印尼快餐行业市场前景及投资研究报告-培训课件外文版2024.6汉堡薯条可乐

INDUSTRIES

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MARKETSFastfoodindustryinIndonesiaCHAPTER

01OverviewGrossdomesticproduct(GDP)atcurrentmarketpricesfromfoodandbeverageserviceactivitiesinIndonesiafrom2014to2022(intrillionIndonesianrupiah)GDPfromfoodandbeverageserviceactivitiesIndonesia2014-202240036734135030025020015010050333.09319.44316.14295.06276.63260.77246.81020142015201620172018201920202021*2022**3Description:In2022,preliminaryfiguresshowedtheGDPfromfoodandbeverageserviceactivitiesinIndonesiawasatabout367trillionIndonesianrupiah.Thevalueincreasedbyapproximately34trillionIndonesianrupiahcomparedtothepreviousyear.

ReadmoreNote(s):Indonesia;2014to2022;*Preliminaryfigures.**Verypreliminaryfigures.1,000Indonesianrupiahisequalto0.067U.S.dollarsand0.060eurosasofJuly2023.

ReadmoreSource(s):StatisticsIndonesiaTotalsalesvalueofthefoodservicesectorinIndonesiain2020and2022(inbillionU.S.dollars)SalesvalueoffoodserviceinIndonesia2020-2022353029.0925.182522.41201510502020202120224Description:In2022,thetotalsalesvalueoffoodserviceinIndonesiaamountedtoroughly29billionU.S.dollars.Thetypesoffoodserviceincludedinthetotalnumberarefull-servicerestaurants,limited-servicerestaurants(fastfoodanddelivery),cafés/bars,streetstalls/kiosks,andself-servicecafeterias.In2022,thetotalnumberoffoodserviceestablishmentsinIndonesiareachedabout218.47thousandestablishments.ReadmoreNote(s):Indonesia;2020to2022Source(s):Euromonitor;USDAForeignAgriculturalServiceNumberoffoodserviceestablishmentsinIndonesiafrom2019to2022,bytypeNumberoffoodserviceestablishmentsinIndonesia2019-2022,bytypeNumberoffoodestablishments202240,000202120202019020,00060,00080,000100,00097,916120,000103,110103,261103,898104,819Full-servicerestaurantsStreetstalls/kiosks97,49598,80397,8108,8698,0577,6705,634Cafes/bars8,0507,5906,9267,161Limited-servicerestaurants*Self-servicecafeterias**5225235886245Description:In2022,therewereapproximately103.11thousandfull-servicerestaurantsinIndonesia,decreasingbyaround150establishmentssincethepreviousyear.Self-servicecafeteriasinIndonesiaalsoexperiencedthesametrendthatyear,whiletheothertypesoffoodestablishmentssawanincreaseintheirnumberofestablishments.FoodserviceoutletsinIndonesiaaredominatedbyinternationalfoodchainssuchasKentuckyFriedChickenandMcDonald's.ReadmoreNote(s):Indonesia;2019to2022;*Referstofastfoodanddelivery.**Self-servicecafeteriasreferstoready-to-eatfoodfromfoodandbeverageareasingroceryoutlets.

ReadmoreSource(s):Euromonitor;USDAForeignAgriculturalServiceLeadingfoodservicebrandsinIndonesiain2022,bysalesvalue(inmillionU.S.dollars)LeadingfoodservicebrandsIndonesia2022,bysalesvalueSalesvalueinmillionU.S.dollars150

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250050100300350400450McDonald'sKFC409.8408.2PizzaHut247.2Starbucks154.9Hokben103.9KopiKenanganRestoranSederhanaChatime93.39388.586.4JCoDonuts&CoffeeKopiJanjiJiwa71.36Description:In2022,McDonald'stoppedthelistofleadingfoodservicebrandsinIndonesiaintermsofsalesvalue.Thefastfoodbrandgeneratedaround409.8millionU.S.dollarssalesinthatyear.Meanwhile,KFCcameinsecondplace,withsalesvalueofabout408.2millionU.S.dollars.ReadmoreNote(s):Indonesia;2022Source(s):Euromonitor;USDAForeignAgriculturalServiceSalesvalueoflimited-servicerestaurants(LSRs)inIndonesiafrom2019to2022(inbillionU.S.dollars)SalesvalueofLSRsinIndonesia2019-20222.52.262.12.01.51.00.51.661.610.020192020202120227/statistics/1461119/indonesia-sales-value-of-limited-service-restaurantsIn2022,thetotalsalesvalueoflimited-servicerestaurants(LSRs)inIndonesiaamountedtoapproximately2.1billionU.S.dollars,indicatinganincreasecomparedtothepreviousyear.Therewereapproximately8,000LSRsinIndonesiainthesameyear.ReadmoreNote(s):Indonesia;2019to2022Source(s):Euromonitor;USDAForeignAgriculturalServiceNumberoflimited-servicerestaurants(LSRs)inIndonesiafrom2019to2022NumberofLSRsinIndonesia2019-20229,0008,0508,0007,5907,1616,9297,0006,0005,0004,0003,0002,0001,000020192020202120228Description:In2022,therewereapproximatelyeightthousandlimited-servicerestaurants(LSRs)inIndonesia,aninclinecomparedtothepreviousyear.ThefastfoodbrandMcDonald's,operatedbyReksoGroup,wastheleadingfoodservicebrandinIndonesiaintermsofsalesvalueinthatyear.ReadmoreNote(s):Indonesia;2019to2022Source(s):Euromonitor;USDAForeignAgriculturalServiceCHAPTER

