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. ...
Predator keen to revitalise premium beer market
Drawing on a successful history of boosting sales in the strong beer markets of the Czech Republic and Poland, analysts yesterday said the maker of Grolsch has plenty of scope to build premium brands in Australia.
Fosters shares gained 1.17 per cent in trading yesterday, finishing at $5.20, with investors continuing to back the the move by Foster's earlier this week to knock back a $9.5 billion takeover proposal - with many analysts saying the bid will have to grow to at least $10.5 billion to succeed.
Analysts are now predicting SABMiller will have to return with a price from $5.25 to $5.50 - rather than the $4.90 initially offered.
SABMiller was believed to be trying to meet Foster's chairman David Crawford in London for negotiations.
While SABMiller on Tuesday said any purchase would be funded from existing profits and new debt facilities, Bloomberg yesterday reported the brewer would raise $10 billion in debt.
Analysts predict the play for Fosters will be a long-haul by the cashed up Anglo-African brewer which they say is driven by a belief no other serious bidders will emerge.
Pundits yesterday drew a picture in which SABMiller could effectively stare down Foster's to extract the lowest possible price.
Two key tactics include waiting for the Aussie dollar to drop and for Foster's results to reflect the brewer's weak operating position to investors.
"SABMiller's opening proposal of $4.90 was not a knockout offer," Credit Suisse analyst Larry Gandler said.
To further complicate matters analysts yesterday said SABMiller itself could be a takeover target -- and that the move on Foster's could be a bid to pick up a strategically important asset to make themselves too expensive for a predator.
Analysts yesterday said Foster's could do more to increase its Australian market.
"Our visits to Poland and Czech several years back left us impressed with management's ability to drive per capita consumption of beer in these relatively high per capita consumption markets," Mr Gandler said.
But Merrill Lynch analyst David Errington said there was also earnings potential in replacing the Abbotsford brewery with a state of the art facility.
Mr Errington said there would also be earnings of up to $100 million in reclaiming the 5 per cent market share lost over the past half decade.
23 Июн. 2011