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....
Beer sales in Thailand began growing rapidly in 2016
By the end of 2015, the market revived its growth, having expanded by 5% to 21.1 mln hl.
Despite the comparatively high income level, the per capita beer consumption in Thailand is lower than in neighboring Vietnam and China (31, 33, and 36 l/person, correspondently).
However, the retail price in Thailand is twice higher, and resultantly, the share of premium beer on the local market is very high.
The market growth may have been connected to ThaiBev's successful relaunch of its Chang beer brand last year. 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.
Japanese company Kirin and Philippine San Miguel Brewery which have breweries worldwide, moved its production to Thailand. The multinational brewing company Carlsberg has breweries in Laos, Myanmar and Cambodia. It is very convenient to deliver beer to Thailand from these frontier territories.
The authorities believe that the income from beer sales should benefit the state: to contribute to the construction of roads, support the army and finance the work of civil servants.
19 Jul. 2016