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.
More Brewers in Sights After China Resources Snow Beer Buy
China Resources Beer (Holdings) Co. on Wednesday agreed to buy SABMiller’s stake in Snow Breweries for $1.6 billion, smoothing the way for a takeover of its partner by Anheuser-Busch InBev NV. The Hong Kong-listed unit of China Resources Holding Co. currently owns 51 percent of the venture.
“Once the SABMiller deal is completed, they may start to buy some small breweries again,” said Bloomberg Intelligence analyst Duncan Fox. Potential targets include Beijing Yanjing Brewery Co., China’s fourth-biggest brewer by volume, although deals would be subject to balance sheet constraints, he said.
Yanjing, backed by the Beijing municipal government, plans to sell about a 20 percent stake to a foreign strategic partner, people with knowledge of the matter had said last February. The brewer of Yanjing Beer denied those plans.
Small regional breweries with shares of around 2 percent or less make up the bulk of China’s expanding beer consumption, while state-linked beermakers including China Resources and Tsingtao Brewery Co. lead nationally, according to data from Euromonitor International.
Shares of Chinese brewers rose, with Shenzhen-listed Yanjing gaining as much as 1.5 percent to 6.93 yuan, its highest intraday level in a week. China Resources Beer and Tsingtao advanced as much as 4 percent and 3.7 percent respectively in Hong Kong trading. The benchmark Hang Seng Index fell 0.9 percent.
China Resources plans to buy up regional brewers as it sees “great opportunities” to enhance its presence in this way, the beer unit’s Chief Financial Officer Frank Lai said in August, comparing the strategy to how the company strengthened its position in southern China by buying Kingway Brewery Holdings Ltd.’s assets in 2013.
Large beermakers such as China Resources may need to merge to gain market share in order to survive, said Haitong International Securities Co. analyst Nicolas Wang. They also need to improve their products to meet Chinese customers’ rising demands for better quality, as the local market is already crowded with low-end beer, said Hong Kong-based Wang.
While Asia has been awash with low-priced beer for decades, rising incomes mean younger connoisseurs are willing to spend more. For example, AB InBev said in a 2015 report that profitability is as much as nine times greater for premium beer in China compared with mainstream lines.
Snow, which had a 23 percent share of China’s market last year, outsells all other beers globally by volume after overtaking Bud Light in 2008. The brewery produces enough liquid to fill about 12 Olympic-sized swimming pools every day, according to SABMiller’s website.
That’s mainly a function of the country’s huge population, as China Resources sells hardly any beer overseas. The brewer has been trying to lift the image of its products in China by raising prices and pushing out higher-grade brews, said BNP Paribas SA analyst Charlie Chen.
“They will continue to do so because their average selling price is still lower than Tsingtao,” Chen said. The owner of Snow Beer has been able to achieve about 5 to 10 percent increases in average selling prices per year by shifting focus to smaller bottle sizes and cans, as well as introducing premium products, he said. The company is selling beers for as low as 3 yuan (0.5 cents) per bottle and as much as 25 yuan for their so-called super premium brews.
China Resources said in an interim report last year it’s aiming to drive sales and profitability by growing higher-priced brands with better margins. These mid- to high-end products, which are priced at above 5 yuan per 500 milliliters, accounted for 41 percent of the company’s sales volume in 2014, up from 29 percent in 2012.
The Chinese company’s aspiration of capturing the higher end of the drinks market could be hampered as AB InBev becomes a competitor, instead of its partner. AB InBev’s Budweiser, considered a premium brand in China, has a 2.6 percent share of the market, according to Euromonitor.
China Resources may “need to tie-up with another brewer to get some premium brands moving through, or maybe they have learned enough of SABMiller about the art of brewing that they create another brand,” Bloomberg Intelligence’s Fox said.
3 Мар. 2016