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. ...
Competition bubbles as Vietnam sells state brewers
Vietnam ranks 11th in the world for beer consumption, according to 2014 data compiled by leading Japanese brewer Kirin Brewery. In Asia, it is the third-largest imbiber after China and Japan, which place first and seventh, respectively, in the world.
Beer consumption in Vietnam increased 6% in 2014 from the previous year, the largest gain among high-ranked nations, Kirin said.
Demand for beer is expected to continue growing in the country in light of population increases and the emergence of the middle class.
Tapping the keg
The Vietnamese government has an 89.6% stake in Saigon Beer Alcohol Beverage and an 82% stake in Hanoi Beer Alcohol Beverage. Together, the two companies account for around 60% of market share in the country. As part of its reform of state-run enterprises, the government will sell a 53.6% stake in Saigon Beer this year and the remaining 36% stake in 2017. It will sell its entire interest in Hanoi Beer by the end of this year.
Kirin and two other major Japanese brewers, Asahi Group Holdings and Sapporo Breweries, are looking to acquire both Vietnamese companies.
Sapporo began operating a brewery on its own in Vietnam in 2011 and has since been selling its high-end Sapporo Premium beer. It put a lower-priced product, called Blue Cap, on the local market earlier this year.
But as Sapporo has yet to capture a major share of the Vietnamese market, it hopes to acquire stakes in Saigon Beer and Hanoi Beer in order to boost sales. Sapporo President Tsutomu Kamijo is considering ways to get involved in management of the two Vietnamese brewers, including proposing joint ventures and offering entry into the Sapporo group.
Kirin Holdings, which acquired the largest brewer in Myanmar last year, is looking to expand operations in Southeast Asia, while Asahi hopes to catch up with Kirin in international operations through the Vietnamese stakes.
The three Japanese brewers "should be evaluated for their strategy of capitalizing on the growth of the Vietnamese market," an analyst said.
Suntory Holdings, another leading Japanese brewer, maintains a cautious stance on the Vietnamese market as it is busy integrating operations with Beam, the American spirits maker it acquired in 2014.
The cost of acquiring the Vietnamese brewers, however, stands as an obstacle. Stakes in the two local brewers are expected to cost some 200 billion yen ($1.86 billion).
Sapporo has made two large acquisitions to date, spending some 30 billion yen each to take over Canadian brewer Sleeman Breweries in 2006 and Japanese beverage maker Pokka in 2011.
Asahi acquired four European brewers, including Italy's Peroni Brewery, for around 290 billion yen. It is also considering a plan to spend more than 500 billion yen on the acquisition of five Eastern European brewers.
Kirin is shifting its priority to the rehabilitation of unprofitable units, including the domestic soft drink business and operations in Brazil.
The Vietnamese stakes look to be a high hurdle for Japanese brewers because of acquisition costs and each company's current strategies and financial condition. But one idea floated is to team up and form a consortium.
While Danish brewer Carlsberg has an interest of nearly 20% in Hanoi Beer, Anheuser-Bush InBev of Belgium, the world's largest brewer, is also interested in placing the two Vietnamese companies under its wing.
Vietnam's beer market is looking bubbly indeed.
15 Ноя. 2016