u.s. shrimp market - js.undercurrentnews.com€¦ · shrimp. retail. therefore, we believe we will...
TRANSCRIPT
![Page 1: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/1.jpg)
U.S. Shrimp Market
@arubio01
![Page 2: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/2.jpg)
The basics
![Page 3: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/3.jpg)
![Page 4: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/4.jpg)
•
•
•
•
•
•
•
•
Global Farmed Shrimp Production
![Page 5: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/5.jpg)
Main markets by Shrimp Imports
•
•
•
•
![Page 6: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/6.jpg)
Main markets by Shrimp Imports
•
•
![Page 7: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/7.jpg)
Shrimp Exports by destination from the main exporters
![Page 8: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/8.jpg)
Seasonal imports by major market
•
•
•
![Page 9: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/9.jpg)
Main suppliers exporting to: (Vietnam → world importing from)
•
•
•
•
•
•
![Page 10: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/10.jpg)
Seasonality, Cont.
•
![Page 11: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/11.jpg)
Seasonality Cont.
![Page 12: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/12.jpg)
Contexto (10 min.)Seasonality Cont.
![Page 13: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/13.jpg)
Contexto (10 min.)Seasonality Cont.
![Page 14: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/14.jpg)
Contexto (10 min.)Seasonality
![Page 15: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/15.jpg)
• →
•
•
•
![Page 16: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/16.jpg)
U.S. Imports from India, a tale of lack of ….. Peeled, shrimp
•
•
•
![Page 17: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/17.jpg)
Ecuadorean exports to its top markets (pre-covid… and during)
•
o
o
•
o
![Page 18: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/18.jpg)
•
•
•
•
![Page 19: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/19.jpg)
![Page 20: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/20.jpg)
![Page 21: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/21.jpg)
•
•
•
![Page 22: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/22.jpg)
Retail and Foodservice and COVID-19
![Page 23: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/23.jpg)
Once the lockdown started; first estimates
•
•
•
Food Expenditures
![Page 24: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/24.jpg)
COVID-19
• Foodservice sector (does not include Hotels, Institutions, and Sporting
events) remains contracted despite an expected swift recovery. Yet, it
is losing steam, and gains in grocery continue to decrease but at a
slower pace.
•
•
•
Sales by Sector
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
![Page 25: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/25.jpg)
Historical Price Volatility, Wholesale
![Page 26: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/26.jpg)
![Page 27: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/27.jpg)
![Page 28: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/28.jpg)
![Page 29: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/29.jpg)
COVID-19
•
•
•
UB Estimates Foodservice vs. Retail split
Shrimp
![Page 30: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/30.jpg)
Retail
![Page 31: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/31.jpg)
Therefore, we believe we will continue to rely heavily on retail sales
Retail Promotions, SEAFOOD
![Page 32: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/32.jpg)
Retail Promotions, SEAFOOD
Retail Promotions by Species, Seafood
![Page 33: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/33.jpg)
Retail Sector
![Page 34: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/34.jpg)
CookedRawP&D Tail-onRing
Shrimp Retail Features in the U.S.
![Page 35: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/35.jpg)
Shrimp Retail Ads and Price
• →
• →
• →
![Page 36: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/36.jpg)
Price interaction between stages
•
→
•
•
•
![Page 37: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/37.jpg)
![Page 38: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/38.jpg)
![Page 39: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/39.jpg)
•
•
•
•
•
•
•
Observations
![Page 40: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/40.jpg)
•
•
▪
▪
▪
▪
•
•
o
o →
Observations
![Page 41: U.S. Shrimp Market - js.undercurrentnews.com€¦ · Shrimp. Retail. Therefore, we believe we will continue to rely heavily on retail sales Retail Promotions, SEAFOOD. Retail Promotions,](https://reader035.vdocuments.mx/reader035/viewer/2022081409/607b05b31b20f70d32445cba/html5/thumbnails/41.jpg)
•
→
•
•
Final Observations
•
•
•
•
→
•
•