墨西哥餐饮服务行业市场前景及投资研究报告-外文版培训课件2024.7

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MARKETSFoodserviceinMexicoCHAPTER

01GlobaloverviewLeadingfoodanddrinkservicescompaniesworldwidein2024,bymarketvalue(inbillionU.S.dollars)Marketvalueofbiggestglobalfoodanddrinkservicescompanies2024MarketvalueinbillionU.S.dollars40

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100020120140160180200220McDonald'sCorporation(UnitedStates)ChipotleMexicanGrill,Inc.(UnitedStates)StarbucksCorporation(UnitedStates)CompassGroupPLC(UnitedKingdom)YUM!Brands,Inc.(UnitedStates)196.3988.2688.1848.7639.9RestaurantBrandsInternationalInc.(Canada)DardenRestaurants,Inc.(UnitedStates)YumChinaHoldings,Inc.(China)22.4318.3815.288.76Aramark(UnitedStates)3Description:Whenlookingattheleadingfoodanddrinkservicechainsbymarketvalue,asrankedbyForbesinits2024"Global2000"listofthelargestcompaniesworldwide,McDonald'scameoutontop.Thefastfoodchainaccountedforamarketvalueofapproximately196.3billionU.S.dollarsthatyear.Meanwhile,secondintherankingwasChipotleMexicanGrill,withamarketvalueof88.26billionU.S.dollars.ReadmoreNote(s):Worldwide;asofMay17,2024;includescompaniesrankedinForbes'"Global2000"Source(s):ForbesCitieswiththehighestrestaurantpricesinLatinAmericaandtheCaribbeanin2024(indexscore)LatinAmericanandCaribbeancitieswiththehighestrestaurantpriceindex2024Indexscore*2001030405050.360PortofSpain(Trinidad&Tobago)Montevideo(Uruguay)PanamaCity(Panama)Monterrey(Mexico)Santiago(Chile)47.845.644.841.240.6MexicoCity(Mexico)Guadalajara(Mexico)SãoPaulo(Brazil)3831.3Quito(Ecuador)28.5RiodeJaneiro(Brazil)27.84Description:PortofSpainwasthecitywiththehighestrestaurantpricesinLatinAmericaandtheCaribbeanasofmid-2024.ThecapitalofTrinidadandTobagoscored50.3intherestaurantpriceindexrankingthatyear.Accordingtothecalculationsystemusedfortheranking,thismeansthatpeoplelivinginthiscitypaidinrestaurantsaroundonethirdlessthantheinhabitantsofNewYorkCity,thecityusedasthebasefortheindex.ReadmoreNote(s):LAC;2024;asofmid-year;*Fortherestaurantindex,thesourcecomparedpricesofmealsanddrinksinrestaurantsandbarsineachlistedcitytothepricesofNewYorkCity,whichisusedasthebaseforthecalculation,withascoreof[...]

ReadmoreSource(s):NumbeoNumberofMcDonald'srestaurantsinLatinAmericaandtheCaribbeanfrom2017to2023,bycountryorterritoryNumberofMcDonald'srestaurantsinLatinAmerican&Caribbeancountries2017-202320179293882249320189683882279520191023387231982020102136722099202110523652201018920221084366221105932023113036922311097BrazilMexicoArgentinaGuatemalaChile81838487PuertoRicoVenezuelaPanamaColombiaCostaRicaEcuadorUruguayPeru102130691011207299969395951207611074102749883798180797975747476626467666770732626282829313329293029313233292931272728295Description:BrazilaccountedforthemajorityofMcDonald’srestaurantsoperatinginLatinAmericain2023.Thatyear,therewere1.13thousandMcDonald'srestaurantsthroughouttheSouthAmericancountry.MexicoandArgentinafollowedintherankingwith369and223establishments,respectively.ReadmoreNote(s):LACSource(s):McDonald'sShareofrestaurantuserswhowouldspendmoreiftheoptionofbuyonlineandpickupin-storewasavailableinselectedcountriesworldwideasofMarch2022Globalwillingnesstospendmoreinrestaurantsusingclick&collectoption2022Shareofrespondents0%10%20%30%40%50%60%70%68%80%90%ChinaUnitedArabEmiratesMexico81%74%Brazil64%Chile61%UnitedStatesUnitedKingdomItaly54%52%51%50%GermanyAustralia44%44%FranceAverage59%6Description:Accordingtoasurveypublishedinearly2022,eightoutoftenChineserespondentsreportedbeingwillingtospendmoremoneyinfoodservicesiftheycouldpurchaseonlinebutcollecttheorderintheestablishmentinsteadofhavingitdelivered.TheUnitedArabEmirateshadthesecondlargestshareofrespondentsreadytodothesameamongthestudiedcountriesthatyear.ReadmoreNote(s):Worldwide;asofMarch2022;5,700respondentsSource(s):Oracle;UntoldBestratedcuisinesworldwideasof2023/2024Bestcuisinesoftheworld2023-2024Rankingscore0.00.51.01.52.02.53.03.54.04.55.0ItalianJapaneseGreek4.654.654.644.614.594.574.564.554.554.54PortugeseChineseIndonesianMexicanFrenchSpanishPeruvian7Description:ItalianandJapanesecuisineswerechosenasthebestintheworldinthe2023/2024,accordingtoastudy.Inthatseason,thesetwocuisinesachievedascoreof4.65points.

