10e édition des Marchés Mondiaux du Lait et de la Viande Séance : Brexit, Covid, comment le marché européen a-t-il absorbé ces chocs ? Quelles perspectives à moyen terme pour la viande et le lait européens ? Par Noreen Lanigan, Bord Bia

1. L’Irlande va de l’avant
Noreen Lanigan,
Directrice Europe & Amérique du Nord

2. Agenda
2
• L’Irlande se déconfine
• Le point sur les exportations en 2020
• Le double impact Brexit et Covid-19 – défis et
opportunités
• Vers 2030, notre nouvelle stratégie se dessine

3. 3
Mar. 15 2020 Première fermeture des restaurants et pubs
Juin. 29 2020 La réouverture des restaurants et des pubs qui servent à manger
Aug. 7 2020 Reconfinement local dans 2 comtés avec la fermeture de la RHF
Sep. 18 2020 Reconfinement à Dublin – fermeture de la restauration en intérieur
Sep. 25 2020 Reconfinement dans le comté de Donegal - fermeture de la restauration en intérieur
Oct. 6 2020 Reconfinement national - fermeture de la restauration en intérieur
Dec. 7 2020 Réouverture des restaurants et des pubs qui servent à manger pendant 3 semaines
Dec 24 2020 Reconfinement dur – RHF fermé de nouveau
Juin 2 2021 Réouverture des Hôtels, B&Bs; restauration en intérieur pour les residents uniquement
Juin 7 2021 Réouverture de la restauration en extérieur
Juil. 2 2021 (TBC) Eventuelle réouverture de la restauration en intérieur
...
COVID-19 et la RHF en Irlande
3

4. Photos Courtesy of Michelle Lanigan, The Interlude, Dungarvan, Co. Waterford, Ireland 4
Restauration En Extérieur
A Partir du 7Juin 2021

6. L’UE27 Notre Premier Marché
Depuis 2016…
Exports to Asia
+14%
to €1.4bn
Exports to Africa
+86%
to €883m
Exports to
North America
+10%
to €1.3bn
34% de nos
exportations
Recul de
3%
En 2020…
+ 25% depuis 2016
€4.4bn

7. Exportations Betail & Viande vers UE27 en 2020
Resilient year
-1%
to €1.4bn
Sheepmeat
+14%
to €257m
Growth
driven by
pigmeat and
sheepmeat
Primary beef exports
€845m
Pigmeat
+26%
to €100m
-7%

8. Une année record pour le produits laitiers
Butter exports
€961m
Most valuable of all
dairy sub-categories.
Dairy
+3%
to €5.2bn
Most geographically
diversified category
49%
of all dairy destined for
International markets
(non UK + EU)
Cheese exports
+1% to
€961m
Exports to China
€591m

10. Impact Brexit Q1 2021
Retards sur les importations - le
sujet le plus pertinent
Base All Irish F&D Businesses
In which of the following areas has Brexit impacted your business
since January 2021, if at all?
6%
7%
2%
8%
9%
10%
10%
17%
18%
20%
27%
31%
53%
72%
Other (please specify)
None of these
Needed to transfer production abroad
Secured new listings
Investments have been put on hold
Delisted products by your UK customer(s)
VAT and related cashflow issues
Recruited additional staff to manage the implications of
Brexit
Increased risk from FX volatility
Experienced issues over the Rules of Origin
requirements for your product under the TCA
Difficulties with Groupage arrangements for exports
Difficulties with Groupage arrangements in imports
Experienced delivery delays for goods outwards
(exports)
Experienced delivery delays for goods inwards
(imports)
Impact Brexit depuis Jan 2021

11. Impact Covid Q1 2021
L’augmentation des coûts – le sujet
avec l’impact le plus negatif
Base All Irish F&D Businesses, n=110
To what extent do each of these specific Covid-19
issues impact on your business, if at all
Impact Negatif du Covid-19
6%
10%
12%
28%
32%
48%
53%
56%
61%
64%
68%
73%
76%
77%
83%
Servicing a significant increase in Retail demand
Move to Online / Direct to Consumer business model
Servicing a significant increase in Food Service demand
(due to home deliveries etc).
Risks of reputational damage of cases detected in your
business
Coping with a significant decrease in Retail demand
Strain on customer relationships due to supply chain
impacts
Recruitment and other Resourcing issues
Delays to investment decisions due to Covid-19.
Maintaining production levels with reduced staff on site
Border disruption for goods moving internationally.
Coping with a significant decrease in Food Service
demand.
Inability to meet customers face-to-face.
Disruption to your supply chain.
Increased costs of containers and shipping due to Covid-
19
Cost of monitoring and complying with Covid-19
regulations.
Costs Shipping
Consumer Customer
Internal

