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Global Briefing

Alcoholic Drinks Forecast Revisit: Changing Growth Scenarios and Corporate Responses

Sep 2011

Price: US$2,000

About this Report

About this Report

Against a backdrop of economic instability, this briefing analyses how forecasts for the alcoholic drinks industry made in October 2010 are susceptible to change and how company strategies are evolving accordingly. Global growth will continue to be driven by emerging markets, whilst high debt and slow economic recovery in mature markets continue to threaten development. In response, companies are focusing on extending geographic reach, whilst looking to maximise value in slow growth markets.


What this report includes

  • Up-to-the minute analysis of the latest trends in the industry
  • New product development, forecasts and other themes
  • Unique graphics and illustrated case studies
  • Most recent brand and company news
  • New insight into the size and shape of the market

Why buy this report

  • Clear, concise powerpoint format makes it easy to digest
  • Leading industry opinion keeps you abreast of latest news and trends
  • Forward-looking outlook on a category, market or issue affecting the industry
  • Latest five year forecasts assess how the market is predicted to develop
  • Understand the competitive environment, the leading players and brands

Delivery format

PDF/PPT
Downloadable from MyPages

Table of Contents

Table of Contents

Introduction

Scope

Objectives of global briefing

Key findings

Operating Environment

Emerging markets to drive global GDP growth

Emerging market focus boosts spirits companies

Global brewers take advantage of wide geographic coverage

Potential revision to beer volume forecasts in line with results

Regional Analysis

Changing global conditions lead to possible changes

Western Europe’s prospects look bleak and could get worse

Greek alcoholic drinks market suffers with the economy

Portugal starts to go the same way as Greece

Recovery still awaited in North America

US consumers shifting away from beer

Australasia – A high-margin mature market

Premium lager growth slowing down in Australia

Unexpected recovery in Eastern Europe

Russian beer category returning to growth

Renewed economic growth boosts international spirits in Russia

Substantial growth potential in Middle East and Africa

Growing per capita beer consumption

Trade agreement boosts still light grape wine in South Korea

Impact of Japanese earthquake minimal

Latin America: Strong value growth

Brazil drives beer market growth in Latin America

Economic downturn in Venezuela

Overheating emerging markets cause threat

Corporate Responses

Corporate response to changing conditions

Geographic spread of top brewers

A-B InBev focuses on organic growth

Major brewers focus on emerging markets

Carlsberg and Molson Coors still need to work on their footprint

Limited scope for acquisitions in the consolidated beer market

Foster’s versus Schincariol

Carlton United Brewers is a strong player in a mature market

Schincariol is a struggling player in a fast growing market

Brewers concentrate on value growth in mature beer markets

Pernod Ricard outperforming Diageo in volume growth terms

Diageo’s changes focus to emerging markets

Diageo looks to acquire emerging market presence

Still more work for Diageo to do in emerging markets

Pernod Ricard’s emerging market focus

Pernod Ricard acquire key Beam brands to augment portfolio

Fortune Brands break up leaves Beam division open to acquisition

Beam Inc’s key brands and possible acquirers

Pernod Ricard expected to be the largest gainer

Diageo pricing blended Scotch in Russia

Pernod Ricard use cheaper local brands as base for expansion

Emerging/mature split not key in wine geographic diversification is

Two possible models for wine company expansion

Treasury Wine Estates pushes premium wines in its key markets

Recommendations

A balanced portfolio remains key to counteract volatile markets

Samples

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