全世界素食主义分析报告-培训课件外文版2024.6乔布斯

INDUSTRIES

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MARKETSVeganismandvegetarianismworldwideCHAPTER

01OverviewValueoftheworldwideveganfoodmarketfrom2023to2024(inbillionU.S.dollars)Valueoftheworldwideveganfoodmarket2023-20243027.824.58252015105020232024*4Description:Theglobalveganfoodmarketisexpectedtoreachavalueofover27.8billionU.S.dollarsin2024.In2023,themarketsizewascloseto25billionU.S.dollars.Itisimportanttonotethatthemarketisnotsolelyservingvegansbutisalsoservingagrowingnumberofflexitarianswhocutdownonmeatconsumptiontovaryingdegreesandreplacetheirfoodinpartswithveganofferings.ReadmoreNote(s):Worldwide;2023;*ForecastReadmoreSource(s):BRCCompositionofthemeatandmeatalternativesmarketworldwidefrom2025to2040,byproducttypeMarketshareofmeatandmeatalternativeproductsworldwide2025-2040MeatVeganmeatalternativesCulturedmeat22%100%90%80%70%60%50%40%30%20%10%0%0%10%10%18%35%25%23%90%72%55%40%20252030203520405Description:Thecompositionofthemeatandmeatalternativesmarketisexpectedtorapidlychangeinthecomingdecades.Beginningwithamarketthatisdominatedbyregularmeatproductsin2025,toamarketwheretheseproductsmakeuponlyaminorityofavailableproductsin2040.The2040marketisexpectedtoroughlyconsistof40percentregularmeatproducts,35percentculturedmeatorlab-grownmeatproducts,and25percentveganmeatalternatives.Itshouldbenotedthatthefirst[...]

ReadmoreNote(s):Worldwide;2025to2040Source(s):BUND;Heinrich-Böll-Stiftung;LeMondediplomatiqueShareofconsumerswhofollowameat-freedietinselectcountriesworldwidein2023Shareofconsumerswhofollowameat-freedietworldwidein2023,byselectcountry50%45%45%40%35%30%25%20%15%10%5%15%15%12%8%8%5%0%IndiaUnitedStatesofAmericaChina(Mainland)GermanyBrazilMexicoJapan6Description:About45percentofIndianrespondentsstatedinfoursurveyscarriedoutin2023thattheytypicallyfollowavegan,vegetarian,orpescetariandietandthusdonoteatmeat.ReadmoreNote(s):Worldwide,Brazil,China,Germany,India,Japan,Mexico,UnitedStates;January2023toDecember2023;181,471respondents;18-64years;Combinesallvegetarians,vegans,andpescetarians.Residentialonlinepopulation,resultsaggregatefoursurveywavesandgivetheiraverageSource(s):ConsumerInsightsCHAPTER

02MeatalternativesMarketrevenueofplant-basedmeatworldwidefrom2018to2028(inbillionU.S.dollars)Globalmeatsubstitutesmarketrevenue2018-20281816141210816.7815.3713.9912.7111.3810.158.967.796.635.3864204.66201820192020202120222023202420252026202720288Description:In2023,themarketvalueofplant-basedmeatsubstitutesworldwidewasestimatedtobeworth10.15billionU.S.dollars.Thisfigureisestimatedtosteadilyincreaseoverthecomingyearsandreachroughly16.78billionin2028.MeatsubstitutesMeatsubstitutesareplant-basedproductsthattrytoemulatemeatproductsintaste,texture,smell,andappearance.Thesealternativesexistinahighvarietyofforms,likethediversityofmeatproductstheyareimitating.Plant-basedproductshave[...]

