511 - Market Update Q1 2021

Global Manufacturing

Costs continue to increase driven by demand, currency and raw material drivers.

▪ Perspective from the 511 Foodservice Manufacturing team in China: –

Chinese Government has implemented strict bans on disposable plastic product usage, action that is likely to increase domestic (Chinese) demand for bagasse, and further stressing manufacturing and increasing costs of fiber-based products – Chinese manufacturers anticipate inflationary headwinds into the second quarter of 2021 for most categories of raw materials, driven by high demand and unfavourability in the US-China exchange rate – Concern is high in China about spread of COVID-19 during Chinese New Year celebrations, potentially leading to production shortfalls in March – 511 Foodservice continues to invest 511 Foodserviceoss the globe in manufacturing capacity to maintain flexible and responsive sourcing and production capabilities

Costs Declining Stable Increasing

Outlook for Key Supply Categories

Reminder ! Chinese New Year, February 12-26

Product Category Nitrile & Latex Gloves

Primary Country

Availability Manufacturing Cost Drivers Outlook

Nitrile

Expect intermittent availability, and continued price increases throughout 2021.

Malaysia

Poor

Latex

Input PVC

Vinyl Gloves Hybrid Gloves

Vinyl availability continues to improve apace with continued high demand. Vinyl is a good substitution option for Nitrile or latex gloves.

China

Reliable

DOTP Plasticizer

We expect that increased manufacturing capacity should emerge in the US market by mid year 2021.

China

Improving LDPE

Plastic

511 Foodservice has made investments to increase capacity of these key products including wrapped cutlery and disposable cutlery kits.

Cutlery

Asia

Stable

Molded Fiber

Plastic

Takeout Food Packaging

Very high demand for Takeout Packaging. Supply constraints vary by type; Plastics and molded fiber products will remain tight through the first half of 2021 while paper folded takeout boxes will improve sooner.

Asia

Constrained

Molded Fiber

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