美国乳製品及替代品市场

2025年，川普政府重新征收关税对美国经济产生了复杂的影响，尤其对GDP成长、通膨和消费支出产生了影响。在2024年GDP成长率达2.8%之后，预计2025年经济成长将放缓至1.6%。新的关税增加了企业的生产成本，导致各种商品价格上涨。这种通膨压力，加上本已谨慎的消费环境，正在抑制消费支出。

Euromonitor International的研究报告《美国乳製品及替代品市场》深入分析了各个国家的市场，提供了无与伦比的区域洞察和理解。报告列出了主要企业、品牌和零售商，并提供了2020年至2024年的最新零售数据，并评估了消费者需求和销售成长背后的关键趋势和人口结构变化。报告清晰地阐述了健康与保健、永续性和疫情后復苏等关键趋势如何塑造当今市场，以及它们在未来五年将如何发展，并进行了五年展望。

目标产品：婴儿食品、乳製品、植物性乳製品

数据范围：市场规模（实际和预测）、企业市场占有率、品牌份额、分销数据

为什么要购买这份报告？

• 详细了解乳製品和替代品市场
• 确定成长领域并确定变革的驱动力
• 了解竞争格局、主要市场参与企业和主要品牌
• 使用五年预测来评估市场预期如何发展

Euromonitor International在出版市场研究报告、商业参考书和线上资讯系统方面拥有超过50年的经验。公司在伦敦、芝加哥、新加坡、上海、维尔纽斯、杜拜、开普敦、圣地牙哥、雪梨、东京、班加罗尔、圣保罗、首尔、香港、杜塞尔多夫和墨西哥城设有办事处，并拥有遍布100个国家的分析师网络。凭藉其独特的能力和对多元化市场的理解，公司能够开发可靠的资讯资源，为明智的策略规划提供支援。

