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. ...
Anheuser-Busch InBev, Modelo deal could pave way for SABMiller ‘mega-merger’
The 81-page study – Global Beer: the Road to Monopoly – published by advocacy group the American Antitrust Institute, examines recent consolidation in the sector and assesses its future make-up. A-B InBev last week said it is “working proactively” with US regulators over the Modelo deal, having had approval in Canada, the UK and Mexico.
“The manner in which the DOJ (Department of Justice) treats the A-B InBev-Modelo transaction will provide clues to how it might treat a merger of the two leading suppliers of the US market and the world market,” the report says.
In July, A-B InBev's CEO, Carlos Brito, argued that the combination of A-B InBev and Modelo will make "no change" to the US beer market.
On the long-rumoured merger between A-B InBev and SABMiller, the report highlights that “it is becoming more difficult for beer companies to expand their businesses without entering new markets and absorbing existing facilities”.
It adds: “Some analysts see this as a good geographic match for the two companies. A-B InBev is strong in North America and China. SABMiller has greater international presence, particularly in high-growth emerging markets in Latin America and Africa.”
However, the report's author, Bernard Ascher, also flags one commentator's view that a combination of the “bitter rivals” would be like “a merger of Catholics and Protestants”.
"The two giant firms are keen rivals with different strategies and business cultures," Ascher says in the report. "Both firms, however, are publicly owned and need to show profits and growth to their stockholders at a time when it has become more difficult to grow without mergers and acquisitions”.
Ascher also suggests that further acquisitions of US craft brewers by larger companies is likely, following A-B InBev's purchase of Goose Island last year.
22 Ноя. 2012