 |
Printer Friendly
Printed from http://www.researchandmarkets.com/reports/1089220
Poland Food and Drink Report Q4 2009
|
Description: |
The Poland Food and Drink Report provides industry professionals and strategists, corporate analysts, food and drink associations, government departments and regulatory bodies with independent forecasts and competitive intelligence on Poland's food and drink industry.
In the CEE Business Environment Rating (BER) matrix for Q409, Poland improved its position by two spots and is now placed sixth, out of the 14 key regional markets. Although its short term attractiveness is impacted by current economic conditions, Poland still enjoys the benefit of a large population, high per capita consumption of both soft and alcoholic beverages and a relatively sound economic base, which should allow it to weather financial difficulties better than most of its CEE counterparts. In fact, figures released by the country’s central statistical office showed that retail sales rose by 0.9% y-o-y in June, although H209 is likely to witness slower growth. Overall fast-moving consumer goods (FMCG) sales are expected to decelerate to 2%, from around 9% posted in 2008.
Around the same time, leading Polish pasta producer Makarony Polskie announced its intention to more than double its annual sales over the next two to three years, by pursuing acquisitions. Consolidation was also evident in the meat processing sector, with domestic poultry producer Drosed reportedly being close to acquiring Tarczynski, a domestic red meat producer. We expect consumption across beef and veal, pork and poultry to remain largely flat in 2009, although we are encouraged by the continued export opportunities Poland's accession to the EU has provided meat companies. Meat processors reported a 15% profitability increase in Q109, although rising prices of raw materials will have an impact later in the year. Additionally, profitability will suffer in H209, as consumers shop more carefully.
Alcoholic drinks players are pursuing similar strategies, with international beer conglomerate SABMiller agreeing to increase its majority position and buy the outstanding stake in Poland's leading brewer Kompania Piwowarska. Piwowarska is its biggest European revenue earner, with SABMiller likely to beef up its capital expenditure in the Polish brewer and thus increase competition in the sector. On a regional basis, Polish Central European Distribution Corporation (CEDC) – a regional spirits big hitter – increased its equity position in Russian Alcohol Group (RAG), which holds a 15% share in Russia’s spirits industry. Given its expansive vodka range and its lack of overreliance on the premiumend spirits, RAG will continue to enjoy a degree of flexibility that has ensured its dogged performance in 2009 so far. Nevertheless, rising unemployment, higher costs of borrowing and falling consumer confidence will be major factors shaping the development of the beverages market in the coming months. Similarly, Polish mass grocery retail (MGR) players are exploring new avenues in a bid to address the downturn. In addition to some increasing their offering of private-label goods, leading retail chains such as Biedronka, Tesco and Carrefour are foraying into airplane tickets, car insurance and lottery sales.
Still, this may not be enough to prevent some repositioning of market shares, with a merger involving Biedronka and either of the Polish businesses of German discounters Aldi and Lidl possibly on the cards. From the point of view of both Aldi and Lidl, a merger with Biedronka would probably be a game changer as it would dramatically boost their market positions in one of CEEs most promising economies. |
|
Contents: |
Executive Summary
SWOT Analysis Poland Food Industry SWOT Poland Drink Industry SWOT Poland Mass Grocery Retail Industry SWOT
Business Environment BMI’s Core Global Industry Views BMI's Core Views For The Food & Drink Industry CEE Food & Drink Business Environment Ratings Emerging Europe Food & Drink Business Environment Ratings Q4 2009 Poland’s Food & Drink Business Environment Ratings
Macroeconomic Outlook Q309 Outlook Poland – Economic Activity, 2006-2013
Food Industry Forecast Scenario Food Consumption Poland Food Consumption Indicators – Historical Data & Forecasts, 2005-2013 Confectionery Poland Confectionery Indicators – Historical Data & Forecasts (US$mn, unless otherwise stated), 2005-2013 Canned Food Poland Canned Foods Indicators – Historical Data & Forecasts, 2005-2013 Trade Poland Food, Drink & Tobacco Trade Indicators (US$mn) – Historical Data & Forecasts, 2005-2013 Industry Developments Market Overview Food Consumption Food Production Confectionery Canned Food Frozen & Chilled Food Trade Agriculture Meat Processing Industry Dairy Industry Organic Farming
