Global Prospects for Beer Companies

Introduction

Scope

Objectives

Key findings

Market Overview

Global beer consumption continues to grow in 2011

Emerging markets fuel beer volume growth

Changing consumer preference in mature markets

Growing premiumisation in emerging markets

Competitive Landscape

Highly consolidated industry

Multinational companies lead the market

Leading players benefit from wide geographic presence

Leading brands are mainly local

Growth Prospects

Emerging markets will continue to drive beer volume growth

Lager remains the key category

Corporate Responses and Opportunities

Key corporate strategies

Case study: A-B InBev’s expansion in China

A-B InBev built a strong foothold in China

Strong focus on premium lager

Other international brewers need to expand further

Equity stakes in local brewers

Case study: Kirin Holdings transforms its footprint by entering Brazil

Kirin transforms its geographic footprint

Brazil offers strong growth potential, but there are challenges

Case study: Africa becomes the key growth market for Diageo

Diageo’s increasing focus on Middle East and Africa

Strong growth potential, but growing competition

Middle East and Africa still a fragile region

Case study: Looking for growth opportunities in developed markets

Growing interest in craft beers offers opportunities in the US

SABMiller gains share with its premium focus in the UK

Cider/ perry offers growth potential in mature markets

Potential acquisitions in the fragmented category

Conclusions

Balanced geographic portfolio is key for future growth

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