冷冻食品市场最新动态.pdf

1、Confidential&Proprietary 2023 McCain FoodsDaniel MetheringhamVice President of Agriculture,North AmericaMcCain FoodsConfidential&Proprietary 2023 McCain FoodsChallenges Remainuncertainty is the new normalEconomic uncertainty Tariffs&Consumer Confidence Environmental impact and climate volatilityGlob

2、al Conflicts Confidential&Proprietary 2023 McCain FoodsIndustry capacity growth outlook2024 outlook to 2026 reality3 Demand softness is being seen within North American&Europe with growth still being achieved in emerging markets Faster Capacity additions globally,India&China adding capacity to suppo

3、rt domestic markets with Europe and NA also continuing to see capacity come online earlier than planned Imbalance creating pressure on historic trade routes:switch of demand and capacity is resetting established markets Confidential&Proprietary 2023 McCain FoodsExport-Frozen Potato trade routesEmerg

4、ing markets significantly impacting trade flowsEuropeUSACanadaUSAUKArgentinaLATAMChinaIndiaAUSMiddle East KSEATJapanJapanKSEATOriginTotal extra-regional exportsDestinationTotal extra-regional imports MexicoBrazilKey trade routesNon-exhaustive listNZEgyptConfidential&Proprietary 2023 McCain FoodsDome

5、stic market requiring balance for value and volumeMarket begins to stabilize but no bounce back Traffic Down,Checks Up:Consumers are visiting less often but spending more per visit Confidence Under Pressure:U.S.consumer confidence dropped 22%YoY and 0.18%MoM.Canadian consumers mirror caution,househo

6、lds reporting heightened sensitivity to price pressure and labor market concerns Heightened Value Focus:Consumers are more selective,seeking out deals and perceived value.Operators must prioritize margin protection,operational execution,and