The Bakery in the Global Market Bob O’Brien The NPD Group, Inc. September 2015
Copyright 2015. The NPD Group, Inc. All Rights Reserved. This presentation is Proprietary and Confidential and may not be disclosed in any manner, in whole or in part, to any third party without the express written consent of NPD.
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Foodservice Markets Tracked by NPD
CREST PILOT CREST
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Different channels define the characteristics of the markets around the world Channel Distribution
QSR
Full Service Retail OnSite USA
CAN
AUS
UK
Q3 2014 The NPD Group, Inc. | Proprietary and Confidential
DEU
FRA
ESP
ITA
RUS* CHN^
JPN
* Russia represents 8 cities ^ China represents 8 cities Trend data not available for Japan for 2014 Source: The NPD Group/CRESTŠ 3
There are differences in daypart traffic around the world but there are strong similarities Daypart Distributions Morning Meal
Lunch
Supper
PM Snack USA
CAN
AUS
UK
Q3 2014 The NPD Group, Inc. | Proprietary and Confidential
DEU
FRA
ESP
ITA
RUS*
CHN^
JPN
* Russia represents 8 cities ^ China represents 8 cities Source: The NPD Group/CRESTŠ 4
Off premises dominance varies around the world Where Eaten Distributions and Trends
On Premise
At Work In Car1
At Home Street2 Other USA
1 China 2 US,
CAN
AUS
UK
Q3 2014
has no “In Car” business Canada and Japan have no “Street” business The NPD Group, Inc. | Proprietary and Confidential
DEU
FRA
ESP
ITA
RUS* CHN^
JPN
* Russia represents 8 cities ^ China represents 8 cities ^ Source: The NPD Group/CREST© 5
boulangerie 빵집
ベーカリー pistrinum Bäckerei
What ebhikawozi panadería is a… padaria Bakery? 面包店 panetteria The NPD Group, Inc. | Proprietary and Confidential
пекарня 6
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Bakeries have very different market positions around the world Share of Market 17%
9% 7%
7% 5%
5% 2%
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2%
2%
2%
1%
8
Consumers use bakeries in different ways Late Snack/Drink
Dinner
Afternoon Snack (apt)
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Lunch
Morning Snack/Drink
Breakfast
9
Carry out business seems to drive bakeries Off premise
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On Premise
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Foods
Pretzel - Soft Chips-Pretzel, Curls Chicken Sandwiches Donuts
Bread P達o de queijo Coxinha Morning sandwiches
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Sandwiches Croissants Bakery/Dessert Items Donuts?
Bread Cake Pastry Egg Tart
Bread Sweet Bread Toast Croissant
Bread Meat/Veggie Pie Donut Traditional Bread 11
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But not all consumers in each country consume at the same rate. There is a consistent relationship around the world across age groups
18-34
35-49
50-64
65+
Visits per person per year The NPD Group, Inc. | Proprietary and Confidential
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And we’ve grown to expect that older consumers will steadily increase their use of restaurants like they have in the US USA 65+ Eatings per person per year
2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
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Millennials show the strongest and broadest preference for bakeries ES
GB
FR
DE
IT
RU
JP
CN
AU
US
BR
<18 1834 3549 5065 65+
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The Future
■Dayparts ■On-premises service? ■Business model ■Products ■Delivery only in China ■Mobile ■Millennials The image should fill up the entire space of the gray box, no gray should be seen
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Q&A The NPD Group, Inc. | Proprietary and Confidential
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Thank You Industries
Countries
Automotive
Australia
Beauty
Belgium
Consumer Electronics
Brazil
Entertainment
Canada
Fashion
China
Food / Foodservice
France
Home
Germany
Luxury
India
Mobile
Italy
Office Supplies
Japan
Sports and Leisure Trends
Mexico
Technology
Netherlands
Toys
New Zealand
Video Games
Poland Russia South Korea Spain
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