Business Monitor International


Poland Food & Drink Report

Published 19 December 2014

  • 142 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
 
$1,295.00
Poland Food & Drink Report

We hold a positive outlook on the Polish consumer over the next few years, after several years of sluggish growth. We expect real GDP growth of 2.8% in 2014 and 3.1% in 2015, which will be fuelled by strong private expenditure growth.

Household purchasing power will be driven by a combination of low inflation and employment growth. Our Country Risk team believes that there remains considerable slack in the labour market, and our Agribusiness team believes that there is little threat of high food inflation in the coming months. As such, we believe that there is considerable room left for private final consumption growth over the coming quarters.

Russia's ban on agricultural imports from EU countries will damage fruit and vegetables producers in particular in Poland, who export much of their produce to Russia. Fewer exports to Russia, however, are likely to drive down food price inflation in Poland which will be beneficial to consumers.

In particular, we highlight the beer and discount store sectors as areas for growth. We highlight Jeronimo Martins-owned Biedronka as a potential outperformer.

Headline Industry Data (local currency)

  • 2014 total food consumption growth (local currency): +3.1%; compound annual growth rate (CAGR) 2013-2018: +4.7%.

  • 2014 alcoholic drinks value sales (local currency): +3.4; CAGR to 2018: +5.0%.

  • 2014 soft drinks value sales (local currency): +6.3%; CAGR to 2018: +7.3%.

  • 2014 total MGR sales growth (in local currency terms): +3.9%; CAGR to 2018: +6.6%.

Key Industry Trends

Russia Bans Imports Of Agricultural Goods From EU: In August 2014, Russia banned imports of many agricultural goods from select countries, including those from the EU. Restrictions on the sale of these goods will particularly harm the producers of fruit and vegetables in Poland, who rely heavily on Russia for exports. However, the ban is also likely to reduce food price inflation for Polish consumers.

Table of Contents

BMI Industry View
7
SWOT
9
Food
9
Drink
11
Mass Grocery Retail
12
Industry Forecast
13
Consumer Outlook
13
Food
14
Food Consumption
14
Table: Food Consumption Indicators - Historical Data & Forecasts (Poland 2011-2018)
15
Confectionery
15
Table: Confectionery Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Poland 2011-2018)
16
Meat
17
Table: Meat Volume Sales, Production & Trade - Historical Data & Forecast (Poland 2013-2018)
17
Fish
17
Frozen Fruit & Vegetables
18
Table: Frozen Fruit & Vegetables Volume Sales, Production & Trade - Historical Data & Forecasts (Poland 2013-2018)
18
Table: Pasta Volume Sales, Production & Trade - Historical Data & Forecasts (Poland 2013-2018)
19
Dairy
19
Table: Dairy Volume Sales, Production & Trade - Historical Data & Forecasts (Poland 2013-2018)
19
Drink
21
Alcoholic Drinks
21
Table: Alcoholic Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Poland 2013-2018)
22
Soft Drinks
23
Hot Drinks
24
Table: Hot Drink Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Poland 2013-2018)
25
Mass Grocery Retail
26
Table: Mass Grocery Retail Sales By Format - Historical Data & Forecasts (Poland 2013-2018)
27
Table: Retail Sales Breakdown By Format Type (as % of total)
27
Trade
28
Table: Trade Balance - Historical Data & Forecasts (Poland 2013-2018)
29
Macroeconomic Forecasts
30
Economic Analysis
30
Macro Outlook
30
Real GDP By Expenditure
31
Risks To Outlook
34
Table: Economic Activity (Poland 2009-2018)
34
Industry Risk Reward Ratings
35
Central And Eastern Europe - Risk/Reward Ratings
35
Table: Central & Eastern Europe Food & Drink Risk/Reward Ratings Q414
36
Poland Risk/Reward Ratings
40
Market Overview
41
Food
41
Food Consumption
41
Food Production
42
Confectionery
43
Canned Food
44
Meat Processing Industry
44
Dairy Industry
44
Drink
45
Alcoholic Drinks
45
Beer
46
Wine
46
Spirits
47
Soft Drinks
48
Hot Drinks
48
Mass Grocery Retail
49
Leading Retailers
50
Table: Structure Of Mass Grocery Retail Market By Estimated Number of Outlets (Poland 2005-2014)
51
Table: Mass Grocery Retail Sales By Format (Poland 2005-2014)
51
Table: Mass Grocery Retail Sales By Format (Poland 2005-2014)
51
Industry Trends And Developments
52
Food
52
Key Industry Trends And Developments
52
Drink
54
Key Industry Trends And Developments
54
Mass Grocery Retail
56
Key Industry Trends And Developments
56
Competitive Landscape
57
Table: Key Players - Poland's Food Sector
57
Table: Key Players - Poland's Drinks Sector
58
Table: Key Players - Poland's MGR Sector
60
Company Profile
62
Nestl- Polska
62
Agros Nova
64
Danone Polska
66
Makarony Polskie
68
Grupa Zywiec (Heineken)
70
SABMiller
71
Kofola-Hoop (Kofola Group)
73
Jer-nimo Martins Polska (Biedronka)
75
Tesco Polska
77
Global Industry Overview
79
Table: Select Food Companies - R&D And Advertising Financials
85
Table: Food And Drink Core Views
87
Demographic Forecast
88
Demographic Outlook
88
Table: Poland's Population By Age Group, 1990-2020 ('000)
89
Table: Poland's Population By Age Group, 1990-2020 (% of total)
90
Table: Poland's Key Population Ratios, 1990-2020
91
Table: Poland's Rural And Urban Population, 1990-2020
91
Glossary
92
Food & Drink
92
Mass Grocery Retail
92
Methodology
94
Industry Forecast Methodology
94
Sector-Specific Methodology
95
Sources
95
Risk/Reward Rating Methodology
96
Table: Food & Drink Risk/Reward Rating Indicators
97
Table: Weighting
98

