Fonterra provides Farmgate Milk Price and earnings update
Fonterra Co-operative Group Ltd has today lifted its forecast Farmgate Milk Price for the 2025/26 season and narrowed its forecast range. Fonterra expecting to distribute Mainland Group earnings as special Mainland dividend Fonterra confirms FY26 forecast earnings guidance from continuing operations Fonterra lifts 2025/26 season forecast Farmgate Milk Price midpoint from $9.00 per kgMS to $9.50 per kgMS The midpoint has increased from $9.00 per kgMS…
Fonterra Shifts to Protein After $4.2B Mainland Exit
Fonterra is positioning itself around surging global protein demand, which executives describe as exceptionally strong across Europe and the United States. Dairy protein’s quality and versatility in products such as shakes, bars, and fortified foods make it central to the co-operative’s long-term strategy following the planned $4.2 billion sale of its Mainland consumer business to…
Fonterra Global Dairy Update Signals Price & Supply Trends
Fonterra Co-operative Group has posted its Global Dairy Update for January 2026, highlighting ongoing shifts in global milk supply and market dynamics amid sustained dairy production across major producing regions. While detailed commentary in the update itself is limited, broader dairy price trends show strong milk flows putting pressure on farmgate price forecasts in key…
Fonterra Calls India FTA Outcome “Disappointing” on Dairy Access
New Zealand’s largest dairy co-operative, Fonterra, has acknowledged the conclusion of the India–New Zealand Free Trade Agreement (FTA) but described the outcome as disappointing for dairy access, particularly for core dairy exports. In an official statement, Fonterra’s Global External Affairs Director Simon Tucker said that despite strong advocacy by New Zealand negotiators, the agreement was…
NZ Dairy Structure: One Major Firm, Strong Follower & Niche Players
In his recent commentary, agribusiness analyst Allan Barber applauds the evolution of the New Zealand dairy sector into a balanced market structure: one dominant processing company, a credible second-tier follower, and several specialist firms each focused on narrow but successful product ranges. He points out that the leading co-operative Fonterra Co‑operative Group Ltd still controls…
NZ Dairy War: Fonterra’s Milk Share Slipping Despite Profit Surge
Despite a record payout and $1.1B profit, the co-op’s share of the New Zealand milk pool is shrinking as independent processors intensify competition. Despite reporting a massive profit after tax of $1.1 billion and a record $10.16/kgMS milk price for the last season, Fonterra Co-operative Group is struggling to defend its dominant market position. The dairy giant confirmed it netted a higher volume…
Fonterra’s Strategic Pivot: The Future of Dairy
A landmark sale of its consumer brands signals a focused move towards high-value B2B channels, a strategy that could reshape the global agribusiness sector. Fonterra is making a major strategic shift by selling its consumer business, including the $4.22 billion agreement with Lactalis. The article presents this decision as a key move to focus on what the company does…
Fonterra’s Brand Sale: Short-Term Gain, Long-Term Loss?
Fonterra’s decision to sell its brands business—home to household names like Anchor, Mainland, and Kapiti—to French-owned Lactalis for NZ$3.85 billion has sparked intense debate. While the deal promises a windfall for farmer-owners amid strong dairy prices, critics argue it represents a short-term tactical win but a long-term strategic failure. When Fonterra was formed, the vision…
Fonterra Ditches A2, Goes All In on Lactose-Free
A Major Agribusiness Pivot Sees Fonterra Discontinue Its A2 Milk Line to Focus on New Zealand’s Fastest-Growing Dairy Segment. In a strategic move set to reshape a key segment of the agribusiness market, New Zealand dairy giant Fonterra has announced the discontinuation of its A2 milk range. The cooperative’s decision, confirmed in a notice, is a clear…
Fonterra lifts FY25 forecast Farmgate Milk Price
Fonterra Co-operative Group Ltd has today increased the 2024/25 season forecast Farmgate Milk Price from $10.00 per kgMS to $10.15 per kgMS, with the range narrowing from $9.70 – $10.30 per kgMS to $10.10 – $10.20 per kgMS. CEO Miles Hurrell says “as we close out the FY25 year, I’m pleased to be in the…