2019 March Board Book

RETAIL SALES TTL US

CALIFORNIA

WEST, x CA

CENTRAL

EAST

Dollar Sales %Change vs YA

California,$ sales and % chg

West xCA, $ sales and % chg

Central, $ sales and % chg

East, $ sales and % chg

$1,400

7.0%

$1,000 $1,200 $1,400 $1,600 $1,800

7.0%

$7,000

7.0%

$1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000 $4,500

7.0%

Dollar Sales (million)

Product

$1,200

5.0%

5.0%

$6,000

5.0%

5.0%

4.5%

Millions

Millions

Millions

Millions

NATURAL CHEESE

$12,992 1.0% $3,078 2.2% $7,168 -3.7% $6,833 -0.1% $1,071 -0.3%

3.8%

$1,000

3.0%

3.0%

$5,000

3.0%

3.0%

2.6%

BUTTER/BUTTER BLENDS

2.0%

1.8%

1.5%

1.3%

YOGURT

$800

1.0%

1.0%

$4,000

1.0%

1.0%

0.8%

0.8%

0.5%

0.5%

0.0%

ICE CREAM/SHERBET COTTAGE CHEESE

-0.3%

-0.5%

$0 $200 $400 $600 $800

$600

-1.0%

-1.0%

$3,000

-1.0%

-1.0%

-1.2%

-1.5%

-2.9%

$400

-3.0%

-3.0%

$2,000

-3.0%

-3.0%

-3.5%

-3.9%

Volume Sales %Change vs YA

-4.6%

$200

-5.0%

-5.0%

$1,000

-5.0%

-5.0%

$0 $500

Volume Sales

$0

-7.0%

-7.0%

$0

-7.0%

-7.0%

Product

NATURAL CHEESE 2,637,403,455 3.6% BUTTER/BUTTER BLENDS 794,642,036 2.2% YOGURT 3,095,652,131 -3.1% ICE CREAM/SHERBET 4,642,159,917 -1.7% COTTAGE CHEESE 512,992,899 1.4%

PRICING TTL US

CALIFORNIA

WEST, x CA

CENTRAL

EAST

Price per Volume %Change vs YA

California,price/volume and % chg

West xCA, price/volumeand % chg

Central, price/volume and % chg

East, price/volume and % chg

Price per Volume

$6.00

-4.0% -3.0% -2.0% -1.0% 0.0% 1.0% 2.0% 3.0% 4.0%

$6.00

-4.0% -3.0% -2.0% -1.0% 0.0% 1.0% 2.0% 3.0% 4.0%

$6.00

-5.0% -4.0% -3.0% -2.0% -1.0% 0.0% 1.0% 2.0% 3.0% 4.0%

$6.00

-4.0% -3.0% -2.0% -1.0% 0.0% 1.0% 2.0% 3.0% 4.0%

3.7%

$5.00

$5.00

$5.00

$5.00

Product

2.6%

2.3%

2.2%

1.6%

NATURAL CHEESE

$ $ $ $ $

4.93 3.87 2.32 1.47 2.09

-2.6% 0.1% -0.7% 1.6% -1.6%

1.2%

1.4%

$4.00

$4.00

$4.00

$4.00

1.2%

BUTTER/BUTTER BLENDS

$3.00

$3.00

$3.00

$3.00

-0.2%

-0.8%

-0.4%

-0.5%

YOGURT

-0.6%

-0.6%

-1.4%

-1.3%

$2.00

$2.00

$2.00

$2.00

-2.0%

ICE CREAM/SHERBET COTTAGE CHEESE

-2.5%

$1.00

$1.00

$1.00

$1.00

-3.6%

-3.1%

$0.00

$0.00

$0.00

$0.00

VolumeUnitsofMeasure natural cheese,butter

pounds

yogurt, ice cream cottage cheese

pints

16oz.

RCM DISTRIBUTION

CALIFORNIA

WEST x CA

CENTRAL

EAST

(TTLPTSCUMWKS)

