マレーシアの乳製品と代替品市場

マレーシアの乳製品とその代替品は、乳原料価格の高騰の影響を受け続けています。これは、輸入依存国であるマレーシアの自国通貨安の継続によって悪化しています。加えて、エネルギー補助金の合理化が小売単価の上昇を加速させており、経営コストの上昇によって大手企業は最終消費者への転嫁を余儀なくされています。

当レポートでは、マレーシアの乳製品と代替品市場について調査し、ベビーフード、バターとスプレッド、チーズ、飲用乳製品、ヨーグルトと乳酸製品、植物由来乳製品の市場規模と構造を分析・予測し、市場の主要参入企業の動向など、戦略的な分析を行っています。

目次

エグゼクティブサマリー

市場データ

免責事項

情報源

マレーシアのベビーフード

主なデータ結果

2024年の発展

• 2024年、ベビーフード全カテゴリーの小売販売量が減少
• 企業活動が2023年と2024年にこのカテゴリーを刺激
• 社会的・経済的要因がベビーフードの需要に影響を与える

展望と機会

• 出生率の低下と価格上昇により、ベビーフードの需要は引き続き減少傾向
• 価格とイノベーションの優位性により成長期用粉ミルクが普及へ
• ベビーフードのプレミアム開発の余地

カテゴリーデータ

マレーシアのバターとスプレッド

主なデータ結果

2024年の発展

• 2024年の小売販売量が大幅に減少する中、値上げにより小売販売額は維持される
• 高級バターの存在感は増しているが、価格の高騰により普及が制限されている
• マーガリンのトップ企業は国内製造と強力な流通で優位に立っている

展望と機会

• マーガリンとスプレッドは価格と汎用性の面で引き続き優位性を維持する
• サプライチェーンの中断の可能性を受け、参入企業は流通に注力
• 一部の企業がより自由なサプライチェーンを享受する一方で、食品サービスへの新たな焦点が当てられる

カテゴリーデータ

マレーシアのチーズ

主なデータ結果

2024年の発展

• 価格高騰により小売需要が落ち込んでいるにもかかわらず、チーズは引き続き活況を呈している
• チーズ業界は2024年の厳しいビジネス環境で競争するための戦略を採用
• 主要企業へのプレッシャーが高まる

展望と機会

• 小売業から食品サービス業へのさらなるシフトが予想されるが、これらのチャネル全体で企業活動が期待される
• イノベーションを通じて消費機会を活用するチーズメーカー
• 欧米からの輸入ブランドはサプライチェーンの中断が予想される

カテゴリーデータ

マレーシアの乳製品飲料

主なデータ結果

2024年の発展

• 平均単価差が縮小し、2024年には小売量の増加で生乳が常温保存可能な牛乳を上回る
• ファームフレッシュは飲用乳製品に多額の投資をしている
• 2024年に新鮮な牛乳が、現代の食料品小売業者が地元の小規模食料品店から小売価値シェアを獲得するのに役立つ

展望と機会

• 砂糖税は予測期間中に粉ミルク需要に打撃を与える
• 牛乳の需要が伸びる中、乳製品のみのフレーバーミルク飲料の革新が進む
• 飲用乳製品の生産に投資する参入企業

カテゴリーデータ

マレーシアのヨーグルトとサワーミルク製品

主なデータ結果

2024年の発展

• 2024年の運営コスト上昇でヨーグルトの単価が急騰
• 新発売のヨーグルトはレビュー期間の終わりに向けて飲むヨーグルトを刺激
• ブランドの重要性を維持するためのマーケティング戦略

展望と機会

• このカテゴリーは厳しい経済情勢の中で贅沢品という認識に苦しむことになる
• 予測期間中にヨーグルトを売り出すための主要戦略を考案する参入企業
• ヨーグルト業界での地位を維持するためのイノベーションと新製品開発

カテゴリーデータ

マレーシアのその他の乳製品

主なデータ結果

2024年の発展

• 活動的で外出が多いライフスタイルは他の乳製品の使用を制限する
• 他の酪農業界の地元事業者にとって大きな課題
• 参入企業は健康とウェルネスのトレンドに成長機会を求めている

展望と機会

• プレーン練乳の成長の可能性は、健康志向の食品消費により弱まっている
• 予測期間中に予想される配送範囲とパッケージへの投資
• クリームは家庭や食品サービスでの使用機会を提供

カテゴリーデータ

マレーシアの植物由来乳製品

主なデータ結果

2024年の発展

• 大豆飲料と「その他の」植物性ミルクの需要は2024年に低下すると予測
• 参入企業は、先行するために新製品、マーケティング、流通に注目している
• 健康志向の新製品で積極的に参入する企業

