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. ...
Brazilian Beer Vendor AmBev Hangs On Amid Rising Costs
Such is the case with Companhia de Bebidas das Americas (ABV), the leading beer company in Brazil. The firm, generally known as AmBev, was the first in its industry to raise prices 6% to 7% last year in response to the worldwide grain shortages. Since it owns 68% of the market in its home country, it can generally get away with that until its competitors are obliged to follow.
However, HSBC analyst Lauren Torres says that this time around the other beers have been slow to raise their prices. That accounts for the flat volume growth in the first quarter, after double-digit increases last year.
A truck carries Antarctica brand beer at the entrance of AmBev's factory in Rio de Janeiro, Brazil. AP View Enlarged Image
"When that happens, there's a quarter or two of disruption, where (AmBev) loses market share," Torres said. "But then typically they regain it back when the competition follows. We do believe that in the second half of this year, you'll see AmBev take back that lost market share."
Brazil isn't AmBev's only market. Since 2004 the firm has been majority-owned by global beverage giant Anheuser-Busch InBev (BUD), and it distributes Budweiser and Stella Artois in Canada, where it holds a leading 42% market share. It also sells various beer brands in 12 other Latin American countries and is the regional distributor of PepsiCo's (PEP) namesake soft drink.
Canadian volume suffered in the first quarter as it faced tough comparisons with last year, when the Winter Olympics were held in Vancouver, British Columbia. But AmBev saw 23% volume growth in its Quinsa division, which covers southern South America, and 13% growth in Hila-ex, which covers a smattering of tropical American countries.
Overall, the company beat analysts' views with earnings of 41 cents a share, up 37% from a year earlier. Sales climbed 17% to just over $4 billion.
In the May 4 conference call discussing the quarter, officials credited new bottle sizes and product rollouts for their success. The CEO also mentioned plans to launch Bud in Brazil in the second half of this year.
Mostly, though, investors seem to be betting on the secular growth of Latin America in general and Brazil in particular.
"In the markets where the company has a sizable share (30%-plus) of the market (Brazil, Bolivia, Uruguay and Canada), beer is expected to grow in total between 2010 and 2015 by 4% CAGR (compound annual growth rate)," Euromonitor analyst Jeremy Cunnington said in an email to IBD. "95%-plus of that growth is coming from Brazil."
26 мая. 2011