02LeadingbrandsLeadingfastfoodrestaurantsinIndonesiain2022,bynumberofoutletsLeadinglimited-servicerestaurantsIndonesia2022,bynumberofoutletsNumberofoutlets0100200300400500600700800900KFCPizzaHutMcDonald'sHokBen83156226918510Description:In2022,KFChadthemostnumberofstoresamongfastfoodrestaurantsinIndonesia.Therewere831KFCrestaurantsnationwidethatyear.Meanwhile,PizzaHutcameinsecondplace,with562outletsacrossthecountry.

ReadmoreNote(s):Indonesia;2022Source(s):Euromonitor;USDAForeignAgriculturalServiceLeadingfast-foodrestaurantsinIndonesiain2022,bysalesvalue(inmillionU.S.dollars)Leadinglimited-servicerestaurantsIndonesia2022,bysalesvalueSalesvalueinmillionU.S.dollars200

250050100150300350400450McDonald'sKFC409.8408.2PizzaHutHokben247.2103.911Description:In2022,McDonald'stoppedthelistofleadingfast-foodrestaurantsinIndonesiaintermsofsalesvalue.Thefast-foodbrandgeneratedaround409.8millionU.S.dollarsinsalesinthatyear.Meanwhile,KFCcameinsecondplace,withasalesvalueofabout408.2millionU.S.dollars.ReadmoreNote(s):Indonesia;2022Source(s):Euromonitor;USDAForeignAgriculturalServiceSalesvalueofMcDonald'srestaurantsinIndonesiafrom2019to2022(inmillionU.S.dollars)SalesvalueofMcDonald'srestaurantsIndonesia2019-2022450408.2409.840035030025020015010050334.9303.60201920202021202212/statistics/1389541/indonesia-mcdonald-s-sales-valueIn2022,McDonald'srestaurantsinIndonesiageneratedsalesofaround409.8millionU.S.dollars.ThefastfoodbrandoperatedbyReksoGroupcontinuedtoexperienceadeclineinsalesvalueovertheobservedperiod,withtheexceptionofthatyear.ReadmoreNote(s):Indonesia;2019to2022Source(s):Euromonitor;USDAForeignAgriculturalServiceSalesvalueofKentuckyFriedChicken(KFC)restaurantsinIndonesiafrom2019to2022(inmillionU.S.dollars)SalesvalueofKFCrestaurantsIndonesia2019-2022500458.845040035030025020015010050408.2358.4345.80201920202021202213Description:In2022,KentuckyFriedChicken(KFC)restaurantsinIndonesiageneratedaround408millionU.S.dollarsinsales.ThefastfoodbrandoperatedbyPTFastfoodIndonesia,Tbk.wasthesecond-leadingfoodservicebrandinIndonesiaintermsofsalesvalueinthatyear.ReadmoreNote(s):Indonesia;2019to2022Source(s):Euromonitor;USDAForeignAgriculturalServiceSalesvalueofPizzaHutrestaurantsinIndonesiafrom2019to2022(inmillionU.S.dollars)SalesvalueofPizzaHutrestaurantsIndonesia2019-2022300250264.2247.2238.7208.2200150100500201920202021202214Description:In2022,PizzaHutrestaurantsinIndonesiageneratedsalesofaround247millionU.S.dollars.ThefastfoodbrandoperatedbyPTSarimelatiKencana,TbkisoneoftheleadingfoodservicebrandsinIndonesia.

