donal-denvir---bord-bia---uk-market-status-update.pdf

1、UK Market Status Update January 17th,2025Donal Denvir,General Manager,Bord Bia UK 21.Macro Analysis2.Market Dynamics3.So What?Agenda388%of consumers trust food and drink that comes from IrelandSource:Dashboard|Bounce Insights 4A Special Relationship4.8bnUK Food and Drink Exports to Ireland in 20235.

2、9bnIrish Food and Drink Exports to the UK in 2024Sources:FDF;Bord BiaSource:Bord Bia Performance and Prospects 2024/25;FDF 5POULTRY83mPIGMEAT150mBEEF1.3bn2.5bnTOTAL UK EXPORTS 2023SHEEPMEAT65mSource:Bord Bia Performance and Prospects 2024/25Irish Meat Exports UK 2024IFA/Bord Bia Meeting June 2024Rep

3、resenting 46%of total Irish beef exports,the UK is#1 trading partner858mValue Added Meats 6AI in Value ChainOn Farm TechnologyNet ZeroFood SecurityTechnologicalEnvironmentalUK Macro ForcesUK Stability?EU/US BalancingAct PoliticalSluggish EconomyFTAs EconomicRegulatory Divergence(SPS)Environmental Re

4、gulation LegalFarmer ProtestsChanging ConsumerSocial7TradeCustomerConsumerMarket Dynamics8ConsumerLong term,red meat has lost share to white meat and convenience products-62%less fresh red meat since 1980Source:AHDB“Long term protein trends explored”9ClientConsumerConsumer2023 was a difficult year f

5、or red meat in UK;2024 was better Sources:Kantar;The Grocer/AHDB 10ClientConsumerConsumerConsumer confidence low but improving Sourcee:Statista 1138%38%Growth in UK meat snacks sector since 2022 IRI/Kantar,2024 ConsumerHealth,Snacking,On-the-Go Trends continue to growSourcee:AHDB/YouGov;Bord Bia/AHD

6、B Beef Campaign;IRI/Kantar 12Consumer57.3%72.0%65.7%61.3%62.6%63.2%62.8%62.4%42.7%28.0%34.3%38.7%37.4%36.8%37.2%37.6%224.3196.6213.5237.5260.0274.0284.9331.105010015020025030035020192020202120222023202420252029 bnTotal UK food and drink market(bn)Eating InEati