展望と機会

• 大豆飲料は「他の」植物性ミルクに取って代わられる可能性が高い
• プレイヤーはマーケティングキャンペーンや新製品を通じてブランドイメージを高めることが期待されている
• 植物由来のチーズとヨーグルトが普及するには、依然として多額の投資が待たれる

カテゴリーデータ

Dairy products and alternatives in Malaysia continues to be affected by hikes in dairy raw material prices. This is exacerbated by the continued weakening of the local currency in an import reliant country. In addition, the rationalisation of energy subsidies have accelerated retail unit price growth, as higher operational costs force the leading players to pass them on to end consumers.

Euromonitor International's Dairy Products and Alternatives in Malaysia report offers in-depth knowledge of the market at a national level, providing local insight and understanding unavailable elsewhere. In addition to the latest retail sales data 2019-2023, it identifies the leading companies, brands and retail outlets, and assesses the key trends and demographic shifts behind consumer demand and sales growth. How key trends such as health and wellness, sustainability and recovery from the pandemic are shaping the market in <|Year|> directly informs our forecasts to 2028, clearly indicating how the market is expected to change.

Product coverage: Baby Food, Dairy, Plant-based Dairy.

Data coverage: market sizes (historic and forecasts), company shares, brand shares and distribution data.

Why buy this report?

• Get a detailed picture of the Dairy Products and Alternatives market;
• Pinpoint growth sectors and identify factors driving change;
• Understand the competitive environment, the market's major players and leading brands;
• Use five-year forecasts to assess how the market is predicted to develop.

TABLE OF CONTENTS

List Of Contents And Tables

EXECUTIVE SUMMARY

• Dairy products and alternatives in 2024: The big picture
• Key trends in 2024
• Competitive landscape
• Channel developments
• What next for dairy products and alternatives?

MARKET DATA

• Table 1 Sales of Dairy Products and Alternatives by Category: Value 2019-2024
• Table 2 Sales of Dairy Products and Alternatives by Category: % Value Growth 2019-2024
• Table 3 NBO Company Shares of Dairy Products and Alternatives: % Value 2020-2024
• Table 4 LBN Brand Shares of Dairy Products and Alternatives: % Value 2021-2024
• Table 5 Penetration of Private Label by Category: % Value 2019-2024
• Table 6 Distribution of Dairy Products and Alternatives by Format: % Value 2019-2024
• Table 7 Forecast Sales of Dairy Products and Alternatives by Category: Value 2024-2029
• Table 8 Forecast Sales of Dairy Products and Alternatives by Category: % Value Growth 2024-2029

DISCLAIMER

SOURCES

• Summary 1 Research Sources

BABY FOOD IN MALAYSIA

KEY DATA FINDINGS

2024 DEVELOPMENTS

• Retail volume sales dip for all baby food categories in 2024
• Company activity stimulates the category in 2023 and 2024
• Social and economic factors inform the demand for baby food

PROSPECTS AND OPPORTUNITIES

• Baby food to continue on a downward demand trajectory amid a falling birth rate and rising prices
• Powder growing-up milk formula to gain traction due to price and innovation advantages
• Space for premium development in baby food

CATEGORY DATA

• Table 9 Sales of Baby Food by Category: Volume 2019-2024
• Table 10 Sales of Baby Food by Category: Value 2019-2024
• Table 11 Sales of Baby Food by Category: % Volume Growth 2019-2024
• Table 12 Sales of Baby Food by Category: % Value Growth 2019-2024
• Table 13 Sales of Growing-Up Milk Formula by Age: % Value 2019-2024
• Table 14 NBO Company Shares of Baby Food: % Value 2020-2024
• Table 15 LBN Brand Shares of Baby Food: % Value 2021-2024
• Table 16 Distribution of Baby Food by Format: % Value 2019-2024
• Table 17 Forecast Sales of Baby Food by Category: Volume 2024-2029
• Table 18 Forecast Sales of Baby Food by Category: Value 2024-2029
• Table 19 Forecast Sales of Baby Food by Category: % Volume Growth 2024-2029
• Table 20 Forecast Sales of Baby Food by Category: % Value Growth 2024-2029

BUTTER AND SPREADS IN MALAYSIA

KEY DATA FINDINGS

2024 DEVELOPMENTS

• Price hikes sustain retail value sales amid a strong decline in retail volume sales in 2024
• Growing presence of premium quality butter but high prices limit take up
• Top margarine players gain advantages through domestic manufacturing and strong distribution

