Rabobank Report: Intensified competition creating winners and losers

02 October — From 2007 to 2014, pork consumption in the EU has declined. Now, in this dynamic European pork industry, competitive power and market position are pivotal to success. In its report ‘The EU Pork Industry; Competitive Power Is Key’, Rabobank finds there are five key success factors of EU pork processors: cost competitiveness, sourcing, efficiency, market approach and client access.

September 2015

  1. Sep 30

    Rabobank Report: Consumer trends driving new trends in packaging

    In recent years, the global packaging industry has seen strong growth. In its report, ‘Consumer trends define packaging hot spots’ Rabobank finds that much of this growth is being driven by five key consumer trends; premiumisation, convenience, online retailing, shelf-life extension and recyclability. Each of these trends have benefits for both packaging material and equipment makers.
  2. Sep 28

    Rabobank Beef Quarterly Q3 2015: Traded Volumes Are Reaching Quota Limits

    New Zealand and Australia beef exports to the US are set to reach their quota limits in Q4. Meanwhile, global economic conditions—such as the appreciation of the US dollar and the depreciation of the yuan and the real—are having an impact on beef trade, according to the Rabobank Beef Quarterly Q3.
  3. Sep 10

    Rabobank Poultry Quarterly Q3: Avian Flu Shuffles the Deck Chairs

    The margin outlook for the global poultry industry is still strong. The industry is benefiting from ongoing bullish market fundamentals, according to Rabobank’s latest Poultry Quarterly Q3 report. Supply is balanced in most regions, beef prices are high, feed costs are low. With China as the major exception, the industry is profitable in almost all major global regions.
  4. Sep 08

    Rabobank Spirits Quarterly Q4: Rum Caught in the Middle

    Rum has had a challenging time in major developed markets in recent years. In both the US and Europe, rum sales have been on the decline. But we believe the category has opportunities to regain its footing in both markets. In general, financial performances of spirits companies showed moderate signs of improvement in most major markets this quarter, displaying increased margins and profitability. As consumer confidence recovered in developed markets and consumers gradually emphasised prem...

August 2015

  1. Aug 24

    Rabobank Report: Australian Beef – On the Cusp of Great Things

    The future of the Australian beef industry is looking bright. Key fundamentals for a strong Australian beef industry –consisting of strong international demand, constrained global supply, a depreciating dollar and trade agreements– are falling into place. An improvement in the weather and drought-breaking rains through many cattle-producing regions would provide that necessary relief for many producers and allow the herd rebuilding process to begin.
  2. Aug 19

    Rabobank Report: China’s Incredible Shrinking Hog Herd

    The astonishing drop of the Chinese hog and sow herd will impact the entire global pork market in the remainder of 2015 and into 2016. For 2015, Chinese pork production is forecast to plummet by 3.7 million tonnes (6.5 percent), to 53 million tonnes in 2015. However, while China’s pork industry has experienced one of the largest culls in history, not everyone is set to lose, as other countries are all too happy to fill the void. In its report ‘China’s Incredible Shrinking Hog Herd’, Rabobank ...
  3. Aug 05

    Rabobank Report: Moving Globally; What role will China play in the global beef market?

    Rabobank sees great potential in China’s beef market, and believes that Chinese investors will play an influential role in the global beef market over the next decade. According to Rabobank’s latest report, Moving Globally: What role will China play in the global beef market? China’s beef demand will grow an additional 2.2 million tonnes by 2025. Driven by the weak domestic production, but with strong demand, the beef sector will likely become the first agricultural sector where China has hi...

July 2015

  1. Jul 29

    Rabobank Global Dairy Top 20 2015

    The Global Dairy Top 20, Rabobank’s latest annual survey of the world’s largest dairy companies, highlights the giants of one of the most valuable food sectors on the globe. “While the names of the world’s 20 largest dairy companies will be familiar to industry followers, the order saw something of a shakeup compared to 12 months prior”, says Rabobank Global Dairy Strategist Tim Hunt. Nestlé remained at the top of the table, but Lactalis edged into second position for the first time, ah...
  2. Jul 16

    Rabobank Pork Quarterly Q3: China’s Shrinking Hog Herd to Ignite Global Pork Trade

    According to the latest Rabobank Pork Quarterly report, the global pork market recovered during Q2, with rising prices in almost all main exporting and importing countries. Supported by limited supply growth, the supply/demand balance clearly improved across the globe, with the most notable recovery in the US, Canadian and Chinese markets. The EU and Japan were the exceptions, as pork prices dropped. This trend was supported by limited exchange rate movements. Rabobank animal protein an...
  3. Jul 16

    Rabobank Report: Joining Both Ends of the Supply Chain; Reaching out to Smallholder Farmers

    Supply security concerns, potential savings on raw material costs and managing reputational risk are just some of the reasons why a growing number of global food & agribusiness (F&A) companies are taking steps to engage with farmers at the upstream ends of their supply chains. This is especially the case in chains that depend on smallholder farmers for products, such as coffee, cocoa, nuts, spices, and certain vegetables and tropical fruit. Rabobank’s report Joining both Ends of the ...
  4. Jul 15

    Rabobank Wine Quarterly Q3: Is Sipping Cider a Threat to the Wine Industry?

