorten future product life cycle
• Full-fat milk should continue to decline
• Natural image boosts dairy
• Organic milk will grow in spite of supply constraints
• Retail consolidation should continue to squeeze margins
• Volume growth key in developing markets
• Expansion of formal market creates new growth opportunities
• Sector market data forecasts
  • Chart 43 Global Sales of Dairy Products by Region (Constant US$) 2006-2011
  • Chart 44 Global Sales of Dairy Products by Sector: % Value Growth 2006-2011 (Constant US$)
  • Chart 45 Global Dairy Sales of Dairy Products: Forecast Value Increase (constant US$) 2006-2011
  • Chart 46 Fastest Growing Markets and Per Capita Expenditure for Dairy Products 2006-2011
• PRODUCTS FOR THE FUTURE
• Promotion of wellness
• Probiotic yoghurt
• Organic
• Soy-based
• Low-fat
• Indulgence
• Targeted marketing
• Innovative packaging