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’s input costs could drag next year — analyst
The Danish brewer announced yesterday (7 November) that its nine-month net profits and sales had edged up, helped by an increasing market share in Russia.
Analysts Nomura said Carlsberg's growth in market share was evidence its efforts in Russia are “starting to pay off”. It said that part of this gain is down to Holsten sales, with the “remainder owing to stronger execution including roll-out of value management tools, product launches and revitalisation of existing brands”.
It also flagged a more “normalised” regulatory environment in Russia. “With respect to beer taxes, duty rises for both beer and vodka through 2014 have been announced and provide some certainty,” Nomura said. It added that as the gap between the price per unit of vodka and beer is likely to close over the medium term, this could be a “positive catalyst” to beer market growth.
However, the analysts warned that input costs going forward could offer a negative for the brewer. “We believe that the company is well hedged on input costs for North West Europe and Asia, however there is still some uncertainty for East Europe,” Nomura said. “We believe that overall input costs will increase mid-single digit in FY13, similar to the FY12 increase.”
13 Ноя. 2012