    Impressive growth in the demand for cider in the global markets has put it squarely back on the beverage alcohol map, attracting a younger, more affluent consumer, according to the Rabobank Wine Quarterly Q3 report.
  5. Jul 15

    Rabobank Report: Wanted: ‘E-daptable’ Fresh Produce Suppliers

    A new era in online shopping is arriving, and it will increasingly impact fresh fruit, vegetables and floriculture supply chains. Just as tomorrow’s shopper will buy other groceries online, he or she will also buy fresh produce online. Suppliers that want to take advantage of this development have to adapt to the specific requirements of the e-shelf, according to Rabobank Report Wanted: ‘E-daptable’ Fresh Produce Suppliers. While total retail sales are stagnant, online grocery sales in we...
  6. Jul 08

    Rabobank Report: The Global Quest for Protein

    As global demand for meat, fish and dairy grows, so too does demand for animal feed. The demand for vegetable protein meals for use in animal feed has increased, and this trend is likely to continue over the coming decade. The increasing share of protein in feed, combined with increasing meat consumption and absolute population growth, raise important questions on how the supply of vegetable meals can keep pace with rising demand for animal feed.
  7. Jul 03

    Rabobank Sugar Quarterly Q2: Deficit in 2015/16… but so what?

    The global sugar market has been trending downwards on the back of the persistent abundance of stocks, aggravated by a strong seasonal mismatch between export availability and import demand. There is no indication at the moment of how low sugar prices can go in the absence of any supportive developments, according to the latest Rabobank Sugar Quarterly report. Highlights from the Rabobank Sugar Quarterly: Better than expected sugar production from India and Thailand appears to have co...

June 2015

  1. Jun 29

    Rabobank Beef Quarterly Q2: Indian Bovine Exports Are Showing Signs of Slowing

    India is a major player in the global bovine market and production and trade have been growing rapidly in the last 4 years. In 2014, Indian bovine meat exports recorded their highest export earnings at USD 4.7 billion. Rabobank takes a closer look at Indian export growth as well as regional outlooks from around the globe in the Beef Quarterly Q2 2015. “India will continue to be a major supplier of low cost bovine meat to global markets, but the growth rate going forward could be much lowe...
  2. Jun 22

    Rabobank Dairy Quarterly Q2

    The world is still producing more milk than the market currently needs. This imbalance is unlikely to be substantially corrected in 2H 2015, says the Rabobank Dairy Quarterly. "The seeds of an eventual price recovery are now being planted, with producers and consumers finally getting the signal that the world has too much milk and starting to respond to that. But the price recovery itself is unlikely to emerge till late 2015 at best, ensuring a difficult period for many of the world's produce...
  3. Jun 17

    Rabobank Spirits Quarterly Q3: Is It Happy Hour Yet?

    After facing major difficulties in the market, it seems that happy hour might be coming soon for cognac, as opportunities are opening up for the category. Furthermore, the US spirits market continues to grow, and China is also showing signs of improvement, according to the Rabobank Spirits Quarterly Q3.
  4. Jun 15

    Rabobank Report: Poultry in Motion—10 Golden Rules for Winners in the EU Poultry Industry

    The ongoing turbulent outlook for the EU poultry industry will further challenge the position of individual poultry companies. Rabobank believes that, under these circumstances, the differences between winners and losers will only grow. A rethinking of individual companies’ strategies is now more essential than it has ever been before, according to Rabobank’s ‘Poultry in Motion’ report.
  5. Jun 08

    Rabobank Fertiliser Quarterly Q2: Neutral Nutrients

    Fertiliser markets will be neutral to slightly bearish the coming three months, according to the Rabobank Fertilizer Quarterly Q2. Across-the-board price support for fertilisers seems possible only if volumes discipline from suppliers remains or intensifies. In demand terms, price support would have to originate from India and Brazil.
  6. Jun 01

    Rabobank report: How Big Food and Beverages Brands can remain relevant to US Consumers

    Many of America’s largest food and beverage (F&B) companies are in trouble, Rabobank says in its latest report, “Dude, where’s my consumer?” Iconic brands are increasingly out of favour with U.S. consumers, whose preferences and priorities have evolved. Bank analysts predict that unless large F&B brands take bold action, they run the risk of following baby boomers (once their core consumer) into retirement.

May 2015

  1. May 29

    Rabobank Poultry Quarterly Q2 2015: Avian Flu Challenging Global Trade

    The global case of avian flu has had a big impact on international markets. The global trade streams and prices are expected to remain under pressure for the remainder of 2015, according to Rabobank’s latest Poultry Quarterly Q2 report. The long-term impact may be significant due to several trade bans on breeding stock in importing countries. Producers in countries with balanced markets are continuing to enjoy healthy margins. Global approaches to deal with avian flu are more important than ...
  2. May 12

    Rabobank World Beer Map: Shifting Currents in Global Beer

    Key findings: Beer consumption is rising in key markets in Asia, Latin America and Africa. Trading up in traditional beer markets is fuelling demand for import and craft beer. Demand for malt in Latin America is rising, but increased production within Mercosur countries is dampening exports from western Europe to the region. Malting barley imports by China are on the rise, sourced mainly from Australia, but also from Europe and Canada. “In the coming years, we expect the gro...

April 2015

  1. Apr 17

    Rabobank Pork Quarterly Q2: High-flying Pork Prices Come Back Down to Earth

    Rabobank Pork Quarterly Q2: High-flying Pork Prices Come Back Down to Earth According to the latest Rabobank Pork Quarterly report, the global pork industry has been searching for stability during Q1 2015, with strong supply growth and relatively weak demand driving the market. Pork prices are sharply lower, as robust global supply growth (driven by the US, Russia and Brazil) has outpaced rather subdued demand, dragging producer profitability into negative territory. Rabobank animal...
  2. Apr 15

    Rabobank Wine Quarterly Q2: The Japanese Wine Market has now ‘Come of Age’

    The Japanese wine market has now ‘come of age’ with wine drinkers increasingly open to new consumption occasions, wine styles and innovations, according to Rabobank’s latest Wine Quarterly Q2 report. Japan ranks as one of the world’s most valuable wine import markets. However, many global wine-exporting regions had turned their attention away from Japan after the market declined from its peak 16 years ago.