Which company looks well set to withstand disruption in dairy and dairy alts?

By Michael Goodier

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Running the rule over dairy and dairy alternatives, GlobalData presents the companies most likely to ride out future disruption in the sectors.

Nestlé is the food company best positioned to take advantage of disruption in the dairy and dairy alternatives markets, according to GlobalData analysts.

The world’s largest food maker comes top of the list in a ranking of overall leadership in the themes that matter most among companies supplying dairy and dairy alternative products.
These themes describe technological, macroeconomic and industry-specific challenges that companies are facing, as well as the opportunities they create. GlobalData’s Thematic Research identifies and tracks these challenges and how they create the long-term winners and losers in the food industry.

Nestlé, the world's second-biggest dairy company by revenues, received scores of four in areas including: direct-to-consumer; Covid-19; health and wellness; and ESG. The Carnation canned milks maker scored three for virtual and augmented reality.

These scores represent GlobalData analysts’ assessments of the competitiveness of each company regarding a particular theme. They are then weighted based on their importance and used to create the final industry ranking.

Nestle is followed in the analysts’ ranking by European dairy co-op Arla Foods, Unilever – included due to its leading position in ice cream – and Indian dairy giant Amul.

The interactive graphic below allows you to compare company ratings across the ten themes in question. The higher up a company is on the list, the better positioned it is to weather disruption in the future, while the companies at the bottom are more vulnerable to disruptive threats.

Click on any of the companies to compare them across all the themes in our analysis.

Our analysis reveals companies from Japan are some of the best-prepared players in the dairy and dairy alternatives game. Companies from India and the US also performed well.

These scores are based on overall technology, macroeconomic and sector-specific leadership in ten of the key themes that matter most to the food industry and are generated by GlobalData analysts’ assessments.

This article is based on GlobalData research figures as of 03 November 2021. For more up-to-date figures, check the GlobalData website.

For the latest food sector analysis, visit GlobalData's Consumer Intelligence Centre.