For the Quarter Ending September 2025
North America
• In United States, Juice Concentrate Price Index rose quarter-over-quarter, due to rising costs and strong demand.
• Production costs increased, driven by 2.6% year-over-year Producer Price Index rise in August 2025 and higher agricultural labor.
• Overall inflation, indicated by 3% year-over-year Consumer Price Index increase in September 2025, raised input costs.
• Demand bolstered by 5.42% year-over-year retail sales increase in September 2025 and stable 4.3% unemployment.
• Consumer confidence declined to 94.2 in September 2025, suggesting cautious spending on juice products.
• Industrial production increased 0.1% year-over-year in September 2025, indicating sluggish growth and weaker industrial demand.
• US natural gas prices experienced a year-over-year uptick in Q3 2025, impacting energy feedstock costs.
• US fruit juice imports surged year-over-year in July 2025, but new tariffs impacted sourcing strategies.
• Juice Concentrate price forecast suggests continued firmness, influenced by sustained demand and ongoing cost pressures.
Why did the price of Juice Concentrate change in September 2025 in North America?
• Production costs rose from 2.6% Producer Price Index increase in August 2025 and higher agricultural labor.
• Strong consumer spending, retail sales up 5.42% in September 2025, bolstered demand.
• Trade dynamics, surging US fruit juice imports and new tariffs, impacted supply in Q3 2025.
APAC
• In China, the Juice Concentrate Price Index fell quarter-over-quarter in Q3 2025, influenced by a -2.3% Producer Price Index decline in September 2025.
• Juice Concentrate production costs rose in Q3 2025 due to upward pressure on fruit production and industrial electricity rates.
• Demand for Juice Concentrate softened in Q3 2025, as consumer confidence declined to 89.6 in September 2025.
• Despite a contracting Manufacturing Index in September 2025, industrial production grew 6.5% year-on-year, offering some demand support.
• Retail sales increased 3% year-on-year in September 2025, yet overall retail sales softened, impacting consumer product demand.
• Health-conscious consumption and demand for natural, organic, and functional fruit-based products strengthened in Q3 2025.
• Feedstock supply for juices was impacted in Q3 2025 by severe weather disrupting grape and citrus harvests.
• China's fruit juice exports increased month-on-month in September 2025, while imports decreased, affecting trade flows.
Why did the price of Juice Concentrate change in September 2025 in APAC?
• Deflationary pressures, with Consumer Price Index at -0.3% in September 2025, reduced consumer purchasing power for juice products.
• Producer Price Index declined by 2.3% in September 2025, indicating a weaker pricing environment for industrial goods.
• Consumer confidence at 89.6 in September 2025, coupled with a contracting Manufacturing Index, dampened demand.
Europe
• In Germany, the Juice Concentrate Price Index fell quarter-over-quarter in Q3 2025, influenced by contracting industrial activity.
• Production costs faced upward pressure from increased fruit and nut import prices through July 2025.
• Overall producer prices declined 1.7% in September 2025, driven by lower energy prices, reducing some input costs.
• Wholesale electricity prices in Germany rose in Q3 2025, and natural gas prices remained elevated throughout 2025.
• Demand was subdued by a contracting Manufacturing Index and 1% industrial production decrease in September 2025.
• Consumer purchasing power was challenged by a 2.4% Consumer Price Index increase in September 2025, contributing to cautious sentiment.
• Retail sales showed a modest 0.2% increase in September 2025, suggesting stable but slow consumer spending.
• EU agri-food import volumes, including fruit and nuts, increased in July 2025, with higher prices driving import value.
Why did the price of Juice Concentrate change in September 2025 in Europe?
• Contracting Manufacturing Index in Q3 2025 and 1% industrial production decline reduced demand.
• Consumer purchasing power was constrained by a 2.4% Consumer Price Index increase in September 2025, impacting retail sales.
• Fruit import price increases were partially offset by a 1.7% Producer Price Index decline in September 2025.
