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. ...
Asahi, others shortlisted in sale of AB InBev’s east European beers: sources
Anheuser-Busch InBev , maker of Budweiser, Stella Artois and Corona beers, agreed to sell the brands, which include the Czech market leader Pilsner Urquell, to help get clearance from competition regulators for its US$100 billion takeover of SABMiller.
The brands up for sale, which also include the Polish beers Tyskie and Lech, Hungarian beer Dreher, Romania's Ursus and Topvar in Slovakia, are estimated to be worth more than 5 billion euros (US$5.5 billion).
Asahi has already bought SABMiller's Western European brands Peroni and Grolsch and could be interested in expanding its European presence. A source close to one of the other bidders said Asahi continued to be viewed as the favorite given its existing global distribution channels.
"There is a chance (for us) but the favorites are elsewhere," the source said.
Another bidder making it onto the shortlist is the Jacobs-led group, which includes Czech family office R2G and Canadian pension funds manager PSP Investments, said Jakub Dyba, an executive at R2G.
R2G manages the assets of former CGS tyre firm founder Oldrich Slemr and the founders of software firm Avast.
Three sources familiar with the matter said PPF, the investment firm of Czech business tycoon Petr Kellner, also made it to the shortlist. Two of the sources said Asahi was included while one of them said a joint bid by private equity firms Bain Capital and Advent was also through to the next round.
Officials at PPF, Jacobs, Asahi and Advent declined to comment. Bain was not immediately available to comment.
AB InBev received at least six indicative offers last week. Binding offers are due next month.
China Resources also made an initial bid, as did KKR , jointly with specialist regional private equity firm Mid Europa Partners.
Sources familiar with the sale process say the main attraction for all bidders is Pilsner Urquell, which has export potential as well as a 40 percent share of the Czech market, the biggest beer market in the world in terms of per-capita consumption.
14 Ноя. 2016