The trend of complication of Russian beer market is going on and in several directions at the same time. The range has got wider, the import and small segments are growing, namely craft beer, alcohol-free beer and special flavor beer. At the same time, all ex-mega brands and light lagers by Russian brewers are experiencing a decline of their shares. AB InBev Efes, Heineken, MBC and Pivzavod Trekhsosenskiy have exceeded the market, Carlsberg was developing slower than the market and Ochakovo as well as some other mid-sized breweries have been cutting down their volumes. To a big extent brewers’ performance was connected to their ability to reach agreement with networks, sacrifice their margin and enter new markets. Craft brewers are facing a serious danger of producers’ registration introduction – de facto licensing. ...
The global outlooks of the legal market of cannabis are excellent. It is possible to simultaneously imagine dry law repeal and craft brewing boom but not in one but in several consumer categories. For alcohol is contained in liquids and cannabis derivatives can be in three physical forms. The value of legal market of cannabis and its products can reach 10% of the world beer market in five years, and in 2030-2040 even reach the same scope provided the current rates of legalization and development of market infrastructure remain at the same level. Cannabinoids are actively integrating into the food industry from chewing gum to beverages deforming the pharmaceutical and alcohol markets, they influence the trends of healthy lifestyle and beauty. ...
Beer market of Kazakhstan acquired both traits of East European countries and South Eastern Asia taking a transitional position between them by many criteria and consumption style. Yet there is a positive trend in beer production which differs Kazakhstan from most of the neighboring countries. The market has remained consolidated in the hands of two international players because of its small size. However, it faces dynamic processes such as fast growth of draft beer sales, up and downs of regional companies and Carlsberg Group’s ultimate expansion. Excessive mainstream segment has declined over the recent years, yet, Zhigulevskoe and national brands with regional links have yielded their positions to a range of new products. In our review special attention was paid to regional analysis of the markets. In 14 regions of Kazakhstan we compared the companies’ positions, the market price segmentation and DIOT channel development. Besides we have compared the beer market of Kazakhstan to neighboring countries. ...
Foster’s to cast off wine; beer profit disappoints
The move could elicit interest from the likes of world No.2 brewer SABMiller (SAB.L) for Foster's $10 billion beer unit -- one of the last prizes in the globally consolidating beer market.
Foster's said the split, to be completed in May, would help each business pursue its own strategy after efforts to jointly market the two failed.
"As they do the demerger, it promotes the possibility of them becoming a target but the earnings will leave them looking somewhat vulnerable," said Angus Gluskie, portfolio manager at White Funds, which is a shareholder in the company.
"An acquirer has to be comfortable that there are some structural declines in that industry, primarily the traditional beer brands are really struggling to maintain their place in the market," he said.
The wine spin-off marks the end of a decade-long expansion, in which Foster's had spent around A$6 billion building its portfolio buying Southcorp and Beringer to create the world's second-largest wine company.
It then wrote down its value by half, or nearly A$3 billion, as the global wine glut, a tough market and surging Australian dollar slashed profits.
The beer and wine units are expected to attract interest from trade buyers and private equity firms after they are separately listed on the Australian Stock Exchange.
Foster's has already rejected one formal bid for the wine business, which owns vineyards from California's Napa Valley to the Hunter Valley near Sydney and labels including Beringer, Penfolds and Wolf Blass. That offer, from unnamed private equity bidders, was worth $2.5 billion.
BEER DEMAND DECLINES
Australia's beer market has declined in recent years, as consumers turn to wine and premixed drinks. Government statistics showed that Australians drank an average of 107 liters of beer in 2009, the lowest reading since 1947.
Foster's, which has been brewing its flagship brand since the 1880s, said it estimated the country's total beer market declined 7 percent in the six months to December, hit by one of the wettest and coolest summers in decades.
"Our financial results have not been as we would like them," Chief Executive Ian Johnston told an analyst briefing. But he said the beer unit, Carlton & United Breweries (CUB), had increased its Australian beer market share, as its volumes fell 5.8 percent, less than the sector's overall decline.
In the current half, beer volumes are expected to decline 3-4 percent. CUB has a market share of around 50 percent, ahead of main rival Lion Nathan (2503.T) with about 42 percent and various small craft beers.
Johnston, who will depart after the split following two years at the helm, said he never intended to put the company up for sale, but any offer would be considered "on its merits."
15 Фев. 2011