RCM Dist. and Growth

0 10 20 30 40 50 60 70 80

0% 2% 4% 6% 8%

7%

2%

-1%

-6% -4% -2%

-5%

California West xCA Central

East

398

CALIFORNIA TOP 15 RCM BRANDS

WEST TOP 15 RCM BRANDS

CENTRAL TOP 15 RCM BRANDS

EAST TOP 15 RCM BRANDS

Product Dollar Sales %Change vs YA PRIVATE LABEL RFG SKIM/LOWFAT MILK $100,559,160 -$18,897,921 -15.8% PRIVATE LABEL NATURAL CHEESE-SHREDDED $64,638,353 -$1,354,026 -2.1% PRIVATE LABEL NATURAL CHEESE-SHREDDED $249,591,843 $3,876,169 1.6% PRIVATE LABEL NATURAL CHEESE-SHREDDED $100,059,487 $1,014,829 1.0% DAIRY PURE RFG SKIM/LOWFAT MILK$81,019,965 -$6,617,163 -7.6% PRIVATE LABEL NATURAL CHEESE-CHUNKS $27,592,104 -$2,000,111 -6.8% PRIVATE LABEL NATURAL CHEESE-CHUNKS $61,402,574 -$1,768,313 -2.8% PRIVATE LABEL RFG BUTTER $57,631,630 $20,303,194 54.4% PRIVATE LABEL RFG WHOLE MILK$79,473,928 -$7,146,441 -8.3% LAND O LAKES RFG BUTTER $18,494,385 -$1,711,398 -8.5% PRIVATE LABEL RFG BUTTER $49,778,757 $34,773,881 231.8% PRIVATE LABEL NATURAL CHEESE-CHUNKS $23,365,426 -$1,490,165 -6.0% PRIVATE LABEL ICE CREAM $61,964,812 -$1,625,737 -2.6% MOUNTAIN HIGH RFG YOGURT $15,320,053 -$955,861 -5.9% CACIQUE RANCHERO NATURAL CHEESE-CHUNKS $30,062,891 $4,147,299 16.0% BREAKSTONES COTTAGE DOUBLES COTTAGE CHEESE $20,367,751 -$611,163 -2.9% DAIRY PURE RFG WHOLE MILK $58,416,945 -$1,792,326 -3.0% PRIVATE LABEL RFG BUTTER $14,689,575 $11,403,719 347.1% BREAKSTONES COTTAGE DOUBLES COTTAGE CHEESE $17,843,175 -$326,699 -1.8% CACIQUE RANCHERO NATURAL CHEESE-CHUNKS $3,282,964 $537,639 19.6% KNUDSEN COTTAGE CHEESE $49,866,134 -$1,792,033 -3.5% CACIQUE RANCHERO NATURAL CHEESE-CHUNKS $12,523,592 $2,724,329 27.8% EL MEXICANO NATURAL CHEESE-CHUNKS $15,400,422 $1,517,551 10.9% PRIVATE LABEL FZ NOVELTIES $2,936,743 $129,232 4.6% KNUDSEN HAMPSHIRE SOUR CREAM$31,782,924 -$1,155,232 -3.5% EL MEXICANO NATURAL CHEESE-CHUNKS $8,470,836 $1,448,424 20.6% CACIQUE NATURAL CHEESE-CHUNKS$11,600,234 -$2,074,518 -15.2% HELADOS MEXICO FZ NOVELTIES$2,595,221 $666,447 34.6% SWISS RFG WHOLE MILK $30,791,464 -$2,490,178 -7.5% CACIQUE NATURAL CHEESE-CHUNKS$6,901,250 -$142,388 -2.0% HILAND RFG BUTTER $11,420,024 -$320,335 -2.7% CACIQUE NATURAL CHEESE-CHUNKS$2,527,159 -$116,342 -4.4% CACIQUE RANCHERO NATURAL CHEESE-CHUNKS $29,960,629 $613,596 2.1% KNUDSEN COTTAGE CHEESE $6,540,706 -$367,296 -5.3% CACIQUE RFG DAIRY CREAM $6,701,850 $1,237,348 22.6% CACIQUE RFG DAIRY CREAM $1,652,127 $501,574 43.6% JOSEPH FARMS NATURAL CHEESE-CHUNKS $29,822,689 -$3,295,019 -9.9% EL MEXICANO SABORICO RFG YOGURT DRINKS $4,913,307 $344,462 7.5% EL MEXICANO SABORICO RFG YOGURT DRINKS $5,528,496 $483,685 9.6% PRIVATE LABEL CREAM CHEESE-SOFT $1,078,666 $645,819 149.2% SWISS RFG SKIM/LOWFAT MILK $27,586,146 -$4,235,744 -13.3% HELADOS MEXICO FZ NOVELTIES$4,073,615 -$89,872 -2.2% CACIQUE SOUR CREAM $5,168,783 $1,044,034 25.3% ALL COOLHAUS FZ NOVELTIES $670,408 $325,028 94.1% PRIVATE LABEL RFG BUTTER $26,568,439 $5,746,255 27.6% JOSEPH FARMS NATURAL CHEESE-CHUNKS $3,760,630 -$1,837,952 -32.8% HELADOS MEXICO FZ NOVELTIES $5,096,682 $822,648 19.2% OTHER KAROUN DARIES INC NATURAL CHEESE-CHUNKS $641,239 $170,758 36.3% PRIVATE LABEL NATURAL CHEESE-SHREDDED $24,957,147 $265,587 1.1% GLEN OAKS FARMS RFG YOGURT DRINKS $2,868,263 $52,569 1.9% PRIVATE LABEL CREAM CHEESE-SOFT$2,323,193 $1,289,702 124.8% PRIVATE LABEL ICE CREAM $636,758 -$241,389 -27.5% MOUNTAIN HIGH RFG YOGURT $21,070,367 -$4,128,144 -16.4% CACIQUE RFG DAIRY CREAM $2,836,166 $453,443 19.0% CACIQUE RFG YOGURT DRINKS $1,328,897 -$156,518 -10.5% ORGANIC VALLEY RFG SKIM/LOWFAT MILK $600,234 -$47,119 -7.3% Dollar Sales Dollar Sales Change vs YA Dollar Sales %Change vs YA Product Dollar Sales Dollar Sales Change vs YA Dollar Sales %Change vs YA Product Dollar Sales Dollar Sales Change vs YA Dollar Sales %Change vs YA Product Dollar Sales Dollar Sales Change vs YA

Year Ending 12_30_2018

CRYSTAL RFG SKIM/LOWFAT MILK$20,587,849 -$3,231,069 -13.6% EL MEXICANO SOUR CREAM $1,451,967 $125,276 9.4% HILAND NATURAL CHEESE-CHUNKS $1,302,530 -$162,503 -11.1% CACIQUE SOUR CREAM

$532,894 $381,113 251.1%

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