美国酸奶行业市场前景及投资研究报告-培训课件外文版2024.5特仑苏安慕希蒙牛伊利

INDUSTRIES

&

MARKETSYogurtintheU.S.CHAPTER

01MarketoverviewDairydepartmentsalesintheUnitedStatesin2017to2022(inbillionU.S.dollars)U.S.dairydepartmentsales2017-20221009086.6879.2277.438068.9669.366.467060504030201002017201820192020202120223Description:ThisstatisticillustratesdairydepartmentsalesintheUnitedStatesin2017to2022.Forthe52weeksendedSeptember,2022,thedairydepartmentintheUnitedStatesreportedsalesofabout87billionU.S.dollars.

ReadmoreNote(s):UnitedStates;52weeksendedinSeptember,eachyearSource(s):Nielsen;ProgressiveGrocerYogurtmarketvalueintheUnitedStatesfrom2011to2023(inbillionU.S.dollars)U.S.yogurtsales2011-20239878.27.247.227.156.896.916.896.896.826.756.366.1365432105.582011201220132014201520162017201820192020202120222023*4Description:ThistimelineshowsyogurtsalesintheUnitedStatesin2011to2023.U.S.yogurtsalescametoover7.24billionU.S.dollarsin2022.ReadmoreNote(s):UnitedStates;2022;*Forecast.ReadmoreSource(s):IBISWorldYogurtretailsalesvalueshareintheUnitedStatesin2022,bytypeU.S.yogurtsalessharebytype2022Plantbasedyogurt4.5%Dairyyogurt95.0%5Description:Thisstatisticshowstheestimatedrevenueshareofthelow-fatyogurtmarketintheUnitedStatesin2016and2025,bytype.Organiclow-fatyogurthelda44.7percentshareofthetotalU.S.low-fatyogurtmarketin2016.

ReadmoreNote(s):UnitedStates;2022;*Forecasted.ReadmoreSource(s):TheGoodFoodInstituteQuantityoffrozenyogurtproducedintheUnitedStatesfrom2006to2022(inmilliongallons)FrozenyogurtproductionintheU.S.2006-20229078.68070605040302010074.774.487474.2366.7666.936662.762.556.9250.150.24645.6140.5235.1200620072008200920102011201220132014201520162017201820192020202120226/statistics/255016/frozen-yogurt-production-in-the-usThisstatisticshowsthefrozenyogurtproductionintheUnitedStatesfrom2006to2022.In2022,about45.6milliongallonsoffrozenyogurtwereproduced.Frozenyogurtisafrozen,low-caloriedessert,whichisoftenservedinalargevarietyofflavors.ReadmoreNote(s):UnitedStates;2006to2022Source(s):EconomicResearchService;USDepartmentofAgricultureCHAPTER

02KeyplayersBrandvalueoftheleadingdairyprocessorsworldwidein2023(inbillionU.S.dollars)Globalleadingdairyprocessorsbasedonbrandvalue2023BrandvalueinbillionU.S.dollars02468101214YiliDanoneMengniuAlmaraiArla12.418.946.13.383.32.992.99VinamilkAmul2.53PrésidentYakult2.141.92Illuma8Description:In2023,theFrenchdairycompanyDanonewasthesecondleadingdairycompanyworldwidebasedonbrandvalue,withabrandvalueofaboutninebillionU.S.dollars.ChinesedairycompanyYiliwasrankedfirstthatyear,withabrandvalueofover12billionU.S.dollars.ReadmoreNote(s):Worldwide;2022Source(s):BrandFinanceLeadingdairyfoodsprocessorsinNorthAmericain2022,basedonsales(inmillionU.S.dollars)LargestdairyfoodsprocessorsinNorthAmerica2022,basedonsalesSalesinmillionU.S.dollars10,00005,00015,00020,00025,00030,000DairyFarmersofAmericaInc.LandO'LakesInc.24,50019,226SaputoInc.11,330NestléUSA11,300LactalisGroup,NorthAmericanoperationsDanoneNorthAmericaAgropur*10,1507,0006,260SavenciaFromage&Dairy,U.S.operationsKraftHeinzCo.**6,0805,6005,100SchreiberFoodsRichProductsCorp.ConagraBrands***UnileverNorthAmericanOperations****5,0004,9504,7409Description:ThisstatisticshowstheleadingdairyprocessorsinNorthAmericabasedonsalesin2022.Inthatyear,LandO'LakeswasthesecondhighestrankedfoodprocessoramongstNorthAmericandairyprocessorswith19billiondollarsinestimatedannualsalesofdairyproducts.ReadmoreNote(s):NorthAmerica;2022;**KraftHeinzsolditsnaturalcheesebusinesstoLactalisAmericanGroup,butbecausethetransactiondidn'tcloseuntil2021,soitwasincludedthe2021naturalcheesesalesinKraftHeinz'sranking.***Sales[...]

