I kēia lā, ua hoʻokuʻu ʻo Fonterra, ka hui waiū nui o Aotearoa e holomua nei i ka ʻoihana B2B, i kāna hōʻike makahiki kālā 2025 hou loa (ʻAukake 1, 2024 a Iulai 31, 2025). E like me ka mea i manaʻo ʻia, me nā hana hoʻomau i ka lawelawe meaʻai a me nā kahawai mea maka, ua piʻi pū ka loaʻa kālā o Fonterra ma ka ʻāina ʻo Greater China, a hiki i kahi kiʻekiʻe o 7 biliona kālā o Aotearoa (ma kahi o 29 biliona yuan). I waena o lākou, ʻo ka lawelawe meaʻai a Fonterra, ka mea e kālele ana i nā hana hoʻomau i nā ʻāpana bakena, meaʻai, a me nā mea inu ma Kina i nā makahiki i hala iho nei, ua ʻike ʻia kāna loaʻa kālā ma Kina e ulu ana ma mua o 20% i kēlā me kēia makahiki, a ua nui nō hoʻi ka ulu ʻana o ka ʻoihana mea maka.
Ua ʻike pū mākou ma hope o ka hoʻolaha mua ʻana i ke kūʻai ʻana aku o kāna ʻoihana mea kūʻai aku iā Lactalis, ua ʻōlelo nā luna hoʻomalu honua o Fonterra i kēia lā e hoʻolālā ana lākou e hoʻopukapuka a hiki i NZ$1 biliona (ma kahi o RMB 4.1 biliona) ma nā papahana he nui i nā makahiki ʻekolu a ʻehā e hiki mai ana e hana i ka waiwai hou aʻe a hoʻomaikaʻi i ka pono o nā kumukūʻai hana.
Ma hope o ka hoʻokuʻu ʻia ʻana o ka hōʻike makahiki, ua hōʻea ke kumukūʻai o ka ʻāpana o Fonterra i kona pae kiʻekiʻe loa i loko o ʻehiku mau makahiki i ka wā o ke kau kālepa o kēia lā. I kēia manawa, e nānā kākou i kēia "kāleka hōʻike" hou loa.
Mākeke Kina
Wahi a kēia hōʻike makahiki, e nānā mua kākou i ke kūlana o ka ʻāina ʻo Fonterra ma Greater China i ka makahiki kālā i hala.
I ka makahiki kālā 2025, ua loaʻa i ka ʻāina ʻo Fonterra ʻo Greater China he NZ$7.964 biliona i ka loaʻa kālā kūʻai aku waiwai, me NZ$4.548 biliona mai ke kahawai mea maka a me NZ$3.387 biliona mai ke kahawai lawelawe meaʻai. Ke hoʻohālikelike ʻia me ka manawa like i ka makahiki i hala, ua piʻi kēia mau helu ma 25.04%, 26.58%, a me 22.23%. I loko o ia manawa, ua hoʻopaʻa ka ʻāina ʻo Fonterra ʻo Greater China i kahi loaʻa kālā hana o NZ$412 miliona, he emi ʻana o NZ$91 miliona i hoʻohālikelike ʻia me ka makahiki i hala. ʻO nā kumu no kēia, ʻo ia ka piʻi ʻana o nā kumukūʻai waiū a me ka hopena o ka hoʻokaʻawale ʻana i nā kumukūʻai e pili ana i ka hoʻomohala ʻana i ka ʻōnaehana ERP ma nā palena waiwai. Ua ʻike mākou ma muli o ka loaʻa kālā kūʻai o kēia makahiki kālā, ʻo Kina nō ka mākeke nui loa e hāʻawi ana iā Fonterra.
