Transcript
Transcript

EU Plant-based Dairy Industry – Q3 2020 Update – 13 August 2020

  • Multi Asset
  • Consumer
  • Europe

Specialist

Former SVP at Danone SA

Agenda

  • EU plant-based dairy industry key developments, including coronavirus impacts
  • Competitive landscape update – Danone (PAR: BN) and Alpro, Oatly, The Coconut Collaborative, plus emerging brands and private label
  • Key innovation trends and retail dynamics including shelf space developments and cannibalisation of traditional dairy
  • Mid-term structural growth and profitability outlook

Questions

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