ReadmoreNote(s):Worldwide;2018to2023Source(s):ConsumerMarketInsightsWorldwidemeatsubstituterevenuein2023,bycountry(inmillionU.Sdollars)Meatsubstituterevenueworldwide2023,bycountryRevenueinmillionU.S.dollars1,00005001,5002,0002,500ChinaUnitedStatesUnitedKingdomRussia2,134.471,809.84978.5676.12661.5GermanyNetherlandsJapan322.52303.3IndonesiaCanadaMexicoSwitzerlandItaly275.81263.91231.52222.88196.53182.02Brazil9Description:Chinaisleadingtherankingbyrevenueinthe'MeatSubstitutes'segmentofthefoodmarket,recording2.1billionU.S.dollars.FollowingcloselybehindistheUnitedStateswith1.8billionU.S.dollars,whileAustraliaistrailingtherankingwith69.26millionU.S.dollars,resultinginadifferenceof2.1billionU.S.dollarstotherankingleader,China.Findotherinsightsconcerningsimilarmarketsandsegments,suchasarankingofsubsegmentsinVietnamregardingout-of-homerevenueinthe[...]

ReadmoreNote(s):Worldwide;Jan1sttoDec31st2023Source(s):ConsumerMarketInsightsRevenuegrowthofthemeatsubstitutesmarketworldwidefrom2019to2028Revenuegrowthofmeatsubstitutesworldwide2019-202825%23.08%23%21%19%17.55%17%15%13%11%9%15.51%15.01%13.35%12.07%11.71%10.1%20269.85%20279.15%20287%5%201920202021202220232024202510Description:Theglobalrevenuechangeinthe'MeatSubstitutes'segmentofthefoodmarketwasforecasttocontinuouslydecreasebetween2023and2028byintotal4.2percentagepoints.Aftertheeighthconsecutivedecreasingyear,theindicatorisestimatedtoreach9.15percentandthereforeanewminimumin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsAveragemeatsubstitutespriceworldwidefrom2018to2028(inU.S.dollars)Averagemeatsubstitutespriceworldwide2018-202817.517.016.516.017.0916.7216.361615.6415.515.2315.0615.014.514.6614.16201914.114.013.513.013.77202120182020202220232024202520262027202811Description:Theglobalpriceperunitinthe'MeatSubstitutes'segmentofthefoodmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal1.9U.S.dollars(+12.48percent).Aftertheseventhconsecutiveincreasingyear,theindicatorisestimatedtoreach17.09U.S.dollarsandthereforeanewpeakin2028.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsGlobalretailsalesofplant-basedmeatin2022,byregion(inmillionU.S.dollars)Globalretailsalesofplant-basedmeat2022,byregion3,5003,3003,0002,5002,0001,5001,0005002,0003262712010EuropeNorthAmericaMiddleEastandAfricaLatinAmericaAPAC12Description:In2022,theregionofEuropeaccountedforthehighestretailsalesofplant-basedmeat,valuedat3.3billionU.S.dollars.Incomparison,theAPACregionhadretailsalesthatyearwith326milliondollars.

ReadmoreNote(s):Worldwide;2022;estimatedSource(s):NielsenIQ;TheGoodFoodInstituteGrowthrateofmeatsubstitutesworldwidein2022,byregionGrowthrateofmeatsubstitutesworldwidein2022,byregion40%36%35%30%25%20%15%9%10%5%5%3%1%0%LatinAmericaEuropeAPACNorthAmericaMiddleEastandAfrica13Description:In2022,LatinAmericahadthehighestgrowthrateforplant-basedmeatsubstitutesamongallregionsworldwide.LatinAmerica'sgrowthratewasapproximately36percent.ThiswasmorethanthreetimesasmuchasthegrowthrateofEurope,whichwasthesecond-fastestgrowingregion,withapproximatelyninepercentgrowth.ReadmoreNote(s):Worldwide;2022Source(s):NielsenIQ;TheGoodFoodInstituteCHAPTER

03MilkalternativesRevenueofthemilksubstitutesmarketworldwidefrom2018to2028(inbillionU.S.dollars)Revenueofthemilksubstitutesindustryworldwide2018-202840353035.2432.8929.8727.3125.232523.1621.4119.5201510517.9716.515.6702018201920202021202220232024202520262027202815Description:Theglobalrevenueinthe'MilkSubstitutes'segmentofthefoodmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal12.1billionU.S.dollars(+52.25percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach35.24billionU.S.dollarsandthereforeanewpeakin2028.Notably,therevenueofthe'MilkSubstitutes'segmentofthefoodmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsWorldwidemilksubstituterevenuein2022,bycountry(inmillionU.S.dollars)Milksubstituterevenueworldwide2022,bycountryRevenueinmillionU.S.dollars4,000