Ua maopopo ʻia ʻo ka ʻoihana mea hoʻohui a Fonterra (NZMP) e kālele ana i nā mea hoʻohui a me nā hoʻonā waiū. Ma ka hoʻohana ʻana i ke kumu hoʻohālike hānai mauʻu o ka hui, ka ʻike loea i ka meaʻai waiū, ka ʻenehana hana alakaʻi a me nā kūlana maikaʻi, hana ʻo NZMP i nā ʻano mea hoʻohui like ʻole a paʻa i kahi kūlana alakaʻi i ka ʻoihana. Ua hoʻonui ʻia ka ʻoihana lawelawe meaʻai a Fonterra i ʻoi aku ma mua o 500 mau kūlanakauhale ma Kina. I ka makahiki kālā 2025, ʻo ka ulu ʻana o ke kūʻai aku o ka ʻoihana lawelawe meaʻai a Fonterra ua hoʻokele nui ʻia e ka piʻi ʻana o ke koi ma ka mākeke Greater China no ʻekolu ʻano huahana: ka kirīmi whipping sterilized mahana ultra-high (UHT cream), ka pata, a me ka tīhi mozzarella IQF (IQF mozzarella). Ua kuhikuhi pū ʻo Fonterra i kēia lā ʻo ka ʻāina Greater China ka mea e noho nei ma ka mākeke lawelawe meaʻai nui loa.
I mea e lawelawe wikiwiki ai i ka mākeke kūloko a me ka maikaʻi, ua hoʻokumu ʻo Fonterra i ʻeono mau kikowaena noi a me hoʻokahi kikowaena hana hou ma Kina, i hoʻolaʻa ʻia no ka hāʻawi ʻana i nā mea kūʻai aku Kina me nā hopena hou e kūlike me nā ʻano kūʻai kūloko a me nā koi o ka mākeke. Hoʻokomo pū kēia me ke Kikowaena Noi ʻo Wuhan, kahi i hoʻonohonoho ʻia e hoʻopau ʻia i Kepakemapa 2024.
I ka nānā ʻana i mua i ka makahiki kālā 2026, ua ʻōlelo kūikawā ʻo Fonterra i ka mākeke Kina. Ua wānana ʻo Fonterra i ka wā pōkole, ua lohi ke koi no ka pauka waiū ma Kina, akā ke mau nei ka ikaika o ke koi no ka tīhi a me ka pata, kahi e hoʻopau ai i ka emi ʻana o ke koi o ka pauka waiū. I ka wā lōʻihi, ke loli nei ke ʻano o ka huahana ma ka mākeke Kina, a ke manaʻo ʻia nei e hōʻemi mālie i kona hilinaʻi ʻana i ka pauka waiū holoʻokoʻa.
ʻO ka mea hope loa, ua ʻōlelo ʻo Little Food Times ma kāna hōʻike makahiki, ua hōʻoia hou ʻo Fonterra e hoʻokō i kāna hoʻolālā a hoʻololi i kahi ʻano ʻoihana alakaʻi ʻia e ke kahawai, ua koho ʻo ia iā Zhou Dehan i pelekikena honua o ka ʻoihana lawelawe meaʻai i Malaki 2025. Ma kēia kūlana hoʻonui honua hou, ke hoʻomau nei ʻo Zhou Dehan i ka lawelawe ʻana ma ke ʻano he CEO o ka ʻāina ʻo Greater China ʻoiai ke alakaʻi nei i nā hana lawelawe meaʻai ma ka ʻāina ʻo Greater China, ʻĀsia ʻĀkau, ʻĀsia Hikina Hema, ʻAmelika Latina, a me ke kahawai hale ʻaina lawelawe wikiwiki honua (GQSR). I ka manawa like, ua koho ʻia ʻo Richard Allen i pelekikena honua o ka ʻoihana mea maka.
Ke wehe nei i nā manawa kūpono
Ua ʻike ʻo Little Food Times e wehe ana ʻo Fonterra i nā manawa hou ma Kina ma o ka ulu ʻana i hoʻokele ʻia e ka hana hou.