12. Insights to Power Growth

15. 18%
71%
10%
1%
No
La Volonté de diversifier nos marchés exports
All Food and Drink Businesses citing market diversification as a risk; n=72
Is your business actively
seeking to expand into new
markets?
Don’t Know
Yes, due to
Brexit
Yes, but not due
to Brexit
73%
42%
38% 36%
33%
28% 27%
22%
17%
9%
The EU US Other Asia Great
Britain (exc
NI)
China Northern
Ireland
Middle
East
Canada Africa Other
Which Markets
Base all seeking to diversify n=64
Any Asia/
China 44%

17. European Beef Shopper Insight
Wave 8 Total Market Report
May 2021

18. Beef purchase in Ireland, Italy and Germany peaked in
Spring/Summer 2020 as shoppers looked for comfort – but
purchase incidence in Mar/Apr 2021 is not far down on 2020
44%
45%
50%
52%
49%
47%
51%
46%
35%
43%
37%
37%
38%
39%
37%
41%
29%
36%
29% 29%
34%
32%
28%
30%
34%
36%
36%
36%
40%
41% 41%
36%
37%
36%
37%
34%
38%
35% 35%
38%
Purchase
Incidence
of Beef
Jan/Feb
2020
Mar/Apr
2020
May/Jun
2020 Jul/Aug 2020
Sep/Oct
2020
Nov/Dec
2020
Jan/Feb
2021
Mar/Apr
2021

19. 19
12% -1%
11% +2%
15% +1%
14% +3%
11% +4%
12%* =
10%* -2%
Mar - Apr21
YOY
Change
Purchasing Beef the
Same as I always Did Purchasing More Beef
60% -2%
54% -5%
49% =
49% -4%
43% -2%
54%* +3%
58%* +2%
More and Less but Better Beef purchase more in evidence across Europe
* Changes are based on Jan-Feb ‘21 vs. Mar-Apr ‘21
Mar - Apr21
YOY
Change
19% +6%
21% +6%
24% -2%
19% +2%
30% -2%
20%* -5%
20%* =
Less but better quality Beef
Mar - Apr21
YOY
Change
(Base: All Beef Considerers)

20. Vers 2030: Une
Stratégie toujours
plus durable

21. Decarbonising Guidance:
Pathways to New Zero
2021
The circular economy:
Guidance on sustainable
packaging
Safeguarding water in your
business
Online course: developing
your Origin Green plan
Sustainability Insights & Guidance

22. AGENDA SETTERS
ADOPTERS
NEXT
LAGARDS
BEFORE
A G E N DA
S P H E R E
C O N S U M P T I O N
S P H E R E
Deux sphères distinctes du développment durable

23. Boeuf: Les axes“durable”prioritaires
23
(Base: All Beef Consumers, n=6,070)
Organic
Low/no carbon footprint.
High animal welfare standards.
Fair to
workers and
suppliers.
Local with low food
miles. A natural product.
Sustainable packaging
Reduces food waste
Higher nutritional
content.
Protects healthy soil
High standards of safety.
Fully traceable.
Low or no additives.
Grass-fed / pasture-raised.
Responsible Water
Usage and Quality
management
Minimises Deforestation
Supports
ecosystems/biodiversity.
Contributes to
the community.
Quality assured
Minimises antibiotics
Worth
Paying
more
for
Appealing
This map shows 3 dimensions:
The horizontal axis is based on
the overall appeal of this
sustainability measure in this
sector, the vertical axis shows the
extent to which people would be
willing to pay more for this benefit.
The third dimension; the bubble
size is based on whether it makes
it into their “top 3” most appealing
sustainability measures.

24. Produits Laitiers: Les axes “durable” prioritaires
24
(Base: All Dairy Consumers, n=5,060)
It is organic
Has a low/no carbon footprint.
Has high animal welfare
standards.
Is fair to workers and
suppliers.
Is local with low food miles.
Is a fully
natural
product.
Uses sustainable packaging.
Reduces food waste in general.
Provides higher
nutritional content.
Protects healthy soil in its
production.
Is made with high
standards of safety.
Is fully traceable.
Has low or no additives
That animals are grass-fed /…
Responsible Water
Usage and Quality
management
Minimises Deforestation
It supports
ecosystems/biodiversity
Contributes to the
community.
Quality assured
Minimises antibiotics
use
Is plant-based.
Worth
Paying
more
for
Appealing
This map shows 3 dimensions:
The horizontal axis is based on
the overall appeal of this
sustainability measure in this
sector, the vertical axis shows the
extent to which people would be
willing to pay more for this benefit.
The third dimension; the bubble
size is based on whether it makes
it into their “top 3” most appealing
sustainability measures.

25. Origin Green Tiers & Gold Membership

26. Mandatory carbon
emission target to
Origin Green
members with a
turnover greater than
€50 million
Pathways to Net Zero

27. Go raibh maith agaibh!
noreen.Lanigan@bordbia.ie