Mikhail Mishchenko: companies underestimate the situation on the cheese market
- Today's situation shows that people have money on their hands and they spend it in their country. Thanks to this situation, the tourist business is gradually leveling off. Despite the pandemic, people want to relax, and they are discovering Russia anew, discovering its regions - whether it is Altai region or Bashkiria. First of all, this applies to residents of megacities who go on vacation to the regions and bring money there, which is good. Therefore, I can now agree with the opinion of the General Director of Soyuzmoloko Artem Belov that the consumption of dairy products in the country remained stable, because a large number of people remained in Russia during the holiday season. In addition, we see that both raw material production, animal husbandry and processing continue to develop in the regions. Investors see positive prospects and invest money, - comments Mikhail Mishchenko.
Meanwhile, despite the fact that milk production and processing are growing in the country, the import of dairy products has also increased significantly in recent months. The cheese and butter market has become very competitive.
- And we can see from the comments of such large companies as Rusagro that the cheese market is very tight. This agricultural holding has adjusted its strategy and is switching from the cheese segment to cheese products with the replacement of milk fat and protein. Today, everyone enters the cheese market. At the same time, large investors are focused on the production of traditional varieties. Then they realize that the shelf of this product is full, and switch to the cheese product. However, this is a serious underestimation of the situation, - says the analyst.
Companies mistakenly believe that a cheese product will be sold because people do not have money. However, in this segment, competition is even higher, and demand for products is unstable.
The expert is sure that the consumer wants a good, delicious cheese, and the situation with consumption during the pandemic showed this. If the consumer does not have money, he will not buy cheese at all, even cheese products, and most likely milk, too, The DairyNews quotes the Director of DIA.
- The cheese market is developing, but it is not developing in the way that most companies see. My opinion is that today the winner will be the one who can offer the market what the consumer wants, - summed up Mikhail Mishchenko.
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