Rabobank Wine Quarterly Report Q4

06 February — Europe’s sparkling wine producers continue to face changing consumption patterns in the traditional European markets. The prolonged economic downturn has played havoc with demand for sparkling wines, channelling consumers downmarket. However, Rabobank believes that the current weak state of the Euro and the growth of emerging economies have provided some valuable support to the leading houses that dominate the supply of champagne to markets outside Europe and the US.

January 2013

  1. Jan 31

    Rabobank Report: Burning Off Wasted Calories - F&A residues as renewable energy sources

    F&A residues are widely used to generate renewable energy by thermal conversion. This practice benefits companies by generating stable revenues from energy sales and/or by reducing energy costs. In addition, it can help meet corporate sustainability targets and reduce CO2 footprints, which can enhance brand value and reputation. According to a new report from Rabobank, there is significant opportunity in this field.
  2. Jan 31

    Rabobank Report: Shifting direction in biogas growth

    Rabobank expects recent growth in biogas generation to continue, but at a more moderate pace, and to be driven more by F&A processing residues and less by the small scale manure and energy crops. The bank believes that the biogas outlook is brightest for F&A companies that produce low value or wet residue streams. Municipal organic waste and waste water treatment offer growth opportunities in regions where take-up is still limited.
  3. Jan 30

    Rabobank Report: Global Beverage Outlook 2013 – Thirsting for Growth

    The outlook for key commodities in 2013 is a major concern for all beverage companies. Exerting greater control over procurement, including achieving increased transparency with upstream suppliers, will be a critically important initiative for many beverage companies in 2013.
  4. Jan 28

    Rabobank Report: Floriculture Growth Potential of Northwest Europe’s Supermarkets

    In a stagnant Northwest European floriculture market, Rabobank expects supermarkets to increasingly become the preferred outlet for sales of cut flowers and potted plants. There is still a huge gap between floriculture sales in UK supermarkets and sales in other northwest European countries. UK supermarkets’ efforts to uplift their floriculture category have been successful, with a well-organised supply chain combined with proper category management being the key to this success.
  5. Jan 28

    Rabobank Pork Quarterly Q1: Continuing high feed costs make supply discipline the key success factor

    Global pork prices started 2013 at historically strong levels, but Rabobank anticipates some weakness in prices in late Q1 and into Q2 due to pressures on production and limited growth in global consumption levels.
  6. Jan 18

    Rabobank Fertiliser Quarterly: Q1 2013

    Reduced end-user demand and inventory destocking has been a feature of the global fertiliser market through Q4 2012, resulting in a lull in global trading activity which is expected to continue in Q1 2013. According to a new report from Rabobank, global fertiliser prices are likely to to remain relatively range-bound and market fundamentals suggest global fertiliser markets will remain relatively balanced through Q1 2013.
  7. Jan 18

    Rabobank Report: Battling the Brewing Giants

    Over the last decade, the global brewing sector has gone through a consolidation process. Recent activity suggests that this process is continuing. Rabobank’s research shows that as the top four brewers grew through acquisitions, many of the smaller local brewers stood on the side lines and are now finding themselves competing with global giants rather than with other local niche players.
  8. Jan 17

    Rabobank Report: Permanent shift of the animal carcass valuation

    Animal by-products are returning to centre stage in the global meat industry. Over the last few years, the valuation of the animal carcass has shifted from prime cuts to processing cuts and fifth quarter products, driven by changing consumer preference for processed products, fast rising economic welfare and preference for animal by-products in Asia, new applications for animal by-products and lower availability of sow meat.
  9. Jan 10

    Rabobank Report: Look East for European F&A growth

    Food and agri companies should look to the new EU member states for growth, according to a new report from Rabobank Food and Agribusiness Research. These nations will be be the most dynamic European markets in the next five to ten years, as farmers seek to boost productivity to counteract the eroding positive effects of the Common Agricultural Policy (CAP).

December 2012

  1. Dec 21

    Rabobank Sugar Quarterly Q4 – Prices decline slowly amid expectations of a second consecutive global surplus for 2012/13

    International sugar prices have been on a slow and steady decline over the last few months. The prospect of a second consecutive global sugar surplus projected for the 2012/13 international crop year is weighing on the market, confining New York raw sugar futures (NY No. 11) to a 19 c/lb to 22 c/lb range for much of the last four months. Rabobank currently projects a surplus of 8.9 million tonnes, raw value, for 2011/12, and a surplus of 6.6 million tonnes, raw value, for 2012/13.
  2. Dec 20

    Rabobank Dairy Quarterly Q4

    The slow recovery in international dairy prices that began in August continued through into the final quarter of this year, but failed to gain much momentum, according to Rabobank’s latest dairy market report. Consumption remains weaker than anticpitated and key buyers have accumulated solid forward coverage. As such, Rabobank expects milk production growth in key export regions to continue to fall below prior levels in the first half of 2013. While current buyer inventories will provide tem...
  3. Dec 17

