Poland Food and Drink Report Q1 2013
Report description
Weigh down by both internal and external factors, such as elevated unemployment levels and issues facing the wider eurozone respectively, Poland's economy has been slowing down of late,and so has private consumption. While discount store operators may benefit from increased volumes of trade, downward pressure on prices will likely intensify. Nevertheless, we remain optimistic about the longerterm outlook for Polish food and drink consumption.
Headline Industry Data (local currency)
?? 2013 per capita food consumption growth = +4.46%; forecast compound annual growth (CAGR) to 2017 = +5.23%.
?? 2013 alcoholic drinks sales value growth = +5.62%; forecast CAGR to 2017 = +6.20%.
?? 2013 soft drinks sales value growth = +7.84%; forecast CAGR to 2017 = +8.78%.
?? 2013 mass grocery retail sales growth = +8.00%; forecast CAGR to 2017 = +8.06%.
Key Industry Trends
Regional Players Seek Acquisitions in Poland: The Office of Competition and Consumer Protection has granted approval to Lithuania-based venture capital firmGemini Grupeto acquire Polish food groupCenos. The deal was announced by Cenos's parent company Pamapolin a stock exchange filing in the week ended October 20 2012.Subsequent to theapproval, Pamapol is working to finalise the deal and conclude the share purchase agreement, with financial details of the agreement undisclosed.
Euro 2012 Football Competition Boost Beverage Sales: SABMillerhas reported that the Euro 2012 tournament - co-hosted by Poland and Ukraine - helped it return to profit. SABMiller's sales in Poland were up by 11% year-on-year (y-o-y) in Q112, while its European sales were up by 7% after months of decline. Similarly, the Polish subsidiary of US beverage firmThe Coca-Cola Company launched a new slimline can to attract attention and chime with the Euro 2012 competition.
Risks to Outlook
The outlook for the Polish economy in 2013 is contingent on developments in the eurozone. Our core scenario is for a gradual recovery in the bloc. However, this will hinge on policymakers easing austerity and making the required institutional changes for a sustainable currency area. Although the odds of the eurozone surviving have improved slightly as European Central Bank President Mario Draghi appears to be crossing the rubicon in terms of providing a monetary solution to complement eventual fiscal and economic reforms, we caution that the bloc is not out of the woods yet.
Table of contents
Chapter - BMI Industry View
Chapter - SWOT Analysis
Poland Food Industry SWOT
Poland Drink Industry SWOT
Poland Mass Grocery Retail Industry SWOT
Chapter - Business Environment Ratings
BMI's Core Global Industry Views
Table: Core Views
CEE Food & Drink Risk/Reward Ratings
Table: Central & Eastern Europe Q113 Food & Drink Risk/Reward Ratings
Table: Central & Eastern Europe Q113 Food & Drink Risk/Reward Sub-Factor Ratings (scores out of 10)
Poland Food & Drink Risk/Reward Ratings
Macroeconomic Outlook
Table: Economic Activity
Chapter - Industry Forecast Scenario
Consumer Outlook
Food
Food Consumption
Table: Food Consumption Indicators – Historical Data & Forecasts, 2010-2017
Canned Food
Meat
Table: Bacon & Ham Volume Sales, Production & Trade – Historical Data & Forecasts, 2010-2017
Fish
Table: Fish Volume Sales, Production & Trade – Historical Data & Forecasts, 2010-2017
Frozen Fruit & Vegetables
Table: Frozen Fruit & Vegetables Volume Sales, Production & Trade – Historical Data & Forecasts, 2010-2017
Pasta
Table: Pasta Volume Sales, Production & Trade – Historical Data & Forecasts, 2010-2017
Dairy
Table: Dairy Volume Sales, Production & Trade – Historical Data & Forecasts, 2010-2017
Confectionery
Table: Confectionery Value/Volume Sales – Historical Data & Forecasts, 2010-2017
Drink
Alcoholic Drinks
Table: Alcoholic Drinks Value/Volume Sales – Historical Data & Forecasts, 2010-2017
Soft Drinks
Table: Soft Drinks Value/Volume Sales – Historical Data & Forecasts, 2010-2017
Hot Drinks
Table: Hot Drinks Value/Volume Sales – Historical Data & Forecasts, 2010-2017
Trade
Table: Trade Indicators – Historical Data & Forecasts, 2010-2017
Mass Grocery Retail
Table: Mass Grocery Retail Sales By Format – Historical Data & Forecasts, 2010-2017
Table: Grocery Retail Sales By Format (%)
Chapter - Food
Key Industry Trends And Developments
Regional Players Make Acquisitions In Poland
Fairtrade Products Increasing In Importance
Market Overview
Food Consumption
Food Production
Confectionery
Canned Food
Frozen And Chilled Food
Trade
Agriculture
Meat Processing Industry
Dairy Industry
Organic Farming
Chapter - Drink
Key Industry Trends And Developments
Euro 2012 Football Competition Boosts Beverage Sales
PepsiCo Signs Polish Distribution Deals
Russian Standard And CEDC Create Regional Vodka Giant
Market Overview
Alcoholic Drinks
Beer
Wine
Spirits
Soft Drinks
Hot Drinks
Chapter - Mass Grocery Retail
Key Industry Trends And Developments
Jerónimo Martins Q2 Results Show Poland Slowdown
Market Overview
Leading Retailers
Table Structure Of Mass Grocery Retail Market By Estimated Number Of Outlets
Table: Structure Of Mass Grocery Retail Market By Value (US$bn)
Table: Estimated Average Annual Value Of Sales Per Outlet By Format, 2012
Chapter - Competitive Landscape
Table: Key Players – Poland's Food Sector
Table: Key Players – Poland's Drink Sector
Table: Key Players – Poland's MGR Sector
Chapter - Company Monitor
Food
Food
Nestlé Polska
Agros Nova
Danone Polska
Makarony Polskie
Drink
Central European Distribution Corporation (CEDC)
Grupa Zywiec (Heineken)
Carlsberg Polska
SABMiller
Kofola-Hoop (Kofola Group)
Mass Grocery Retail
Metro Polska
Biedronka (Jerónimo Martins)
Tesco Polska
Table: Poland's Population By Age Group, 1990-2020 ('000)
Table: Poland's Population By Age Group, 1990-2020 (% of total)
Table: Poland's Key Population Ratios, 1990-2020
Table: Poland's Rural And Urban Population, 1990-2020
Chapter - Risk/Reward Ratings Methodology
Table: Rewards
Table: Risks
Weighting
Table: Weighting
Chapter - BMI Food & Drink Industry Glossary
Food & Drink
Mass Grocery Retail
Chapter - BMI Food & Drink Forecasting & Sourcing
How We Generate Our Industry Forecasts
Sourcing
The just-drinks office is currently: Closed
Office opening hours
Mon-Thursdays 9:00am-5:30pm
Fridays 9:00am-4:30pm
The office is closed during weekends.
Current time at just-drinks headquarters: 3:54pm (Saturday, 25 May 2013)
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