Disposable Wipes Market South America

Transcription

Rick Jezzi
A.D. Jezzi & Associates, LLC



South American Demographics and
Economics
South American Hygiene Market and Wipe
Overview
South American Marketing Trends
Opportunities
A.D.Jezzi & Associates, LLC
2
LATIN AMERICA
•Mostly Spanish speaking
except for:
•Brazil
•Guyanas, Belize,
some Caribbean
KEY GROUPS
•Andean Pact
•Colombia, Venezuela,
Ecuador, Peru, Bolivia
•Mercosur/Southern Cone
•Brazil, Argentina,
Paraguay, Uruguay
•Chile
• NAFTA
•Mexico, US, Canada
3
REGION
POPULATION
MEXICO
115
CARIBBEAN
44
CENTRAL
AMERICA
SOUTH
AMERICA
Population: 596 Million :2012
Central America
Caribbean
Argentina
42
395
29
15 6
17
3
Bolivia
28
115
Brazil
47
201
TOTAL
Mexico
42
42
Chile
44
Colombia
Ecuador
Paraguay
596
10
POPULATION GROWTH
2012-2017 ~ 1.0% CAGR
633 million by 2017
Peru
Uruguay
Venezuela
4
Mexico
6.9%
Central America
7.4%
Caribbean
33.2%
66.8%
18.8%
33.6%
RofSouth
America
Brazil
5

Baby Population (0-4 yrs) decreasing -1%



Less influence of religious principles
Wider birth control methods employed
More working women

Women population (15-49) increasing +1%

Adult Population ( 65+) increasing +4%
6
1%
2%
4%
6%
0.4%
0.5% 0.1%
Brazil
0.1%
Venezuela
Argentina
5%
Colombia
10%
11%
Chile
61%
Peru
Ecuador
Uruguay
Bolivia
Paraguay
Suriname
Guyana
7
South America will grow on an aggregate at
~5.0% cagr from 2010 to 2015
Avg. PPP/capita ~$12,500 in 2015
NA/WE/Japan~ $30-46M/yr in 2009
$20,000
$18,000
2015 Projections
$16,000
$14,000
$12,000
$10,000
$8,000
$6,000
$4,000
$2,000
$-
8
Market Share Distribution
Baby diaper
market growth
in region
~5.6% cagr


Many players
in the entire
region
2%
3%
5%
2%
2%
A
3% 3%
All Others
33%
6%
C
D
E
F
16%
25%
G
H
I
J
K
9
Market growth
projected also at
~6.1%
cagr for next 5 years

7% 2%
19%
20%
22%
30%
Pantyliner Market
6%
15%
32%
A
AllOthers
22%
25%
B
C
D
A
AllOthers
B
C
D
E
•Fewer participants in
category than diapers
Shares
Sanitary Napkins 1
10



Still
Embryonic
Growing at
~10.2% cagr
per year
Many smaller
suppliers
Adult Incontinence Market Shares
31%
35%
A
B
11%
C
20%
3%
D
AllOthers
11




Approximately 40% of volume
(sqm) is still carded and
spunmelt, rest is now spunlace
 ~20 gsm for TBCW and
Spunmelt
 ~ 40 – 50 gsm for spunlace
 65/70% PET: 35/30% Viscose
Currently ~50% of diaper
buyers buy baby wipes
Average package counts ~50
wipes
Multi-nationals control ~70%
of market
Growth rate through 2017 at
approximately ~10.5%
18
16
14
12
'000s-tonnes

20
10
8
MT of NW/year
6
4
2010
2012
2014
2016
2012
39.9%
60.1%
Spunlace
OtherNW
12,462 MT/year
12
Category
Market
Penetration-2012
Market
Penetration-2017
Feminine Care
67%
85%
Baby Diapers
53%
62%
Adult Incontinence
20%
27%
Baby Wipes
~33%
~56%
13





Increasing Purchasing Power of C & D
income Classes
Greater participation of women in the labor
market
Cultural emphasis on personal and aesthetic
treatments
36 million people will move up to Classes A,
B and C until 2020
20 million people still left in poverty since
2010
14

Pre-moistened baby wipes is leading market
penetration in wipes segment


Personal care wipes and cosmetic wipes will
grow at close to 2x PPP growth2 for a while


Act as “multi-purpose” wipe in many cases
Cosmetics and personal care type wipes grew at ~15%
in 2008 to 2011 period– expected to still be double digits
through 2017
Household wipes will be slow in growing


Cultural mindset
“We have maids !”
15
16
US$60.56
US$11.69
US$10.28
US$4.65
US4.65
US$7.93
US$6.19
US$14.08
17
3M do Brasil
18
Over 29 Distinct Brands
Most are “Value Brands”
Private Label Beginning to Appear
Carefours
Walmart-Equate
Most if not all converted in country
Most Counts less than
100
Mostly Flexible Packaging
All types of Closure Systems
% of Spunlace increasing
19
A
24%
27%
9%
B
C
12%
28%
C
All
Other
~25 other companies
20
Colombia
5%
10%
A
10%
75%
B
C
21
$0.180
$0.160
$0.158
$0.140
$0.120
$0.100
$0.080
$0.125
$0.110
$0.100
$0.090
$0.074
$0.066
$0.073
$0.057
$0.060
$0.049
$0.040
$0.046
$0.044
$0.051
$0.035
$0.020
$0.019
$0.013
$Venezuela
Brazil
Panama
Colombia
Chile
USA
22








DuPont™ Sontara® Surface
Preparation System
DuPont™ Sontara®
PrintClean
DuPont™ Sontara®
PrintMaster
DuPont™ Sontara®
Aerospace Grade Wipes
DuPont™ Sontara®
Window Wipes
Sontara® MicroPure (clean
room)
DuPont™ Sontara®
ProClean
DuPont™ Sontara® FS
OBER S.A.
Technical
Wipes
Institutional
Institutional
23
Cleaning Wipes
Filtration
Medical
Geotextiles/Agra
Total
Hygiene
Automotive
Other Industrial
All Other
Apparel
Domestice
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
Source: ITMF. Annual Conference. 2012; SENAI CETIQT- 3/2103
24
CHINA
USA
Spunmelt:
PGI
Carded:
Filltex
Polystar
Trisoft
Spunmelt:
Fitesa
Carded:
InversionesCominIndustri
a
Feltrex
Spunmelt
Providencia
Fitesa
Spunmelt:
PGI
Softbond
WE , Israel,
Turkey &
INDIA
Spunlace:
Dupont
Ober
Suominen
Uniminas?
36% of wipes
NW are still
being imported
from outside
the region
25

Market Consolidation
 Merging or disappearance of smaller competitors
 Consolidation to mass merchandising channels in most countries
 As a result industry is becoming more professional
 Emergence of Private Label Brands
 Several “contract wipes manufacturers” emerging

Less dependence on imported materials and products
 Nonwoven new suppliers investing in region for spunlace and airlaid
substrates

Personal Care Wipe Penetration


Cosmetic wipes
Sustainability Movement
 Brazil becoming a technology pole for green and bio-degradable
polymers
 Braskem– (green-PE)
 Dow Chemical (green-PE)
 PHB, Industrial (polyhydroxyalkanoates)
 Solvay Br (green-PVC)
 Low cost bio-feedstock availability
26
Latin American Nonwovens
Market 2012-2017:
Forecast, Trends, and Analysis
A.D. Jezzi & Associates, LLC
27
28

Disposable Wipes Market South America

Transcription

Similar documents