未来食物2.0：在全球食物生态系统转型中把握增长

Capturing growth ina transforming globalfood ecosystem PwC This publication has been developed in collaboration between Strategy&,PwC’s global strategy consulting business, alongside PwC industry andfunction experts. Together, we transform organizations by developingactionable strategies that deliver results. At PwC, we help clients build trust and reinvent so they can turn complexityinto competitive advantage. We’re a tech-forward, people-empowerednetwork with more than 364,000 people in 136 countries. Across auditand assurance, tax and legal, deals and consulting we help clients build,accelerate and sustain momentum. Find out more at www.pwc.com. PwC refers to the PwC network and/or one or more of its member firms,each of which is a separate legal entity.Please see www.pwc.com/structure for further details. www.pwc.com Contacts Germany and AustriaHarald DutzlerPartner, Strategy& Austria+43-664-5152-904harald.dutzler@pwc.com AustraliaAnthony GoldsworthyPartner, PwC Australia+61-435-851-445anthony.goldsworthy@au.pwc.com South AfricaAndrew DalePartner, PwC South Africa+27-82-325-3932a.dale@pwc.com BrazilFabio Pereira SwitzerlandStephan Laux Director, PwC Switzerland+41-79-753-25-38stephan.laux@pwc.ch IrelandDavid McGee Partner, PwC Ireland+353-86-268-1522david.a.mcgee@pwc.com Director, PwC Brazil+55-19-97145-9405fabio.pereira@pwc.com CanadaElisa SwernPartner, PwC Canada+1-416-723-1229elisa.swern@pwc.com The NetherlandsStuti SethiDirector, Strategy&Netherlands+31-6-2380-2271stuti.sethi@pwc.com Middle EastAya HallakPartner, Strategy& Middle East+966-55-740-2586aya.hallak@pwc.com France and MaghrebJonathan Le HenryPartner, Strategy&Maghreb Region+212-6-61-08-25-07jonathan.le-henry@pwc.com United StatesCarla DeSantisPartner, PwC United States+1-617-290-6941carla.desantis@pwc.com New ZealandPeter Chambers Partner, PwC New Zealand+64-21-404-015peter.x.chambers@pwc.com About the authors Harald Dutzleris a Partner at Strategy& in Vienna. He leads the retail and consumer marketspractice for Strategy& Europe and is PwC’s Global Sector Leader for Consumer Goods. Hisprimary focus lies on growth strategies, transformation, operations strategy development andorganizational design in food and beverage value chains (from input to recycling) and innon-food supply chains. Stuti Sethiis a Director at Strategy& in Amsterdam. She leads PwC’s Food Systems agenda,focusing on reinvention and transformation across the global food system. Stuti manages aglobal core and subject-matter expert team to deliver impact for clients worldwide. Her primaryfocus is on growth and sustainability strategy in the food system. Janika Albrechtis a Manager at Strategy& in Berlin. She focuses on sustainability strategyand transformation topics in the retail and consumer goods industry. Leo Polweinis a Senior Associate at Strategy& in Berlin. He focuses on technology- andsustainability-related projects in the food ecosystem. Julia Rödelis an Associate at Strategy& in Düsseldorf. She focuses on growth strategyand transformation topics in the retail and consumer goods industry. Pauline Holtis an Associate at Strategy& in Munich. She focuses on strategic sustainabilitytopics in the retail & consumer goods industry. We also want to thank the interview partners, Shokoofeh Manesh and Jakob von Baeyer fortheir great contribution to the study. TABLE OF CONTENTS Executive summary51. Why reinvention is now a business imperative72. Mapping the food ecosystem’s emerging growth areas2.1 Key growth areas2.2 How We Grow2.3 How We Produce2.4 How We Consume991217213. Reinvent to capture growth: how food companiescan adapt for the next decade28Conclusion: Choose, Connect, Capture33 EXECUTIVE SUMMARY This “Future of Food 2.0” report maps and quantifies the 2035 potentialof nine emerging growth areas across the food ecosystem. It builds onthe recent PwCarticle “Reconfiguring the global food system”, whichsets out a vision for a more resilient and future-proof model. The reportdraws on in-depth data analysis, and insights from our interviews with30 senior executives worldwide at companies and co-operatives acrossthe food ecosystem. Through these interviews, we explored executives’perspectives on the major structural trends shaping the food ecosystemand examined how their organizations are unlocking the growth areasthey see as most relevant (see next page). Our research identifies $3.1 trillion in emerging growth areasby 2035, but capturing this value requires a fundamentallydifferent approach to decision-making. Leaders must adoptscenario-based planning, use differentiated KPIs for early-stage ventures, and build partnerships that share risk whileaccessing capabilities that don’t exist in-house.” Harald DutzlerPartner at Strategy& Key findings of this report for 2025 – 2035 1.Healthy eating, rapidly changing consumer expectations and climate and environmentalchange were identified by interviewees as the three most important trends impa