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zenithinternationalspecialist consultants to the food and drink industries worldwide
STRATEGY & MANAGEMENT MERGERS & ACQUISITIONS COMMERCIAL & MARKET OPERATIONS & TECHNICAL WATER & ENVIRONMENT PACKAGING & DISTRIBUTION
Food Matters Live
LACTOSE FREE AND DAIRY FREE
PRODUCT OPPORTUNITY
Presentation on behalf of Esther Renfrew,
Market Intelligence Director, Zenith International Ltd
18th November 2014, London
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 20142
CONTENTS
Lactose free in context 1-3
Lactose free brand leaders 4-6
Lactose free misconceptions 7-8
Dairy free alternatives 9
Dairy free brand leaders 10-11
Dairy free innovation 12-13
Dairy free investment 14
Trends summary 15-16
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
1: LACTOSE FREE IN CONTEXT
3
Lactose free opportunity
Dairy market dynamics
Prevalence of lactose
intolerance
Competition –existing lactose free products &
dairy alternatives
Socio-economic factors
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
2: INTERNATIONAL DAIRY MARKETMilk/yogurt/cheese consumption in 33 countries
4
191
193
197
200
186
188
190
192
194
196
198
200
202
2008 2009 2010 2011
000 tonnes
+1.2%
+1.6%
+1.7%
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
3: LACTOSE INTOLERANCE WORLDWIDE
5
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
4: LACTOSE FREE BRAND LEADERS
6
Brand: Lactaid
Country: USA
Brand owner:
McNeil Nutritionals
Brand: MinusL
Country: Germany,
other European markets
Brand owner: Omira
Oberland-Milchverwertung
Brand: Eila Zero Lactose
Country: Finland, other
European markets
Brand owner: Valio
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
5: LACTOSE FREE BRAND LEADERS
7
Brand: Zymil
Country: Italy, plus others
Brand owner: Parmalat
Brand: Lactofree
Country: UK, Ireland
Brand owner: Arla Foods
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
6: LACTOSE FREE INNOVATION
8
Mainstream brands
• US Yoplait yogurt – 4 lactose free variants
• Europe Activia yogurt – lactose free in Germany, Scandinavia
• New Zealand Anchor milk – 2 variants
Technology improvement
• Better taste
• Less sweet
Awareness and availability
• Health, allergy concerns
• Health stores, categories
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
7: LACTOSE FREE MISCONCEPTIONS
9
• Gastrointestinal problems mistakenly self-diagnosed as
lactose intolerance
• Lactose intolerance is same as milk allergy
• Lactose intolerant should stop dairy consumption
• Lactose free not real dairy
So some lactose intolerant may miss out on dairy nutrients
such as calcium, phosphorus, vitamin D, proteins
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
8: MISCONCEPTION REMEDY
10
Education
• To dispel myths
• To ensure consumers understand lactose free dairy benefits
Lactose free does not mean avoid dairy
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
9: DAIRY FREE ALTERNATIVES
11
• Soy
• Cereal – rice, oats, barley
• Nuts – almonds, cashew, coconut, hazelnut, walnut
• Plant – sunflower
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
10: DAIRY FREE BRAND LEADERS
12
Alpro Almond
Breeze
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
11: DAIRY FREE BRAND LEADERS
13
Dream Silk
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
12: DAIRY FREE INNOVATION
14
• Fortification with vitamins
A, B2, B12, D2, E
• Fortification with minerals
Mainly calcium
• Clean label
Lactose free, dairy free, cholesterol free, GMO free,
additive free, preservative free
• Organic ingredients
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
13: DAIRY FREE INNOVATION
15
Dream
Gelato
2013
Silk
Fruity &
Creamy
2013
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
14: DAIRY FREE INVESTMENT
16
September 2014
WhiteWave Foods to buy so Delicious Dairy Free for $195 million
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
15: LACTOSE FREE TRENDS
17
• Widening product portfolio
• Co-existence with dairy
• Rising consumer awareness
• Self diagnosis boosting demand
• Better tasting products
• Fortification
• New category development – curd cheese
• Lower fat and sugar – stevia
• Packaging range extension - family
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zenithinternationalspecialist consultants to the food and drink industries worldwide© Zenith International Ltd 2014
16: DAIRY FREE TRENDS
18
• Ever broader choice beyond soy
• Soy losing halo – health, genetic modification
• Almond rising – high calcium, high antioxidants, low calorie, no
saturated fat, vitamin E, vegan
• Cereals and nuts appearing
• Blends beginning
• Range extensions from milk to yogurt, desserts, ice cream
• Fortification
• Clean label emphasis
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For more information on this presentation or on any of Zenith’s services, please contact:
Or telephone Zenith’s head office on +44 (0)1225 327900.
STRATEGY & MANAGEMENT MERGERS & ACQUISITIONS COMMERCIAL & MARKET OPERATIONS & TECHNICAL WATER & ENVIRONMENT PACKAGING & DISTRIBUTION
zenithinternationalspecialist consultants to the food and drink industries worldwide
Esther Renfrew Richard Hall
[email protected] [email protected]
www.zenithinternational.com
www.globaldrinks.com
www.bevblog.net