ReadmoreNote(s):Worldwide;2023/2024;271,819dishratingsand80,863foodproductratingsSource(s):TasteAtlasCHAPTER

02MexicanoverviewContributionoffoodandbeverageserviceestablishmentstothegrossdomesticproductinMexicofrom2010to2023(inbillionMexicanpesos)FoodserviceGDPinMexico2010-20231,8001,626.531,6001,484.71,412.041,4001,2001,00080060040020001,317.091,281.451,244.311,193.771,136.611,075.571,020.481,003.58979.35907.06857.5201020112012201320142015201620172018201920202021202220239Description:In2023,thefoodserviceindustrycontributed1,627billionMexicanpesostothecountry'sgrossdomesticproduct(GDP).Thisrepresentsanincreaseofapproximately10percentoftheindustry'sGDPvaluerecordedayearearlier.In2023,Mexicohadnearly675thousandfoodserviceestablishments.ReadmoreNote(s):Mexico;currentprices;includingrestaurants,bars,catering,andsimilar;*Preliminary.FigureswerecalculatedbySource(s):INEGI;basedonthedataprovidedbythesource.Releasedateisthedateofdataretrieval.Valueswererounded.

ReadmoreFoodandbeverageservicingindustryaspercentageofgrossdomesticproductinMexicofrom2010to2022ShareoffoodserviceinMexicanGDP2010-20220.016%1.5%1.48%1.47%1.43%1.43%1.42%1.41%1.39%1.38%1.37%0.014%0.012%0.01%0.008%0.006%0.004%0.002%0%1.26%1.19%1.11%201020112012201320142015201620172018201920202021*2022*10Description:Restaurants,bars,nightclubs,andotherfoodserviceestablishmentsaccountedforroughlyonepercentofthegrossdomesticproduct(GDP)inMexicoin2021,showingaslightrecoveryinrelationtothepreviousyear.

ReadmoreNote(s):Mexico;basedoncurrentvalues;*Preliminary.FigureswerecalculatedbySource(s):INEGI;basedonthedataprovidedbythesource.ReadmoreQuarterlyexpenditureonout-of-homefoodandbeveragesinMexicobetween2016and2020(inbillionMexicanpesos)Quarterlyout-of-homefoodanddrinkspendinginMexico2016-202010088.84908070605040302010072.4554.3320162018202011Description:ThequarterlyexpenditureonfoodandbeveragesconsumedoutofhomeinMexicodeclinedin2020byroughly39percentversus2018'sresults.Inthatyear,thetotalspendingonfoodanddrinksforout-of-homeconsumptionamountedtoapproximately89billionMexicanpesosperquarter.ReadmoreNote(s):Mexico;August21toNovember28ofeachyear;105,483households*;*Totalsampleforthe2020survey.In2018and2016,87,826and81,515householdswereinterviewed,respectively.Datapriorto2020wasretrievedfromprevious[...]

