Where is the non-alcoholic beer market heading to? Companies and brands. Baltika as a democratic leader. Heineken – how do you shake up the market and shove up the competitors. AB InBev Efes – premium corner. Non-alcoholic import beer. Non-alcoholic beer - Who drinks it? General conclusions. Summer beer. ...
“Catalogue of Russian Beer Producers 2020” includes 1285 businesses ranging from large subsidiaries of international companies to rather small restaurant and craft breweries.This issue has 171 more breweries compared to 2018 (155 business have been excluded and 326 have been included).Starting from 2019, FTS has been publishing data on excise payments by brewers (delayed by 1.5 years), that can be translated into beer equivalent for most of producers.Depending on the volumes, we ranked the brewers that provided information by 6 groups (see pic.). At one end of the production spectrum there are 2/3 of breweries outputting less than 10 thousand decaliters. Their net share amounts to as little as 0.2% of the total beer output volume. On the other end there are 6 federal groups accounting for almost 80%. ...
Dmitry Nekrasov’s Philosophy — on the Past, Present and Future of Ukrainian Brewing IndustryA meeting with Dmitry Nekrasov always turns into a training course: “Introduction to brewing business“. We are talking to a clever “playing trainer“ a person that can be called a godfather of the Ukrainian craft. He has a dozen of successful projects to his name. Dmitry told us about craft beer in Ukraine, on market cycles, on specifity of operating in retail and HoReCa, on union of Ukrainian brewers and certainly, how a brewery of his own, First Dnipro Brewery is doing.
The market of import beer in Russia: review and databasesThe market of import beer is rapidly growing and changing. But while in the past years it was growing due to brands variety, in 2019 major and affordable brands from TOP-10 were developing actively. It seems that the fact of a brand origin from far abroad counties, even if it is not well known but has moderate price and good distribution provides for million liters of sales in the territory of Russia. Among distributors AB InBev Efes was far behind, yet the role of Baltika and suppliers of the second row got more important. The boom of German brands was followed by stagnation of import from other traditional regions (and Belarus) instead the supplies from Mexico, Lithuania and Asian countries grew considerably.
Brazil’s AmBev Shaping Up As Potential Leader
This column on Wednesday mentioned some of the highest-rated stocks from Latin America. Two names appeared in that search.
From Mexico, Fomento Economico Mexicano (FMX), or Fomex, is Latin America's largest nonalcoholic beverage company.
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From Brazil, Companhia de Bebidas das Americas (ABV), or AmBev, is Latin America's biggest brewery. The company also distributes Gatorade in a country that goes wild over sports.
Leader In Latin America
AmBev dominates Brazil's beer market with a 68% share. It also delivers several beer brands to 12 other Latin American markets.
Global beverage giant Anheuser-Busch InBev (BUD) bought a majority stake in AmBev seven years ago. AmBev now distributes Budweiser and Stella Artois in Canada, where it holds a 42% market share. AmBev also is the regional PepsiCo distributor.
Scrutiny of AmBev's chart shows a good — but not perfect — base.
AmBev is now in the eighth week of a cup-shaped base with a potential buy point at 34.78.
So what's wrong with the base? The right side is a bit steep, especially compared with the more evenly shaped left-side decline.
Accumulation and distribution are about evenly matched within the base, which has seen a large amount of volume. The base is V-shaped, which is poor form. It does reflect the market's volatility to some extent, though.
So what's right with AmBev's chart? Its base is a second-stage structure. Third- and fourth-stage bases reflect an older uptrend and are more prone to failure than first- or second-stage bases.
Its price action has been less volatile than the corrections of many other leading stocks.
AmBev posted earnings gains in the past four quarters ranging from 32% to 55%.
Estimates for the current period predict a rise of just 17%. That would be the softest such gain in five quarters.
Sales rose just 18% in the second quarter, the most recent report. That's lower than you'd want to see in a market leader.
But AmBev has accelerated its sales growth for three straight quarters. Taken together, AmBev's sales picture may be seen as a positive.
Finally, AmBev boasts the highest annual pretax margin — 39.2% — in its industry group.
Its 32.8% return on equity is second only to China New Borun (BORN), a Chinese small cap with its own set of problems.
AmBev is in IBD's alcoholic beverages industry group. It ranked 62nd out of 197 groups in Thursday's IBD, but the group has been climbing. It was 94th three weeks ago and 132nd six weeks ago.
29 Авг. 2011