Covid-19对食品和饮料行业乳制品的影响

Covid-19对食品和饮料行业乳制品的影响

  • Food & Beverage
  • Jul 22, 2020

Covid-19对食品和饮料行业乳制品的影响

The coronavirus disease (COVID-19) pandemic outbreak has created extreme uncertainty in market growth globally. The pandemic outbreak has affected factors and changes the complete dynamics of the market in ways that are hard to believe. The efficacy and intensity of containment efforts to the extent of supply disruptions, shifts in spending patterns, behavioral changes (such as avoiding purchasing), the repercussions of the dramatic tightening in global market conditions, confidence effects, volatile commodity prices and increasing debt burdens are the factors which have affected the market negatively.

The COVID-19 has led the lockdown in Europe and internationally has impacted the dairy industry tremendously. The stream of dairy-based products is stable whereas due to the disruption in the production of dairy products have faced crises. Longer lockdown in the dairy industry in the different countries has disrupted the supply chain of dairy milk by the farmers.

The sales of dairy-based products such as ice cream, cheese, flavored milk, yogurt, and frozen desserts comprised the highest market revenue in the overall dairy sector which is approximately more than a third of the organized dairy sector’s revenue which has declined up-to 2 to 3% CAGR in the first quarter of 2020, whereas, the reduction in the prices and lockdown of the foodservice sector has drastically impacted the local dairy farmers and have stalled overall dairy industry up to 10%.

Due to the apprehension about consuming cold products such as ice cream, flavored milk and yogurt have shown a drastic declination in their consumption pattern.

To support the local farmers various government authorities have taken strict actions to recovers the crises happened in the dairy sector, for instance,

Table: Action taken by Government Authorities in Dairy Industry

Country 政府权威 Action
U.K. Department for Environment, Food and Rural Affairs • Government sets up dairy response fund for local dairy farmers
• Fund to farmers aimed to recover the demand
• Farmers can apply for the fund if they supply milk to a wholesale purchaser and have had a reduction in the average price paid for milk of 25% or more in April 2020 compared to that paid in February 2020.
Scotland, U.K. 国家农民苏格兰联盟 •优先事项乳制品农民已被确定,并包括与政府支持奶农有关的所有讨论。
• Working with processors to ensure any adverse impacts on producers are minimized and returns to farm businesses are maximized.
Ireland Irish Creamery Milk Suppliers Association's (ICMSA) • The prices of the milk need to be declared only by the processors to upsurge the index of dairy farmers in surging recovery
U.S. Wisconsin Dairy Alliance (WDA) • U.S. government to use disaster funds to buy cheese inventory that is in storage and package it into consumer-sized portions

Source: Press Release, News, Articles, Journals

由于奶牛和其他牛奶专门在食品服务部门的牛奶和其他牛奶的稳定增长,大流行已经破坏了价格增长模式。由于危机的未解析状态,农民已经挣扎着价格,由于供应链中断农民抛弃了新鲜的牛奶。这些行动导致农民领导政府当局采取行动,并建议恢复奶业部门的停机时间。

乳品产品处理器的各种访谈是由农场动物投资风险和返回(Fairr)进行的,他们表示,由于大流行和日记产品的需求,乳制品处理器公司在高风险。

Various giant dairy products processors have participated in the scale on the basis of high risk, low risk, medium risk and ranked out of 60 which shows their potency, for instance,

表:公司的响应

公司名称 Score
Fonterra Co-operative Group Ltd 56(风险低)
China Mengniu Dairy Company Ltd 26.( High Risk)
越南乳制品JSC(Vinamilk) 21(高风险)
Almarai Co JSC's s 16(高风险)
Inner Mongolia Yili Industrial Group Ltd 15( High Risk)
三元集团 13.( High Risk)
China Modern Dairy Holdings Limited 11(高风险)

资料来源:农场动物投资风险和返回(Fairr)

Most of the companies have come under the scale of high risk which have ensured in the reduction of total volume of sales of dairy products due to the disruption in consumption, production and supply chain of raw milk.

罗cal initiatives make the dairy sector stronger. The uncertainty of COVID-19 makes it even more important to follow the developments in the dairy based products such as cheese, cream, flavoured milk market. The affected demand of the dairy products is temporary in region such as Europe, USA and others. The economic impact of chocolate industry was estimated timelines of three months while it will take approximately six months.