目录

目录和表格

执行摘要

• 2025 年乳製品及替代品：整体情况
• 2025年的主要趋势

竞争格局

• 通路开发
• 乳製品及其替代品的未来如何？

市场数据

免责声明

资讯来源

美国婴儿食品

关键数据结果

2025年的发展

• 物价维持稳定，但需求持续下降
• 自有品牌製造商投资优质化以抢占市场份额
• 追求价值的消费者推动全通路销售成长

前景与机会

• 出生率下降和经济不确定性可能会抑制需求
• 健康趋势对市场产生多种影响
• 不稳定的立法政策可能对市场产生负面影响

分类资料

美国黄油和涂抹酱

关键数据结果

2025年的发展

• 黄油具有更好的口感和更自然的形象
• 自有品牌占据主导地位，品牌则着重差异化以赢得市场份额
• 现代杂货零售商占主导地位，但电子商务的份额不断扩大

前景与机会

• 高端市场和平价市场之间的竞争日益激烈
• 新口味和新形式有助于新产品开发
• 健康饮食趋势和新法规为市场提供信息

分类资料

美国起司

关键数据结果

2025年的发展

• 由于消费者青睐未加工乳酪，乳酪需求持续成长
• 卡夫亨氏公司败给自有品牌
• 手工起司消费推动线上销售

前景与机会

• 自有品牌吸引註重价格的消费者
• 健康与保健趋势推动高端创新
• 消费者更喜欢传统起司而不是植物来源起司

分类资料

美国的乳製品消费量

关键数据结果

2025年的发展

• 全脂乳製品的出现让乳製品饮料焕发新生
• 自有品牌持续占据销售主导地位
• 由于价格高昂且产品选择有限，便利商店陷入困境。

前景与机会

• 植物奶的竞争仍在持续
• 饮用乳復苏带来新的成长机会
• 立法者考虑在学校重新引入全脂牛奶

分类资料

美国和优格产品

关键数据结果

2025年的发展

• 原味优格和优格产品受益于健康形象
• 希腊优格需求旺盛影响竞争格局
• 随着电子商务和 DTC 销售的成长，超级市场和批发俱乐部开始青睐功能性乳製品

前景与机会

• 健康与保健趋势持续成为主要成长动力
• 监管变化推动低糖和洁净标示优格的需求
• 优格创新超越早餐，满足不断变化的生活方式

分类资料

其他美国乳製品

关键数据结果

2025年的发展

• 成分透明度和对蛋白质的关注正在再形成其他乳製品
• 一个致力于推动创新的新品牌
• 超级市场和大卖场占主导地位，而数位管道则推动品牌忠诚度

前景与机会

• 供应链压力与投入成本波动影响市场动态
• 蛋白质宣称和功能性健康益处应推动优质化
• 数位整合提供了机会，但高成本可能会限制采用

分类资料

美国植物乳製品

关键数据结果

2025年的发展

• 消费者回归传统乳製品，销售量下降
• 达能继续引领植物来源乳製品销售
• 儘管电子商务迅速扩张，超级市场仍继续引领销售

前景与机会

• 乳製品竞争仍然激烈
• 口味和质地是释放植物来源乳酪和优格潜力的关键
• FDA 新指南旨在提高植物来源乳酪和优格的透明度

分类资料

In 2025, the reimplementation of tariffs by the Trump administration has had a mixed impact on the US economy, particularly regarding GDP growth, inflation, and consumer spending. After recording a GDP growth rate of 2.8% in 2024, economic expansion is expected to slow to 1.6% in 2025. The new tariffs have raised production costs for businesses, leading to higher prices for a wide range of goods. This inflationary pressure, combined with an already cautious consumer environment, has weakened hou...

Euromonitor International's Dairy Products and Alternatives in USA report offers in-depth knowledge of the market at a national level, providing local insight and understanding unavailable elsewhere. In addition to the latest retail sales data 2020-2024, it identifies the leading companies, brands and retail outlets, and assesses the key trends and demographic shifts behind consumer demand and sales growth. How key trends such as health and wellness, sustainability and recovery from the pandemic are currently shaping the market along with prospects for the next five years, clearly indicating how the market is expected to change.

Product coverage: Baby Food, Dairy, Plant-based Dairy.

Data coverage: market sizes (historic and forecasts), company shares, brand shares and distribution data.

Why buy this report?

• Get a detailed picture of the Dairy Products and Alternatives market;
• Pinpoint growth sectors and identify factors driving change;
• Understand the competitive environment, the market's major players and leading brands;
• Use five-year forecasts to assess how the market is predicted to develop.

Euromonitor International has over 50 years' experience of publishing market research reports, business reference books and online information systems. With offices in London, Chicago, Singapore, Shanghai, Vilnius, Dubai, Cape Town, Santiago, Sydney, Tokyo, Bengaluru, Sao Paulo, Seoul, Hong Kong, Dusseldorf and Mexico City and a network of analysts in 100 countries, Euromonitor International has a unique capability and an understanding of diverse markets to develop reliable information resources to help drive informed strategic planning. To learn more about how our research solutions can support you, contact your local Euromonitor International office.

TABLE OF CONTENTS

List Of Contents And Tables

EXECUTIVE SUMMARY

• Dairy products and alternatives in 2025: The big picture
• Key trends in 2025

Competitive Landscape

• Channel developments
• What next for dairy products and alternatives?

MARKET DATA

• Table 1 Sales of Dairy Products and Alternatives by Category: Value 2020-2025
• Table 2 Sales of Dairy Products and Alternatives by Category: % Value Growth 2020-2025
• Table 3 NBO Company Shares of Dairy Products and Alternatives: % Value 2021-2025
• Table 4 LBN Brand Shares of Dairy Products and Alternatives: % Value 2022-2025
• Table 5 Penetration of Private Label by Category: % Value 2020-2025
• Table 6 Distribution of Dairy Products and Alternatives by Format: % Value 2020-2025
• Table 7 Forecast Sales of Dairy Products and Alternatives by Category: Value 2025-2030
• Table 8 Forecast Sales of Dairy Products and Alternatives by Category: % Value Growth 2025-2030

DISCLAIMER

SOURCES

• Summary 1 Research Sources

BABY FOOD IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Prices stabilise but demand continues to fall
• Private label producers invest in premiumisation to win share
• Value seeking consumers boost Omni-Sales Growth

PROSPECTS AND OPPORTUNITIES

• Falling birth rates and economic uncertainty could undermine demand
• Wellness trends set to have a mixed impact on the market
• Erratic legislative policy could negatively impact the market

CATEGORY DATA

• Table 9 Sales of Baby Food by Category: Volume 2020-2025
• Table 10 Sales of Baby Food by Category: Value 2020-2025
• Table 11 Sales of Baby Food by Category: % Volume Growth 2020-2025
• Table 12 Sales of Baby Food by Category: % Value Growth 2020-2025
• Table 13 Sales of Growing-Up Milk Formula by Age: % Value 2020-2025
• Table 14 NBO Company Shares of Baby Food: % Value 2021-2025
• Table 15 LBN Brand Shares of Baby Food: % Value 2022-2025
• Table 16 Distribution of Baby Food by Format: % Value 2020-2025
• Table 17 Forecast Sales of Baby Food by Category: Volume 2025-2030
• Table 18 Forecast Sales of Baby Food by Category: Value 2025-2030
• Table 19 Forecast Sales of Baby Food by Category: % Volume Growth 2025-2030
• Table 20 Forecast Sales of Baby Food by Category: % Value Growth 2025-2030

