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INSTITUTIONAL CHANNELS DYNAMIC IN NORTH AMERICA AND THE FUTURE OF TISSUE DEMAND MATTHEW OSTER SENIOR RESEARCH ANALYST EUROMONITOR INTERNATIONAL

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Page 1: INSTITUTIONAL CHANNELS DYNAMIC IN NORTH AMERICA AND … · institutional channels dynamic in north america and the future of tissue demand matthew oster senior research analyst euromonitor

INSTITUTIONAL CHANNELS DYNAMIC IN NORTH AMERICA AND THE FUTURE OF TISSUE DEMAND  

MATTHEW OSTER

SENIOR RESEARCH ANALYST

EUROMONITOR INTERNATIONAL

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© Euromonitor International

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Who is Euromonitor International?Aglobalstrategicmarketintelligencesourcefor40+yearsHelpingclientsmakeinformeddecisions

Consumer‐focused:industries,countries,consumersAnnually‐updatedsyndicatedresearchin80countriesCustomizedad‐hocprojectsconductedgloballyinvirtuallyeverymarket

800+analystsin80countriesRegionalresearchhubsandindustryspecialistsupportteams

London

Chicago

Singapore

Shanghai

Dubai

Vilnius

CapeTown

Santiago

Tokyo

Sydney

Bangalore

SaoPaulo

Page 3: INSTITUTIONAL CHANNELS DYNAMIC IN NORTH AMERICA AND … · institutional channels dynamic in north america and the future of tissue demand matthew oster senior research analyst euromonitor

AFH TISSUE: GLOBAL TRENDS

US AFH TISSUE BY CHANNEL

INSTITUTIONAL CHANNELS AT A GLANCE

WHAT DOES THE FUTURE HOLD?

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Positive growth for AFH tissue globally

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Developing markets drive global growth

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AFH markets of the future

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Mature North America tissue market

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US AFH tissue grapples with challenges

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Stressors to AFH tissue growth

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US AFH by channel: Definitions

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AFH tissue sees weak long‐term growth by channel

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Individual AFH channels also see a slowdown

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Channels differ in AFH tissue consumption, size of total prize

46%

10%

31%

13%

34%

27%

21%

18%

Business/Industry

Horeca

Public

Healthcare

%AFHTissue %TotalEstablishments

Page 14: INSTITUTIONAL CHANNELS DYNAMIC IN NORTH AMERICA AND … · institutional channels dynamic in north america and the future of tissue demand matthew oster senior research analyst euromonitor

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AFH tissue in horeca

Challenges:Costcuttingandcostrationalization

Slowgrowthinfull‐serviceandfastfoodrestaurants

Sharingeconomyundercutshospitalitygrowth

Opportunities:Growthin100%takeaway/homedeliveryoperators,coffeeshopsandsmoothiebars

Growthinhigh‐endhospitalityandcorporatecatering

Opportunitiesincustomizedsolutions(eco‐friendlysolutions,premiumproducts)

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It is not all bad news in hospitality: Luxury remains on the agenda  

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AFH tissue in business/industry

Challenges:Structuralchangesinbusinessesandworkplaces

Employmentisnotexpectedtoincreasebyasignificantamountinthecomingyears

Increaseinremoteworkers

Opportunities:Growthincontractcleaningthatservicesbusinessesandindustrialsettings

Opportunitiesincustomizedproducts(wiperswithproductsegmentationtosuitspecificneedsofdiversebusinessandindustrialcustomers)

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AFH tissue in public institutions

Challenges:Budgetcutsacrosspublicsystems

Movementtocontrolleddispensersandautomatichanddriers

Opportunities:Growthincontractcleaningservices

Growthinvisitorstothenationalparks,themeparks,arts/culture/heritagesites

Opportunitiesinprintsandlicensing

Opportunitiesinsurfacecareandpersonalcarewiperswithfurthersegmentationtosuitspecificfacilitiesneeds

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AFH tissue in healthcare

Challenges:Budgetcutsandcost‐cuttingmeasures

Technologiesandprocessesreducinglengthofstayathospitals

Opportunities:Agingpopulationandgrowthinresidentialcarefacilitiesfortheelderly

Opportunitiesinproductsforelderlycare,includingpersonalwipeswithfurthersegmentationandfocusonproductswithanti‐bacterialandskincarequalities

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Residential care to continue to lead US healthcare growth 

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Opportunities for AFH tissue growth

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THANK YOU FOR LISTENINGMatthew OsterSenior Research Analyst – Institutional ChannelsEuromonitor International

[email protected]