A new report reveals Europe’s significant price increase, while other markets face a different reality.
Milk prices in Europe have surged, with a significant 15% year-on-year increase recorded through July 2025, according to a new Rabobank report. This substantial price growth is a major factor benefiting dairy companies with a strong presence in the European market. The data highlights a remarkable contrast with other key global regions, where market dynamics are telling a very different story.
While Europe enjoys a price boom, major players in other markets are facing downward pressure. For example, farmgate milk prices in China were 12% lower in July 2025 compared to the same period in 2024. This divergence underscores the regional complexities of the global dairy industry and the varying factors—from local supply and demand to government policies—that influence prices in different parts of the world.
The report, which also features RaboResearch’s annual Global Dairy Top 20 ranking, provides a snapshot of the current industry hierarchy. French dairy giant Lactalis maintained its number one position, largely due to a strategic approach focused on acquisitions. Nestlé and Dairy Farmers of America held the second and third spots, respectively, confirming the continued dominance of large, globally diversified corporations in the agribusiness sector.
Looking ahead, Rabobank forecasts a significant shake-up in the industry, with the Global Dairy Top 20 rankings expected to see major changes in 2026. This disruption is anticipated to be driven primarily by a projected increase in mergers and acquisitions, as companies seek to expand their market share and adapt to evolving economic conditions. This trend signals that consolidation will remain a key theme for the coming year.
For dairy producers and analysts, this report is an essential piece of the puzzle. It illustrates that market performance is not uniform across the globe and that a company’s success is increasingly tied to its geographic focus and strategic agility. The data offers a clear data point for stakeholders in dairy economics, suggesting that while some regions are experiencing a boost, others must contend with challenging market headwinds.
Source: Agriland.ie, “Milk prices in Europe up 15% year-on-year through July 2025 – Rabobank”
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