    Rabobank Report: ‘Captains’ and ‘specialists’ to continue buy-and-build strategy in Europe’s frozen foods market

    The mature European frozen foods market is characterised by modest growth and challenged by growing consumer preference for fresh products. Still, the European A-brands, the ‘captains’, and specialised private label producers (the ‘specialists’) have been able to improve their return on capital, according to a new report from Rabobank.
  4. Dec 13

    Rabobank Beef Quarterly Q4

    The final quarter of 2012 has seen the beef market characterized by slightly larger global supply, driven mainly by the natural recovery of herds in Brazil, Argentina and Australia.  This, combined with a relatively lethargic world economy, has weighed on prices across the globe.  Among the most important cattle exporting countries prices in local currencies have risen only in the US and New Zealand.These increases may not be high enough to offset the recent spike in costs, with the placemen...

November 2012

  1. Nov 28

    Rabobank 2013 Commodities Outlook

    Volatility in agri commodity prices looks set to continue into 2013, according to a report from Rabobank’s Agri Commodity Markets Research department. This will be particularly true for grain and oilseeds markets, with a supply squeeze in the first six months expected to push prices higher, before an expected production rebound leads to a weakening in prices in the second half of the year. The report says soymeal is the commodity likely to show the largest price decline by the end of 2013.
  2. Nov 23

    Rabobank Report: A new wine frontier

    With maturing or declining sales in many traditional markets, wine companies across the globe are increasingly searching for new growth markets. Emerging markets are attracting the interest of nearly all major wine companies. But those companies that were late to invest in these markets often have a greater challenge as the competition has already established routes to market and has garnered share of mind with the consumer.
  3. Nov 20

    Rabobank Poultry Q4 Quarterly: High feed prices continue to affect margins

    The global poultry industry continues to face the challenge of high feed costs, which is putting margins under pressure in many parts of the world, according to Rabobank’s latest quarterly poultry report. Profitability swings are an ongoing problem for the industry, which saw similarly sharp increases in feed costs in 2008 and 2010. In developed countries in particular, the industry lacks adequate power to pass on feed cost increases. Key factors driving this adverse situation are oversupply,
  4. Nov 20

    Rabobank: Are Brands too late to go into China?

    The Chinese economic miracle is now part of business folklore and the conventional wisdom is that, if you are not operating in China already, then you have missed out on a massive economic opportunity. However, Rabobank believes that within the processed food sector, there are still opportunities for European and North American brands facing flat growth at home. The key to winning over Chinese consumers is mastering distribution strategies.
  5. Nov 19
  6. Nov 19

    Rabobank Report: Agricultural machinery must innovate in order to meet increasing food demand

    Companies in the agricultural machinery supply chain will need to change their business models to meet the growing global demand for food, according to a report from Rabobank. With global demand for food expected to increase by 70 percent by 2050, the role of the machinery manufacturer and equipment dealer is changing, and machinery is becoming an integral part of the all-encompassing solution to increase productivity.
  7. Nov 19

    Rabobank Report: “Rajaccino” - The Rise of Coffee Culture in India

    Coffee culture in India is flourishing thanks to the efforts of a few specialist coffee chains and the instant coffee players, says a new report from Rabobank. Coffee drinking has spread across the country and consumption has doubled. Specialist coffee shop chains, which have established themselves as a ‘hangout’ for urban youth, are projected to reach 4,000 in numbers by 2015 (CAGR of 21 percent). This growth is a result of favourable demographics, rising income levels, rise of mid-sized cities
  8. Nov 14

    Rabobank Report: Further consolidations expected in China’s soft beverages market

    There is likely to be a wave of consolidations in China’s beverages market as it responds to the USD 5 billion alliance of Tingyi and PepsiCo, according a report from Rabobank. Smaller, ‘second tier’ beverages players will be affected most by the new alliance, as they struggle to compete with Tingyi-PepsiCo’s - as well as fellow beverages giants Coca Cola and Wahaha - established advantages in brand equity, distribution networks, supply chains and investment capital.
  9. Nov 14

October 2012

  1. Oct 26

    Rabobank Report: China’s changing seafood market

    China has the potential to become a USD 20 billion seafood import market within this decade, with rising incomes increasing domestic demand for seafood, particularly premium species, according to a Rabobank report. Whilst remaining the leading exporter of seafood globally, imports will play a key role in the future as China emerges as the leading consumer of high-end seafood in the world.
  2. Oct 23

    Rabobank Report: Industrialisation and government policies driving change in China’s wheat milling sector

    Economic development and high rates of urbanisation over the last decade have altered the structure of flour consumption in China. The country’s burgeoning food processing and prepared foods industries are not only changing how flour is consumed but also the kinds of wheat and milling technologies required.