ReadmoreSource(s):DairyFoodsSalesgrowthofChobaniintheUnitedStatesfrom2019to2022Chobani'ssaleschangeintheU.S.2019-202218%17%16%13.8%14%12%10%8%12%7.6%6%4%2%0%2019202020212022*10Description:ThestatisticshowssalesgrowthofyogurtmanufacturerChobaniintheUnitedStatesas2019and2022.Thecompany'ssalesgrewby17percentin2022.ReadmoreNote(s):2019to2022;*2022:52weeksendedinOctober15,2022.

**Figuresaretakenfrommultiplesources.ReadmoreSource(s):Chobani;FoodNavigator-USA.com;JustFood;Nielsen;WallStreetJournalChobanibrandawareness,usage,popularity,loyalty,andbuzzamongoatmilkdrinkersintheUnitedStatesin2022ChobanibrandprofileintheUnitedStates202275%70%60%50%38%40%30%20%10%0%34%33%27%ChobaniawarenessChobanipopularityChobaniusageChobaniloyaltyChobanibuzz11Description:HowhighisthebrandawarenessofChobaniintheUnitedStates?ReadmoreNote(s):UnitedStates;18March2022to17October2022;753respondents;18-64years;respondentswhodrinkoatmilkSource(s):ConsumerInsightsYear-on-year(YOY)valuegrowthofGreekyogurtintheUnitedStatesfrom2010to2022U.S.market:Greekyogurt'syear-over-yeargrowth2010-2022180%162%160%140%120%100%80%60%41%40%14%20%0%6.5%4.6%4.6%4.9%-4.4%-8%-20%-11%2019*****2010*2013*2014*,**2015***2017****20182020******2021******2022******12Description:Thisstatisticshighlightstheyear-on-year(YOY)growthofGreekyogurtintheUnitedStatesfrom2010to2022.In2020,Greekyogurtrecordedyear-on-yeargrowthof6.5percent,downfromaYOYgrowthof162percentin2010.

ReadmoreNote(s):UnitedStates;2010to2022;********52weeksendedinMarch2022;*2010to2014figuresstemfromadifferentpublication.

**Year-to-dateasofSeptember2014.***52weeksendedDecember26,2015.*****52weeksending[...]

ReadmoreSource(s):CNBC;Frozen&RefrigeratedBuyer;Nielsen;WinsightGroceryBusinessCHAPTER

03ConsumptionAnnualdomesticconsumptionofyogurtintheUnitedStatesfrom2000to2022(inmillionpounds)*U.S.domesticconsumptionofyogurt2000-20225,0004,5004,0003,5003,0002,5002,0001,5001,00050002000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202214Description:In2022,thetotalconsumptionofyogurtintheU.S.amountedtoabout4.65billionpounds.Thisisasignificantincreasecomparedto2000.Annualyogurtconsumptionin2000wasonlyabout1.8billionpoundsintheUnitedStates.ReadmoreNote(s):UnitedStates;2000to2022;*Excludingfrozenyogurt.ReadmoreSource(s):EconomicResearchService;USDepartmentofAgriculturePercapitaconsumptionofyogurtintheUnitedStatesfrom2000to2021(inpoundsperperson)*U.S.percapitaconsumptionofyogurt2000-202116141210864202000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

202115Description:YogurtconsumptionintheUnitedStateshasgenerallyincreasedsince2000.Percapitaconsumptionpeakedin2013and2014at14.9poundsperpersonbeforeseeingaslightdeclineinconsumptioninthefollowingyears.Asof2021,percapitaconsumptionstandsatabout14.3poundsperperson.ReadmoreNote(s):UnitedStates;2000to2021;*Excludingfrozen.Consumptionrepresentstheresidualafterexports,nonfooduseandendingstocksaresubtractedfromthesumofbeginningstocks,domesticproduction,andimports.BasedonCensus[...]

ReadmoreSource(s):EconomicResearchService;USDepartmentofAgricultureFood/beveragepurchasesbycategoryintheUnitedStatesin2023Food/beveragepurchasesbycategoryintheU.S.2023Shareofrespondents0%10%20%30%40%50%60%70%Fruitsandvegetables71%Dairyproducts(milk,yogurt,cheese,etc.)67%66%SnacksandpotatochipsBottledwaterBreadandbakerygoodsMeatandsausagesSoftdrinks62%62%62%62%Coffee60%PastaPotatoes58%58%SweetsandchocolateRice56%52%Tea47%16Description:Thedisplayeddataonfood/beveragepurchasesbycategoryshowsresultsoftheConsumerInsightsSustainableConsumptionsurveyconductedintheUnitedStatesin2023.Some71percentofrespondentsansweredthequestion"Whichfoods/drinkshaveyoupurchasedinthelast3months?"with"Fruitsandvegetables".ReadmoreNote(s):UnitedStates;02June2023to19June2023;1035respondents;16to83yearsoldSource(s):ConsumerInsightsAnnualdomesticconsumptionoffrozenyogurtintheUnitedStatesfrom2000to2022(inmillionpounds)U.S.domesticconsumptionoffrozenyogurt2000-202260050040030020010002000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

2021

202217Description:ThisstatisticshowsthedomesticconsumptionoffrozenyogurtintheUnitedStatesfrom2000to2022.In2022,thetotalconsumptionoffrozenyogurtintheU.S.amountedtoabout308millionpounds,increasingfrom259millionpoundsthepreviousyear.ReadmoreNote(s):UnitedStates;2000to2022Source(s):EconomicResearchService;USDepartmentofAgricultureSustainablefood/beveragepurchasesbycategoryintheUnitedStatesin2023Sustainablefood/beveragepurchasesbycategoryintheU.S.2023Shareofrespondents10%

15%0%5%20%25%30%35%Fruitsandvegetables34%Bottledwater31%Coffee28%Dairyproducts(milk,yogurt,cheese,etc.)25%PotatoesRiceSoftdrinks23%23%22%22%21%TeaMeatandsausagesPastaSnacksandpotatochipsBreadandbakerygoodsFish21%21%20%17%18Description:Thedisplayeddataonsustainablefood/beveragepurchasesbycategoryshowsresultsoftheConsumerInsightsSustainableConsumptionsurveyconductedintheUnitedStatesin2023.Some34percentofrespondentsansweredthequestion"Whichofthesefoodanddrinkproductsthatyouboughtinthelast3monthsweresustainable/eco-friendly?"with"Fruitsandvegetables".ReadmoreNote(s):UnitedStates;02June2023to19June2023;1004respondents;16to83yearsold;respondentswhopurchasedfoodorbeveragesSource(s):ConsumerInsightsFoodsandnutrientsconsumedtoimprovedigestiveorguthealthintheUnitedStatesin2022FoodsandnutrientsconsumedtoimprovedigestiveorguthealthintheU.S.in2022Shareofrespondents0%

10%20%30%40%50%60%59%56%70%Vegetables(e.g.,leafygreens,broccoli,carrots)Fruits(driedorfresh)Nutsornutbutters38%38%Dairyproducts(e.g.,Greekyogurt)Leanmeats(e.g.,chicken,pork,beef)36%35%35%33%33%Beans,peasorlentilsWholegrains(e.g.,brownrice,wholewheatbread,oats)ProbioticdietarysupplementsFiber/prebioticdietarysupplementsFishorshellfish(e.g.,salmon,shrimp,scallopsPlant-basedprotein(e.g.,tofu,plant-basedmeatorseafoodalternatives)Fermentedfoods(e.g.,kombucha,kefir,sauerkraut,miso)Otherdietarysupplements(e.g.,creatine,melatonin,CoQ10)28%18%16%11%19Description:In2022,vegetables,suchasleafygreens,broccoli,carrots,werethemostfrequentlymentionedfoodthatconsumersintheUnitedStateseattoimprovetheirdigestiveorguthealth,withapproximately59percentofrespondentsmentioningthem.About35percentofrespondentsmentionedbeans,peasorlentils.ReadmoreNote(s):UnitedStates;March23toApril4,2022;297respondents;18-80yearsSource(s):Greenwald&Associates;IFICFoodsandnutrientsconsumedforweightloss/managementintheUnitedStatesin2022Foodsandnutrientsconsumedforweightloss/managementintheU.S.in2022Shareofrespondents0%

10%20%30%40%50%60%70%Vegetables(e.g.,leafygreens,broccoli,carrots)Fruits(driedorfresh)64%62%Leanmeats(e.g.,chicken,pork,beef)53%Vitaminormineralsupplements(e.g.,iron,Bvitamins)Fishorshellfish(e.g.,salmon,shrimp,scallopsWholegrains(e.g.,brownrice,wholewheatbread,oats)Dairyproducts(e.g.,Greekyogurt)47%44%42%39%36%35%32%NutsornutbuttersBeans,peasorlentilsCaffeinatedbeverages(e.g.,coffee,greenorblacktea,energydrinks)Plant-basedprotein(e.g.,tofu,plant-basedmeatorseafoodalternatives)Packagedmeals/snacksfromabrandeddietOtherdietarysupplements(e.g.,creatine,melatonin,CoQ10)22%15%11%20Description:In2022,vegetables,suchasleafy