PROSPECTS AND OPPORTUNITIES

• Margarine and spreads to continue to hold price and versatility advantages
• Players to focus on distribution amid possible supply chain interruptions
• Renewed focus on foodservice while some players enjoy freer supply chains

CATEGORY DATA

• Table 21 Sales of Butter and Spreads by Category: Volume 2019-2024
• Table 22 Sales of Butter and Spreads by Category: Value 2019-2024
• Table 23 Sales of Butter and Spreads by Category: % Volume Growth 2019-2024
• Table 24 Sales of Butter and Spreads by Category: % Value Growth 2019-2024
• Table 25 NBO Company Shares of Butter and Spreads: % Value 2020-2024
• Table 26 LBN Brand Shares of Butter and Spreads: % Value 2021-2024
• Table 27 Distribution of Butter and Spreads by Format: % Value 2019-2024
• Table 28 Forecast Sales of Butter and Spreads by Category: Volume 2024-2029
• Table 29 Forecast Sales of Butter and Spreads by Category: Value 2024-2029
• Table 30 Forecast Sales of Butter and Spreads by Category: % Volume Growth 2024-2029
• Table 31 Forecast Sales of Butter and Spreads by Category: % Value Growth 2024-2029

CHEESE IN MALAYSIA

KEY DATA FINDINGS

2024 DEVELOPMENTS

• Cheese continues to exhibit dynamism although price surges stem retail demand
• Cheese players employ strategies to compete in a tough business climate in 2024
• The pressure increases on the leading player

PROSPECTS AND OPPORTUNITIES

• Further shift from retail to foodservice anticipated but company activity is expected across these channels
• Cheese players to exploit consumption occasions via innovation
• Supply chain interruptions expected for imported brands from Western countries

CATEGORY DATA

• Table 32 Sales of Cheese by Category: Volume 2019-2024
• Table 33 Sales of Cheese by Category: Value 2019-2024
• Table 34 Sales of Cheese by Category: % Volume Growth 2019-2024
• Table 35 Sales of Cheese by Category: % Value Growth 2019-2024
• Table 36 Sales of Spreadable Cheese by Type: % Value 2019-2024
• Table 37 Sales of Soft Cheese by Type: % Value 2019-2024
• Table 38 Sales of Hard Cheese by Type: % Value 2019-2024
• Table 39 NBO Company Shares of Cheese: % Value 2020-2024
• Table 40 LBN Brand Shares of Cheese: % Value 2021-2024
• Table 41 Distribution of Cheese by Format: % Value 2019-2024
• Table 42 Forecast Sales of Cheese by Category: Volume 2024-2029
• Table 43 Forecast Sales of Cheese by Category: Value 2024-2029
• Table 44 Forecast Sales of Cheese by Category: % Volume Growth 2024-2029
• Table 45 Forecast Sales of Cheese by Category: % Value Growth 2024-2029

DRINKING MILK PRODUCTS IN MALAYSIA

KEY DATA FINDINGS

2024 DEVELOPMENTS

• Narrowing average unit price difference to help fresh milk outpace shelf stable milk in retail volume growth terms in 2024
• Farm Fresh invests heavily in drinking milk products
• Fresh milk to help modern grocery retailers gain retail value share from small local grocers in 2024

PROSPECTS AND OPPORTUNITIES

• Sugar tax to hit powder milk demand in the forecast period
• Innovation for dairy only flavoured milk drinks while cow's milk is set to see growing demand
• Players to invest in the production of drinking milk products

CATEGORY DATA

• Table 46 Sales of Drinking Milk Products by Category: Volume 2019-2024
• Table 47 Sales of Drinking Milk Products by Category: Value 2019-2024
• Table 48 Sales of Drinking Milk Products by Category: % Volume Growth 2019-2024
• Table 49 Sales of Drinking Milk Products by Category: % Value Growth 2019-2024
• Table 50 NBO Company Shares of Drinking Milk Products: % Value 2020-2024
• Table 51 LBN Brand Shares of Drinking Milk Products: % Value 2021-2024
• Table 52 Distribution of Drinking Milk Products by Format: % Value 2019-2024
• Table 53 Forecast Sales of Drinking Milk Products by Category: Volume 2024-2029
• Table 54 Forecast Sales of Drinking Milk Products by Category: Value 2024-2029
• Table 55 Forecast Sales of Drinking Milk Products by Category: % Volume Growth 2024-2029
• Table 56 Forecast Sales of Drinking Milk Products by Category: % Value Growth 2024-2029

