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. ...
Carlsberg shares hit by Russia beer sale woes
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