The Poland Food & Drink Report features Business Monitor International (BMI)'s market assessment and independent forecasts for food and drink expenditure, consumption, sales, and imports/exports and forecasts for the mass grocery retail sector. The report also includes analyses of major regulatory developments, the background macroeconomic outlook and competitive landscape comparing national and multinational companies by leading products and services, sales, investments, partners and expansion strategies.

BMI's Poland Food & Drink Report provides industry professionals and strategists, sector analysts, business investors, trade associations and regulatory bodies with independent forecasts and competitive intelligence on the food and drink industry and the mass grocery retail market in Poland.

Key Benefits

  • Benchmark BMI's independent food and drink industry forecasts for Poland to test other views - a key input for successful budgeting and strategic business planning in the Polish food and drink market.
  • Target business opportunities and risks in Poland through our reviews of latest industry trends, regulatory changes and major deals, projects and investments.
  • Exploit latest competitive intelligence on your competitors, partners and clients via our Company Profiles (inc. SWOTs, KPIs and latest activity) and Competitive Landscape Tables.

Coverage

BMI Industry View

Summary of BMI's key industry forecasts, and views, covering food and drink manufacturing and consumption and the retail market.

Business Environment Rankings

BMI's Food & Drink Business Environment Rankings provide a country-comparative Risk-Reward Rankings index aimed at investors, food and drink manufacturers and mass grocery retailers.

The rankings methodology makes sophisticated use of over 40 industry, economic and demographic data points.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the food, drink and mass grocery retail sectors, and within the broader political, economic and business environment.

Food Forecasts

BMI's food chapter is divided into sections such as Meat, Fish, Confectionary, Dairy and Canned Foods, and provides insight into a market's food industry, centred on a forecast to end-2018 for the sector. The chapter includes the following elements:

Industry Forecast Scenario - Historical data series and forecasts to end-2018 for growth of key indicators within a market's food industry. Including consumption, food consumption as % of GDP, canned food sales, confectionery sales and food and drink imports and exports, among others.

Industry Developments - A summary of corporate developments, including news on M&As, FDI, expansions, closures and financial results, in addition to analysis and explanation of the latest industry events and how these could influence further investment.

Market Overview - An overview of the structure of the market, introducing the key players and discussing underlying trends.

Drink Forecasts

Segmented the same way as BMI's food chapter, the drink section provides insight into the market's drink industry, centred on a forecast to end-2018 for the sector. Forecast indicators include alcoholic and soft drink sales by value, volume and sub-sector and tea and coffee sales, among others.

Mass Grocery Retail Forecasts

Segmented the same way as BMI's food and drink chapters, the mass grocery retail section provides insight into a market's grocery retail industry, centred on a forecast to end-201 for the sector. Forecast indicators include mass grocery retail sales by format (including supermarkets, hypermarkets, convenience and discount stores) and a breakdown for the organised retail sector versus the traditional sector, among others.

Competitive Landscape & Profiles

Illustration of the industry via rankings tables comparing revenues, number of outlets and number of employees. BMI analyses each company's market position, business strategies and investment potential.

secure
Benefit from discounts when you add multiple products to your basket
2 Products SAVE 10%
3 Products SAVE 15%
4 Products SAVE 20%
5 Products SAVE 25%
6 Products SAVE 30%
7 - 20 Products SAVE 35%
21 Products or more SAVE 40%

Testimonials

'An essential, multi-faceted research tool. BMI’s thorough understanding of the major market players enables an informed – and informative – review of the sector’s actual performance, together with useful insights into current industry issues, which are topped-off with detailed and invaluable forecasts of industry and macroeconomic trends.’

Senior Research Analyst, ABC International Bank plc