World Market for Dairy Products and Alternatives

November 2024

As global inflation and GDP growth rates decline, the dairy products and alternatives industry expects low value growth in 2024, although the forecast period looks more promising. In this context, private label is expanding as consumers prioritise affordability, while dairy products are increasingly integrated into fast-growing snacking occasions driven by busy lifestyles. Additionally, with consumers seeking health benefits and valuing sustainability, the plant-based segment continues to grow.

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Examining Five Trends Shaping Dairy Products and Alternatives

Inflation sparks dairy industry strategy shifts

The dairy industry responds to inflation by embracing change and investing in consumer-centric products. Long-term implications involve optimising operational efficiency, diversifying raw material sourcing and exploring new revenue streams. Implementing pricing strategies while emphasising added value will be vital to navigate inflation's challenges and maintain competitiveness in the dynamic dairy market. Exploring value for money options to meet diverse customer demands will also be crucial.

Next frontier of functionalities: Gut health and consumer need states

Dairy manufacturers should anticipate a growing demand for health-focused dairy products with added functionalities. Emphasising gut health benefits through probiotics and prebiotics will likely remain a key trend. As research continues to uncover the link between gut health and cognitive wellbeing, dairy manufacturers that invest in innovative, health-orientated dairy offerings can position themselves for sustained success. Asia Pacific leads in dairy innovations focusing on functional ingredients that promote mental wellbeing.

Health, taste and natural factors to drive innovation in plant-based alternatives

The plant-based dairy market is poised for continued growth, with plant-based milks leading the way, especially in North America. Key trends include barista-friendly options, high-protein offerings and products with added benefits. Taste improvement is a critical challenge, prompting manufacturers to emphasise functionality over being dairy alternatives. The future will prioritise natural, cleaner ingredients, health and taste, while precision fermentation and lab-grown dairy hold promising potential.

Dairy industry's sustainability will focus on emissions reduction and holistic practices

Sustainable practices, technological adoption and efficient resource use are critical paths forward for the dairy industry. Initiatives such as Bovaer, reducing methane emissions without harming animal health or milk production, demonstrate potential for reducing greenhouse gases. Sustainability efforts should encompass local sourcing, free-range practices and holistic certifications. The plant-based dairy and baby food categories lead in holding sustainability claims, highlighting the need for improvement within the traditional dairy sector.

Enhancing dairy experiences for consumer engagement

Among the evolving dairy industry trends is the importance of delivering experiences to consumers. The concept of permissible indulgence, coupled with a focus on broadening consumption occasions and delivering on convenience, presents manufacturers with significant opportunities for growth and brand loyalty. In the long term, meeting consumers' desires for immersive, indulgent experiences is likely to lead to sustained success and market relevance in the ever-changing dairy industry landscape.

Scope
Examining five trends shaping dairy products and alternatives
Dairy sector decelerates in 2024, although it expects higher growth over the forecast period
Cheese is sparking growth around the world, but in the US, butter and spreads was fastest
India and Indonesia are anticipated to be the main growth drivers for dairy products in APAC
Plant-based dairy and cheese show the highest future growth, while baby food is stagnant
India’s development and the US cheese market will drive industry growth
GDP per capita and population growth will contribute to the growth of the industry
E-commerce and discounters thrive as the fastest growing distribution channels
Top five players lose ground while private label grows supported by affordability and quality
The top three players lead the market with diverse portfolios and global presence
Danone leads with a strong presence in yoghurt, milk formula and plant-based milk
Fastest growing companies operate in emerging economies
Examining five trends shaping dairy products and alternatives
Consumers continue to seek multiple health benefits in dairy products and alternatives
Innovation and functionality grow in products with high protein content
Dairy functional products respond to consumers’ need for mental wellbeing
Dairy products are meeting snacking needs as consumers seek time-saving options
Busy lifestyles bring opportunities for convenient dairy products and on-the-go consumption
Health, sustainability and animal welfare still drive the growth of plant-based dairy
Plant-based portfolios expand in variety and sophistication to keep growing
Private label continues to grow in an environment of decreasing consumer purchasing power
Inflation has brought opportunities for private label growth and packaging reduction
Consumers are worried about climate change and are trying to make a difference
Local production and support to local communities are important attributes for consumers
Global snapshot of baby food
Global snapshot of butter and spreads
Global snapshot of cheese
Global snapshot of drinking milk products
Global snapshot of other dairy
Global snapshot of yoghurt and sour milk products
Global snapshot of plant-based dairy
Regional snapshot: Asia Pacific
Regional snapshot: Australasia
Regional snapshot: Eastern Europe
Regional snapshot: Latin America
Regional snapshot: Middle East and Africa
Regional snapshot: North America
Regional snapshot: Western Europe
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