ReadmoreNote(s):Indonesia;2019to2022Source(s):Euromonitor;USDAForeignAgriculturalServiceSalesvalueofHokBenrestaurantsinIndonesiafrom2019to2022(inmillionU.S.dollars)SalesvalueofHokBenrestaurantsIndonesia2019-2022160139.614012010080103.992.979.96040200201920202021202215/statistics/1461762/indonesia-hokben-sales-valueIn2022,HokBenrestaurantsinIndonesiageneratedsalesofaround104millionU.S.dollars,asharpincreasecomparedtothepreviousyear.HokBenisalocalIndonesianfastfoodbrandoperatedbyPTEkaBogaintithatservesJapanese-stylebento.ReadmoreNote(s):Indonesia;2019to2022Source(s):Euromonitor;USDAForeignAgriculturalServiceCHAPTER

03CompaniesRevenueofPTFastFoodIndonesiaTbk(KFCIndonesia)infinancialyear2022,bybusinessarea(inbillionIndonesianrupiah)RevenueofKFCIndonesiaFY2022,bybusinessareaRevenueinbillionIndonesianrupiah01,0002,0003,0004,0005,0006,0007,000JakartaMakassarPalembangBandungMedan2,130.83698.95454.89428.02409.88Others1,735.13Total5,857.4717Description:Attheendoffinancialyear2022,KFCIndonesiareportedrevenueofapproximately2.13trillionIndonesianrupiahfromtheoperationsofitsrestaurantsupportcenter(RSC)inJakarta.KFCIndonesiaisoperatedbyPTFastFoodIndonesiaTbkandisoneoftheleadingfastfoodbrandsinIndonesia.ReadmoreNote(s):Indonesia;Financialyear2022;financialyearendsDecember31Source(s):KFCIndonesiaNetsalesofPTSarimelatiKencanaTbk(PizzaHutIndonesia)infinancialyear2022,bygeographicalarea(inbillionIndonesianrupiah)NetsalesofPizzaHutIndonesiaFY2022,bygeographicalareaNetsalesinbillionIndonesianrupiah05001,0001,5002,0002,5003,0003,5004,000GreaterJakartaJavaandBaliSumatra1,435.851,003.54530Sulawesi294.24KalimantanEastIndonesiaTotal258.1190.573,612.3218Description:Attheendoffinancialyear2022,PizzaHutIndonesiareportednetsalesofapproximately1.4trillionIndonesianrupiahfromitsoperationsinGreaterJakarta.PizzaHutIndonesiaisoperatedbyPTSarimelatiKencanaTbkandisoneoftheleadingfastfoodbrandsinIndonesia.ReadmoreNote(s):Indonesia;Financialyear2022;financialyearendsDecember31Source(s):PizzaHutIndonesiaRevenueofPTPioneerindoGourmetInternationalTbk(CFCIndonesia)infinancialyear2021,bybusinesssegment(inbillionIndonesianrupiah)RevenueofCFCIndonesiaFY2021,bybusinesssegmentRevenueinbillionIndonesianrupiah050100150200250300350400450CaliforniaFriedChickenSapoOrientalSugakiya388.0912.428.89CalDonat719Description:Attheendofthefinancialyear2021,CFCIndonesiareportedrevenueofapproximately388billionIndonesianrupiahfromtheoperationsoftheCaliforniaFriendChickensegment.CFCIndonesiaisoperatedbyPTPioneerindoGourmetInternationalTbkandisoneoftheleadinglocalfastfoodbrandsinIndonesia.ReadmoreNote(s):Indonesia;Financialyear2021;financialyearendsDecember31Source(s):CFCIndonesiaPTMitraAdiperkasaTbk(MAP)'scaféandrestaurantsegmentrevenuefromfinancialyear2019to2022(intrillionIndonesianrupiah)CaféandrestaurantsegmentrevenueofMitraAdiperkasa(MAP)FY2019-20224.03.443.53.13.02.432.52.01.51.00.50.02.05201920202021202220Description:Attheendoffinancialyear2022,PTMitraAdiPerkasaTbk(MAP)'scaféandrestaurantsegmentrevenueamountedtoapproximately3.4trillionIndonesianrupiah,asharpincreasecomparedtothepreviousyear.IncludedinthissegmentistheoperationsofleadingglobalbrandssuchasStarbucks,Domino'sPizza,andSubway.MAPisoneofIndonesia'sleadingretailcompanieswithadiversifiedportfoliorangingfromsport,fashion,departmentstores,food&beveragestolifestyleproducts.

