Beer market of Russia 2018
- General market picture
- Foreign trade setting records
- Demography as challenge to branding
- Aged consumer
- Declining of youth brands
- Nostalgia on trend
- DIOT feels at home
- 5.0 Original is the new face of import
- Positions of Market Leaders
- Carlsberg Group
- AB InBev Efes
- AB InBev
Ukrainian beer market 2018
- Better than yesterday
- Performance by value
- Positions of Ukrainian brewers
The beer market dynamics in Russia is approaching zero, yet major brewers are divided into those who developed considerably in 2017 and those who considerably reduced their volumes. For instance, company Efes has managed to substantially extend their sales due to restrained pricing policy and activity in the modern trade. Heineken has also demonstrated an excellent performance promoted by significant increase of advertisement budgets launching a non-alcohol sort of the title brand and unusual activity in the economy market segment. Carlsberg and AB InBev have been focusing on margins and lost a market share of their inexpensive brands. Serious dependence on PET package and mass enthusiasm about Zhigulevskoe have negatively impacted the most of big regional brewers, that have been for the first time pressed by the leaders in the key sales channels, especially in Volga and Central regions. In the small business there has been a noticeable slowdown in appearing of new restaurant breweries, yet the number of craft breweries has been growing rapidly. In 2018, the beer market is likely to grow a little, while the share of AB InBev Efes may decrease due to the integration. ...
“Catalogue of Russian Beer Producers 2018” includes 1070 businesses ranging from large subsidiaries of international companies to rather small restaurant and craft microbreweries.The catalogue includes 32 large breweries, 75 regional breweries, 693 industrial mini- and microbreweries as well as 270 restaurant breweries. ...
Ambev: Good Income and Growth Potential in Brazilian Beer Market
If this is a trend that will continue, why not get the extra tailwind that comes from investing in assets valued in currencies that are gaining on the U.S. dollar?
And as for Brazil itself, there’s a growing middle class. According to Ambev, 32 million more Brazilians have joined that income group over the last decade. To put that into perspective, that’s the equivalent of around 10% of the U.S. population.
You can see that in U.S. dollar terms, the dividend has been going up more rapidly although it was actually lower in 2009. The charts are based on payments for owning the shares that trade in Brazil, not the ADR on the NYSE, although the ADR’s payments appear to track fairly closely.
I think ABV is worth a look just on its growth prospects alone, but if you think the U.S. dollar is headed for further long-term weakness, it might be good to consider diversifying some of your holdings so your real income (semi-pun intended I guess) doesn’t weaken too much along with it.
24 Июн. 2011