2026未来食物2.0_在全球食物系统转型中把握增长机遇研究报告_35页_5mb

Future of Food 2.0 Summary

Core Content

This report, Future of Food 2.0, provides an in-depth analysis of the future of the global food ecosystem, focusing on emerging growth areas and strategies for companies to adapt and thrive in the next decade. It is developed by PwC and Strategy&, combining insights from 30 senior executives across the food value chain with data analysis and market research.

Main Trends and Insights

1. Why Reinvention is a Business Imperative

• The global food system is entering a pivotal decade due to climate volatility, geopolitical shocks, and resource constraints.
• Feeding a population of over 9 billion by mid-century will require a 50% increase in crop calories compared to 2010.
• Urbanization (70% of the global population) and climate change are reshaping demand and production.
• The boundary between food and pharma is blurring as consumers demand functional foods and health-focused products.
• Industry convergence is becoming necessary for companies to compete in a health-led ecosystem.

2. Mapping the Food Ecosystem's Emerging Growth Areas

The report identifies nine high-growth areas across the food ecosystem, grouped into three clusters:

• How We Grow: Includes Next-Gen Agricultural Inputs, Connected Growing Systems, and Agri Infrastructure.
• How We Produce: Includes Advanced Food Processing, Alternative Ingredients and Proteins, and Sustainable Packaging.
• How We Consume: Includes Health and Nutrition, Convenience, and Shopper Experience.

The total estimated value of these growth areas by 2035 is $3.1 trillion, growing at a CAGR of 7.7%, which is nearly 4x faster than the overall food ecosystem's projected value of $9.9 trillion.

3. Key Growth Areas

2.1.1 How We Grow

• Next-Gen Agricultural Inputs: Biotech and biological inputs like CRISPR-edited crops, biological agriculture, and methane-reducing feed additives.
• Connected Growing Systems: Integration of automation, data, and regenerative practices to optimize productivity and sustainability.
• Agri Infrastructure: Renewable energy, cold storage, and controlled environment agriculture (CEA), with CEA expected to reach $220 billion by 2035.

2.1.2 How We Produce

• Advanced Food Processing: Automated systems, high-pressure processing, and 3D food printing.
• Alternative Ingredients and Proteins: Plant-based proteins, fermentation-based products, cultivated meat, and insect proteins.
• Sustainable Packaging: Recyclable, biodegradable, and compostable packaging.

2.1.3 How We Consume

• Health and Nutrition: Functional foods, supplements, and personalized nutrition.
• Convenience: Food delivery, quick commerce, meal kits, and smart kitchen appliances.
• Shopper Experience: Retail media, automated checkouts, and agentic food commerce.

4. Key Challenges and Opportunities

• Farmer adoption is critical to unlocking growth in the How We Grow segment, which is projected to grow to $400 billion by 2035.
• System-wide catalysts such as digital technology, AI, and supportive policies are essential for accelerating innovation.
• Regional differences significantly impact growth: the US focuses on biotech and GLP-1 medications, Europe on sustainability and regulation, and Africa on controlled environment agriculture for food security.

Critical Findings

1. Healthy eating, changing consumer expectations, and climate change are the top three trends influencing the food system.
2. Health and Nutrition is the largest growth area, with a projected value of $800 billion by 2035.
3. Unclear business model economics is a major barrier to innovation in new growth areas.
4. Ecosystem collaboration is essential for scaling breakthrough growth opportunities.
5. Scenario-based planning, differentiated KPIs, and risk-sharing partnerships are necessary to capture value in a volatile environment.

Strategic Recommendations

• Choose where to play by understanding long-term trends and future scenarios.
• Connect with others to share risk and close capability gaps.
• Capture growth through decisive leadership and strategic investment.

Key Players and Contributions

• Harald Dutzler (Strategy& Europe): Leads the global sector for consumer goods and emphasizes the need for scenario-based planning and partnerships.
• Stuti Sethi (Strategy& Netherlands): Manages PwC's Food Systems agenda, focusing on growth and sustainability.
• Interview partners such as Shokoofeh Manesh and Jakob von Baeyer provided valuable insights into the evolving food ecosystem.

Methodology

• The report is based on external market analysis, PwC's global expert network, and 30 executive interviews.
• Market sizes are projected for 2025, 2030, and 2035 using consistent value-chain-based logic.
• Some growth areas are not quantified due to the difficulty in measuring their impact.

Conclusion

Future of Food 2.0 serves as both a map of growth opportunities and a guide for strategic adaptation. It highlights the need for companies to reinvent their models, collaborate across the ecosystem, and lead with vision and data-driven decision-making to capture the $3.1 trillion in value by 2035.