乳制品行业:角度与倡议

自去年以来,新的冠状病毒(Covid-19)来自中国的大流行已经达到全球,感染了超过100万人,并造成了50多万人死亡。这种流行病也造成了经济破坏。尽管有关业务的关机,但各国政府采取的社会疏远和其他举措,以阻止Covid-19的传播,但乳制品行业仍然作为国家生产,加工,包装的关键产业之一,运输,销售和为全国和世界提供新鲜,营养和安全的乳制品。

这发生了,因为乳制品制造商已经采取了各种举措,以便在市场上提供产品。例如,

“雀巢表示,它推出了5亿瑞士法郎(512万美元)计划,以帮助咖啡馆和餐馆提供咖啡馆,通过延长付款条款和暂停咖啡机的租赁费用。它还同意从其面临“重大需求中断”的乳制品供应商中维持订单。

- Nestle

“作为一家主要的食品公司阿拉食品迅速移动,以维护其人民和运营,以维持客户的供应连续性,并在世界各地的市场上的零售和电子商务客户的需求增加。该公司的危机管理计划确保来自阿拉的农民所有者的牛奶供应不间断,并已收到的所有卷已处理过。阿拉阿的供应链实施了严格的Covid-19相关措施,以确保员工的安全和不间断的生产。通过这些措施,与员工的巨大承诺一起和强大的内部合作,阿拉食品在极少的中断下持续生产。“

- Arla Foods

“With job losses, food insecurity and the need for additional supplies at food banks at all-time high, we’re grateful for our family farmers, employees, industry partners and friends in the community for all they are doing in the midst of this pandemic to get dairy from the farm to the tables of those in need.”

- 莫妮卡Massey,DFA执行副总裁兼工作人员,美国乳制品农民

Dutch multinational dairy cooperative FrieslandCampina has announced that it is taking all the safety and precautionary measures to slow down the spread of coronavirus (Covid-19).

“I would like to briefly set out how we are working on making sure that you as our customers and business connections can keep relying on us for your daily high-quality nutrition.”

- Hein Schumacher CEO, FrieslandCampina

“Cheese maker Saputo Inc. is eyeing takeover opportunities amid the current market carnage as it works through a “massive shift” in demand away from restaurants and other food service customers to retailers such as supermarkets.”

The company also said:“萨普托工厂送达零售商”艰难,“在某些情况下有超过全部容量。”

- 加拿大萨普托最大的牛奶处理器

CONCLUSION

From the wrath of COVID-19 across all industries, its impact has not remained unscathed in the dairy industry as well. Though milk production across the world has been rising, but the demand for dairy products has been varying across the various regions. Being one of the daily essentials, the demand in developing countries have been on a rise, while in the developed countries, a significant shift can be observed towards plant-based dairy products.

The pandemic has taxed dairy farmers in a number of ways, the first being management of dairy animals and second the marketing and sale of milk and other by-products. There has been a drastic fall in milk prices across Asian and European countries, which has been further affecting the industry. However, national governments have been taking measures to mitigate the negative impact of the pandemic, for instance, the Canadian government has amended the Canadian Dairy Commission Act to support dairy producers and processors and ensure Canadians maintain access to affordable food.

The performance of the national farm gate milk price can be used as an indicator for the impact of dairy crisis, and across the globe, the U.S. and India are the major epicenters for dairy crisis, wherein large drops of -29% and -19% were observed respectively.

The dairy industry, which experienced a stable growth across all the regions since the past few years, has been experiencing a slower growth in 2020. However, the industry experts forecast a possible growth in the coming years, owing to the consumer’s potential shift from meat protein to diary protein. However, the major threat for growth of the industry lies in the growing demand for plant-based substitutes across the developed nations. In addition, government has been investing huge funds to support increase in consumption of dairy industry. For instance, USD 1 million campaigns were launched in the UK to promote milk and other dairy products in a bid to increase consumption.

Considering these developments and also the impact of COVID on dairy sector, industry experts have been foreseeing a U-shaped growth curve for the industry, wherein the growth of dairy sector is expected to regain its stable growth by second half of 2021.


Covid-19跟踪器

Coronavirus disease (COVID-19) outbreak situation (Dashboard)

罗ading..

Confirmed Cases

最后更新:

罗ading..

确认死亡

最后更新:

罗ading..

国家,地区或地区有案件

最后更新: