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....
Japane. Highest-ever Q1 sales for Asahi
Sales rose 1.6% to 380.2 billion yen (US$3.5bil) in the three months ended March 2016, while net income fell 95% to 614 million yen, Tokyo-based Asahi said in a statement. The drop in net income is due to a one-time gain related to an investment in a Chinese company booked in the same period last year, according to the company.
The brewer of Super Dry brand beer in February forecast 2016 net income of 80 billion yen that lagged analyst estimates. It reiterated the forecast yesterday.
Japanese brewers are looking to expand abroad to counter falling domestic consumption amid a stagnant economy, shrinking population and changing consumer tastes.
29 Apr. 2016