ReadmoreSource(s):INEGINumberofpaid-jobsinthetourismsectorinMexicoin2022,byeconomicactivity(in1,000s)TourismjobsinMexico2022,byactivityNumberoftourismjobsinthousands200

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40001005006007008009001,000Restaurants,barsandnightclubsPassengertransportation¹Accommodation755518.9348Goodsandhandicrafts208.3SportsandleisureservicesCulturalservices6136.3TravelagenciesandotherreservationservicesOthers²27.1860.412Description:Restaurants,bars,andnightclubsaccountedformorethan750thousandpaid-jobsinthetourismsectorinMexicoin2022.Meanwhile,thepassengertransportationexcludinglocaltransportcontributedanother519thousandjobstothisMexicansectorinthatyear.ReadmoreNote(s):Mexico;2022Source(s):DataTur;INEGIMostrepresentativetraditionaldishesinMexicoin2023MostpopularlocaldishesinMexico2023Shareofrespondents0%5%10%15%20%25%30%35%40%45%50%45%Mole¹Pozole²17%Enchiladas11%8%Chilesennogada³Tacos5%13Description:In2023,Mole,atraditionalMexicansaucewhichpreparationvariesaccordingtotheregion,wasregardedasthemostrepresentativedishofMexicangastronomy,with45percentofrespondentsconsideringitthemosttraditionaldish.Pozole,atraditionalMexicansoup,waschosenasthesecondmostcharacteristicmealinthecountry.ReadmoreNote(s):Mexico;2023⁴;18yearsandolderSource(s):DelasHerasDemotecnia;InfobaeCHAPTER

03RestaurantsegmentsProductionoffoodandbeverageservicingestablishmentsinMexicofrom2010to2022,bytype(inbillionMexicanpesos)ProductionvalueoffoodandbeverageservicesinMexico2010-2022,bybusinesstypeRestaurantsandsimilarCatering&foodpreparationonrequestNightclubs,bars,taverns&similar700600500400300200100026.4557.1427.8626.7819.455.47475.126.2248.6352.5524.6548.4151.8926.0745.2912.9342.0825.5142.3925.4624.8241.0723.2940.6322.0239.4737.52521.52022456.2445.2419402.5380.22015386.6343.52014334.2323.3297.7280201020112012201320162017201820192020202115Description:In2022,theproductionoffoodandbeveragesbyrestaurantsinMexicoamountedtoapproximately522billionMexicanpesos–roughly26.8billionU.S.dollars,basedontheexchangeratesofDecember31ofthatyear.Meanwhile,productionofcateringservicestotaledsome18billionpesos.In2022,theꢀcontributionofthefoodserviceindustrytoMexico'sGDPamountedtonearly1.5trillionMexicanpesos.ReadmoreNote(s):Mexico;currentmarketpricesSource(s):INEGIShareofout-of-homesalesofhotbeveragesinMexicofrom2019to2023,byrevenueandvolumeRevenue&volumeshareofon-tradehotdrinksales2019-2023Revenue60%Volume0.7%63%63%62%0.6%55%0.5%0.4%0.3%0.2%0.1%0%9%9%9%8%7%2019202020212022202316Description:InMexico,theout-of-homeshareoftherevenuegeneratedbythehotdrinkmarketisestimatedtosurpass63percentby2023,afterdroppingto55percentin2020.Meanwhile,thismarket—whichincludesalestohotels,restaurant,coffeeshops,andsimilarfoodserviceestablishments—wasestimatedtoaccountforninepercentofthehotdrinksalesvolumeintheLatinAmericancountryin2023.ReadmoreNote(s):MexicoSource(s):ConsumerMarketInsightsNumberoffoodandbeverageservingestablishmentsinMexicoasofJuly2024,bytypeNumberoffoodserviceoutletsinMexico2024,bytype700,000643,265600,000500,000400,000300,000200,000100,000030,4803,025Restaurants&othereatingplacesNightclubs,bars&similarCatering&similar17Description:AsofJuly2024,therewerenearly677thousandfoodserviceestablishmentsinMexico,outofwhich95percentwererestaurantsandsimilarfoodbusinesses.Inthatsamemonth,theNorthAmericancountryreportedover30thousandnightclubs,bars,andtaverns.ReadmoreNote(s):CentralandSouthAmerica,Mexico;July24,2024Source(s):INEGINumberofquick-servicerestaurantsinMexicoasofJuly2024,bystateFast-casualfoodestablishmentsinMexicanstates2024Numberofestablishments01,0002,0003,0004,0005,0006,0007,0008,0009,000StateofMexicoJalisco7,6724,500VeracruzMexicoCityGuanajuatoNuevoLeónPuebla4,1844,0743,5323,2863,2643,1283,004ChiapasMichoacánOaxacaChihuahuaSonora2,2322,0972,0111,907Yucatán18Description:Asofmid-2024,therewerenearly68thousandfast-foodestablishmentsinMexico,outofwhichmorethan7,700werelocatedinthehomonymousstate.JaliscowastheMexicanstatewiththesecondlargestnumberofoutletspreparingthistypeoffood,witharound4.5thousand.ReadmoreNote(s):Mexico;July22,2024;includingestablishmentssellingburgers,pizzas,hotdogs,andfriedchickentotakeawaySource(s):INEGINumberofrestaurantsservingtacosandtortillasinMexicoasofJuly2024,bystateTacoandtortillaestablishmentsinMexicanstates2024Numberofrestaurants02,0004,0006,0008,00010,00012,00014,00016,000StateofMexicoJalisco14,35313,319MexicoCityPuebla10,9438,376Veracruz7,5157,404MichoacánGuanajuatoNuevoLeónChiapas6,7336,0244,9214,848OaxacaTamaulipasGuerreroSinaloa4,4663,7813,34219Description:Asofmid-2024,therewerenearly135thousandrestaurantsservingtacosandtortillasinMexico.Around20percentofthoseestablishmentswerelocatedinthecityandstateofMexico,aswellasinthestateofJalisco.

