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....
Thailand. In 1Q 2016, ThaiBev beer sales grew 61.1%
According to the company’s report ThaiBev beer sales by volume increased by 61.1% against the first quarter of 2015 and reached 273 million liters. The sales revenue in the beer segment increased by 71.3% to 18.034 billion baht.
Among the beverage segments of the company, the beer segment had the biggest growth of the net profit, that is, 174.6%. The sales profitability amounted to 9.1%, which is 3.4 p.p. higher than the same period the previous year.
The biggest cost item for the company was paying the excise tax, 58.9% of the total revenue. The previous year, this tax accounted for 57.3% of the total revenue.
24 May. 2016