Drink Industry Forecast Scenario Alcoholic Drinks Alcoholic Drinks Value/Volume Sales – Historical Data & Forecasts, 2005-2013 Soft Drinks Soft Drink Value/Volume Sales – Historical Data & Forecasts, 2005-2013 Hot Drinks Hot Drinks Value Sales – Historical Data & Forecasts (US$mn), 2005-2013 Industry Developments Market Overview Alcoholic Drinks Beer Wine Spirits Soft Drinks Poland – Volume Consumption Of Soft Drinks By Category (mn litres) Poland – Value Consumption Of Soft Drinks By Category (US$mn) Hot Drinks
Mass Grocery Retail Industry Forecast Scenario Poland Mass Grocery Retail Sales By Format (US$bn), 2005-2013 Poland Grocery Retail Sales By Format – Historical Data And Forecasts (%) Industry Developments
Market Overview Main MGR Players Poland Structure Of The Mass Grocery Retail Market By Estimated Number Of Outlets, 2001-2008 Poland Structure Of The Mass Grocery Retail Market By Value (US$bn), 2001-2008 Poland Average Annual Value Of Sales Per Outlet By Format (US$mn)
Competitive Landscape Key Players Food & Drink Key Players – Poland's Food & Drink Sector 2008 estimates Mass Grocery Retail Key Players In Poland’s Mass Grocery Retail Sector (2008) Company Analysis Food Nestlé Polska Agros Nova Danone Polska Drink Central European Distribution Corporation (CEDC) Carlsberg Polska SABMiller Kofola-Hoop Mass Grocery Retail Metro Polska Biedronka (Jerónimo Martins) Tesco Polska
Appendix Country Snapshot: Poland Demographic Data Section 1: Population Table: Demographic Indicators, 2005-2030 Table: Rural/Urban Breakdown, 2005-2030 Section 2: Education And Healthcare Table: Education, 2002-2005 Table: Vital Statistics, 2005-2030 Section 3: Labour Market & Spending Power Table: Employment Indicators, 2001-2006 Table: Consumer Expenditure, 2000-2012 (US$) Table: Average Annual Wages, 2000-2012
BMI Food & Drink Methodology Food & Drink Business Environment Ratings Ratings Methodology Ratings Overview Ratings System Indicators Limits Of Potential Returns Risks To Realisation Of Potential Returns Weighting BMI Food & Drink Industry Glossary Food & Drink Mass Grocery Retail BMI Food & Drink Forecasting & Sourcing How We Generate Our Industry Forecasts Sourcing |
|
Companies Mentioned |
- Nestlé Polska
- Agros Nova
- Danone Polska
- Central European Distribution Corporation (CEDC)
- Carlsberg Polska
- SABMiller
- Kofola-Hoop
- Metro Polska
- Biedronka (Jerónimo Martins)
- Tesco Polska |
|
Ordering: |
Order Online - visit http://www.researchandmarkets.com/reports/1089220
Order by Fax - using the order form below
Order By Post - print the order form below and send to
 |
Research and Markets,
Guinness Centre,
Taylors Lane,
Dublin 8,
Ireland.
|
|
|
 |
Page 1 of 2 Printed 29/11/2009 20:58:25 |
|
Fax Order Form
To place an order via fax simply print this form, fill in the information below and
fax the completed form to
646-607-1907 (from USA) or +353 1 6849977 (from Rest of World). If you have any questions please email help@researchandmarkets.net
Order information
Please verify that the product information is correct and select the format you require.
|
|
|
Product Name: |
Poland Food and Drink Report Q4 2009
|
|
Web Address: |
http://www.researchandmarkets.com/reports/1089220
|
|
Office Code: |
|
OC8HJNPOUMUXU
|
Report formats
Please enter the quantity of the report format you require.
|
|
Format
|
Quantity
|
Price
|
|
Electronic (PDF)
- Single User
|
|
€440.00
|
Contact information
Please enter all the information below in BLOCK CAPITALS.
 |
|
First Name: |
Last Name: |
|
Email Address: |
 |
|
Job Title: |
 |
|
Organisation: |
 |
|
Address: |
 |
|
City: |
 |
|
Postal/Zip Code: |
 |
|
Country: |
 |
|
Phone Number: |
 |
|
Fax Number: |
 |
|
Please fax this form to: (646) 607-1907 or (646) 964-6609 (from USA) +353-1-481-1716 or +353-1-653-1571 (from Rest of World)
 |
Page 2 of 2 Printed 29/11/2009 20:58:25
|
|
Payment information
Please indicate the payment method you would like to use by selecting the appropriate
box.
|
|
|
|
American Express
|
|
Diners Club
|
|
Master Card
|
|
Visa
|
|
|
|
 |
|
Cardholder's Name: |
 |
|
|
|
Cardholder's Signature: |
 |
|
|
|
Expiry Date: |
/  |
|
|
|
Card Number: |
 |
|
|
|
CVV Security Code: |
 |
|
|
|
Issue Date: |
/ (Diners
Club only)
|
|
|
|
 |
Please post the check, accompanied by this form, to:
Research and Markets,
Guinness Centre,
Taylors Lane,
Dublin 8,
Ireland.
|
|
 |
|
 |
Please transfer funds to:
 |
|
Account number: |
83313083 |
|
Sort code: |
98-53-30 |
|
Swift code: |
ULSBIE2D |
|
IBAN number: |
IE78ULSB98533083313083 |
|
Bank Address: |
Ulster Bank,
27-35 Main St,
Blackrock,
Co. Dublin,
Ireland. |
|
|
|
If you have a Marketing Code please enter it below:
|
|
|
Marketing Code: |
 |
|
Please note that by ordering from Research and Markets you are agreeing to our Terms and Conditions at http://www.researchandmarkets.com/info/terms.asp
|
|
Please fax this form to: (646) 607-1907 or (646) 964-6609 (from USA) +353-1-481-1716 or +353-1-653-1571 (from Rest of World)
|
 |
 |
|
|