Ma ke ʻano he mea hoʻolako honua alakaʻi o nā meaʻai waiū kiʻekiʻe, kālele ʻo Fonterra NZMP i ka noiʻi ʻana i nā meaʻai waiū a me nā ʻike o nā mea kūʻai. ʻO kāna mau moʻo ʻohana ʻelima, me ka pauka waiū, ka protein waiū, a me ka membrane globule momona waiū (MFGM), hāʻawi i ke kākoʻo meaʻai no nā kānaka o nā pae ola āpau.
Ua hōʻike pū ʻo Little Food Times i ka makahiki kālā i hala, ua hoʻohui maikaʻi nā ʻāpana tīhi Anchor i hoʻokuʻu hou ʻia e Fonterra ma Kina i nā huahana waiū me nā makemake ʻono o nā mea kūʻai aku Kina, e hana ana i nā hiʻohiʻona hou no ka ʻono ʻana i ka tīhi i ke ola o kēlā me kēia lā. ʻO kēia ka hoʻokō hou loa o ka hoʻolālā kūloko a Fonterra. Eia kekahi, ʻo ka huahana pae hanana ʻo Butter Rice Cake, kahi e hoʻohui hohonu ai i nā keke laiki Makahiki Hou Kina me ka pata o Aotearoa a hōʻike i kahi hana hou kūloko, ua lilo ia i hoʻokahi o nā huahana makahiki koʻikoʻi loa i ka ʻoihana bakena. Loaʻa kona ʻono nui mai ka hoʻohana hou ʻana o ka pata Anchor a Fonterra. Ma ka makahiki 2025, ua hoʻokuʻu aku ma mua o 140 mau lama bakena i waena o nā mea kūʻai aku lawelawe meaʻai a Fonterra i kēia ʻano huahana, e hōʻike ana i ka pono o Fonterra i ka pane ʻana i nā ʻano hoʻohana kūloko ma o ka hoʻohana ʻana i nā kumu waiū kiʻekiʻe o Aotearoa.
ʻO ka mea hope loa, kālele ʻo Fonterra i nā "kumu waiū hānai mauʻu" a hoʻolauna i nā mea waiū hou no nā hui makahiki like ʻole o nā mea kūʻai aku Kina a me nā pono olakino like ʻole.
I Iune o kēia makahiki, ua hoʻolaha kūhelu ke aupuni o Aotearoa i ka "New Zealand Dairy Grass-Fed Management Standard", e hoʻonohonoho ana i kahi pae hoʻohālikelike no nā huahana waiū hānai mauʻu kiʻekiʻe. I ka mahina hoʻokahi, ua hāʻawi aku ke Kuhina Nui o Aotearoa ʻo Jacinda Ardern, ka mea i kipa aku iā Kina, iā Fonterra i ka palapala hōʻoia "New Zealand Dairy Grass-Fed Management Standard", e ʻike ana i kāna kumu hoʻohālike hānai mauʻu e kūlike ana i nā kūlana hānai mauʻu o Aotearoa i hoʻokuʻu hou ʻia.
Ke kūlana honua
Ma hope o ka nānā ʻana i ka ʻoihana a Fonterra ma Kina, e hoʻololi kākou i kā kākou manaʻo i kāna ʻoihana honua.
Wahi a nā hopena makahiki makahiki kālā 2025 a Fonterra i hoʻokuʻu ʻia i kēia lā, ua hōʻea kāna loaʻa kālā i 26 biliona kālā o Aotearoa i loko o ia wā, a ua lawe mai ia i 16.2 biliona kālā o Aotearoa ma ke ʻano he hoʻihoʻi kālā i kāna mau mea kuleana mahiʻai waiū. Ua hoʻolaha pū ʻo Fonterra ʻo ka uku makahiki piha no ka makahiki kālā 2025 he 57 keneta o Aotearoa, e like me ka hāʻawi kālā ʻana o 916 miliona kālā o Aotearoa.
