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. ...
Carlsberg CEO downplays threat of Russian PET beer bottle ban
Russian deputy Viktor Zvagelsky introduced a bill earlier in the year that now includes a proposal to ban sales of PET beer bottles by January 1, 2013.
Ban not likely, says CEO
But Joergen Buhl Rasmussen, CEO at Carlsberg, which has a major presence in the Russian beer market, does not expect the proposal to make its way into law.
“We don’t think this is very likely to happen – banning PET for beer,” said the CEO during a conference call on Carlsberg’s first quarter results.
And even if it is implemented Rasmussen does not think a ban would have a major impact on Carlsberg – for whom PET packed beer only accounts for a small percentage of Russian profits. He even suggested that there could be a positive impact for Carlsberg.
“Consumers would start drinking from a different packaging type – cans or glass bottles – which would be positive in terms of premiumisation.”
Other beer measures
The proposal to ban PET beer bottles came in as an amendment to a bill introduced earlier in the year that includes other anti-alcohol measures that would impact the Russian beer market. These include restrictions on high strength beer and night time drinking.
But a company spokesperson told BeverageDaily.com that the Russian team at Carlsberg is comfortable with the situation as it stands.
The spokesperson added that an update is expected next week as the bill makes its way through the Russian parliament.
While Carlsberg remains skeptical about the chances of the PET beer bottle ban making it into the final legislation, others think there is a strong possibility it could be implemented.
Nick Waite, head of market research at Pira, which has just published a study on PET in the beer market, said: “There is a good chance that the law will be passed.”
First quarter results
The Russian beer market has already been hit by a 200 per cent excise duty hike that came into force at the beginning of 2010. It led to significant destocking in the first quarter of last year that gave the Carlsberg 2011 Q1 figures, published this week, a significant comparative boost.
The company said like-for-like Eastern European sales, which include the Russian numbers, were up 28 per cent.
The distorting effect of the 2010 Russian comparison also gave a big boost to total Q1 sales which were up 14 per cent to DKK 12.5bn while operating profit grew 38 per cent to DKK 1bn.
12 мая. 2011