MeridianConsensus
Industry coverage3 commissioned studies · $5.0B in aggregate coverage

Food & Beverages.

Category economics, margin structure, and supply-chain volatility. Our studies cover protein (animal and alternative), beverages (alcoholic and non), packaged-food brands, and the foodservice operators reshaping quick-service and fine-dining.

Our view

Thesis on Food & Beverages.

Category economics, margin structure, and supply-chain volatility. Our studies cover protein (animal and alternative), beverages (alcoholic and non), packaged-food brands, and the foodservice operators reshaping quick-service and fine-dining.

Same methodology as every other Meridian verticalCommittee-reviewed before publication
What we research

Sub-sectors of Food & Beverages.

Every sub-sector below is commissionable as a standalone 30-chapter study, or scoped bespoke for investment-committee and diligence use.

Protein & Meat Alternatives

Beef, pork, poultry, aquaculture; cultivated and plant-based protein adoption curves.

Beverages

Alcoholic (beer, wine, spirits), non-alcoholic (soft drinks, energy, RTD coffee & tea), functional.

Packaged Food Brands

Snacking, frozen, dairy, bakery, private-label pressure and premium re-positioning.

Foodservice & Restaurants

QSR, fast-casual, fine dining operator economics; delivery and ghost-kitchen dynamics.

Dairy & Alternatives

Conventional dairy, cheese, yogurt; plant-based milk and dairy-alternative category economics.

Snacks & Confectionery

Chocolate, sugar-confectionery, salty-snacks, better-for-you snacking premium dynamics.

Interactive · live

A working food & beverages dashboard.

Every commissioned food & beverages study ships as an interactive dashboard, size and trajectory, ranked share, regional cuts, segmentation. Hover every bar to see the underlying figure; every number is traceable to a named source.

Interactive dashboard · live
Packaged food + beverage · specimen
MRI · Q2 2026
Overview
2025 size · 2026–2036 forecast · committee-signed
$5.10T
2019
$5.19T
2020
$5.28T
2021
$5.37T
2022
$5.46T
2023
$5.55T
2024
$5.65T
2025
$6.51T forecast
2030
$7.72T forecast
2036
Revenue trajectory (historical 2020 – Q2 2026 · forecast 2026–2036)
Headline figures
2025 size
$5.65T
2036 forecast
$7.72T +3.2% CAGR
Confidence
High
See a live report
Strategic themes · this quarter

What is moving in Food & Beverages.

The priorities our research committee is tracking across the sector this quarter. Sub-sectors describe structure; themes describe motion. Reports commissioned against these themes ship with the latest signal-read baked in.

01

GLP-1 impact on calorie consumption

Cross-category volume impact flowing through snacks, bakery, sugar-beverage, and indulgent-dairy.

02

Protein premium reversal

Plant-based volume decline; cultivated-meat commercial-pathway reset; alt-dairy category share shifts.

03

Non-alcoholic beverage growth

No/low-ABV premium category; RTD coffee and energy-drink share consolidation.

04

Private-label premiumisation

Retailer own-brand moving upmarket and capturing premium-tier share from national brands.

05

Restaurant labour cost normalisation

Minimum-wage and tipping-model shifts flowing through restaurant unit economics and franchise attractiveness.

06

Ready-meal premiumisation

Chilled-and-fresh prepared-meal category growing faster than frozen; retail-margin, private-label, and specialist-brand dynamics restructuring the meal-solution aisle.

07

Alcohol moderation and non-alcoholic surge

Spirit-free and low-alcohol brand economics; premium-mixer growth; beer-category share loss to RTD and wellness drinks.

08

Foodservice operator technology stack

KDS, AI-forecasting, drive-thru voice-AI, and loyalty-data platforms, operator margin recovery versus software ARR attach-rate.

In the library

Commissioned studies.

All markets
Who uses this research

Role-tested in Food & Beverages.

The four teams that most commonly commission food & beverages research. Each role below maps to a specific use-case the commissioned study is scoped against, from diligence to annual planning.

Corporate Development · F&B

Category bolt-on and brand-portfolio acquisition diligence with channel-exposure context.

Private Equity

Restaurant, food-manufacturing, and category-portfolio benchmarking with margin-structure diligence.

Category Leadership

Share-shift analysis, channel-economics modelling, and white-space category validation.

Venture Capital

Alternative-protein, functional-beverage, and better-for-you category thesis validation.

Commission research

A food & beveragesmarket we haven’t yet covered?

Same methodology, same committee review, same written support. If you can describe the sub-sector, we can commission the study, accessible instantly on demand. Any geography, any boundary.

Adjacent coverage

Related verticals.

All industries

Intel Watchlist · from $89/mo

Track food & beverages continuously: never miss a deal, exec move, or filing.

Senior Analyst Support ships an always-on intel feed: M&A 8-Ks, exec moves, regulatory dockets, and patent filings on food & beverages. Email + Slack delivery. Cancel any time.

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