Vietnam dairy market – Overall industry growth slows down in the long term

게시됨 2024년 6월 7일

Tridge 요약

The article highlights the future outlook and trends of the dairy market in Vietnam. It is expected that the growth rate of dairy market sales will decrease due to high per capita milk consumption and a declining birth rate. Despite a decrease in the prices of raw milk powder, companies will face challenges such as decreasing revenue growth and increased expenses from competition. The dairy industry experienced a decrease of 2.8% YoY in Q1-2024, and it is predicted to achieve positive YoY domestic growth only in H2-2024. The value of the dairy market is expected to grow at a CAGR of 3.4%/year in the 2023-28 period, which is less than the growth rate in the 2017-2022 period. There is a shift in consumer behavior towards expensive, healthier dairy products, with a growing middle and well-off class, especially in rural areas. The article also notes a trend among Vietnamese consumers to favor high-end dairy products over the popular segment, leading to changes in market dynamics and strategies by companies to maintain their market share.
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원본 콘텐츠

Source: 24hmoney.vn During 2024-28, the growth rate of dairy market sales will slow down due to the increasingly high per capita milk consumption compared to Asian countries and the falling birth rate in Vietnam. Dairy companies' 2024 profits will benefit from the downward trend in prices of raw milk powder, but will be offset by decelerating revenue growth and increased sales and management expenses/revenue due to competition. acrimonious. Milk consumption weak in 2023 and remains stagnant in H1-2024 According to AC Nielsen, Vietnam's dairy industry recorded a decrease of 2.8% YoY in Q1-2024. We believe that dairy companies' business results will continue to be affected in H1-2024 and will only achieve positive YoY domestic growth in H2-2024 in line with the expected economic recovery period. We believe that the room to improve the value of dairy industry revenue is limited due to the increasingly high per capita milk consumption compared to Asian countries (Figure 3) and the ...
출처: AgroInfo.vn

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