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. ...
The Chinese beer market welcomed the merger of two giants
Currently SAB Miller holds 49% of shares of the largest Chinese beer producer China Resources Snow (CR Snow). At the same time, AB InBev is the third largest company in terms of production and sales volume in the Chinese beer market. Following a process of the merger the total share of these companies in the Chinese beer industry will be 42%.
The merger will be a kind of “big bang” for China. However, further consolidation may lead to more rational competition. According to the analysis of the Goldman Sachs agency, the expansion of the Chinese beer industry and profit growth in 5-7 times is expected in the next 5 years.
The main issue is what will be the response of the Antimonopoly Committee of China to the merger. Analysts believe that the Chinese government can offer AB InBev to reduce the share in the portfolio of CR Snow to 37% of the shares.
If the merger is successful, the operating margin of CR Snow is expected to increase from 7% in 2015 to 19% in 2019.
23 Дек. 2015