Where is the non-alcoholic beer market heading to? Companies and brands. Baltika as a democratic leader. Heineken – how do you shake up the market and shove up the competitors. AB InBev Efes – premium corner. Non-alcoholic import beer. Non-alcoholic beer - Who drinks it? General conclusions. Summer beer. ...
“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.
AB InBev beer sales drop on Brazil rain, U.S. jobs
However, the maker of Budweiser, Stella Artois and Beck's said it expected volumes to improve from the second quarter and forecast continued benefits from price rises carried out in its main U.S. and Brazilian markets at the end of last year.
First-quarter overall group shipments fell 0.4 percent on a like-for-like basis, the first decline for the company since the third quarter of 2009 and against market expectations of a slight increase.
The Belgium-based brewer said on Wednesday a high jobless rate, notably among its core consumer group of young males, reduced volumes in the United States, while heavy rain kept growth to a minimum in Brazil. Beer consumption typically rises in warm and sunny weather.
Price hikes cut AB InBev's share of its two largest markets, but their net impact was positive, driving up revenue in both. Some U.S. consumers also shifted to premium beers.
Group revenues rose 5.6 percent to $9.0 billion and core profit (EBITDA) by 6.5 percent to $3.41 billion. Both were in line with average forecasts in a Reuters poll.
AB InBev shares dropped by as much as 3.8 percent to a three-week low of 42.2450 euros and they were among the weakest in the FTSEurofirst 300 index .FTEU3 of leading European stocks. At 1048 GMT, they were down 3.1 percent.
"The volumes were weak and the net profit was hit by certain financial items," said Bernstein Research analyst Trevor Stirling. "Some people are worried about the volumes, although I would expect volumes to pick up."
IMPROVEMENT FROM Q2
Chief Financial Officer Felipe Dutra said they would.
"We said in March that we were expecting soft points in the first quarter of the year with improvements starting from the second quarter going into the second half and that remains valid," he told a conference call.
"In terms of price, adjustments in the main markets took place at the end of last year so we already had that benefit in the first quarter and so that should continue into the second quarter and going forward as well."
AB InBev repeated that the cost of sales per hectoliter should increase by a low single-digit percentage this year as its hedging mitigated the impact of global commodity costs.
The futures price for malt barley is more than 50 percent higher than a year ago.
The company said revenue per hectoliter should grow by more than inflation. It also said sales and marketing investments would be a mid to high single-digit percentage higher in 2011 than in 2010.
"We continue to believe that a recovery in the U.S. economy is a question of when and not if. In the meantime, we will remain focused on building the health of our brands and driving forward with all our major initiatives," Dutra said.
U.S. employers stepped up hiring in March, when the jobless rate fell to a two-year low.
AB InBev's first quarter performance contrasts with that of world numbers two and three, SABMiller (SAB.L) and Heineken (HEIN.AS), both of which increased beer sales, although largely because of benefits in different regions.
MillerCoors , a U.S. joint venture of SABMiller and Molson Coors Brewing Co (TAP.N) and the second largest U.S. brewer, suffered a decline of volumes, albeit less than AB InBev and an improved trend compared with the previous five quarters.
Molson Coors reported lower-than-expected quarterly profit on Tuesday, hurt by a sales decline in Canada.
The world's fourth largest brewer Carlsberg (CARLb.CO), with a heavy presence in Russia, reports its first-quarter results next Wednesday.
4 мая. 2011