Beer market of Russia 2018
- General market picture
- Foreign trade setting records
- Demography as challenge to branding
- Aged consumer
- Declining of youth brands
- Nostalgia on trend
- DIOT feels at home
- 5.0 Original is the new face of import
- Positions of Market Leaders
- Carlsberg Group
- AB InBev Efes
- AB InBev
Ukrainian beer market 2018
- Better than yesterday
- Performance by value
- Positions of Ukrainian brewers
The beer market dynamics in Russia is approaching zero, yet major brewers are divided into those who developed considerably in 2017 and those who considerably reduced their volumes. For instance, company Efes has managed to substantially extend their sales due to restrained pricing policy and activity in the modern trade. Heineken has also demonstrated an excellent performance promoted by significant increase of advertisement budgets launching a non-alcohol sort of the title brand and unusual activity in the economy market segment. Carlsberg and AB InBev have been focusing on margins and lost a market share of their inexpensive brands. Serious dependence on PET package and mass enthusiasm about Zhigulevskoe have negatively impacted the most of big regional brewers, that have been for the first time pressed by the leaders in the key sales channels, especially in Volga and Central regions. In the small business there has been a noticeable slowdown in appearing of new restaurant breweries, yet the number of craft breweries has been growing rapidly. In 2018, the beer market is likely to grow a little, while the share of AB InBev Efes may decrease due to the integration. ...
“Catalogue of Russian Beer Producers 2018” includes 1070 businesses ranging from large subsidiaries of international companies to rather small restaurant and craft microbreweries.The catalogue includes 32 large breweries, 75 regional breweries, 693 industrial mini- and microbreweries as well as 270 restaurant breweries. ...
Thai Beverage bids for a stake in Vietnam’s largest brewers
With Vietnam’s government proposing to sell off Saigon Beer, Alcohol, Beverage Corporation (Sabeco) and Hanoi Alcohol Beer & Beverages Corp (Habeco) for an estimated total of US$2.2b (S$2.9b), various media outlets have revealed that Thai Beverage (Thai Bev) is one of several bidders.
According to data from Euromonitor International, Sabeco has been the leader for beer in Vietnam with a 46% market share in volume terms in 2015, underpinned by brands that include Saigon Export and 333.
Commenting on the issue, OCBC Investment Research cited two reasons why the acquisition is positive for ThaiBev, if successful. Nevertheless, it prefered to wait on the development and keep their assumptions unchanged for now.
Firstly, OCBC noted that Sabeco is set to be divested in two tranches.
Sabeco had recently filed documents to seek approval from the Ministry of Industry and Trade to join the Vietnam Stock Index (VN-Index) as the government would want the market to determine the price and valuation of Sabeco. Following its listing, the divestment of Sabeco will be done in two tranches, whereby the government will auction 53.59% in the company this year and the remaining 36% in 2017. Articles also suggest the government is looking for the highest bidder.
Secondly, OCBC said that Vietnam’s beer volume is expected to grow at a CAGR of 6% over 2015-2020F based on Euromonitor forecasts.
Against this backdrop, the research firm said that there are a few notable foreign brewers that have presence in Vietnam. For instance, Anheuser-Busch InBev NV has a brewery in Vietnam, while Carlsberg has a 17% stake in Habeco, which holds a smaller market share of ~18% with its Bia Ha Noi brand.
Thai Bev’s peer Boon Rawd Brewery (maker of Singha beer) had also agreed to invest in Masan so as to tap on its distribution network in Vietnam.
29 Сен. 2016