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. ...
Carlsberg Sales Fall Flat as Brewer Cautions on Russia, Asia
Beer volumes fell 2 percent, missing analysts’ estimates, as declines in Asia and western Europe offset a temporary rebound in its troubled Russian unit, the world’s fourth-largest brewer said in a statement Wednesday. Carlsberg maintained its full-year profit forecast but that wasn’t enough to buoy the shares, which declined as much as 3.5 percent in Copenhagen, the most in almost three months.
The company’s 20 percent growth rate in eastern Europe is unsustainable,” as it was boosted by an easy comparison with the same period a year ago, Chief Executive Officer Cees ’t Hart said on a call with reporters. “The CEO’s comments about the current Russian pricing environment were quite cautious,” Eddy Hargreaves, an analyst at Canaccord Genuity, said by e-mail.
Revenue growth in eastern Europe was double what analysts estimated, as volume rebounded in Russia after Carlsberg lowered the price of its namesake lager. The beermaker also continued a cost-cutting drive by announcing a shift of 300 back-office jobs to India. The quantity of beer sold in Asia, which Carlsberg has touted as a profit driver, could decelerate, Christopher Warmoth, the company’s new head of strategy and a former regional director for Asia, said in an interview.
Twelve out of 15 divisions are spending less than their target budget, the company said, with further brewery closures planned in China. Beer volumes declined 1 percent in Asia, hurt by a decelerating market.
The shares fell 3.2 percent to 617.5 kroner at 11:46 a.m. in the Danish capital, trimming their gain this year to 0.9 percent.
Sales in western Europe, which accounts for two-thirds of the company’s revenue, declined by 3 percent after retailers including British supermarket chain Tesco Plc delisted Carlsberg products. That missed the analyst estimate of a 2.6 percent drop.
The company sees a negative foreign-exchange impact of 550 million kroner ($84 million) this year compared with a previous expectation of 600 million kroner. Net revenue rose 2 percent on an adjusted basis to 13 billion kroner.
12 мая. 2016