潜水简介：
- As the pandemic subsides, analysts predict major changes for financials of food and beverage companies whose portfolios have been impacted by consumers' sudden switch to cooking and eating at home more frequently.
- With the vaccine rollout inching forward, analysts downgraded the stocks of Coca-Cola and PepsiCo as the closure of foodservice channels weighs on their businesses,街道reported。Meanwhile, a Credit Suisse analyst posted a dim long-term outlook for Conagra Brands and B&G Foods, expecting them to underperform in 2021 as consumers return to pre-pandemic meal preparation patterns after the coronavirus passes,食品商业新闻报道。
- The closure of restaurants, stadiums and other venues during the last year has left companies scrambling to adapt to a new food and beverage environment. Corporations that are reliant on consumers dining out have seen their sales figures contract, while revenue for companies such as B&G and Conagra, which produce meal components and frozen offerings, have soared.
Dive Insight:
从疫苗中滚动有分析师重新评估了整个行业的食品和饮料公司意味着什么。Conagra，销售亨特，厨师Boyardee和Duncan Hines等品牌在2020年大约35％的增长来自于在消费者面前对消费者讨厌的品牌大流行病，根据瑞士信贷。克拉夫·海因茨是家庭烹饪钉书钉的另一个主要供应商最近的盈利报告that U.S. sales were up 7.4% in the quarter ended in September compared to a year ago.
虽然大流行是近年来一直在努力仍然相关的这些遗产公司的福音，但瑞士斯研究分析师Robert Moskow在一份研究报告中表示，当消费者恢复到大流行前饮食习惯时，他预计“主要销售下降”。他指出了十月的B＆G食物purchase of Crisco from J.M. Smuckerincreased its reliance on "normalcy," and projected its sales to decline by 8% in 2021 and 3% in 2022.
Coca-Cola and PepsiCo have been本周用几次降级击中。尤其是可口可乐特别的情况，分析师警告远离家庭环境，饮料巨头严重依赖于大流行中的反弹缓慢。百事可乐将觉得它也会感受到，但它的Frito-Lay商业欢迎留在家里的人们意味着它没有被击中。Coca-Cola正在剔除其投资组合，以重点关注其在12月宣布的增长和大批量品牌it iscutting 2,200 jobs globallythrough buyouts and layoffs as part of a restructuring plan accelerated by the ongoing大流行病。
然而，并非所有主要的CPG品牌都同意分析师的悲观观。Mondelez在11月说食物潜水that demand for its snack offerings will remain robust as demand returns in channels hit hard by the pandemic, such as convenience stores. Similarly, Kraft Heinz CEO Miguel Patriciosaid during the company's third-quarter earnings callhe expects consumers will continue to gravitate toward big brands. Sanjiv Gajiwala, the company's U.S. Chief Growth Officer,去年告诉食物潜水consumers have "rediscovered new occasions at home," and that "some of those behaviors will continue to stick and be a part of their lives going forward."
In its report on 2021 food trends, the International Food Information Council (IFIC), which has been tracking the changes in consumer eating habits during the pandemic, indicated many will remain for the foreseeable future. CEO Joseph Clayton said “some of the changes we’ve undergone are proving durable, even many months later.”
由于公司不仅捕获今天的需求，而且还可以在可预见的未来将其保留这一趋势，这一趋势主要投入了这些趋势。他们优先考虑了最受欢迎的产品，以缓解供应链的压力。其他企业已经投资于他们的冷冻食品品牌，并重新定位自己以吸引寻找家庭convenient and healthy options that are easy to prepare。
尽管准备工作的公司正在恢复正常的天气，但许多分析师都深信，冠状病毒引发的一些趋势不能轻易提出过去几年建立的消费者习惯。展望未来，食品和饮料公司将不得不努力保留他们在2020年获得的势头，并呼吁作为消费者的吸引力越来越厌倦总是在家烹饪。
