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....
Carlsberg turns profitable in India, now the country’s second largest beer company
"Our Indian business grew 42% in a slightly growing market. The business also delivered a significant earnings improvement, and for the first time turned profitable," Carlsberg CEO Cees't Hart said in an investors call on Thursday. "This was driven by a combination of volume growth and tight cost control," he said.
Unlike most global markets where its top seller is the milder version of the eponymous lager, Carlsberg's Indian unit has been focusing more on strong beer such as Tuborg Strong and Elephant because strong beer accounts for 80% of overall beer volume sales in the country.
The company also claimed that it is now the second largest beer maker in the country.
"Tuborg has higher volume than Carlsberg. Carlsberg generally is higher priced than Tuborg, so in terms of value the difference between Tuborg and Carlsberg is relatively modest," Hart said. "As the positive result of the strong Tuborg growth, we are now the number two player in the country both as a company and for the Tuborg brand."
Until a year ago, United Breweries controlled 51% share in the market, followed by SabMiller at 23% and Carlsberg with 15% share.
Carlsberg, which entered the country in 2006, invested Rs 200 crore in the market two years ago in a bid to ecome a big player in the India's increasingly competitive beer market.
12 Feb. 2016