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. ...
BRAZIL: AmBev reports positive Q2 and H1 2011 results
First half of 2011
AmBev (Latin America North America + South America + Canada) recorded EBITDA (earnings before interest, taxes, depreciation and amortization) of $ 5.7 billion in the first six months of 2011, 10.9% higher than in the same period in 2010. Net income in H1 was $ 4 billion, a growth of 21.1% year-on-year. Normalized earnings per share until June was R $ 1.26, a figure 20.8% higher than in the first half of 2010.
Total sales volume decreased organically by 0.3% year-on-year and reached 77 million hectoliters. Volume of beer sales dropped by 0.2% while volumes of CSD (non-alcoholic and non-carbonated) fell by 0.8%. Net sales increased organically by 8.5% and totaled U.S. $ 12.4 billion in H1 2011.
Second quarter 2011
In the second quarter of 2011 AmBev’s (Latin America North America + South America + Canada) net income was R $ 1.8 billion, 20.4% higher than in the same period of 2010. Normalized EBITDA for the second quarter recorded organic growth of 9% over the same period last year, ending the period at U.S. $ 2.6 billion. Total sales volume decreased by 0.9% to 36.2 million hectoliters of beverages. Of this 26.1 million hectoliters of beer were sold.
Brazil – first half of 2011
AmBev in Brazil reached a normalized EBITDA of R $ 4.2 billion, representing an organic growth of 10.7% compared to the first six months of 2010. Up to June, net income was R $ 8.5 billion, an organic increase of 7.3%. Total volume of beverage sales in the country reached 52.5 million hectoliters in the semester, an organic decline of 1.3%.
Beer volume decreased by 1.1%, reaching 39.2 million hectoliters. Revenues from beer amounted to R $ 7.1 billion, representing an organic growth of 8.8%. EBITDA was R $ 3.6 billion, up 11.7% organic.
Brazil – second quarter of 2011
In the second quarter AmBev in Brazil reached a normalized EBITDA of $ 1.85 billion, representing an organic growth of 9.9% compared to the same period last year. Net income was R $ 3.9 billion, up 4.3%.
Total sales volume in Brazil in the second quarter of this year fell by 1.6% totaling 25 million hectoliters.
Beer sales volume was 18.4 million hectoliters, down 2.6%. Net income grew 5.3%, reaching R $ 3.2 billion. The average market share in the Brazilian beer market in the quarter was 69%.
AmBev said it keeps its plan to invest up to $ 2.5 billion in Brazil to expand its production capacity and meet demand for short and medium term.
13 Авг. 2011