Russia: Positions of Brewing CompaniesThe review contains an analysis of interim performance of brewers in the first half of 2019. There are rather dynamic changes behind a modest industry growth. Baltika is again experiencing a stage of volumes and market share slid due to competition with AB InBev Efes. Because of the price competition and presence expansion in the modern trade company #2. has come close to the leading position. At the same time sales of Heineken Russia have continued growing which makes the premium part of the portfolio heavier. The market premiumization trend had been also confirmed by import brands. MBC and Zavod Trekhsosenskiy have been the most successful among federal market players. The market share of independent regional brewers and Ochakovo have continued falling as they are being squeezed out by the market leaders at their competitive fields.
Ukrainian beer market 2019: companies and brandsIn 2019 beer production and market have been still fluctuating about zero point. However, the past season was successful for brewers judging by the sales profitability. The price mix has improved due to rapid general market premiumization, as well as its particular aspect, the growth of import beer sales. By the season end AB InBev Efes improved its positions considerably. It turned out that consumers had not forgot Efes brands that had to leave the market, but started to recover rapidly. Against the stagnating market that meant sales decline of other companies, in the first place Carlsberg Group that most of all beneficiated from Efes exiting the market. PPB turned out to be stable to branding activity of its competitor and Obolon kept the same volumes and at the moment it is the absolute leader of the economy segment. The share growth of independent producers took place thanks to leading craft breweries, that so far do not have a big market weight, but they are rapidly gaining it.
Brewing industry in Kazakhstan 2019During the first half of 2019, the majority of Kazakh brewers made their contribution into positive dynamics. Yet it was companies of the lower division, not the two transnational leaders that raised their production and sales. The shares of draft beer and aluminum can which is rapidly squeezing glass bottle out of the market, have been growing. The price segmentation has remained stable despite the substantial rise of retail prices and fluctuations of brand market shares, while the borders between segments have become blurred. The main events in the industry have been: the announced revision of the beer excise policy, launch of BeerKhan brand in the strong beer segment, and most important – purchasing assets of Shymkentbeer by Arasan.
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. ...
In 2015 Tsingtao profit fell in all regions of China, only export grew
As the net profit of the company consists of incomes from different regions, let us consider which of them had the biggest impact on the financial performance.
The biggest decline was observed in Dongnan Region which is responsible for production and distribution in Southeast China.
The revenue there fell by 15.59% and the loss amounted to 25.78 mln yuan. This region provides 8.54% of the company’s sales.
Tsingtao Brewery incurred substantial losses in Huanan Region, where the revenue came 11.45% down, while the net profit decreased by 75.54%. This region accounts for 14.1% of businesses’ profit in South China. Here the company is quite poorly represented as compared to competitors.
Though in Shandong Region the revenue decline amounted to only 1.82%, this influenced Tsingtao performance substantially as Shandong region and surrounding regions account for 50.22% of the net profit and 75.18% of the revenue.
Here Tsingtao positions are among the leading ones as in Shandong province 60% of the production accrue to the company. The company’s products have equally wide representation in Shaanxi (78% of the local beer output) and Shagnhai (70%).
|Revenue||Net profit||Revenue||Net profit|
|Shandong Region||14 136 469 427||1 478 118 811||13 879 320 963||1 211 966 258|
|Huanan Region||4 401 431 421||277 405 568||3 897 629 068||67 857 114|
|Huabei Region||4 185 880 314||494 143 474||4 175 305 898||433 010 603|
|Huadong Region||3 029 370 253||-267 450 996||2 791 751 756||-462 276 846|
|Dongnan Region||2 797 425 636||76 286 842||2 361 332 805||-25 779 599|
|Hong Kong, Macau and other overseas||493 720 960||26 794 316||521 019 539||42 682 094|
|Finance Company||2 725 072||184 801 246||7 090 439||175 741 684|
|Unallocated||2 298 083||-239 565 940||1 235 572||157 522 512|
|Elimination||—||-11 001 254||—||11 319 694|
|Total||29 049 321 166||2 019 532 067||27 634 686 040||1 612 043 514|
|Revenue growth, %||Net profit growth, %|
|Hong Kong, Macau and other overseas||6%||59%|
Such dramatic profit decline of the company on all the country regions could not be compensated by а 5.53% sales growth in Hong Kong, Macau and overseas because their share in Tsingtao net profit is 1.89% only.
31 мая. 2016