Brazil Food and Drink Report Q2 2013
Report description
While we maintain our view that significant fiscal and monetary stimulus will precipitate a pickup in private consumption over the coming quarters, we believe that private banks' concerns over elevated nonperforming loans, high household debt levels, reduced purchasing power and weak consumer confidence mean that such a development will be more modest than we previously expected. As such, we forecast private consumption to contribute 0.9 percentage points (pp) to GDP in 2013, down slightly from our previous forecast of 1.0pp, growing by just 1.4% in real terms this year.
This being said, food and retail consumption is likely to outperform among the country's private consumption items, and we project generally strong sales growth for the main companies in the sector. We also believe that a moderation in input prices (grains) could help margins for these companies to recover in the coming months.
Table of contents
Chapter - BMI Industry View
Chapter - SWOT
Food
Drink
Mass Grocery Retail
Chapter - Industry Forecast
Consumer Outlook
Food
Food Consumption
Table: Food Consumption Indicators - Historical Data & Forecasts, 2012-2017
Processed Food
Table: Canned Food Value/Volume Sales - Historical Data & Forecasts, 2012-2017
Table: Pasta Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Meat Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Fish Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Jams & Jellies Volume Sales, Production & Trade - Historical Data & Forecasts, 2010-2017
Table: Frozen Fruit & Vegetables Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Dairy
Table: Dairy Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Confectionery
Table: Confectionery Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Biscuits Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Drink
Hot Drinks
Table: Hot Drink Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Alcoholic Drinks
Table: Alcoholic Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Soft Drinks
Table: Soft Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Mass Grocery Retail
Table: Mass Grocery Retail Sales By Format - Historical Data & Forecasts, 2012-2017
Table: Sales Breakdown By Retail Format Type (%)
Trade
Table: Trade Balance - Historical Data & Forecasts, 2012-2017
Chapter - Macroeconomic Forecast
Table: Brazil - Economic Activity
Chapter - Industry Risk Reward Ratings
Latin America Risk/Reward Ratings
Table: Latin America Q213 Food & Drink Risk/Reward Ratings
Table: Latin America Q213 Risk/Reward Sub Factor Ratings (scores out of 10)
Brazil Risk/Reward Ratings
Chapter - Market Overview
Food
Prepared Food/Canned Food
Confectionery
Dairy
Meat
Poultry
Seafood
Drink
Hot Drinks
Soft Drinks
Alcoholic Drinks
Mass Grocery Retail
Table: Structure Of Mass Grocery Retail Market By Estimated Number of Outlets, 2004-2011
Table: Mass Grocery Retail Sales By Format, 2004-2011 (US$bn)
Table: Mass Grocery Retail Sales By Format, 2004-2011 (BRLbn)
Table: Average Annual Sales Value By Format - 2011
Chapter - Industry Trends And Developments
Food
Drink
Mass Grocery Retail
Chapter - Competitive Landscape
Food & Drink
Table: Key Players In Brazil's Food Sector
Table: Key Players In Brazil's Drink Sector
Mass Grocery Retail
Table: Key Players In Brazil's Mass Grocery Retail Sector
Chapter - Company Profile
JBS
Brasil Foods
Embotelladora Andina
Ambev
Schincariol
Companhia Brasileira de Distribuição
Walmart Brazil
Carrefour Brazil
Chapter - Global Industry Overview
Table: Core Views
Chapter - Demographic Forecast
Table: Brazil's Population By Age Group, 1990-2020 ('000)
Table: Brazil's Population By Age Group, 1990-2020 (% of total)
Table: Brazil's Key Population Ratios, 1990-2020
Table: Brazil's Rural And Urban Population, 1990-2020
Chapter - Glossary
Food & Drink
Mass Grocery Retail
Chapter - Methodology
Risk/Reward Ratings Methodology
Table: Rewards
Table: Risks
Table: Weighting
Related research categories
By sector: General drinks
By market: Brazil (in South America), Brazil (in BRICM)
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Current time at just-drinks headquarters: 10:28am (Wednesday, 22 May 2013)
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