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Russia: Positions of Brewing Companies

The review contains an analysis of interim performance of brewers in the first half of 2019. There are rather dynamic changes behind a modest industry growth. Baltika is again experiencing a stage of volumes and market share slid due to competition with AB InBev Efes. Because of the price competition and presence expansion in the modern trade company #2. has come close to the leading position. At the same time sales of Heineken Russia have continued growing which makes the premium part of the portfolio heavier. The market premiumization trend had been also confirmed by import brands. MBC and Zavod Trekhsosenskiy have been the most successful among federal market players. The market share of independent regional brewers and Ochakovo have continued falling as they are being squeezed out by the market leaders at their competitive fields.

Ukrainian beer market 2019: companies and brands

In 2019 beer production and market have been still fluctuating about zero point. However, the past season was successful for brewers judging by the sales profitability. The price mix has improved due to rapid general market premiumization, as well as its particular aspect, the growth of import beer sales. By the season end AB InBev Efes improved its positions considerably. It turned out that consumers had not forgot Efes brands that had to leave the market, but started to recover rapidly. Against the stagnating market that meant sales decline of other companies, in the first place Carlsberg Group that most of all beneficiated from Efes exiting the market. PPB turned out to be stable to branding activity of its competitor and Obolon kept the same volumes and at the moment it is the absolute leader of the economy segment. The share growth of independent producers took place thanks to leading craft breweries, that so far do not have a big market weight, but they are rapidly gaining it.

Brewing industry in Kazakhstan 2019

During the first half of 2019, the majority of Kazakh brewers made their contribution into positive dynamics. Yet it was companies of the lower division, not the two transnational leaders that raised their production and sales. The shares of draft beer and aluminum can which is rapidly squeezing glass bottle out of the market, have been growing. The price segmentation has remained stable despite the substantial rise of retail prices and fluctuations of brand market shares, while the borders between segments have become blurred. The main events in the industry have been: the announced revision of the beer excise policy, launch of BeerKhan brand in the strong beer segment, and most important – purchasing assets of Shymkentbeer by Arasan.

Carlsberg shares hit by Russia beer sale woes

Shares in Danish brewer Carlsberg A/S (CARLb.CO) slid on Wednesday on worries that its largest single market, Russia, could pass a law that would severely restrict beer sales.

Russia is considering a ban on the sale of beer with alcohol content of more than 0.5 percent between 11 p.m. and 8 a.m. in shops. The bill would also ban the sale of beer altogether at outdoor kiosks, train stations and street stands, at which around one third of Russia's beer is sold.

Carlsberg's stock, which touched a near four-month low of 546 crowns, traded down 2.5 percent at 556 crowns by 1030 GMT, against a 0.6 percent fall in the Copenhagen bourse's blue chip index markets

Carlsberg, the beer market leader in Russia which accounts for about 40 percent of the group's total beer volume, owns the Baltika brand.

Deputy Prime Minister Victor Zubkov held a meeting on Tuesday on the bill, which is expected to be passed by the end the week, just before the Duma goes on summer recess.

The ban would take effect from January 1 2013.

"Of course it will have an effect on Carlsberg, but it is difficult to estimate how big," Alm. Brand analyst Stig Nymann said. "This sounds worse than what we have been presented with before."

Carlsberg's spokeswoman for eastern Europe, Tatiyana Antonchik, said the company was following the situation but it was difficult to know exactly what was on the agenda.

"Before we see the bill itself it is difficult to make a decision," Antonchik said. "We won't know until we see the draft bill ... This time they will try to make it more strict."

Jyske Markets analyst Jens Houe Thomsen said in a note to clients that the proposed restrictions would pose a challenge for brewers but one they could cope with.

"We therefore maintain our 'buy' recommendation (on the stock) and see today's share price drop as a buying opportunity," Thomsen said.

The Russian market grew about 1 percent in the first quarter of this year and Carlsberg said last month it expected the market to grow by between 3 and 5 percent in the medium term as the economy recovers.

Reporting first-quarter results in May, Carlsberg said a recovery in eastern European demand helped drive a 38 percent rise in profits.

7 Июл. 2011



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