ReadmoreNote(s):Mexico;July22,2024Source(s):INEGICHAPTER

04CoffeeshopmarketNumberofcoffeeshopsandbarsinMexicofrom2010to2022NumberofcafésandbarsinMexico2010-2022CafésBars20,00018,00016,00014,00012,00010,0008,0006,0004,0002,00007,6067,6107,9187,2287,0187,2917,4246,4389,84620179,809201810,04420199,83520214,3399,47220169,16120209,06520223,9308,70020153,6093,6293,6342,37320122,33820132,58020142,12220102,314201121Description:Mexicoexperiencedasurgeinthenumberofcafésandbarsinthesecondhalfofthe2010s,goingupfromlessthanseventhousandestablishmentstomorethan16thousandwithinonlyayear.From2015to2022,thenumberofcoffeeshopsandbarsintheLatinAmericancountryshowedslightfluctuations.ReadmoreNote(s):MexicoSource(s):DataTur;MinistryofTourism(Mexico)LeadingcoffeeshopchainsinMexicoin2023,bymarketshareMarketshareofmaincoffeeshopchainsinMexico20230.6%48%0.5%0.4%0.3%0.2%0.1%0%9%9%5%StarbucksCielitoQueridoCaféTimHortonsMaisonKayser22Description:In2023,StarbucksheldthelargestshareofthecoffeeshopmarketinMexico,withalmost50percent.Inthepreviousyear,thereweremorethan9,000coffeeshopsintheLatinAmericancountry.

ReadmoreNote(s):CentralandSouthAmerica,Mexico;2023;basedonvalueSource(s):ElEconomistaMéxico;SiiLANumberofStarbuckscoffeeshopsinMexicofrom2002to2023StarbucksstoresinMexico2002-2023900800820783749747746723700600500400300200100064558952045641336733730026625819511776432242002

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202323Description:In2023,thefamousU.S.coffeechainStarbuckshadover800storesacrossMexico.OperatingbyAlsea,theStarbucksfranchiseopeneditsfirstsstoresintheLatinAmericancountryin2002.

ReadmoreNote(s):Mexico;*Figurespriortothisyearwereretrievedfromanotherreports.ReadmoreSource(s):Alsea;ExpansiónCHAPTER

05CompaniesNumberofrestaurantsandsimilarestablishmentsinMexicofrom2003to2024(in1,000s)NumberofrestaurantsinMexico2003-2024700600500400300641.3643.3584451.9347.2242.9200320010002008201320182021¹2024²25Description:In2024,thereweremorethan640thousandrestaurantestablishmentsinMexico,whichrepresentsaslightincreaseversusthepreviousyear.TheStateofMexicoregisteredthehighestnumberofsuchfoodpremises.

