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美国酸奶消费增长势不可挡

Beth Kowitt
2012-07-19

据尼尔森公司统计,美国国内酸奶的销量增长率已经超过了其它食品,销量已经比2010年上涨了15%。即便如此,美国酸奶市场还有很大的增长空间,因为另据统计,西欧人消费的酸奶量是美国人的两倍还多。

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    你想要什么样的酸奶,他们就能做出什么样的酸奶——比如瑞士酸奶、希腊酸奶、可以喝的酸奶、益生菌酸奶、冰淇淋酸奶、面包屑酸奶等等。麦当劳(McDonald's)把酸奶当成冷甜点;农贸市场上的酸奶是用羊奶做的(当然是本地山羊挤的奶)。据尼尔森公司(Nielsen)统计,美国国内酸奶的销量增长率已经超过了其它食品,而且现在美国的酸奶销量已经比2010年上涨了15%。

    美国已经达到酸奶消费的极限了吗?很可能还远着呢。巴克莱银行(Barclays)的一份分析报告指出,在目前美国食品业最大的几个产能项目中,至少有七个和酸奶产业有关。达能公司(Dannon)正在增加俄亥俄州明斯特(Minster)工厂的产能,而百事可乐公司(Pepsi)正在与德国的西奥穆勒公司(Theo Muller)在纽约州的巴塔维亚筹建一个总投资2.06亿美元的合资企业。

    还有两个项目来自希腊酸奶制造商Chobani。它的创始人兼CEO哈姆迪•乌路卡雅表示,他认为美国酸奶市场的规模未来几年可能会翻一番。他解释道:“说到酸奶,美国仍然被认为是一个尚未充分开发的市场。”

    他说的或许没错。根据欧睿国际(Euromonitor International)的数据,西欧人民消费的酸奶量是美国人民的两倍还多。

    译者:朴成奎

    Any way you want it, that's the way they make it: Swiss, Greek, drinkable, probiotic, nonfat, cream top, crumble top. At McDonald's (MCD) it's served as a parfait, at the farmers' market it's made out of goat milk (from local goats, natch). Yogurt's growth has outpaced the rest of the U.S. food industry, and U.S. sales are up 15% from 2010, according to Nielsen.

    Have we finally hit our limit? We're likely not even close. A Barclays analyst report notes that of the current largest production capacity projects in the U.S. food industry, at least seven are in the yogurt sector. Dannon is increasing the capacity of its Minster, Ohio, plant, while PepsiCo (PEP) has a $206 million joint venture underway with Germany's Theo Muller in Batavia, N.Y.

    Two of the projects come from Greek yogurt maker Chobani, whose founder and CEO Hamdi Ulukaya says he thinks that the U.S. market could double in size over the next few years. "America is considered to be an underdeveloped market when it comes to yogurt," he explains.

    He may be right: According to Euromonitor International, Western Europeans eat more than twice as much yogurt as U.S. consumers.

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