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International speaker #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri
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#AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

Jun 09, 2020

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Page 1: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

International speaker

#AGBIZcongress18

Prof Marcos Fava NevesSponsored by Afgri

Page 2: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Prof. Dr. Marcos Fava Neves

University of São Paulo - School of Business - Ribeirão Preto, since 1995

FGV School of Business – São Paulo, since 2018

Purdue University, since 2013

University of Buenos Aires, since 2006

Agribusiness Strategic Planning

AGBIZ CONGRESS 2018 - PORT ELIZABETH – June 07, 2018

SOUTH AFRICA

Global Agribusiness Outlook

Lecture 1034 (BRAZIL 777/OUTSIDE 257 in 22 countries)

Page 3: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Agenda

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3

4

1Introductions

The Future of Food Business

Final Messages and Opportunities

The Three Margin Builders

Page 4: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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What do we do?

Page 5: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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The Pork Chain in Brazil - 2015

Page 6: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Where to find all

materials?

www.favaneves.orgLinkedIn & Facebook – Marcos Fava Neves

Page 7: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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2

3

4

1Introductions

The Future of Food Business

Final Messages and Opportunities

The Three Margin Builders

Agenda

Page 8: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Is it easy to understand

modern agriculture?

Page 9: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Is it easy to understand

modern agriculture?

Page 10: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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What will happen with future food and

agribusiness trade?Good business to be or not?

Page 11: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Page 12: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Poultry, Pork and Beef Global Imports (USDA, million ton)

Source of the slide: Prof. Marcos Fava Neves

Page 13: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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What will happen to food commodities prices (long

term)?

Page 14: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Prices Until 2026/27 – European Vision

Prices Until 2026/27 – USA Vision(US$ por bushel)

Source of the slide: Prof. Marcos Fava Neves

Page 15: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Other Uses of Agriculture

Page 16: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

16 Source - Marcos Fava Neves: The Future of Food Business, World Scientific Publishers, 2013

Page 17: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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I am so in love with agriculture that a recent show with the Rolling Stones (Mick Jagger)

I’ve seen as a cotton harvesting...

Page 18: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Page 19: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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So what is the message until now?

a) Growth in marketsb) Current pricesSo we need to...

Page 20: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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BUILD MARGINS!!!

Page 21: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Agenda

2

3

4

1Introductions

The Future of Food Business

Final Messages and Opportunities

The Three Margin Builders

Page 22: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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MACROENVIRONMENTAL VARIABLES: POLITICAL/REGULATORY, ECONOMIC, NATURAL, SOCIO-CULTURAL AND TECHNOLOGICAL

Building Margins in Agribusiness Chains

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FINAL CONSUMERS

INPUT

SUPPLIERS

CHANNELS

DEALERS

COOPERATIVES

FARMERS AGRO-INDUSTRY

FOOD-INDUSTRY

Flows of Products, Services and Communications

Flows of Information and Financial Resources (Payments) (Pagamentos)

TRADINGs

COOPERATIVES

DISTRIBUTION

RETAIL

FOODSERVICE

Source: Prof. Marcos Fava Neves

DIGITAL TECHECONOMY

CIRCULAR ECONOMYINTEGRATION

SHARING ECONOMY COLLECTIVE

Page 23: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Page 24: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Page 25: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Page 26: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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MACROENVIRONMENTAL VARIABLES: POLITICAL/REGULATORY, ECONOMIC, NATURAL, SOCIO-CULTURAL AND TECHNOLOGICAL

Building Margins in Agribusiness Chains

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FINAL CONSUMERS

INPUT

SUPPLIERS

CHANNELS

DEALERS

COOPERATIVES

FARMERS AGRO-INDUSTRY

FOOD-INDUSTRY

Flows of Products, Services and Communications

Flows of Information and Financial Resources (Payments) (Pagamentos)

TRADINGs

COOPERATIVES

DISTRIBUTION

RETAIL

FOODSERVICE

Source: Prof. Marcos Fava Neves

DIGITAL TECHECONOMY

CIRCULAR ECONOMYINTEGRATION

SHARING ECONOMY COLLECTIVE

Page 27: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Page 28: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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MACROENVIRONMENTAL VARIABLES: POLITICAL/REGULATORY, ECONOMIC, NATURAL, SOCIO-CULTURAL AND TECHNOLOGICAL

Building Margins in Agribusiness Chains

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FINAL CONSUMERS

INPUT

SUPPLIERS

CHANNELS

DEALERS

COOPERATIVES

FARMERS AGRO-INDUSTRY

FOOD-INDUSTRY

Flows of Products, Services and Communications

Flows of Information and Financial Resources (Payments) (Pagamentos)

TRADINGs

COOPERATIVES

DISTRIBUTION

RETAIL

FOODSERVICE

Source: Prof. Marcos Fava Neves

DIGITAL TECHECONOMY

CIRCULAR ECONOMYINTEGRATION

SHARING ECONOMY COLLECTIVE

Page 29: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Page 30: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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2

3

4

1Introductions

The Future of Food Business

Final Messages and Opportunities

The Three Margin Builders

Agenda

Page 31: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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What comes first? INCOME GENERATION OR... INCOME DISTRIBUTION

Page 32: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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A Special PUSH for Agribusiness

1 - We need to promote sustainable inclusion of people

2 - There is no sustainable inclusion and income distribution without income generation

TO CREATE OPORTUNITIES FOR PEOPLE, WE MUST FOCUS ON INCOME GENERATION

3 – Who generates income?

BUSINESS GENERATES INCOME (GDP, EXPORTS, JOBS, TAXES)

4 – So what is the role of Governments?

THE ROLE OF GOVERNMENTS IS TO PUSH PRIVATE SECTOR TO GENERATE INCOME

5 – How?

CREATING AN ENVIRONMENT FOR BUSINESS TO GROW.

ASK THEM HOW AND SERVE THEM!

Source: Prof Marcos Fava Neves

Page 33: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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How will 2028 Agribusiness look at 2018 Agribusiness?

Page 34: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

34 Fonte do Slide: Prof, Marcos Fava Neves

Page 35: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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What do we need from YOU???

Page 36: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Page 37: #AGBIZcongress18 Prof Marcos Fava Neves Sponsored by Afgri › uploads › 2018-Congress › MarcosFavaNeves.pdf · Sponsored by Afgri. 2 Prof. Dr. Marcos Fava Neves University of

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Thank you! [email protected]