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. ...
China. Floods, weather render beer flat
The worst floods in China since 1998 and cooler-than-usual weather are eroding sales at the nation's brewers, deepening a slump caused by the economic slowdown.
China Resources Beer Holdings, the country's largest brewer, said that sales fell 4.6 percent in the three months ended June from a year ago, partly because of "unfavorable weather". Revenue rose 1.8 percent in the first three months this year.
Lower-than-average temperatures and torrential rains probably contributed to a more than 10 percent drop in beer industry sales volume in China in the first six months of 2016, Allen Cheng, an analyst at Morningstar Investment Services said in an interview. Foul weather kept customers away from bars, restaurants and karaoke establishments and deepened a slowdown in sales growth caused by slower economic growth and a shift toward other alcoholic beverages, Cheng said.
Heavy rains in June and July across central and southern China have caused the country's worst flooding in nearly two decades, leaving hundreds dead and farms submerged. Direct economic losses from the floods are estimated to be 147 billion yuan ($22 billion), the government sources said.
The storms will shave as much as 0.2 percentage points from this quarter's economic expansion, according to almost half of economists in a Bloomberg survey.
Regional brewers will probably see a bigger impact than nationwide rivals like China Resources' Snow beer, said Cheng.
China Resources Beer sales fell to 8.36 billion yuan in the three months ending in June, compared with 8.77 billion yuan a year ago. Beer sales volume dropped 3.6 percent to 3.47 million kiloliters in the quarter.
Guangzhou Zhujiang Brewery Co gets 95 percent of its revenue from southern China, according to data compiled by Bloomberg. Chongqing Brewery Co gets 93 percent of revenue from the southwestern region, while Beijing Yanjing Brewery Co and Tsingtao Brewery Co Ltd earn 33 percent and 14 percent of their revenue respectively in the country's south. Most of the companies will report second-quarter earnings at the end of August.
China Resources Beer commanded a 22 percent market share in China last year, followed by Tsingtao with 15 percent and Yanjing with 7.2 percent, according to Euromonitor International.
China Resources shares have gained 2.9 percent this year, while Tsingtao has dropped 22 percent and Zhujiang Brewery has slumped 21 percent.
Zhujiang Brewery declined to comment, while Chongqing Brewery, Yanjing and Tsingtao were not immediately available for comment.
1 Авг. 2016