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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.

Anheuser-Busch InBev Ranks the Highest in Terms of Gross Margin in the Brewers Industry

Below are the three companies in the Brewers industry with the highest gross margins. Gross margin represents the amount of revenue retained after deducting direct costs associated with producing the goods or services which led to that revenue. The higher the gross margin as a percentage of revenue, the better.

Anheuser-Busch InBev (NYSE:BUD) is highest with a gross margin of 57.9%. Anheuser-Busch InBev NV brews beer. The Company manufactures ale, lager, stout, and bitter beer. Anheuser-Busch InBev owns brands that are both nationally and internationally prominent. The Company has production plants in Europe, the Americas, and Asia.

Anheuser-Busch InBev (NYSE:BUD) has potential upside of 24.1% based on a current price of $51.76 and analysts' consensus price target of $64.21. The stock should find initial resistance at its 50-day moving average (MA) of $53.37 and further resistance at its 200-day MA of $56.69.

Following is Boston Beer (NYSE:SAM) with a gross margin of 56.8%. Yesterday, Boston Beer traded 195,000 shares vs. average volume of 156,000 shares per day. The stock outperformed the Dow (0.8% to the Dow's -0.2%) and outperformed the S&P 500 (0.8% to the S&P's -0.8%) during yesterday's trading.

Finishing up the top three is Molson Coors Brewing (NYSE:TAP), with a gross margin of 43.9%.

Molson Coors Brewing share prices have moved between a 52-week high of $51.11 and a 52-week low of $37.99 and closed yesterday at 8% above that low price at $41.01 per share. Over the past week, the 200-day moving average (MA) has gone down 0.6% while the 50-day MA has declined 1.4%.

11 Окт. 2011



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