5,00001,0002,0003,0006,0007,0008,0009,00010,000ChinaUnitedStatesJapan9,166.313,351.281,636.86GermanyUnitedKingdomSpain684.72536.38512.53454.04429.84375.86375.29350.78311.49291.09BrazilMexicoSouthKoreaCanadaItalyIndiaFrance16Description:Comparingthe20selectedregionsregardingtherevenueinthe'MilkSubstitutes'segmentofthefoodmarket,Chinaisleadingtheranking(9.2billionU.S.dollars)andisfollowedbytheUnitedStateswith3.4billionU.S.dollars.AttheotherendofthespectrumisRussiawith82.19millionU.S.dollars,indicatingadifferenceof9.1billionU.S.dollarstoChina.ReadmoreNote(s):Worldwide;Jan1sttoDec31st2022Source(s):ConsumerMarketInsightsRevenuegrowthofthemilksubstitutesmarketworldwidefrom2019to2028Revenuegrowthofmilksubstitutesworldwide2019-202810.5%10.12%9.79%9.35%9.5%8.92%8.93%8.47%8.5%8.21%8.24%7.5%7.14%6.5%5.33%5.5%4.5%201920202021202220232024202520262027202817Description:Theglobalrevenuechangeinthe'MilkSubstitutes'segmentofthefoodmarketwasforecasttodecreasebetween2023and2028byintotal1.1percentagepoints.Thisoveralldecreasedoesnothappencontinuously,notablynotin2026and2027.Theindicatorisestimatedtoamountto7.14percentin2028.ReadmoreNote(s):Worldwide;2019to2028Source(s):ConsumerMarketInsightsRetailsalesvalueofmilkalternativesworldwidein2022,byregionRetailsalesvalueofmilkalternativesworldwidein2022,byregion12,0009,88010,0008,0006,0004,0002,00004,1003,600980639AsiaPacificEuropeNorthAmericaLatinAmericaMiddleEastandAfrica18Description:In2022,theAsiaPacificregionhadthehighestretailssalesvalueofplant-basedmilksubstitutesintheworld,amountingtonearly9.9billionU.S.dollars.InWesternEurope,theretailsalesvalueofmilkalternativeswasapproximately4.1billionU.S.dollars.ꢀGlobalproductionoftraditionalmilkTheUnitedStates(U.S.)isoneoftheleadingproducersoftraditionalcowmilkworldwide.In2023,theU.S.producedapproximately226.6billionpoundsofmilkforhumanconsumption.Theproduction[...]ReadmoreNote(s):Worldwide;2022Source(s):Euromonitor;FoodInstitute;TheGoodFoodInstituteAveragemilksubstitutespriceworldwidefrom2018to2028(inU.S.dollars)Averagemilksubstitutespriceworldwide2018-20283.53.43.33.23.13.03.363.293.243.183.133.083.022.912.862.862.842.92.82018201920202021202220232024202520262027202819Description:Theglobalpriceperunitinthe'MilkSubstitutes'segmentofthefoodmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal0.3U.S.dollars(+9.74percent).Aftertheeighthconsecutiveincreasingyear,theindicatorisestimatedtoreach3.36U.S.dollarsandthereforeanewpeakin2028.Notably,thepriceperunitofthe'MilkSubstitutes'segmentofthefoodmarketwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsCHAPTER

04Plant-basedfoodcompaniesTotalinvestmentsinalternativeproteinsourcesworldwidefrom2016to2022,bytype(inmillionU.S.dollars)Investmentcapitalinalternativeproteinsources2016-2022,bytypeFermentationCultivatedmeatPlant-based2,5002,0001,5001,0005002,2002,0001,7001,3001,20089684270362682611379331912711665667231410201620172018201920202021202221Description:In2022,closeto900millionU.S.dollarswereinvestedintocultivatedmeatresearch,development,andproductionglobally.Allalternativeproteininvestmentsfellin2022byhundredsofmillionsofdollars.ReadmoreNote(s):Worldwide;2016to2022Source(s):PitchBook;TheGoodFoodInstituteAnnualinvestmentinplant-basedcompaniesworldwidefrom2010to2022Annualinvestmentinplant-basedcompaniesworldwide2010-20222,5002,0001,5001,0002,2002,0001,20070362650030627117716648241150201020112012201320142015201620172018201920202021202222Description:In2022,theinvestmentinplant-basedcompaniesamountedtonearly2.1billionU.S.dollars.Bycomparison,theannualinvestmentinplant-basedcompaniesamountedtoapproximately23millionU.S.dollarsin2010.

ReadmoreNote(s):Worldwide;2010to2022Source(s):PitchBook;TheGoodFoodInstituteNumberofinvestmentdealsinplant-basedfoodcompaniesworldwidefrom2010to2022Plant-basedfoodcompaniesworldwideinvestmentdeals2010-20222502001501002151631451249855395028211410550201020112012201320142015201620172018201920202021202223Description:In2022,thenumberofinvestmentdealsinplant-basedfoodcompanieswas145withaninvestmentvalueof1.2billionU.S.dollars.Thiswasadecreaseascomparedtolastyearwhenthetotaldealsinvestedwere215.

ReadmoreNote(s):Worldwide;2010to2022Source(s):PitchBook;TheGoodFoodInstituteNetrevenueofBeyondMeat,Inc.worldwidefrom2017to2022,bydistributionchannel(inmillionU.S.dollars)GlobalrevenueofBeyondMeat,Inc.bysaleschannel2017-2022RetailRestaurantandFoodservice3503002502001501005060.7676.4869.29153.09264.112020243.362021234.742022144.81201937.1650.7820187.0925.490201724Description:In2022,BeyondMeat'sglobalsalestorestaurantandfoodservicesgeneratedapproximately304millionU.S.dollars.Inthatyear,thecompany'sretailsaleswerevaluedatabout234.74millionU.S.dollarsworldwide.

ReadmoreNote(s):Worldwide;2017to2022;YearendedinDecember31Source(s):BeyondMeatRevenueofOatlyABfrom2016to2022,bymarket(inmillionSEK)RevenueofOatlyAB2016-2022,bymarket20162017201820192020202120221,6001,4001,2001,0008001,4211,315976950811687612585570600456375361400332297277271245214193142137200919570765914240SwedenNordics(excl.Sweden)Europe(excl.Nordics)UnitedKingdomRestoftheworld25Description:Intheperiodfrom2016to2018,OatlyAB'srevenuewasthehighestinSweden.Bytheendofthisperiod,thecompany,whichwasfoundedin1994andisbasedinMalmö,Sweden,generated375millionSwedishkronorinitscountryoforigin.Asof2022,OatlygenerateditshighestrevenueinEurope(excl.Nordics)byreaching976millionSwedishkronor.Bycomparison,thatyear,itwas689millionSwedishkronor.OatlyAB’spopularityhasincreasedthroughtheyearsandwithit,itsnet[...]

