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.
Thailand. Bottoms up! ThaiBev bucks weak demand as beer sales fuel growth
When ThaiBev launched a sleek new green bottle for its flagship Chang Beer brand, the market reaction was almost inebriating. The group’s net profit from beer surged by a staggering 207% year-on-year, while its total market share jumped from 30% to 38% in the span of a few quarters.
Analysts note that the extremely good performance from ThaiBev’s beer segment exceeded expectations. Kenneth Ng, analyst at CIMB, noted that the strong Q4 beer sales were not due to channel restocking effect, but was due to more positive market feedback after Chang’s makeover.
“The reality is, customer feedback was good, domestic sales surged and market share gains have come at the expense of [Chang’s rival] Leo. In fact, Thai Bev has actually kept channel inventory relatively light to ensure the freshness of beer stock,” Ng said.
Ng highlighted that thanks to the new green bottle, the price differential between Leo and Chang has narrowed, from THB4-5 two years ago to just THB1 for the big bottles. Small bottles are at price parity.
“Leo is not cutting retail prices but has increased trade rebates, which is effectively a price cut. Management does not believe that the beer fight this round centers around price, but thinks it is possible that Boon Rawd [Leo’s manufacturer] will react in some manner,” Ng noted.
Meanwhile, Jodie Foo, analyst at OCBC Investment Research, noted that apart from strong beer sales, corporate restructuring might prove to ThaiBev’s key growth catalyst this year.
“We understand from management that the corporate restructuring, which has been in talks, is also likely to happen this year. We could see a clearer alignment of business on the shareholdings front,” Foo noted.
2 Мар. 2016