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Investissez dans la FoodTech (VIDEO FR)

Published on September 15, 2020

À l’occasion d’un webinar organisé par le Clubster NSL et l’incubateur de startup Euralimentaire, j’ai pu présenter un état des lieux de la FoodTech en France, en Europe et dans le monde après le COVID 19, notamment du point de vue d’un investisseur hésitant qui chercherait à savoir dans quels domaines (de la FoodTech) s’investir.

Vous trouverez dans cette vidéo :

1 – une définition de la FoodTech à jour avec des exemples pour chacune des catégories

  • AgTech : startup améliorant la productivité des fermes actuelles (Naïo Technologies et ses robots), inventant les fermes urbaines de demain (Plenty) ou produisant de nouvelles sources de protéines (Solar Foods)
  • Foodscience : nouveaux produits alimentaires et packagings (Apeel) répondant aux nouvelles attentes des consommateurs (Soylent, Beyond Meat)
  • Foodservice : digitalisation (Choco) des restaurants, notamment autour du paiement (Tiller, Toast) et robotisation (Pazzi)
  • Coaching : personnalisation de l’acte d’achat en fonction de l’offre (Yuka), des objectifs (Foodvisor) ou du génome (Genopalate)
  • Delivery : livraison de plats de restaurants (Deliveroo) et surtout de courses par la création de nouveaux distributeurs intégrés (Picnic) ou l’ubérisation (Instacart)
  • Retail : Transparence (Provenance), digitalisation de la supply chain (Alkemics) et ubérisation du transport logistique (Fliit)

2 – un état des lieux des investissements dans la FoodTech dans le monde, en Europe et en France. Un focus sur l’écosystème français permet d’en voir les forces et faiblesses :

  • forces : 2 catégories leaders en AgTech (notamment les alternatives à base d’insecte pour l’alimentation animale) et Foodservice (notamment le paiement)
  • faiblesses : trop peu de nouvelles startups, faiblesse dans les startups de livraison et nouveaux produits alimentaire (notamment plant-based)

3 – un focus sur les opportunités d’investissements dans la FoodTech et l’impact du covid sur les différentes catégories de startup :

  • AgTech : peu d’impact à court terme et intérêt renforcé à moyen terme pour l’urban farming et les protéines alternatives (relocalisation de la production).
  • Foodscience : impact modéré, les startups avec une “vraie communauté” ont bien tenu le choc et sortent renforcé.
  • Foodservice : impact fort et plutôt négatif sur l’ensemble des startups travaillant sur la digitalisation de la restauration. Les startups de robotique ou de cloud kitchens sortent renforcées et apparaissent encore plus prometteuses aujourd’hui.
  • Coaching : peu d’impact sur un secteur non développé localement.
  • Delivery : impact modéré sur les startups de livraison de restaurant (baisse des commissions) et impact très positif pour les startups cherchant à réinventer la distribution.
  • Retail : petit secteur, peu impacté.

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