ReadmoreNote(s):Sweden;2016to2022Source(s):OatlyCHAPTER

05VegansandvegetariansShareofpescetariansinselectedcountriesworldwidein2023Shareofpescetariansworldwidein2023,byselectcountry9%8%8%7%6%5%4%3%2%1%0%7%5%4%3%3%2%IndiaChina(Mainland)UnitedStatesofAmericaBrazilGermanyMexicoJapan27Description:In2023,aboutsevenpercentofChinesesurveyrespondentsfollowedapescetariandiet.Thistypeofdietaddsfishtoanotherwisevegetariandiet.Japaneseconsumersare,incomparison,muchlesslikelytofollowapescetariandiet;onlytwopercentofrespondentsfromJapanstatedthattheytypicallydoso.ReadmoreNote(s):Worldwide,Brazil,China,Germany,India,Japan,Mexico,UnitedStates;January2023toDecember2023;181,471respondents;18-64years;Residentialonlinepopulation,resultsaggregatefoursurveywavesandgivetheiraverageSource(s):ConsumerInsightsShareofvegetariansinselectcountriesworldwidein2023Shareofvegetariansworldwidein2023,byselectcountry30%25%25%20%15%10%5%7%6%5%5%5%3%2%0%IndiaUnitedKingdomGermanyUnitedStatesofAmericaIndonesiaChina(Mainland)BrazilMexico28Description:Indiahasthehighestshareofvegetariansinthecountrycomparedtootherselectcountriesin2023,accordingtothepercentintheUnitedKingdom.ReadmoreNote(s):Worldwide,Brazil,China,Germany,India,Indonesia,Mexico,UnitedKingdom,UnitedStates;MarchtoApril2023;4.528*;18-75years;Doesnotincludepescetariansorsocalledpseudo-vegetariansthatconsumefishbutnomeat.Residentialonlinepopulatioon,valuesareroundedSource(s):

ConsumerInsightsConsumerInsightsurvey.One-quarterofIndianrespondentsreportedfollowingavegetariandiet,comparedtoonlysevenShareofvegansinselectcountriesworldwidein2023Shareofvegansworldwidein2023,byselectcountry12%11%10%8%6%4%2%0%4%4%3%2%2%1%IndiaUSAChina(Mainland)GermanyBrazilMexicoJapan29Description:In2023,aroundthreepercentofrespondingGermanconsumersbetween18and64yearsofagefollowedavegandiet.InBrazil,China,Mexico,andtheU.S.,betweentwoandfourpercentofrespondentsatevegandiets.ThenoteworthystandoutisIndia,whereoveratenthofrespondentssaidtheytypicallyfollowavegandiet.Thesurveywascarriedoutinfourquarterlywavesamongonlineusers.

ReadmoreNote(s):Worldwide,Brazil,China,Germany,India,Japan,Mexico,UnitedStates;January2023toDecember2023;181,471respondents;18-64years;Residentialonlinepopulation.FiguresareroundedSource(s):ConsumerInsightsNumberofpeoplewhosignedupforVeganuaryworldwidein2023NumberofpeopleparticipatinginVeganuaryworldwidein2023800,000706,965700,000629,000582,538600,000500,000400,000300,000200,000100,0000400,350250,310168,500201859,50020171,28020152,3002016201920202021*2022202330Description:InJanuary2023,morecloseto707thousandpeopleparticipatedinVeganuary,aglobalcampaignledbyaBritishnon-profitorganizationwiththesamename,whichaimstogetpeoplemotivatedtoonlyeatveganfoodduringthemonthofJanuary.Thenumberofparticipantsin2023,constitutesmorethanfourtimesthefigureofparticipantsin2018.ReadmoreNote(s):Worldwide;January2023Source(s):TheGuardian;VeganuaryLeadingmotivationsthatledpeopletotakepartinVeganuaryworldwidein2022to2023MainreasonswhyparticipantstriedveganfoodduringVeganuary2022-2023Shareofrespondents2023202220%0%5%10%15%25%30%35%40%40%45%44%50%AnimalsPersonalhealth21%21%18%19%Theenvironment8%7%Forachange/challenge/curiosityGlobalhealth(eg.pandemics)Forafriend/partner/familymemberOtherreasons7%5%4%2%2%1%31Description:Accordingto44percentofsurveyrespondentswhotookpartinVeganuary2023worldwide,animalsweretheleadingmotivationtotrythevegandiet.Otherparticipantsweremotivatedbypersonalhealthreasons(21percent)andtheenvironment(19percent).ThesethreereasonsarecommonlythemainmotivatorsinmostWesternculturesforgoingveganorvegetarian.ReadmoreNote(s):Worldwide;January2022andJanuary2023;16,829*;Veganuaryparticipants;*2022:32,5222023:16,829ReadmoreSource(s):VeganuaryIntentiontoreduceconsumptionofanimalproductsafterparticipatinginVeganuaryworldwidefrom2021to2023ShareofparticipantswhowantedtoreduceanimalproductsafterVeganuary2021-2023Shareofrespondents202320%2022202125%0%5%10%15%30%35%40%45%44%50%55%Yes,by75%ormoreYes,bybetween50%and75%Yes,bybetween25%and50%Yes,bylessthan25%Notsure47%48%28%27%27%17%16%16%5%6%5%5%3%3%1%1%1%No,notatall32Description:AccordingtoasurveyconductedamongpeoplewhotookpartinVeganuaryworldwidein2023,nearlyhalfoftherespondentsintendedtoreducetheirconsumptionofanimalproductsbyatleastthreequartersormoreafterVeganuary.Onlyonepercentofrespondentsstatedthattheywouldnotdosoatall.ReadmoreNote(s):Worldwide;Januaryofeachyear(2021to2023);16,829*Source(s):VeganuaryIntentiontocontinuewiththevegandietafterparticipatinginVeganuaryworldwidefrom2021to2023ShareofparticipantswhowantedtostickwithavegandietafterVeganuary2021-2023Shareofrespondents2023202220%20210%10%30%40%50%60%70%25%Yes36%40%4%NoNotsure9%10%7%10%11%64%DidnotmaintainavegandietduringVeganuary45%39%33Description:AccordingtoasurveyconductedamongpeoplewhotookpartinVeganuaryworldwidein2023,approximately25percentofrespondentsintendedtocontinueeatingavegandietafterVeganuary,comparedtoaroundsevenpercentwhodidnotintendtodoso.TheshareofthosewhodidnotmaintainaVegandietduringthemonthrosefrom2021to2023by25percent.ReadmoreNote(s):Worldwide;Januaryofeachyear(2021to2023);16,829*;OnlythosewhowerenotvegansSource(s):VeganuaryCHAPTER

