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....
Vietnam. Beer production dynamics in May slowed down.
From January till May 2016, according to the official data, Vietnamese brewers produced 1323.7 mln liter of beer which is by 5.7% more than the previous year (1252.8 mln liters of beer in 2015). The beer production dynamics in 2016 has slowed against 2015 (5.7% and 7.1% correspondently).
We should note that there is no data for January and February. Yet these are the months when one could expect rapid growth in order to reach the 5.7% growth rate, if we rely on cumulative data.
In May and April, the growth rates decreased substantially. Several factors could have affected the situation: the increased tax burden on brewers starting from January 2016, that had to be overlaid on the consumers via higher retail prices, and consumers’ refocusing on premium class beer.
13 Jul. 2016