Market Research Logo

Brazil Food and Drink Report Q4 2015

Brazil Food and Drink Report Q4 2015

BMI View: A weakening labour market and fragile consumer sentiment in Brazil will gradually weigh onfood retail sales, which have so far been relatively unscathed by the country's economic troubles asconsumers first cut back on discretionary purchases. We expect the weak consumer environment in Brazil toweigh on mass grocery retail (MGR) sales over the next few quarters. Brazil is set for a multi-yearadjustment process that will lead to a degradation of labour market dynamics. Registered unemploymentstarted to rise in early 2015 and we expect this trend to continue over the coming months. Food and retailconsumption is likely to outperform among the country's private consumption items and we projectgenerally strong sales growth for the main companies in the sector. Carrefour is well positioned to maintainstrong sales growth, thanks to a strong presence in the cash-and-carry and convenience formats.

A less favourable external environment in light of an ongoing slowdown in Chinese growth, a poordomestic business environment and lack of export competitiveness pose significant headwinds to growth.

Although we previously argued that Brazil was in the early stages of an economic policy shift with theappointment of an investor friendly Finance Minister Joaquim Levy, we expect investor pessimism to rise,on the back of the economic recession, high inflation, currency weaknesses and the potential for delay infiscal reforms We also believe that a moderation in input prices (grains) could help margins for thesecompanies to recover in the coming months.


BMI Industry View
SWOT
Food
Drink
Mass Grocery Retail
Industry Forecast
Consumer Outlook
Food
Food Consumption
Table: Food Consumption Indicators - Historical Data & Forecasts (Brazil 2012-2019)
Processed Food
Table: Pasta Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2014-2019)
Table: Meat Volume Sales, Production & Trade - Historical Data & Forecast (Brazil 2014-2019)
Table: Jams & Jellies Volume Sales, Production & Trade - Historical Data & Forecast (Brazil 2014-2019)
Table: Frozen Fruit & Vegetables Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2014-2019)
Dairy
Table: Dairy Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2014-2019)
Confectionery
Table: Confectionery Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2012-2019)
Table: Sweet Biscuits Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2014-2019)
Drink
Hot Drinks
Table: Hot Drink Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2014-2019)
Alcoholic Drinks
Table: Alcoholic Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2014-2019)
Soft Drinks
Table: Soft Drinks Sales, Production & Trade (Brazil 2014-2019)
Mass Grocery Retail
Table: Mass Grocery Retail Sales By Format - Historical Data & Forecasts (Brazil 2014-2019)
Table: Sales Breakdown By Retail Format Type (%)
Trade
Table: Trade Balance - Historical Data & Forecasts (Brazil 2014-2019)
Macroeconomic Forecast
Economic Analysis
Table: GDP By Expenditure (Brazil 2012-2019)
Industry Risk Reward Index
Latin America - Risk/Reward Index
Table: Latin America Food & Drink Risk/Reward Index Q415
Table: Latin America Food & Drink Risk/Reward Sub-Factor Index Q415 (scores out of 10)
Brazil Risk/Reward Index
Market Overview
Food
Prepared Food/Canned Food
Confectionery
Dairy
Meat
Poultry
Seafood
Drink
Hot Drinks
Soft Drinks
Alcoholic Drinks
Mass Grocery Retail
Table: Mass Grocery Retail Sales By Format (Brazil 2006-2015)
Table: Mass Grocery Retail Sales By Format (Brazil 2006-2015)
Industry Trends And Developments
Food
Drink
Key Industry Trends And Developments
Mass Grocery Retail
Key Industry Trends And Developments
Competitive Landscape
Table: Key Players In Brazil's Food Sector
Table: Key Players In Brazil's Drink Sector
Table: Key Players In Brazil's Mass Grocery Retail Sector
Company Profile
AB Inbev
Table: AB InBev Selected Financials and Ratios
Table: AB InBev Selected Historical Financial Data
Brasil Foods
Brasil Kirin
Carrefour
Table: Carrefour's Main Financial Highlights
Companhia Brasileira de Distribuição
Embotelladora Andina
JBS
Table: JBS Financial Results
Walmart
Table: Walmart Financial Highlights
Global Industry Overview
Table: Australia, Uk And Usa Estimated Herfindahl-Hirschman Index Scores - Food Retail Industry
Table: Boston Beer Company, Ab Inbev, Heineken And Sabmiller - Selected Trailing Return And Efficiency Ratios
Table: Food and Drink Core Views - Q215 Roundup
Demographic Forecast
Table: Population Headline Indicators (Brazil 1990-2025)
Table: Key Population Ratios (Brazil 1990-2025)
Table: Urban/Rural Population & Life Expectancy (Brazil 1990-2025)
Table: Population By Age Group (Brazil 1990-2025)
Table: Population By Age Group % (Brazil 1990-2025)
Glossary
Food & Drink
Mass Grocery Retail
Methodology
Industry Forecast Methodology
Sector-Specific Methodology
Sources
Risk/Reward Index Methodology
Table: Food & Drink Risk/Reward Index Indicators
Table: Weighting

Download our eBook: How to Succeed Using Market Research

Learn how to effectively navigate the market research process to help guide your organization on the journey to success.

Download eBook

Share this report