Arla Foods Annual Report 2020 slide image

Arla Foods Annual Report 2020

Management Review Our Strategy Our Brands and Commercial Segments Our Responsibility Our Governance Our Performance Review Our Consolidated Financial Statements Our Consolidated Environmental, Social and Governance Data DEALING WITH BREXIT Since the Brexit vote in 2016, Arla has advocated for a trade deal which supports tariff-free trade in dairy, and we welcome that the UK government and the EU finally came to an agreement at the very end of 2020. However, whereas zero tariffs and quotas are good news, the non-tariff barriers within the deal will create friction resulting in additional complexity and cost. Having prepared for this scenario for four and a half years, we have plans in place to mitigate these impacts in close collaboration with our customers and suppliers, and we face the challenges posed by Brexit from a position of strength with a fundamentally resilient and agile UK business. Our UK business Our UK business currently accounts for 26 per cent of our revenue and is one of the drivers of our branded growth. Hence, it is very important for Arla that our products and employees can move freely from and to the UK. Some of the successful brands in the UK market, including LurpakⓇ, Arla® Skyr and Lactofree, are imported to the UK, while some CastelloⓇ products are exported from the UK. Brexit impacts in 2020 In 2020, the uncertainties caused by Brexit were offset by Covid-19, which caused solid branded growth in the UK due to increased lunching and cooking at home. The UK business proved its resilience during the pandemic and is operationally ready to deal with the volatility caused by Brexit. Expected future impacts and mitigation plans With a trade deal, Arla's UK business is much stronger than with no deal. However, as the UK has left the EU Single Market and Customs Union there will be additional administration, form filling and controls of the products we import and export, and possible delays at ports and borders may cause significant disruption. We have plans in place to deal with this, and we are in continuous dialogue with our customers and suppliers about further mitigation measures. Our Brexit Task Force will continue to coordinate our response as we navigate the unfolding of the new EU/UK trading relationship. We will also be monitoring the UK and EU dairy markets and currency situation carefully and be ready to respond as necessary. As seen during Covid-19, our organisation is set up to be agile and deal with uncertainty, and we will use our resilience and agility also to face the challenges posed by Brexit. ARLA IN THE UK Revenue, EURb 2.7 Total assets, EURM 958 Share of the inflow of raw milk from owners 26% Number of farmers in the UK 2,241 Number of employees in the UK 3,362 ¹) Number of production and packaging facilities 10 20 ARLA FOODS ANNUAL REPORT 2020 Key brands LurpakⓇ, Arla® Skyr and Lactofree, CastelloⓇ 1) Full-Time Equivalents (FTE)
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