BUTTER AND SPREADS IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Butter benefits from better taste and natural image
• Private label leads while brands focus on differentiation to gain share
• Modern grocery retailers dominate but e-commerce wins share

PROSPECTS AND OPPORTUNITIES

• Competition to intensify between premium and value segments
• New flavours and formats could inform new product development
• Healthy eating trends and new regulation set to inform the market

CATEGORY DATA

• Table 21 Sales of Butter and Spreads by Category: Volume 2020-2025
• Table 22 Sales of Butter and Spreads by Category: Value 2020-2025
• Table 23 Sales of Butter and Spreads by Category: % Volume Growth 2020-2025
• Table 24 Sales of Butter and Spreads by Category: % Value Growth 2020-2025
• Table 25 NBO Company Shares of Butter and Spreads: % Value 2021-2025
• Table 26 LBN Brand Shares of Butter and Spreads: % Value 2022-2025
• Table 27 Distribution of Butter and Spreads by Format: % Value 2020-2025
• Table 28 Forecast Sales of Butter and Spreads by Category: Volume 2025-2030
• Table 29 Forecast Sales of Butter and Spreads by Category: Value 2025-2030
• Table 30 Forecast Sales of Butter and Spreads by Category: % Volume Growth 2025-2030
• Table 31 Forecast Sales of Butter and Spreads by Category: % Value Growth 2025-2030

CHEESE IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Cheese continues to grow with consumers favouring unprocessed options
• Kraft Heinz Co loses ground to private label
• Consumption of artisanal cheese boosts online sales

PROSPECTS AND OPPORTUNITIES

• Private label set to win over price-sensitive consumers
• Health and wellness trend will boost premium innovations
• Consumers will continue to favour traditional cheese over plant-based options

CATEGORY DATA

• Table 32 Sales of Cheese by Category: Volume 2020-2025
• Table 33 Sales of Cheese by Category: Value 2020-2025
• Table 34 Sales of Cheese by Category: % Volume Growth 2020-2025
• Table 35 Sales of Cheese by Category: % Value Growth 2020-2025
• Table 36 Sales of Spreadable Cheese by Type: % Value 2020-2025
• Table 37 Sales of Soft Cheese by Type: % Value 2020-2025
• Table 38 Sales of Hard Cheese by Type: % Value 2020-2025
• Table 39 NBO Company Shares of Cheese: % Value 2021-2025
• Table 40 LBN Brand Shares of Cheese: % Value 2022-2025
• Table 41 Distribution of Cheese by Format: % Value 2020-2025
• Table 42 Forecast Sales of Cheese by Category: Volume 2025-2030
• Table 43 Forecast Sales of Cheese by Category: Value 2025-2030
• Table 44 Forecast Sales of Cheese by Category: % Volume Growth 2025-2030
• Table 45 Forecast Sales of Cheese by Category: % Value Growth 2025-2030

DRINKING MILK PRODUCTS IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Drinking milk products finds new lease of life with full-fat options
• Private label continues to dominate sales
• Convenience stores underperform due to high prices and limited variety

PROSPECTS AND OPPORTUNITIES

• Competition with plant-based milk will continue
• The resurgence of drinking milk products presents new opportunities for growth
• Legislators are considering reintroducing full fat milk in schools

CATEGORY DATA

• Table 46 Sales of Drinking Milk Products by Category: Volume 2020-2025
• Table 47 Sales of Drinking Milk Products by Category: Value 2020-2025
• Table 48 Sales of Drinking Milk Products by Category: % Volume Growth 2020-2025
• Table 49 Sales of Drinking Milk Products by Category: % Value Growth 2020-2025
• Table 50 NBO Company Shares of Drinking Milk Products: % Value 2021-2025
• Table 51 LBN Brand Shares of Drinking Milk Products: % Value 2022-2025
• Table 52 Distribution of Drinking Milk Products by Format: % Value 2020-2025
• Table 53 Forecast Sales of Drinking Milk Products by Category: Volume 2025-2030
• Table 54 Forecast Sales of Drinking Milk Products by Category: Value 2025-2030
• Table 55 Forecast Sales of Drinking Milk Products by Category: % Volume Growth 2025-2030
• Table 56 Forecast Sales of Drinking Milk Products by Category: % Value Growth 2025-2030