Ma ke ʻano o ka hoʻihoʻi ʻana o nā mea kuleana, ʻo ka makahiki kālā 2025 kekahi o nā mea ikaika loa o Fonterra a hiki i kēia lā, wahi a ka Luna Nui o Fonterra ʻo Miles Hurrell i kēia lā. Ua hoʻomau ʻo ia i ka ʻike ʻana i ke koi ikaika mai nā mea kūʻai aku honua no nā huahana kiʻekiʻe o Fonterra i hana ʻia mai ka waiū mahiʻai o Aotearoa, kahi i hoʻokele ai i nā hoʻihoʻi ma o nā kumukūʻai waiū a me nā mahele.
Ua ʻōlelo ʻo ia ʻo ka hihiʻo o Fonterra ka lilo ʻana i mea hoʻolako waiū waiwai nui loa o ka honua, a ʻo kāna hoʻolālā e hoʻokumu i ka waiwai piha no nā mahiʻai ma o ka nānā ʻana i ka lilo ʻana i mea hoʻolako meaʻai waiū B2B a me ka hana pū ʻana me nā mea kūʻai aku ma o nā kahawai meaʻai a me nā lawelawe meaʻai kūpono.
I kēia makahiki, ua lawe mākou i kahi ʻanuʻu koʻikoʻi i kēia pahuhopu, wahi āna. ʻO kēia ka hoʻokaʻawale ʻana i kā mākou mea kūʻai aku honua a me nā ʻoihana pili, a me ka hoʻopau ʻana i kahi ʻaelike e kūʻai aku i kēia mau ʻoihana iā Lactalis no NZ$4.22 biliona, ke kali nei i ka ʻae ʻia.
Ua ʻōlelo pū ʻo Hawke e hoʻokumu ʻia ka waiwai hou aʻe ma o nā ʻoihana lawelawe meaʻai a me nā mea hoʻohui, ʻo ia hoʻi ka hoʻomau ʻana o ka hoʻopukapuka kālā i nā mana hou. Ua hōʻike ʻo ia e loiloi ana ʻo Fonterra i kahi moʻo o nā hoʻopukapuka kālā ulu hiki ke ulu a hoʻolālā e hoʻopukapuka a hiki i NZ$1 biliona (ma kahi o RMB 4.1 biliona) i nā makahiki ʻekolu a ʻehā e hiki mai ana i nā papahana he nui (e nānā i ka pakuhi ma lalo) e hoʻokumu i ka waiwai hou aʻe a hoʻomaikaʻi i ka pono o ke kumukūʻai hana.
Ua hoʻopau ʻo ia ma ka ʻōlelo ʻana ma o ka hoʻokō pono ʻana o kāna hoʻolālā, manaʻo ʻo Fonterra e hoʻihoʻi i kāna loaʻa kālā i ka pae o kēia manawa i loko o ʻekolu mau makahiki, e hoʻopau ana i ka hopena o ka hoʻokaʻawale ʻana i kāna mea kūʻai aku a me nā ʻoihana pili i ka loaʻa kālā. Inā holo mālie ka hana, hoʻolālā ʻo Fonterra e hoʻokō i ka awelika o ka hoʻihoʻi kālā kapikala o 10% a 12% mai ka makahiki kālā 2026, ʻoi aku ka kiʻekiʻe ma mua o ka awelika o nā makahiki ʻelima i hala. Ua hōʻoia hou ʻo Fonterra i kāna hoʻolālā e uku i nā dividends ma 60% a 80% o ka loaʻa kālā.
Eia kekahi, ua hoʻoponopono hou ʻo Fonterra i kāna wānana hana waiū no ke kau 2025/26 mai 1.49 biliona kilokani o nā mea paʻa waiū a i 1.525 biliona kilokani o nā mea paʻa waiū; ʻo ke kumukūʻai waiū i wānana ʻia no kēia manawa he NZ$10.00 no ke kilokani o nā mea paʻa waiū, me kahi pae mai NZ$9.00 a NZ$11.00 no ke kilokani o nā mea paʻa waiū.
Ka manawa hoʻouna: ʻOkakopa-09-2025