06ConsumptionVolumeofthemeatsubstitutesmarketworldwidefrom2018to2028(inmillionkilograms)Volumeofmeatsubstitutesworldwide2018-20281,2001,00080060040020002018201920202021202220232024202520262027202835Description:Theglobalvolumeinthe'MeatSubstitutes'segmentofthefoodmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal315.1thousandtons(+47.25percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach981.91thousandtonsandthereforeanewpeakin2028.Notably,thevolumeofthe'MeatSubstitutes'segmentofthefoodmarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsVolumeofthemilksubstitutesmarketworldwidefrom2018to2028(inbillionkilograms)Volumeofmilksubstitutesworldwide2018-20281210810.489.989.238.598.067.537.16.696.295.7764205.512018201920202021202220232024202520262027202836Description:Theglobalvolumeinthe'MilkSubstitutes'segmentofthefoodmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotalthreebillionkilograms(+39.84percent).Afterthetenthconsecutiveincreasingyear,theindicatorisestimatedtoreach10.48billionkilogramsandthereforeanewpeakin2028.Notably,thevolumeofthe'MilkSubstitutes'segmentofthefoodmarketwascontinuouslyincreasingoverthepastyears.ReadmoreNote(s):Worldwide;2018to2028Source(s):ConsumerMarketInsightsPer-capitaconsumptionofmeatsubstitutesworldwidefrom2018to2028(inkilograms)Per-capitaconsumptionofmeatsubstitutesworldwide2018-20280.10.10.10.10.120.120.110.10.090.090.10.080.080.10.10.060.10.050.10.040.00.02018201920202021202220232024202520262027202837Description:Theglobalaveragevolumepercapitainthe'MeatSubstitutes'segmentofthefoodmarketwasforecasttocontinuouslyincreasebetween2023and2028byintotal0.03kilograms(+33.33percent).Theindicatorisestimatedtoamountto0.12kilogramsin2028.Notably,theaveragevolumepercapitaofthe'MeatSubstitutes'segmentofthefoodmarketwascontinuouslyincreasingoverthepast