ReadmoreNote(s):Mexico;2003,2008,2013,2018,2021,and2024;includingfull-service,quick-service,andself-servicerestaurantsaswellascafeterías,sodapopshops,coffeeshops,snackbars,street-foodstalls,amongothersSource(s):CANIRAC;INEGILeadingcompaniesintherestaurantindustryinMexicoin2023,bynetrevenue(inbillionMexicanpesos)LargestfoodservicecompaniesinMexico2023,basedonrevenue908070605040302010076.2311.546.996.23.53CMRAlseaKentuckyFriedChicken(KFC)ArcosDoradosMéxicoGrupoRestaurantesGigante26Description:Alsea,whichoperatesfoodservicebrandslikeStarbucks,BurgerKing,Domino'sPizza,theCheesecakeFactory,amongothers,wastheleadingrestaurantcompanyinMexicoin2023.Thatyear,themultibrandcompanyheadquarteredinMexicoCitygeneratedanetrevenueofover76billionMexicanpesos.ReadmoreNote(s):Mexico;2023Source(s):expansion.mxNetsalesofAlsea,S.A.B.deC.V.from2015to2023(inbillionMexicanpesos)Alsea:netsales2015-20238070605074.6767.4758.1553.3846.1642.5338.537.74032.29302010020152016201720182019202020212022202327Description:In2023,thenetsalesgeneratedbyAlsea,S.A.B.deC.V.grewbynearly11percent.Thepreviousyear,theMexicanrestaurantoperatorreportednetsalesof67.47billionMexicanpesos.

ReadmoreNote(s):Worldwide,Mexico;consolidatedfiguresSource(s):AlseaNumberofunitsoperatedbyAlsea,S.A.B.deC.V.inMexicoasof4thquarter2023,bybrandAlsea:restaurantsinMexico2023,bybrandNumberofunits40001002003005006007008009001,000Domino'sPizzaStarbucks898820Vips238BurgerKing174Chili'sGrill&BarP.FChang's7228TheCheesecakeFactory728Description:Inlate2023,Domino'sPizzawasthelargestrestaurantbrandoperatedbyAlsea,S.A.B.deC.V.inMexico,with898outlets.Starbucksrankedsecond,with820unitsacrosstheNorthAmericancountry.AlseaisaMexicanmulti-brandrestaurantoperator,presentin11EuropeanandLatinAmericancountries.ReadmoreNote(s):Mexico;Q42023;includingcorporateandsub-franchisesSource(s):AlseaNumberofunitsoperatedbyGrupoGigante,S.A.B.deC.V.inMexicoasof4thquarter2023,bybrandGrupoGigante:foodserviceoutletsinMexico2023,bybrand2501932001501005023141350RestaurantesToksPandaExpressShakeShackElFarolito*BeerFactory29Description:In2023,RestaurantesTokswasthelargestfoodservicebrandoperatedbyGrupoGiganteS.A.B.deC.V.inMexico,withmorethan190outlets.Meanwhile,thatyear,theMexicanholdingalsooperated23unitsofChinesefoodrestaurantfranchisePandaExpressacrossthecountry.ReadmoreNote(s):Mexico;asofQ42023;*Includingthreefranchisedunits.ReadmoreSource(s):GrupoGiganteCHAPTER

06OnlinefooddeliveryRevenueoftheonlinefooddeliverymarketinMexicofrom2018to2028,bysegment(inbillionU.S.dollars)OnlinefooddeliveryrevenueinMexico2018-2028,bysegmentRestaurant-to-ConsumerDeliveryPlatform-to-ConsumerDelivery4.03.53.02.52.01.51.00.50.02018201920202021202220232024202520262027202831Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Thetrendobservedfrom2018to2028remainsconsistentthroughouttheentireforecastperiod.Thereisacontinuousincreaseintheindicatoracrossallsegments.Notably,theRestaurant-to-ConsumerDeliverysegmentachievesthehighestvalueof2.06billionU.S.dollarsat2028.ReadmoreNote(s):Mexico;2018to2