Analysis of beer market in China (on Russian)
Beer market of Ukraine: big three losing weightIn 2016, fast increase of excises and resulting price spike stood in the way of the beer market stabilization. Most of competition (as well as mass sorts) moved to the economy segment of the market. The biggest losses were incurred by the leading three, especially Obolon, which again experienced pressure after reallocation of Efes market share. However, one should already speak of TOP-4. Group Oasis CIS (PPB) became a strong player and competitor to transnational companies. Besides the net sales of many regional medium breweries look rather good and 16-fold cost reduction wholesale trade license for craft brewers opens up a possibility of rapid growth in 2017.
Analysis of beer market in China
China’s transition to a “new normal” reality backfired on the brewing industry unexpectedly. Stagnation and subsequent market decline resulted from dynamic social and economic changes. There has emerged a “two speed” market where the medium class significance is growing, yet the share of main beer consumers, “blue collar” is decreasing. Also the inflow of consumers is shrinking, as demographics stopped being a growth driver. Finally, beer is giving way to other alcohol drinks....
EU Malting barley is in short supply – price increase is expected
The reason for the scarce supply, were the difficult weather conditions during spring and in harvest time. While the west of the EU had drought conditions in spring, causing problems, in the north a rainy harvest time caused producers concerns. They complain about regionaly heavily reduced yields and poor qualities, especially what the protein content is concerned.
In the meantime, weak prices for malting barley in the EU where caused by the lack of industrial demand. The Brewers are not on the market. Should execution problems arise, because of insufficient quality, the prices will return to rise, following Fleischer.
12 Oct. 2011