Japan Food and Drink Report Q2 2010

SWOT Analysis..........................................................7
Japan Food SWOT.................... 7
Japan Drink SWOT................... 8
Japan Mass Grocery Retail SWOT ................................................................................. 9
Business Environment ...........................................10
Core Global Industry Views............................................................................... 10
Table: Core Views For The Food & Drink Industry .......................................... 10
Asia Pacific Food And Drink Business Environment Ratings ............................................ 11
Table: Regional Food & Drink Business Environment Ratings Q2 2010 ...................... 13
Japan’s Food And Drink Business Environment Rating .................................................... 14
Macroeconomic Outlook.............. 15
Japan - Economic Activity ............................................................................................ 17
Food..........................................................................18
Industry Forecast Scenario................................................................................................ 18
Food Consumption.................. 18
Table: Japan Food Consumption Indicators – Historical Data & Forecasts................. 19
Confectionery.......................... 19
Table: Japan Confectionery Value/Volume Sales – Historical Data & Forecasts ......... 20
Canned Food .......................... 21
Table: Japan Canned Food Value/Volume Sales – Historical Data & Forecasts.......... 21
Trade ...................................... 22
Table: Japan Food & Drink Trade Indicators – Historical Data & Forecasts .............. 22
Industry Developments................. 23
Market Overview ......................... 27
Food Consumption.................. 27
Confectionery.......................... 28
Functional Food ..................... 29
Canned Food .......................... 30
Frozen Food ........................... 31
Trade ...................................... 31
Agriculture.............................. 32
Drink .........................................................................33
Industry Forecast Scenario................................................................................................ 33
Alcoholic Drinks ..................... 33
Table: Japan Alcoholic Beverage Value/Volume Sales – Historical Data & Forecasts....................................................................................... 34
Hot Drinks .............................. 35
Table: Japan Hot Beverage Value Sales – Historical Data & Forecasts....................... 35
Soft Drinks.............................. 36
Table: Japan Soft Drink Value/Volume Sales – Historical Data & Forecasts ............... 36
Industry Developments................. 37
Market Overview ......................... 42
Alcoholic Drinks ..................... 42
Beer ........................................ 42
Wine........................................ 44
Hot Drinks .............................. 44
Soft Drinks.............................. 44
Table: Soft Drinks Sales Breakdown In Japan.............................................................. 45
Functional Drinks................... 45
Mass Grocery Retail................................................47
Industry Forecast Scenario................................................................................................ 47
Table: Japan Mass Grocery Retail Indicators - Sales Value by Format - Historical Data & Forecasts.............................................................. 49
Table: Grocery Retail Sales By Format – Historical Data & Forecasts........................ 49
Industry Developments................. 50
Market Overview ......................... 54
Leading MGR Players .................................................................................................. 56
Table: Structure Of Japan’s Mass Grocery Retail Market – Estimated Number Of Outlets ................................................................................ 57
Table: Structure Of Japan’s Mass Grocery Retail Market – Sales By Format (US$bn) ...................................................................................... 57
Table: Structure Of Japan’s Mass Grocery Retail Market – Sales By Format (JPYbn)....................................................................................... 57
Table: Average Annual Sales Per Outlet By Format (2008) ......................................... 58
Competitive Landscape..........................................59
Key Players – Food And Drink .......................................................................................... 59
Table: Key Players In Japan’s Food & Drink Sector (2009) ......................................... 59
Key Players – Mass Grocery Retail ................................................................................... 60
Table: Key Players In Japan’s Mass Grocery Retail Sector ......................................... 60
Company Analysis........................ 61
Food ....................................... 61
Ajinomoto ............................... 61
Drink....................................... 63
Asahi Breweries Ltd................ 63
Kirin ....................................... 64
Mass Grocery Retail ............... 66
Seven & I Holdings................. 66
Lawson Inc.............................. 68
AEON...................................... 69
Seiyu ....................................... 70
Appendix ..................................................................71
Country Snapshot: Japan Demographic Data.......71
Section 1: Population.............. 71
Table: Demographic Indicators, 2005-2030................................................................. 71
Table: Rural/Urban Breakdown, 2005-2030 ................................................................ 72
Section 2: Education And Healthcare........................................................................... 72
Table: Education, 2002-2005 ....................................................................................... 72
Table: Vital Statistics, 2005-2030................................................................................. 72
Section 3: Labour Market And Spending Power ........................................................... 73
Table: Employment Indicators, 2001-2006................................................................... 73
Table: Consumer Expenditure, 2000-2012 (US$) ......................................................... 73
Table: Average Annual Wages, 2000-2012................................................................... 74
Food & Drink Methodology..............................75
Food And Drink Business Environment Ratings ................................................................ 75
Ratings Methodology .............. 75
Ratings Overview.................... 75
Indicators................................ 75
Table: Limits Of Potential Returns ............................................................................... 76
Risks To Realisation Of Potential Returns .................................................................... 77
Weighting................................ 78
Weighting................................ 78
Food and Drink Industry Glossary ............................................................................ 79
Food And Drink ...................... 79
Mass Grocery Retail ............... 79
Food & Drink Forecasting And Sourcing .................................................................. 81
How We Generate Our Industry Forecasts ................................................................... 81
Sourcing.................................. 82