insead food vertical - food in 2050 - some perspective

Food : some perspectiveAntoine SAGE - Cerea Partner Capital

Food & Beverage Private Equity

World population 1950-2050

1950 1965 1980 1995 2010 2025 2040

EuropeN. AmericaLATAMAfricaAsia & Oceania

2,5b

7,2b

9,6b

-5%+25%+25%x4,85

x2 : 2,4b

CN +2%: 1,4b IN +34%: 1,6b

!

total +24%: 5,2b

Food stamp

My generation…ag

e (y

.o.)

80+

60-79

40-59

20-39

0-20 107m

133m

144m

98m

26m

EU28 pop. million (2013 Eurostat)

Appliances

Convenience

Low cost

“YAWYE”

YAWYEYou Are What You Eat

Believes ,buddhism or hinduism veggie , حالل

… ,eastern orthodox christianity ,כשרות

Safetytraceability, allergy, intolerance , quality, …

Ethicslocal, origin, organic, production conditions, environmental impact, animal treatment, …

Healthobesity, coronary disease, wellbeing, …

PleasureGrow it yourself, cook it yourself, share, have fun, create, generosity, traditions, travel, cocooning, …

inferno equation

western

80 kg per year per person

non western

25 kg per year per person

China 1990-2010

20kg 50kg

per year per person

2014-2050

+32% +70%

Population vs. animal protein demand

of all agricultural lands

70% are used for animal proteins

Feed to edible protein Feed to waste

Feed to food

Business with

8 legs

Flucker’s farm Pet food

!

USA !

http://www.flukerfarms.com/

Girl meets Bugs Daniella Martin

Blog & Huffington Post USA

!

http://edibug.wordpress.com/

Chapul Snacks

USA !

http://chapul.com/

The Insect Cookbook Arnold van Huis, Henk van Gurp, and Marcel Dicke

Columbia Univ. Press NL, USA

!

http://goo.gl/kOfsPu

linkedin.com/in/atsageantoine.sage@insead.edu