South Africa Food and Drink Report Q3 2010

Industry View ................................................... 5
SWOT Analysis ........................................................ 7
South Africa Food Industry SWOT.................................... 7
South Africa Drink Industry SWOT ................................... 8
South Africa Mass Grocery Retail Industry SWOT ....................................................... 9
Business Environment ......................................... 10
Core Global Industry Views ...................................... 10
Table: Core Views For The Food & Drink Industry ........................................ 11
Macroeconomic Outlook ....................................... 12
Table: South Africa – Economic Activity ........................ 14
Industry Forecast Scenario ................................... 15
Table: Food Consumption Indicators - Historical Data & Forecasts .......................... 19
Canned Food ...................... 20
Table: Canned Food Value/Volume Sales – Historical Data & Forecasts .................. 20
Confectionery...................... 21
Table: Confectionery Value/Volume Sales – Historical Data & Forecasts .................. 21
Table: Beer Value/Volume Sales –Historic Data & Forecasts ..................................... 23
Table: Soft Drinks Value/Volume Sales – Historic Data & Forecasts ......................... 25
Hot Drinks .......................... 26
Table: Hot Drinks Value Sales – Historic Data & Forecasts...................................... 26
Mass Grocery Retail .............................................. 27
Industry Forecast Scenario .................................................. 27
Table: South Africa MGR Sector – Sales Value by Format – Historical Data & Forecasts..................................... 28
Table: Grocery Retail Sales By Format – Historical Data and Forecasts ................... 28
Trade .................................. 29
Table: Food & Drink Trade Indicators – Historical Data & Forecasts....................... 29
Food ............................ 30
Key Company Trends Q310 ................................................. 30
Consumer Weakness Persisting ........................................... 30
Companies Continuing Cost Saving Focus .......................... 30
Multinationals Increasingly Interested................................. 30
Market Overview ..................... 31
Agriculture .......................... 31
Organics ............................. 32
Food Production ............................................................. 32
Drink ........................... 34
Key Company Trends Q310 ................................................. 34
World Cup To Lift Beer Sales .............................................. 34
Growing Competition In Beer .............................................. 34
Wine Exports Faring Well.................................................... 34
Market Overview ..................... 35
Alcoholic Drinks ............................................................. 35
Soft Drinks .......................... 36
Mass Grocery Retail .............................................. 37
Key Company Trends Q310 ................................................. 37
Cautious 2010 Outlook ........................................................ 37
International Strategy Still Growing .................................... 37
Market Overview ..................... 37
Table: Structure of South Africa's Mass Grocery Retail Market by Number of Outlets ........................................... 38
Table: Structure of South Africa's Mass Grocery Retail Market – Sales Value by Format (US$bn) ........................ 39
Table: Structure of South Africa's Mass Grocery Retail Market - Sales Value by Format (ZARbn) ........................ 39
Competitive Landscape ........................................ 40
Table: Key Players in South Africa's Food & Drink Sector ........................................ 40
Table: Key Players in South Africa's Mass Grocery Retail Industry ............................ 42
Company Analysis.................... 44
Food ................................... 44
Illovo Sugar ........................ 44
Tiger Brands ....................... 45
Pioneer Foods ..................... 46
Drink ................................... 47
SABMiller ........................... 47
Distell ................................. 48
Mass Grocery Retail ....................................................... 49
Shoprite Group ............................................................... 49
Woolworths ......................... 50
Pick n Pay ........................... 51
Appendix .................... 52
Country Snapshot: South Africa Demographic Data ....................................................... 52
Section 1: Population ...................................................... 52
Table: Demographic Indicators, 2005-2030 ................... 52
Table: Rural/Urban Breakdown, 2005-2030 .................. 53
Section 2: Education and Healthcare ............................. 53
Table: Education, 2002-2005 ......................................... 53
Table: Vital Statistics, 2005-2030 ................................... 53
Section 3: Labour Market and Spending Power.......................................................... 54
Table: Employment Indicators, 2001-2006 ..................... 54
Table: Consumer Expenditure, 2000-2012 (US$) ....................................................... 54
Table: Average Annual Wages, 2000-2012 ..................... 55
Food & Drink Methodology ............................ 56
Food & Drink Industry Glossary ................................. 56
Food & Drink ..................... 56
Mass Grocery Retail ....................................................... 56
Food & Drink Forecasting & Sourcing ....................... 58
How We Generate Our Industry Forecasts ..................... 58
Sourcing .............................. 59