2015 Hot Print Markets Analysis: Target Verticals That Fit Your 'Sweet Spot'
FDA anti-obesity rules, part of Obamacare, will require most of the one million eating places to provide calorie and additional nutrition information on menus, menu boards, foods on display, take-away circulars, drive-through signage, etc., before Dec. 15, 2015. Every printer can wait-on this sector, especially full-serve dining, taverns and clubs (+11 percent) as all digest the 395-page (yes, no typo) document. Get a copy!
In the fast foods/casual dining (+5 percent) category, McDonald’s (-5 percent) and others will pare back the number of standard items, but offer more customization for local tastes. Swallowing the Chipotle (+18 percent) model for fresh food quality, Mickey D’s 22 regional managers will be more autonomous in advertising decisions as well—tasty for smaller situated shops. The combo of Tim Hortons (+10 percent) and Burger King (+3 percent), after regulatory approvals, will brew, bake and fry up $0.1B in heatset web FSIs, in-store consumables and OOH signage, all of which will be co-branded.
No. 2 Medical/Pharma ($539B, +7 percent; with $15.5B to print, +4 percent) will return to vigor, while No. 7-ranked Health Providers ($3.545T, +pharma (+6 percent), long criticized for non-recoverable packaging. As no big pharma company grew in the last two years, 2015 is the recovery. Pfizer (+3 percent) will be buying pieces of competitors instead of selling parts of itself, and return—as all in the category must—to developing new drugs. Best positioned for print will be Glaxo Smithkline (+12 percent) as it surpasses Johnson & Johnson (+6 percent) in over-the-counter (OTC) products.
Most profound in healthcare is 3D printing, for which we as an industry must set up practice or otherwise perish. Ordered deposits of synthetic substrates and specific function inks are layered or weaved in-and-out of plane, much like a spider lays silk to create its web. Human and animal parts replacement will be the new medicine, eventually replacing chemical palliatives. Print, in this evolution, will rise to life though, to many, will fall on dead ears!
A record number of hospitals (+4 percent) will be merged into the largest 75 groups, which already hold a 1/3rd share. Community Health Systems (+22 percent) will integrate over 100 facilities in 2015, followed by HCA (+7 percent), UHS (+5 percent) and Tenet (+8 percent,) with dozens more. Name changes mean wellness for all graphics from scrips to signs.
Vincent Mallardi, C.M.C., is a the chairman of the Printing Brokerage/Buyers Association International (PBBA) and is a Certified Management Consultant in the paper, printing and converting industries. He is also an adjunct professor in economics. Contact him via email at firstname.lastname@example.org