ReadmoreNote(s):Indonesia;Financialyears2019to2022;consolidatedfinancialstatements;financialyearendsonDecember31Source(s):MitraAdiperkasaCHAPTER

04MobileappsLeadingofficialrestaurantappsinIndonesiain2023,bydownloads(in1,000s)MostpopularofficialrestaurantappsinIndonesia2023,bydownloadsDownloadsinthousands05001,0001,5002,0002,5003,0003,5004,0004,039.724,500McDonald'sPizzaHutIndonesiaKFCKU1,917.98818.8740.71Domino'sPizzaIndonesiaStarbucksIndonesiaF&BIDApp(ChatimeIndonesia)McDeliveryIndonesia*JCO471.71209.93162.72149.68McDeliveryIndonesia**22.08KFCUAE-OrderFoodOnline

10.4522Description:McDonald'swastheleadingofficialrestaurantappintermsofpopularityinIndonesia,witharoundfourmilliondownloadsin2023.ItwasfollowedbyPizzaHutIndonesia,withapproximately1.9milliondownloads.ReadmoreNote(s):Indonesia;2023;totalnumberofdownloadsregisteredduringtheperiod;iPhone/iPadAppStoreandGooglePlaySource(s):AppMagicNumberofquick-servicerestaurant(QSR)applicationsdownloadedinIndonesiafrom1stquarter2020to4thquarter2023(inmillions)NumberofQSRappdownloadsIndonesiaQ12020-Q420233.53.253.02.52.01.51.00.50.02.592.462.392.352.312.182.092.052.011.971.841.71.661.491.5Q12020

Q22020

Q32020

Q42020

Q12021

Q22021

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Q4202323Description:Inthefourthquarterof2023,thenumberofquick-servicerestaurant(QSR)applicationdownloadsoniOSandGooglePlayreachedaround2.4millioninIndonesia.ThenumberofQSRappdownloadsinIndonesiafluctuatedovertheperiodmeasured,peakingat3.25milliondownloadsinthefourthquarterof2022.ReadmoreNote(s):Indonesia;Q12020toQ42023;downloadsacrossiOSandGooglePlaySource(s):Data.aiNumberofusersessionsonquick-servicerestaurant(QSR)applicationsinIndonesiafrom1stquarter2020to4thquarter2023(inmillions)UsersessionsonQSRappsIndonesiaQ12020-Q42023400359.7341.4350310307.9301.630025020015010050281.4272.5269254218.2204.5170.2153.5142.6135.8119.60Q12020

Q22020

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Q4202324Description:Inthefourthquarterof2023,thenumberofuserssessionsonquick-servicerestaurant(QSR)applicationsonAndroidphonesreachedaround341millioninIndonesia.ThenumberofusersessionsonQSRappsinIndonesiafluctuatedovertheperiodmeasured,peakingataround360millionsessionsinthefourthquarterof2022.ReadmoreNote(s):Indonesia;Q12020toQ42023;AndroidonlySource(s):Data.aiMonthlyactiveuser(MAU)growthofleadingquick-servicerestaurant(QSR)applicationsinIndonesiain2023MAUgrowthofleadingQSRappsIndonesia202335%30.4%30%25%20%15%10%5%0%3.4%2.5%-5%-6%-10%McDonald'sAppStarbucksIndonesiaDomino'sPizzaIndonesiaPizzaHutDeliveryIndonesia25Description:In2023,McDonald'sApphadthehighestmonthlyactiveuser(MAU)growthamongleadingquick-servicerestaurant(QSR)applicationsoniOSandAndroidinIndonesia,withMAUgrowthreaching30.4percent.Rewardprogram,mobileordering,anddeliverywerecitedaskeydriverstoincreaseuserengagementonMcDonald'sapp.ReadmoreNote(s):Indonesia;2023;MAUacrossiOSandAndroidSource(s):Data.aiUsersessiongrowthofleadingquick-servicerestaurant(QSR)applicationsinIndonesiain2023UsersessionchangeofleadingQSRappsIndonesia20230%-10%-11.9%-13.5%-20%-26.2%-30%-40%-50%-60%-57.2%-70%Domino'sPizzaIndonesiaMcDonald'sAppStarbucksIndonesiaPizzaHutDeliveryIndonesia26Description:In2023,theusersessionrateonAndroiddecreasedamongleadingquick-servicerestaurant(QSR)applicationsinIndonesia.Domino'sPizzaIndonesiaexperiencedtheleastdecrease,at11.9percent.Incomparison,PizzaHutDeliveryIndonesiasawadeclineofaround57percentinusersessioninthesameyear.ReadmoreNote(s):Indonesia;2023;Androidonly.Source(s):Data.aiCHAPTER

05RestaurantpreferencesLeadingdiningandquickservicerestaurant(QSR)brandsinIndonesiaasofFebruary2022,byindexscoreLeadingdiningandQSRbrandsinIndonesia2022,byindexscoreIndexscore051015202530KFCPizzaHut26.524.5McDonald's22.4J.CO17.9Hokben(Hoka-HokaBento)17.628Description:AsofFebruary2022,KFCrankedfirstinthediningandquickservicerestaurants(QSR)brands,withanindexscoreof26.5.PizzaHutcameinsecondplace,withanindexscoreof24.5.

