Where is the non-alcoholic beer market heading to? Companies and brands. Baltika as a democratic leader. Heineken – how do you shake up the market and shove up the competitors. AB InBev Efes – premium corner. Non-alcoholic import beer. Non-alcoholic beer - Who drinks it? General conclusions. Summer beer. ...
“Catalogue of Russian Beer Producers 2020” includes 1285 businesses ranging from large subsidiaries of international companies to rather small restaurant and craft breweries.This issue has 171 more breweries compared to 2018 (155 business have been excluded and 326 have been included).Starting from 2019, FTS has been publishing data on excise payments by brewers (delayed by 1.5 years), that can be translated into beer equivalent for most of producers.Depending on the volumes, we ranked the brewers that provided information by 6 groups (see pic.). At one end of the production spectrum there are 2/3 of breweries outputting less than 10 thousand decaliters. Their net share amounts to as little as 0.2% of the total beer output volume. On the other end there are 6 federal groups accounting for almost 80%. ...
Dmitry Nekrasov’s Philosophy — on the Past, Present and Future of Ukrainian Brewing IndustryA meeting with Dmitry Nekrasov always turns into a training course: “Introduction to brewing business“. We are talking to a clever “playing trainer“ a person that can be called a godfather of the Ukrainian craft. He has a dozen of successful projects to his name. Dmitry told us about craft beer in Ukraine, on market cycles, on specifity of operating in retail and HoReCa, on union of Ukrainian brewers and certainly, how a brewery of his own, First Dnipro Brewery is doing.
The market of import beer in Russia: review and databasesThe market of import beer is rapidly growing and changing. But while in the past years it was growing due to brands variety, in 2019 major and affordable brands from TOP-10 were developing actively. It seems that the fact of a brand origin from far abroad counties, even if it is not well known but has moderate price and good distribution provides for million liters of sales in the territory of Russia. Among distributors AB InBev Efes was far behind, yet the role of Baltika and suppliers of the second row got more important. The boom of German brands was followed by stagnation of import from other traditional regions (and Belarus) instead the supplies from Mexico, Lithuania and Asian countries grew considerably.
GLOBAL: Carlsberg will hold edge over rivals in 2013 — analyst
The Danish brewer's stock price has suffered from its exposure in its key market of Russia, Bernstein analyst, Trevor Stirling, said in a note yesterday (8 January). But though 2013 is “unlikely to be a bumper year for Carlsberg”, a stabilised Russian market and the brewer's reversal of a two-year market share lose there mean its stock will outperform, Stirling said.
Its rival, Heineken, should also see a jump in share price as Mexico drives fresh growth and its recent Asia Pacific Breweries deal adds to earning, he added.
Carlsberg and Heineken will both be boosted this year due to lower barley and aluminium costs and better cost savings, Stirling suggested. “We expect that this improved earnings outlook will also lead to a further modest re-rating, resulting in the end of the double discount that we believe afflicts both stocks,” the note said.
Meanwhile, Anheuser-Busch InBev's share growth is expected to be held back by its exposure to the US, Stirling said. But he added: "US beer volumes are improving as unemployment in key demographics is slowly but steadily declining and the rate of consumer deleverage is slowing."
For SABMiller, currency fluctuations in its core emerging markets will damage profits, Stirling predicted.
Meanwhile, the analyst branded 2012 “a year of two halves” for Europe's beverage shares, with H1 out-performance giving way to a 2% under-performance in H2.
“We expect this (H1) pattern to continue into 2013,” Stirling said, adding that investors are likely to take funds from beverages to invest in higher-risk shares.
The note added: “We are likely looking at several more months of subdued broadly-neutral relative performance.”
8 Янв. 2013