印孚瑟斯（Infosys）：2024年消费包装商品行业展望报告（中译版）（30页）.pdf

1、2024 Consumer Packaged Goods Industry Outlook|1External Document 2024 Infosys Limited 2024CONSUMER PACKAGED GOODS INDUSTRY OUTLOOK2|2024 Consumer Packaged Goods Industry OutlookExternal Document 2024 Infosys Limited Knowledge Institute2024 Consumer Packaged Goods Industry Outlook|3External Document

2、2024 Infosys Limited CONTENTSExecutive summary 4Overall state of the industry 6Short-term outlook 8Financial trends 8Implications 10Long-term outlook 12Implications 18Key themes 20Industry growth areas 24A hopeful future 26Authors 28Analysis and Production 284|2024 Consumer Packaged Goods Industry O

3、utlookExternal Document 2024 Infosys Limited Knowledge InstituteEXECUTIVE SUMMARYThe consumer packaged goods(CPG)industry is navigating economic headwinds,evolving consumer preferences,and technological disruption this year.Global inflation is decreasing to an expected 5.8%,but is anticipated to rem

4、ain above the pre-pandemic average of 2.7%,although developed markets such as US and Europe could see a decrease much faster than emerging markets,having more resilient economies.The industrys global retail sales value increased by almost 10%year on year in 2023,mainly owing to price increases.But c

5、onsumers have reached the limits of their willingness to absorb higher prices,especially for everyday essentials,and are expecting products to be discounted.They are looking to downtrade to value brands and choose private labels which are known to offer good quality at reasonable prices.Hence,after

6、relying heavily on price increases to drive growth in recent years an unsustainable game plan CPG companies are shifting to a strategy of profitable volume focusing on selling more units while prioritizing profitability through an optimized product mix.That said,businesses will need to make changes