Global Beverage Trade and Company Overviews slide image

Global Beverage Trade and Company Overviews

SITUATION SUMMARY: WINE The New Zealand wine industry has shown rapid growth driven by Marlborough Sauvignon Blanc; some diversification into new varieties and new regions is occurring NEW ZEALAND WINE The New Zealand wine industry has achieved spectacular growth over the last 40 years, going from NZ£51 in exports in 1960 to NZ$1.6b in 2016. Today New Zealand competes successfully with major wine producers, both old world (e.g. France, Germany) and new (e.g. Australia). New Zealand has achieved an overall premium price position in-market on par with France (which has been producing wine for ~2,000 years). International success to date has been built almost exclusively on Marlborough Sauvignon Blanc which has become a "must-have" wine for major wine players. However good Marlborough wine area is now almost all used. This may be a good thing as Marlborough now has almost as much area in grapes as Burgundy. Emergent secondary regions are 20 years behind Marlborough in terms of development. Hawkes Bay, Waipara and Central Otago stand out as the next best prospects. However, other than Hawkes Bay/Gimblett Gravels Syrah and Central Otago Pinot Noir most regions have yet to find "their" wine and the experience of Europe suggest this could take some time. Wine production is a fast growing industry for New Zealand, with a number of firms, ranging from very large to very small. Many large wineries are now foreign owned and on-going acquisitions are occurring. As a result foreign ownership now plays a big part in the wine industry, and these global firms with their global sales resources and reach, provide a path-to-market for introducing global consumers to New Zealand wines. That being said, there is a substantial group of successful medium sized New Zealand owned wineries that, in many ways, are the key force driving industry quality and innovation forward (e.g. light wine development). COMPETITORS New Zealand wine competes directly with that from other premium temperate climate countries, particularly France, Germany, cooler parts of the US (e.g. Oregon) and Chile. CONSUMERS/MARKETS Global oversupply has been ongoing, pushing down prices. These falling prices have impacted New Zealand wines. At the same time wine consumption is declining in many EU markets (France, Italy, Spain) for social, lifestyle and economic reasons. These twin forces, falling consumption and falling prices, have in turn triggered a decrease in global wine area and production, particularly in the three largest wine producers (France, Italy & Spain). On-going changes to EU subsidy systems have accelerated the process. New Zealand's success to date in wine has been primarily in the Anglo-Saxon four (USA, Canada, UK & AU). Luckily these markets have had stable-to- increasing consumption. However, it would be in the interest of New Zealand producers to develop new markets to reduce this concentrated reliance on these markets. China is a rapidly emerging growth market for global wine and is now the fourth largest wine importing country in the world by value. China is now New Zealand's sixth wine export destination and growing. Available in-market data suggests - at a high level - that the growth of New Zealand wine is at the expense of French wines (i.e. the two are close substitutes for consumers). Source: Coriolis; interviews CORIOLIS 5
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