“Catalogue of Russian Beer Producers 2020” includes 1285 businesses ranging from large subsidiaries of international companies to rather small restaurant and craft breweries.This issue has 171 more breweries compared to 2018 (155 business have been excluded and 326 have been included).Starting from 2019, FTS has been publishing data on excise payments by brewers (delayed by 1.5 years), that can be translated into beer equivalent for most of producers.Depending on the volumes, we ranked the brewers that provided information by 6 groups (see pic.). At one end of the production spectrum there are 2/3 of breweries outputting less than 10 thousand decaliters. Their net share amounts to as little as 0.2% of the total beer output volume. On the other end there are 6 federal groups accounting for almost 80%. ...
Dmitry Nekrasov’s Philosophy — on the Past, Present and Future of Ukrainian Brewing IndustryA meeting with Dmitry Nekrasov always turns into a training course: “Introduction to brewing business“. We are talking to a clever “playing trainer“ a person that can be called a godfather of the Ukrainian craft. He has a dozen of successful projects to his name. Dmitry told us about craft beer in Ukraine, on market cycles, on specifity of operating in retail and HoReCa, on union of Ukrainian brewers and certainly, how a brewery of his own, First Dnipro Brewery is doing.
The market of import beer in Russia: review and databasesThe market of import beer is rapidly growing and changing. But while in the past years it was growing due to brands variety, in 2019 major and affordable brands from TOP-10 were developing actively. It seems that the fact of a brand origin from far abroad counties, even if it is not well known but has moderate price and good distribution provides for million liters of sales in the territory of Russia. Among distributors AB InBev Efes was far behind, yet the role of Baltika and suppliers of the second row got more important. The boom of German brands was followed by stagnation of import from other traditional regions (and Belarus) instead the supplies from Mexico, Lithuania and Asian countries grew considerably.
Russia: Positions of Brewing CompaniesThe review contains an analysis of interim performance of brewers in the first half of 2019. There are rather dynamic changes behind a modest industry growth. Baltika is again experiencing a stage of volumes and market share slid due to competition with AB InBev Efes. Because of the price competition and presence expansion in the modern trade company #2. has come close to the leading position. At the same time sales of Heineken Russia have continued growing which makes the premium part of the portfolio heavier. The market premiumization trend had been also confirmed by import brands. MBC and Zavod Trekhsosenskiy have been the most successful among federal market players. The market share of independent regional brewers and Ochakovo have continued falling as they are being squeezed out by the market leaders at their competitive fields.
Ukrainian beer market 2019: companies and brandsIn 2019 beer production and market have been still fluctuating about zero point. However, the past season was successful for brewers judging by the sales profitability. The price mix has improved due to rapid general market premiumization, as well as its particular aspect, the growth of import beer sales. By the season end AB InBev Efes improved its positions considerably. It turned out that consumers had not forgot Efes brands that had to leave the market, but started to recover rapidly. Against the stagnating market that meant sales decline of other companies, in the first place Carlsberg Group that most of all beneficiated from Efes exiting the market. PPB turned out to be stable to branding activity of its competitor and Obolon kept the same volumes and at the moment it is the absolute leader of the economy segment. The share growth of independent producers took place thanks to leading craft breweries, that so far do not have a big market weight, but they are rapidly gaining it.
Brewing industry in Kazakhstan 2019During the first half of 2019, the majority of Kazakh brewers made their contribution into positive dynamics. Yet it was companies of the lower division, not the two transnational leaders that raised their production and sales. The shares of draft beer and aluminum can which is rapidly squeezing glass bottle out of the market, have been growing. The price segmentation has remained stable despite the substantial rise of retail prices and fluctuations of brand market shares, while the borders between segments have become blurred. The main events in the industry have been: the announced revision of the beer excise policy, launch of BeerKhan brand in the strong beer segment, and most important – purchasing assets of Shymkentbeer by Arasan.
Heineken sees 2011 cost pressure after strong Q1
Heineken, whose chief brands are Heineken itself and Amstel, Europe's number one and three beers by sales, reported consolidated volumes on Wednesday that were higher than expectations and the first annual increase since the end of 2008.
Growth was strongest in Africa and the Middle East despite unrest in Egypt, but beer sales also rose in the mature and flat western Europe market, due to more drinking in Britain, France and the Netherlands.
Beer consumption also rebounded in Russia from a year ago, when a tripling of excise duty on beer struck.
The Dutch brewer repeated its forecast of a low single-digit increase in input costs per hectolitre.
It also said that higher planned marketing spending this year was likely to impact profits, notably in Europe, still the dominant part of Heineken's business. Almost half of the Dutch brewer's revenue last year came from western Europe.
The growth of volumes and drive to reduce costs resulted in a like-for-like rise of operating profit before one-offs of more than 20 percent in the first quarter.
Chief Financial Officer Rene Hooft Graafland told a news conference that this growth in the first quarter, a less significant period for the group, was not an indication of Heineken's full-year performance.
Heineken's shares were down 1.0 percent at 39.78 euros at 0913 GMT, while the STOXX European food and beverage index .SX3PO was 0.2 percent stronger.
Brokers generally welcomed the trading update and said the weakness of Heineken's shares was likely a reaction to their outperformance in recent weeks -- an 11 percent rise compared with a 7 percent increase of the Stoxx sector index in the past month. "These are a good set of numbers. You can't get away from that," said Trevor Stirling of Bernstein Research. "But the shares have really run up in the past weeks. I think expectations were high among some investors."
JP Morgan Cazenove, which has a 'neutral' rating on the stock said in a morning note it recommended investors take profits, with tougher volume comparisons and higher marketing costs in Europe later in the year.
Consolidated volume rose by a like-for-like 5.5 percent to 33.8 million hectolitres, more than the 32.8 million on average expected in a Reuters poll of 12 brokers.
First-quarter revenue was 3.6 percent higher at 3.59 billion euros, against the average market expectation of 3.57 billion euros.
Rival SABMiller (SAB.L) on Tuesday beat forecasts with a 3 percent rise of beer volumes in the first three months of 2011, led by emerging markets in Africa and Asia. [ID:nLDE73E0W7] (Editing by Mike Nesbit)
21 Апр. 2011