CB-Insights《食品技术状况》第二季度报告：投资和行业趋势值得关注（英）-2021.7-47页_6mb

报告摘要

State Of Food Tech Q2'21 Report: Investment & Sector Trends To Watch

Core Content

This report outlines the key investment trends and sector-specific developments in the food technology industry during the second quarter of 2021. It highlights how the industry is adapting to post-pandemic challenges and opportunities, particularly in sustainability, labor shortages, and digital transformation.

Main Market Drivers

Sustainability Initiatives: Food & beverage corporates are prioritizing sustainability, focusing on reducing environmental impact through eco-friendly operations, regenerative agriculture, and sustainable product portfolios.
Labor Shortages: The pandemic has exposed and exacerbated labor shortages across the food industry, leading to increased wages and bonuses to attract workers, and prompting investment in automation and robotics.
Food Waste Reduction: Companies are investing in innovative solutions to minimize food waste, including smart packaging and natural preservation methods.

Key Investment Trends

Funding Decline, Deals Rise: Food tech investment dipped in Q2'21 from $13.5B in Q1'21 to $8.9B, while the number of deals increased from 369 to 409.
Early-Stage Funding Dominance: Early-stage deals (seed or Series A) accounted for 62% of total funding, up from 46% in the previous quarter.
Delivery Dominates Valuation: Food delivery startups, such as Swiggy, Noom, Glovo, and Gojek, saw significant valuation increases, with 3 of the 5 most valuable unicorns in Q2'21 being food delivery companies.

Sector Highlights

Food & Beverage

Alternative Proteins: Alternative protein funding surged, with H1'21 seeing over 3.5x the funding of 2020. Startups like Motif FoodWorks and NotCo are developing plant-based ingredients with improved texture and mouthfeel.
Wellness Beverages: Beverages with functional benefits, such as adaptogens and nootropics, are gaining traction, especially among health-conscious consumers.
B2B & B2C Innovations: Companies are focusing on both B2B and B2C markets, with alternative protein producers and wellness drink innovators leading the charge.

AgTech

Increased Funding: Agtech funding rose steadily, from $1.3B in Q2'20 to $2.1B in Q2'21. Vertical farming startups, such as Bowery and Upward Farms, received significant investment.
Vertical Farming Growth: Vertical farming is expected to surpass 2020 funding levels by year-end, with startups using aquaponics and robotics to grow produce indoors.
Seed Innovation: Companies like Inari and Equinom are using AI and data sciences to breed more nutritious and cost-effective seeds.

Restaurant Tech

Cooking Robotics: Early-stage cooking robot startups are gaining attention due to labor shortages. Companies like Aitme, Chef Robotics, and BonBot are developing robotic solutions for food preparation.
Contactless Payments: There is a growing focus on contactless payment platforms to adapt to changing consumer behaviors.

Food & Beverage Delivery

Dark Kitchens: Dark kitchens and meal kit delivery services continue to attract investment. Getir and Glovo are leading in this space with rapid growth and expansion plans.
Home Chef Platforms: Platforms like Territory, Shef, and CookUnity are gaining traction by connecting consumers with local chefs for ready-to-eat meal deliveries.

Alcohol Tech

Alcohol-Free Beverages: Alcohol-free beer and spirits are becoming increasingly popular, with startups like Lyre's and Athletic Brewing Co receiving substantial funding.
Surge in Funding: Alcohol tech funding saw a surge in H1'21, with Q2'21 recording 38% more deals than Q1'21, despite a 20% drop in funding.

Summary of Major Trends

Delivery Dominance: Food delivery startups led the way in large deals and valuations, with several achieving unicorn status.
Alternative Proteins: This sector saw significant investment, with a focus on texture and mouthfeel for plant-based products.
Sustainability and ESG: Corporates are increasingly aligning with sustainability goals, emphasizing environmentally friendly operations and product lines.
Labor Shortage Solutions: Automation and robotics are being heavily invested in to address labor shortages in the restaurant and food production sectors.
Alcohol Alternatives: Alcohol-free beverages are rising in popularity, especially among health-conscious consumers, with increased funding and innovation in this space.

Key Companies and Deals

Company	Deal Date & Amount	Total Funding	Description
Swiggy	April '21 // $800M	$2.4B	Partners with restaurants and has its own delivery fleet. Valuation: $5B
NooM®	May '21 // $540M	$627.8M	Develops behavioral change programs for wellness. Valuation: $3.7B
Glovo®	April '21 // $528M	$1.2B	Offers on-demand courier services. Valuation: $1B
Gojek	May '21 // $300M	$5.035B	Provides food delivery as part of a multi-modal platform. Valuation: $10B
Motif FoodWorks	June '21 // $226M	$343.5M	Focuses on sustainable alternative proteins. Valuation: $306.5M
Inari	Series D (5/12/21)	$70M	Uses biological and data sciences to breed seeds. Reached unicorn status.
Equinom	Series C (6/22/21)	$20M	Uses AI to crossbreed non-GMO seeds for improved nutrition.
Bowery Farming	Series C (5/25/21)	$300M	Vertical farming startup using robotics and LED lighting.
Upward Farms	Series B (4/15/21)	$16M	Uses aquaponics to grow leafy greens indoors.
Getir	Series D (6/4/21)	$550M	Turkey-based delivery service aiming to expand into the US.
Lyre's	Series B (5/4/21)	Undisclosed	Australia-based startup creating alcohol-free spirits and cocktails.
Athletic Brewing Co	Series C - II (6/9/21)	$10.6M	US-based startup producing low-ABV beers and seltzers.

Conclusion

Q2'21 marked a pivotal moment for the food tech industry, with a focus on sustainability, automation, and personalized wellness solutions. While overall investment declined, the number of deals increased, particularly in delivery and alternative protein sectors. Agtech and alcohol tech also showed promising growth, indicating a shift towards more efficient, sustainable, and consumer-centric innovations.

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