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. ...
UBS downgrades beer brewer Molson Coors
An analyst at UBS Investment Research downgraded the stock of beer company Molson Coors Brewing Co., saying beer sales are declining.
Major beer makers have struggled recently because of high unemployment amongst young men in the U.S. In November, Molson Coors said that its third-quarter profit fell 23 percent due to high costs and unemployment among its core customers.
Analyst Kaumil Gajrawala on Tuesday downgraded Molson Coor's stock to "Neutral" from "Buy" and lowered the stock's price target by $1 to $45.
He said that even if employment trends improve, domestic beers like the company's Miller Lite brand are losing market share to specialty craft beer, imported beer and wine and spirits.
Gajrawala lowered his profit predictions for Molson Coors for the next two years. He now expects earnings of $3.60 per share this year, down from a previous forecast of $3.69 per share; and of $3.81 per share next year, down from $3.96 per share.
Analysts polled by FactSet expect earnings of $3.63 per share this year and $3.79 per share in 2013.
Gajrawala said that Coors Light volumes grew for most of the past year, but turned negative in the past few months. Miller Lite sales, meanwhile, are declining, but Gajrawala said that a new Miller Lite advertising campaign could help the brand's market share.
Coors Light became the second best-selling beer in the United States last year, surpassing Budweiser, according to trade publication Beer Marketer's Insights. Budweiser is made by Anheuser-Busch Inbev.
Gajrawala said that spending on information technology will offset any of the company's cost savings.
A Molson Coors spokesperson said that the company does not comment on analyst reports.
26 Янв. 2012