YOGHURT AND SOUR MILK PRODUCTS IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Plain yoghurt and sour milk products benefit from healthy image
• High demand for Greek yoghurt influences the competitive landscape
• Supermarkets and wholesale clubs embrace functional dairy as e-commerce and DTC sales rise

PROSPECTS AND OPPORTUNITIES

• Health and wellness trend will remain the key growth driver
• Regulatory changes to boost demand for low-sugar and clean label yoghurt
• Yoghurt innovation expands beyond breakfast to meet evolving lifestyle behaviours

CATEGORY DATA

• Table 57 Sales of Yoghurt and Sour Milk Products by Category: Volume 2020-2025
• Table 58 Sales of Yoghurt and Sour Milk Products by Category: Value 2020-2025
• Table 59 Sales of Yoghurt and Sour Milk Products by Category: % Volume Growth 2020-2025
• Table 60 Sales of Yoghurt and Sour Milk Products by Category: % Value Growth 2020-2025
• Table 61 Sales of Flavoured Yoghurt by Flavour: Rankings 2020-2025
• Table 62 NBO Company Shares of Yoghurt and Sour Milk Products: % Value 2021-2025
• Table 63 LBN Brand Shares of Yoghurt and Sour Milk Products: % Value 2022-2025
• Table 64 Distribution of Yoghurt and Sour Milk Products by Format: % Value 2020-2025
• Table 65 Forecast Sales of Yoghurt and Sour Milk Products by Category: Volume 2025-2030
• Table 66 Forecast Sales of Yoghurt and Sour Milk Products by Category: Value 2025-2030
• Table 67 Forecast Sales of Yoghurt and Sour Milk Products by Category: % Volume Growth 2025-2030
• Table 68 Forecast Sales of Yoghurt and Sour Milk Products by Category: % Value Growth 2025-2030

OTHER DAIRY IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Ingredient transparency and focus on protein reshaping other dairy
• New brands looking to drive innovation
• Digital channels fuel brand loyalty while supermarkets and hypermarkets dominate

PROSPECTS AND OPPORTUNITIES

• Supply chain pressures and input cost volatility set to shape market dynamics
• Protein claims and functional health benefits should drive premiumisation
• Digital integration presents opportunities but high costs could limit uptake

CATEGORY DATA

• Table 69 Sales of Other Dairy by Category: Volume 2020-2025
• Table 70 Sales of Other Dairy by Category: Value 2020-2025
• Table 71 Sales of Other Dairy by Category: % Volume Growth 2020-2025
• Table 72 Sales of Other Dairy by Category: % Value Growth 2020-2025
• Table 73 Sales of Cream by Type: % Value 2020-2025
• Table 74 NBO Company Shares of Other Dairy: % Value 2021-2025
• Table 75 LBN Brand Shares of Other Dairy: % Value 2022-2025
• Table 76 Distribution of Other Dairy by Format: % Value 2020-2025
• Table 77 Forecast Sales of Other Dairy by Category: Volume 2025-2030
• Table 78 Forecast Sales of Other Dairy by Category: Value 2025-2030
• Table 79 Forecast Sales of Other Dairy by Category: % Volume Growth 2025-2030
• Table 80 Forecast Sales of Other Dairy by Category: % Value Growth 2025-2030

PLANT-BASED DAIRY IN THE US

KEY DATA FINDINGS

2025 DEVELOPMENTS

• Sales decrease as consumers shift back to traditional dairy
• Danone continues to lead sales of plant-based dairy
• Supermarkets continues to lead sales despite e-commerce's rapid expansion

PROSPECTS AND OPPORTUNITIES

• Competition with dairy will remain intense
• Taste and texture key to unlocking the potential of plant-based cheese and yoghurt
• New FDA guidance targets clarity in plant-based cheese and yoghurt

CATEGORY DATA

• Table 81 Sales of Plant-Based Dairy by Category: Value 2020-2025
• Table 82 Sales of Plant-Based Dairy by Category: % Value Growth 2020-2025
• Table 83 Sales of Other Plant-Based Milk by Type: % Value 2022-2025
• Table 84 NBO Company Shares of Plant-Based Dairy: % Value 2021-2025
• Table 85 LBN Brand Shares of Plant-Based Dairy: % Value 2022-2025
• Table 86 Distribution of Plant-Based Dairy by Format: % Value 2020-2025
• Table 87 Forecast Sales of Plant-Based Dairy by Category: Value 2025-2030
• Table 88 Forecast Sales of Plant-Based Dairy by Category: % Value Growth 2025-2030