Możesz dodawać lokalizację do Twoich Tweetów, jak miasto czy konkretne miejsce, z sieci lub innych aplikacji. W każdej chwili możesz usunąć historię lokalizacji swoich Tweetów. Dowiedz się więcej
Oat milk is going public. Sweden’s Oatly is reportedly considering an IPO at a valuation of as much as $5 billion. Investors include:
Oprah Winfrey
Jay-Z
Natalie Portman
Is this the end of semi-skimmed milk?https://bloom.bg/2FL3DJ7
The dairy industry appears to be going vegan, too:
Canadian dairy giant Saputo is acquiring a plant-milk business
Arla announced its own oat-milk brand
Danone spent $10 billion in 2017 buying plant-based WhiteWaves Food https://bloom.bg/2FL3DJ7 pic.twitter.com/g15zPcVby5
Part of this is simply chasing consumer demand. Seeking a source of tasty fats with a smaller carbon footprint than the cattle industry is a justification for consumers to switch, and self-diagnosed lactose intolerance appears to be on the rise https://bloom.bg/2FL3DJ7 pic.twitter.com/aCWDkvzMlN
There’s a better reason for the dairy industry to chase the vegan market, however:
Dollars http://bloom.bg/2FL3DJ7 pic.twitter.com/pJKuBquTy1
Only a quarter of the milk produced on farms ends up being sold as a liquid, with the vast majority turned into:
Cheese
Butter
Infant formula
Yoghurt http://bloom.bg/2FL3DJ7 pic.twitter.com/FiuWpUW6TK
Those manufactured goods are a far more profitable business for most dairy processors. Fresh milk requires fiendishly complex supply chains capable of delivering consumers a highly perishable product from living animals http://bloom.bg/2FL3DJ7 pic.twitter.com/m0FS7suYPj
Cheese, butter and other goods last longer, can easily be manufactured on demand and can be heavily branded. In that way, non-milk dairy products have a lot in common with plant-based milks http://bloom.bg/2FL3DJ7 pic.twitter.com/dV1MZDah40
In China, plant milks have about a third of the combined market for milk and its alternatives, but it’s declining.
In the U.S., the plant-based share is rising fast to nearly 17% of the combined market http://bloom.bg/2FL3DJ7 pic.twitter.com/xEoKPksDri
All the growth in the dairy industry these days is in things other than milk. From 2000 to 2018, this is how U.S. consumption changed:
Butter 51%
Cheese 57%
Yogurt 138%
Milk and ice cream saw declines http://bloom.bg/2FL3DJ7 pic.twitter.com/X1gaa9KNax
From that perspective, the dairy industry would be better off if milk-drinking continued to decline and people switched to plant-based alternatives. So don’t be surprised to see milk producers increasingly going vegan-ish http://bloom.bg/2FL3DJ7 pic.twitter.com/2ogJ0xN1I1
Just don’t kid yourself that you’re cutting your carbon footprint much by opting for an almond latte. The amount of milk coming out of cows is still rising -- and it’s the butter on your toast and the cheese on your pizza that’s driving it http://bloom.bg/2FL3DJ7 pic.twitter.com/4i4FAoEg7d
Twitter jest przeciążony lub wystąpił chwilowy problem. Spróbuj ponownie lub sprawdź status Twittera, aby uzyskać więcej informacji.
