冷冻马铃薯市场动态.pdf

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1、Dan MetheringhamMcCain Foods2024VP,Agriculture&Sustainability NA Potato26 years in the potato sector5 years VP Agriculture McCain GB 13Years My Family Shanie,Seb&Safina Lincoln City Football Club Bridges Jacket PotatoesConfidential&Proprietary 2023 McCain FoodsChallenges Remainuncertainty is the new

2、 normalLabour ChallengesSupply Chain ChallengesInflationEnvironmental impact and climate volatilityConfidential&Proprietary 2023 McCain FoodsIndustry demand growth outlookAnticipate 2-4%annual demand growth through 20264Global frozen potato consumptionPre-COVID experienced strong demand(4%)driven by

3、 growth in developed markets and increased penetration in emerging marketsCOVID shock triggered global demand slump;fewer instances of frozen potato consumption as dining out occasions reducedSeveral trends supporting sustained growth:Continued expansion of fast-food restaurants,many top players hav

4、e increased projected new outlet builds for coming yearsOff-premise dining now established behaviour,share of market consistently above pre-pandemic levels Consumption has proven resilient throughout economic cycle,with trade-up and snacking potential in upcycles and channel robustness during econom

5、ic downturn20212023201720182024201920202022202520264%2%2-4%Pre-COVID(2017-2019)COVID(2019-2022)Forecast(2022-2026)Confidential&Proprietary 2023 McCain FoodsIndustry capacity growth outlookAnticipate 3-4%annual capacity growth through 20265 Demand and capacity will stay largely balanced,with possibil

6、ity for capacity to outpace growth depending on how quickly projects come online Capacity additions will be global in nature:expect new capacity to come online in most regions around the world Further capacity additions likely beyond 2027,d