YOGHURT AND SOUR MILK PRODUCTS IN MALAYSIA

KEY DATA FINDINGS

2024 DEVELOPMENTS

• Unit price surges for yoghurt amid higher operational costs in 2024
• New launches stimulate drinking yoghurt towards the end of the review period
• Marketing strategies to sustain brand importance

PROSPECTS AND OPPORTUNITIES

• The category is set to suffer from an indulgence perception in a tough economic climate
• Players to devise key strategies to push yoghurt over the forecast period
• Innovation and new product developments to sustain players' footholds in yoghurt

CATEGORY DATA

• Table 57 Sales of Yoghurt and Sour Milk Products by Category: Volume 2019-2024
• Table 58 Sales of Yoghurt and Sour Milk Products by Category: Value 2019-2024
• Table 59 Sales of Yoghurt and Sour Milk Products by Category: % Volume Growth 2019-2024
• Table 60 Sales of Yoghurt and Sour Milk Products by Category: % Value Growth 2019-2024
• Table 61 Sales of Flavoured Yoghurt by Flavour: Rankings 2019-2024
• Table 62 NBO Company Shares of Yoghurt and Sour Milk Products: % Value 2020-2024
• Table 63 LBN Brand Shares of Yoghurt and Sour Milk Products: % Value 2021-2024
• Table 64 Distribution of Yoghurt and Sour Milk Products by Format: % Value 2019-2024
• Table 65 Forecast Sales of Yoghurt and Sour Milk Products by Category: Volume 2024-2029
• Table 66 Forecast Sales of Yoghurt and Sour Milk Products by Category: Value 2024-2029
• Table 67 Forecast Sales of Yoghurt and Sour Milk Products by Category: % Volume Growth 2024-2029
• Table 68 Forecast Sales of Yoghurt and Sour Milk Products by Category: % Value Growth 2024-2029

OTHER DAIRY IN MALAYSIA

KEY DATA FINDINGS

2024 DEVELOPMENTS

• Active and out-of-home lifestyles limit the use of other dairy products
• Strong challenges for local operators in other dairy
• Players look to the health and wellness trend for growth opportunities

PROSPECTS AND OPPORTUNITIES

• Plain condensed milk's growth potential is dampened by health-focused food consumption
• Investments in distribution coverage and packaging anticipated over the forecast period
• Cream provides at-home and foodservice usage opportunities

CATEGORY DATA

• Table 69 Sales of Other Dairy by Category: Volume 2019-2024
• Table 70 Sales of Other Dairy by Category: Value 2019-2024
• Table 71 Sales of Other Dairy by Category: % Volume Growth 2019-2024
• Table 72 Sales of Other Dairy by Category: % Value Growth 2019-2024
• Table 73 Sales of Cream by Type: % Value 2019-2024
• Table 74 NBO Company Shares of Other Dairy: % Value 2020-2024
• Table 75 LBN Brand Shares of Other Dairy: % Value 2021-2024
• Table 76 Distribution of Other Dairy by Format: % Value 2019-2024
• Table 77 Forecast Sales of Other Dairy by Category: Volume 2024-2029
• Table 78 Forecast Sales of Other Dairy by Category: Value 2024-2029
• Table 79 Forecast Sales of Other Dairy by Category: % Volume Growth 2024-2029
• Table 80 Forecast Sales of Other Dairy by Category: % Value Growth 2024-2029

PLANT-BASED DAIRY IN MALAYSIA

KEY DATA FINDINGS

2024 DEVELOPMENTS

• Soy drinks and "other" plant-based milk see lower demand in 2024
• Players look to new products, marketing and distribution to get ahead
• Players enter the fray aggressively with new health-orientated products

PROSPECTS AND OPPORTUNITIES

• Soy drinks is likely to lose ground to "other" plant-based milk
• Players are expected to boost brand image through marketing campaigns and novelties
• Plant-based cheese and yoghurt still await strong investments in order to take off

CATEGORY DATA

• Table 81 Sales of Plant-Based Dairy by Category: Value 2019-2024
• Table 82 Sales of Plant-Based Dairy by Category: % Value Growth 2019-2024
• Table 83 Sales of Other Plant-Based Milk by Type: % Value 2021-2024
• Table 84 NBO Company Shares of Plant-Based Dairy: % Value 2020-2024
• Table 85 LBN Brand Shares of Plant-Based Dairy: % Value 2021-2024
• Table 86 Distribution of Plant-Based Dairy by Format: % Value 2019-2024
• Table 87 Forecast Sales of Plant-Based Dairy by Category: Value 2024-2029
• Table 88 Forecast Sales of Plant-Based Dairy by Category: % Value Growth 2024-2029