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. ...
Will a big brewery be the price for A-B’s Modelo deal?
Antitrust newsletter The Capitol Report last week wrote the U.S. Dept. of Justice may force A-B InBev to sell off Modelo's giant Piedras Negras brewery, to appease its concerns about unfair competition in the wake of the deal.
Capitol Report cited unnamed antitrust attorneys and beer industry sources. And neither the Justice Department nor ABI have been commenting on the $20 billion merger, which is set to close in the first quarter of 2013. But antitrust concerns have dogged the deal since its announcement in June, and were a big reason why A-B handed off U.S. distribution rights for Corona and other Modelo brews to Constellation Brands.
But simply giving up rights to sell beer may not be enough to pass federal muster. A-B would still make the stuff and could, theoretically, influence its price.
Selling off the Piedras Negras brewery — which has enough capacity to fill much of Corona's U.S. demand and sits just minutes south of the border — would add yet another layer of separation between A-B's Modelo products and the U.S. market.
It's unclear who the buyer would be, but the arrangement would resemble DOJ's orders in 2008, when InBev agreed to sell off rights to its Canadian brand Labatt in the U.S. market in order to acquire A-B.
Selling off the U.S. rights to Modelo — which is the third best-selling brewer in the country with nearly 6 percent of the U.S. beer market — would obviously be a bigger thing. But given ABI's global ambitions for Corona, analysts say giving up the U.S. market may well be a deal they're willing to make.
"We do not view this as a deal-breaker," wrote Bernstein Research analyst Trevor Stirling in a note on the topic.
Meanwhile, the principals in the deal are still sounding an optimistic note. Constellation chief executive Rob Sands was upbeat Monday at a conference held by trade publication Beer Marketer's Insights, saying the process "is going entirely as expected." When asked if "major concession" - i.e. selling a brewery - would be necessary to close the deal, according to BMI, Sands said: "We don't anticipate that that will be necessary."
14 Ноя. 2012