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. ...
AmBev Is One Way To Play Brazil Strength
Credit default swaps, which peg the cost to insure debt against default, are 41.2 basis points on Brazilian bonds vs. 49.7 on U.S. bonds, Brazil's Finance Minister Guido Mantega said Wednesday.
Brazil's economic growth also is faster than that of the States. Brazil grew GDP 7.5% last year vs. 2.8% for the U.S., according to the CIA's World Factbook.
Companhia de Bebidas das Americas (ABV), or AmBev, is one way to play Brazil. The company makes beer and soft drinks.
Of the 35 Brazilian stocks in IBD's database that trade in the U.S., none have a higher Composite Rating than AmBev's 98.
Earnings jumped 17%, 52%, 55% and 32% in recent quarters. Sales rose in a 15% to 17% range in the same period. After-tax margin advanced on a year-ago basis in each of the past five quarters.
AmBev's beer market share is 69% in Brazil. The retail beer channel in Brazil has almost 1 million points of sale, which poses a barrier to entry for potential competitors. AmBev has an 18% market share of the carbonated soft drink market in Brazil vs. 59% for Coca-Cola (KO).
18 Июн. 2011