VALUE - ADDED CORNER

“No go” can be a good show

Feasibility study advises co-ops not to pursue tortilla project

By Michael Doherty

Editor’s note: Doherty is a cooperative business specialist with
USDA Rural Development’s state office for Illinois. He acted as
USDA’s consultant for the project described below.


good feasibility study that accurately gauges the odds of success is essential for any co-ops considering a value-added project. Two central Illinois grain cooperatives recently contracted for an independent feasibility study, which ultimately determined that there was little chance for success for their proposal to process specialty tortillas for the Hispanic market in Chicago, despite growth of that market and increasing demand.

While there was undoubtedly some disappointment about that outcome, those feelings would pale compared to what co-op members would have felt had they pursued the project, only to have it end in failure. Sometimes the best feasibility study is the one that urges a “no go,” as this case shows.

Co-ops form
joint venture

The Morrisonville Farmers Cooperative and Assumption Coop Grain Co. formed ILLI MEX Alliance LLC in June 2001 as a joint venture to explore new, valueadded markets and new sources of income for their 2,000 members. The goal of the alliance was two-fold: 1) to develop a premium-based contract market for white corn that would add income to the members’ farming operations, and 2) to eventually own a piece of the tortilla manufacturing business in Chicago.

The cooperatives have export market access through St. Louis and sell into the domestic processor market in Decatur, Ill., through ADM. They are experienced in grain handling, identify preservation of grain and in merchandising high-oil corn, non-GMO corn and food-grade corn.

Tom Bressner, general manager of Assumption Co-op, became interested in the tortilla market while seeking new markets and customers on trade missions to Mexico in 1997, 1999 and 2000.

To help pay for a feasibility study, the alliance applied for a USDA Value-Added Producer Grant (VAPG) of $40,000 during the summer of 2001, which was matched by ILLIMEX (with funds contributed by the two cooperatives). USDA awarded the grant in October 2001.

Focus on Chicago market
The immediate objective was to determine the feasibility of developing a fresh masa tortilla manufacturing business in the heavily Hispanic areas of Chicago.

Masa is flour, or dough, made of ground corn and used for tortillas. This fresh masa tortilla business would use white food-grade corn, which would be produced through premium based contracts with the Assumption and Morrisonville co-ops.

According to the 2000 census, 1 million residents of Cook County are Hispanic, of whom 72 percent are of Mexican heritage. They, along with 490 Mexican restaurants in the Chicago area, were the primary consumer targets of the proposal.

Impetus for the co-op alliance resulted from discussions with representatives of the Independent Tortilla Manufacturers (ITM) Association, an industry group that controls more than 50 percent of the tortilla market in Mexico. Meetings took place in May 2001 with Burt Swanson, a University of Illinois extension specialist, and the potential Mexican partners, which were to be offered a chance to buy an interest in the venture.

Swanson had studied the tortilla market in Mexico extensively and felt there was potential to increase the tortilla market with Chicago Hispanics. Swanson contacted USDA Rural Development in Illinois to assess the possibility of the cooperatives applying for a VADG grant. He held discussions in May 2001 with a USDA Rural Development cooperative specialist regarding the structure of the proposed venture, ownership by farmers of a tortilla business and location of manufacturing facilities.

Letters of support for the USDA assistance were written by the Illinois Corn Growers Association, Illinois Department of Agriculture, Senator Dick Durbin, Governor George Ryan and several local congressmen.

Most tortillas manufactured and sold in Chicago are prepared from rehydrated corn flour mixed with food preservatives to increase shelf life. The ITM group believed that Hispanic consumers and restaurants in Chicago would prefer and be willing to pay a higher price for tortillas that were made on-site daily from whole grain masa and produced without the use of preservatives.

This process would allow the tortillas to be made with more traditional Mexican flavors and textures than the “American version” of tortillas, which would be more appealing to Hispanic consumers. Tortillas made “in-store” from fresh masa dough would cost more than competing tortilla products, but initial discussion indicated that designing a new and efficient system for delivering the masa to stores could offer a significant market advantage over the existing systems.

If the results of the feasibility study were positive, it was envisioned that eventually ILLI-MEX LLC would own a small production plant in the Chicago area.

The Alliance hired SJH and Co. of Danvers, Mass., to conduct the feasibility study for the project. Information from the Mexican ITM group was also considered, along with agricultural research results from the University of Illinois.

Phase I of the feasibility study was to run from Nov. 1, 2001 to Jan. 31, 2002, and was to focus on market dynamics in Chicago, pricing, marketing and industry structure. If those results were positive, the study would advance to a more in-depth technical assessment and financial analysis, to be conducted in May of 2002.

Study recommendation: “No Go”
The findings and recommendations of SJH and Co. were submitted to the ILLI-MEX Alliance on March 13, 2002. The overall outlook was negative, showing inadequate growth in market demand for fresh vs. pre-packaged corn tortillas. The study found that there was a dwindling reliance on small-scale local shops, excessive costs for making and selling tortillas in stores, dwindling demand for fresh masa dough and a maturing market headed toward overcapacity.

The feasibility study results were clear, comprehensible and offered ILLI-MEX a valuable education about a topical market. It also saved the two cooperatives from investing further effort and money toward a project that carried high risk of failure.

Assumption Co-op Grain’s Bressner says the outcome may not have been what the co-ops were hoping for, but it gave them the information they had to have to make an informed decision.

“You have a big idea and a dream, and some people want to go out and spend big bucks to make it happen,” Bressner says. But that dream could turn into a nightmare without a good study. “That’s why you do a feasibility study to find out if the dream is likely to become reality.

“The study gave us the answers we were looking for,” Bressner continues. “We look at the whole process very favorably. And it opened up a dialog between us and Morrisonville that is ongoing. We’ve kept the joint venture intact and are now looking at other possible projects. So even though the decision was made not to pursue this project, it has been of great benefit to both of our co-ops.”



















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