由于耗资72亿美元的美国酸奶空间旨在重新发现过去十年中大部分乳制品的长期增长,但达能北美的酸奶总裁佩德罗·西尔维拉(Pedro Silveira它推出了针对消费者流行的趋势的新产品。
达能's market share in the North American yogurt category grew from 27% in 2007-2008 when the company was the No. 2 player, to more than 33% in 2019, positioning it as the market leader, according to the company. While its share dipped slightly to 32.9% in the third quarter ending Sept. 30 before rebounding recently to 33.1% at the end of 2019, Silveira expressed optimism that its latest product launches are setting Danone up for future growth in a crowded U.S. yogurt market.
“You might look at one specific date within this kind of long-time frame and then you might not get or see the results that you want, but in the long run we start to see the results coming into the right place," Silveira told Food Dive. "这正是因为我们在年初种植的某些种子(2018年底)正在发生,这就是让我对2020年感到非常看好的原因。”
达能(Danone)今年将揭开酸奶产品,以解决消费者对较低糖或替代甜味剂选择,不同质地以及更多基于植物的品种的需求。与其他酸奶公司不同,达能(Danone)专注于让每个酸奶品牌定义一个特定的子类别,例如带有Activia的益生菌,用于希腊酸奶的Oikos和儿童的Danimals。现在,它正在采用这些品牌,并将其他流行趋势(例如植物性,低糖和便携性)纳入其中,而不会失去定义特征。
在2020年,Oikos用杏仁黄油来利用坚果黄油趋势,该产品将蜂蜜和枫木用于甜味剂而不是糖 - 以及可饮用的能量选择,蛋白质,钾和钙和咖啡因和一杯咖啡一样多。。对于其Activia品牌,它以更少的糖和新口味,可饮用的冰沙和用杏仁牛奶制成的无乳制品选择来推出版本。两克酸奶和两克糖的酸奶在2019年在市场上的第一年售出了6,840万美元的销售额,将首次亮相希腊低脂产品。
酸奶中的“总有新东西”,西尔维拉说。“您会看到这种投资组合会随着时间的流逝而转变,重要的是要保持这一事物的发展。你不能把球从球上移开。”
达能is not the only company expanding its yogurt offerings into more trendy niches.希腊酸奶巨人Chobani其低脂的希腊酸奶nut butters, introduced a non-dairy version and rolled out oat-based products. In recent years, General Mills' struggling Yoplait brand has introduced a French-style variety in glass jars calledYoplait的OUI和YQ by Yoplait,用超过滤牛奶制成,糖更少。去年夏天,谷物巨人宣布与Goodbelly合作的计划to distribute a line of lactose-free yogurts and a single probiotic-infused cereal.
The yogurt industry as a whole knows it needs to keep innovating, especially when once hot categories such as traditional and Greek have struggled. Sales have fallen nearly $384million in traditional yogurt since November 2015 to about $3 billion annually, according to data provided by Nielsen. Greek has faced even sharper declines of about $460 million to almost $3.2 billion.
The bright spots in yogurt are Icelandic and non-dairy varieties, which each posted a compound annual growth rate of about 45% during the last four years. But despite their strong growth, Nielsen said Icelandic only commands 2.4% of total yogurt sales while plant-based varieties control 2.9%, making it difficult for them to offset the declines in other areas.
ioannisPontikis一位晨星分析师在给食品潜水的一封电子邮件中说,加剧酸奶的竞争总体上导致价格下降,因为公司寻求获得优势。结果,达能(Danone)等公司将精力集中在益生菌和基于植物的孩子们的酸奶上,这些酸奶仍在增长。
“我们希望达能(Danone)通过介绍和分发更多全国最成功的酸奶产品/创新功能的策略,将其专注于未来的那些更加流行的细分市场。”Pontikis said.
Silveira told Food Dive that despite some struggles in recent years for the category, the yogurt segment remains vibrant as innovation helps attracts consumers to the popular dairy and plant-based product. IRI data provided by Danone showed that in the last 13 weeks ending Dec. 29, sales in the yogurt category grew 0.9% while Danone's jumped 1.5%.
Silveira说:“关键是,要赢的人就是酸奶需求真实的,即它需要健康,需要好吃。”“我们不能妥协口味。消费者,如果您进入这些成长空间……(如果)我们无法提供口味。我认为这将是将是(确定)谁去的关键要素赢得比赛,谁将在这场比赛中输掉。”