ReadmoreNote(s):Indonesia;March1,2021toFebruary28,2022Source(s):YouGovFastfoodrestaurantsthatprovidethebestserviceinIndonesiaasofFebruary2023FastfoodrestaurantwiththebestserviceIndonesia2023Shareofrespondents20%0%5%10%15%25%30%35%40%45%KFCMcDonald'sRicheeseFactoryA&W38.9%33.3%5.9%4.9%4.9%BurgerKingWendy's3%CFC2.8%Texas1.9%1.4%Carl'sJrOthers3.1%29Description:AccordingtoasurveyonfastfoodrestaurantsconductedinFebruary2023inIndonesia,around39percentofrespondentsindicatedthatKFCprovidedthebestserviceamongfastfoodrestaurantsinIndonesia.McDonald'scameinsecond,withabout33percentofrespondentssayingso.ReadmoreNote(s):Indonesia;January31toFebruary9,2023;574respondents;17yearsandolderSource(s):KuriousbyKatadataInsightCenterFastfoodrestaurantsthatprovidethemostconvenientdine-inserviceinIndonesiaasofFebruary2023Fastfoodrestaurantwiththebestdine-inserviceIndonesia2023Shareofrespondents20%0%5%10%15%25%30%35%40%39%45%KFCMcDonald'sRicheeseFactoryBurgerKingA&W30.7%7.3%6.3%5.4%CFC2.4%2.3%Wendy'sCarl'sJr1.9%1.9%2.8%TexasOthers30Description:AccordingtoasurveyonfastfoodrestaurantsconductedinFebruary2023inIndonesia,around39percentofrespondentsindicatedthatKFCprovidedthemostconvenientdine-inserviceamongfastfoodrestaurantsinIndonesia.McDonald'scameinsecond,withabout31percentofrespondentssayingso.ReadmoreNote(s):Indonesia;January31toFebruary9,2023;574respondents;17yearsandolderSource(s):KuriousbyKatadataInsightCenterFastfoodrestaurantsthatprovideawidevarietyofmenuinIndonesiaasofFebruary2023FastfoodrestaurantwithawidevarietyofmenuIndonesia2023Shareofrespondents15%

20%0%5%10%25%30%35%40%McDonald'sKFC37.3%31.7%RicheeseFactoryBurgerKingA&W8.4%7.1%5.4%Wendy'sCFC3.5%2.1%Carl'sJr0.7%0.5%TexasOthers3.3%31Description:AccordingtoasurveyonfastfoodrestaurantsconductedinFebruary2023inIndonesia,around37percentofrespondentsindicatedthatMcDonald'sprovidedthemostdiversemenuoptionsamongfastfoodrestaurantsinIndonesia.KFCcameinsecond,withabout32percentofrespondentssayingso.ReadmoreNote(s):Indonesia;January31toFebruary9,2023;574respondents;17yearsandolderSource(s):KuriousbyKatadataInsightCenterCHAPTER

06FoodpreferencesAttitudestowardsfoodinIndonesiaasofMarch2023AttitudestowardsfoodinIndonesia2023Shareofrespondents0%10%20%30%40%50%60%70%71%IactivelytrytoeathealthyIavoidartificialflavorsandpreservativesItrytoavoidplasticpackagingwhenbuyingfoodFoodmustbeconvenientandfast53%40%38%Itrytoeatlessmeat24%Iamopentoeatingmeatthatwasgrowninalab(culturedmeat)IhaveoneormorefoodintolerancesIdonotenjoycooking16%10%6%4%4%Ican'taffordtoeathealthilyNoneoftheabove33Description:Whenaskedabout"Attitudestowardsfood",mostIndonesianrespondentspick"Iactivelytrytoeathealthy"asananswer.71percentdidsoinouronlinesurveyin2023.ReadmoreNote(s):Indonesia;JanuarytoMarch2023;1050respondents;18-54yearsSource(s):ConsumerInsightsPreferredtypeoffoodorderedondeliveryappsamongrespondentsinIndonesiaasofApril2023TypeoffoodorderedondeliveryappsinIndonesia2023Shareofrespondents20%

30%0%Localcuisine10%40%50%60%70%80%73%Fastfood64%Coffeeandothercoffee-baseddrinksBubbleteaandothertea-baseddrinksSnacks31%30%28%26%Cakes,pastries,anddessert(includingice-cream)Asiancuisine(e