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 to keep Sri Lanka’s Lion supplied after floods
The firm, which sells Lion and Carlsberg brands in Sri Lanka said it carried only about 15 days of finished product.
Though beer demand has fallen after tax increases last year, driving more people to toddy and hard alcohol.
Demand has also fallen due to heavy rains.
Carlsberg Asia will brew the beer at four locations and ship the products to Sri Lanka.
"..[S]ince the brewing process itself takes 15 days, raw materials need to be sourced & brands shipped to Sri Lanka, it will take some time before products start flowing back into the market on a regular basis," Chief Executive Suresh Shah told shareholders.
Though floods were an annual occurrence, this year the water levels had been higher and it had damaged the factory and its electronic circuitry.
These are custom made and took time to produce and arrive in Sri Lanka. The company said damage is still being assessed but it had flood cover and also business interruption insurance which would protect cashflows.
Lion said it had carried out relief work in the area during the floods. Some of its employees, whose houses were also damaged had also continued to work and support the efforts, Shah said.
28 Jun. 2016