{"id":23229,"date":"2015-09-21T10:24:57","date_gmt":"2015-09-21T08:24:57","guid":{"rendered":"https:\/\/www.giuseppecaprotti.it\/?p=23229"},"modified":"2016-01-24T20:50:44","modified_gmt":"2016-01-24T19:50:44","slug":"alcool-consumi-in-calo-con-le-dovute-eccezioni-anche-italiane","status":"publish","type":"post","link":"https:\/\/www.giuseppecaprotti.it\/2019\/alcool-consumi-in-calo-con-le-dovute-eccezioni-anche-italiane\/","title":{"rendered":"Alcool: consumi in calo, con le dovute eccezioni, anche italiane"},"content":{"rendered":"<p>Le birre artigianali dlle Maltus Faber di Genova<\/p>\n<p>Prima stesura: 7 settembre 2015, ultimo aggiornamento del\u00a021 settembre 2015<\/p>\n<p>&nbsp;<\/p>\n<p>Il mercato dell&#8217;alcool sta rallentando sempre di pi\u00f9 come avevamo evidenziato in <a href=\"https:\/\/www.giuseppecaprotti.it\/come-si-evolvono-i-consumi-di-alcool\/\">Come si evolvono i consumi di alcool<\/a>.<\/p>\n<p>A luglio The Economist ha segnalato che il calo dei consumi <em>pro capita\u00a0<\/em>nei paesi evoluti\u00a0 nel 2014 non \u00e8 stato recuperato dai paesi emergenti<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/changing-geography-of-drinks-economist-25-luglio-2015.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23244\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/changing-geography-of-drinks-economist-25-luglio-2015-1024x661.png\" alt=\"changing geography of drinks economist 25 luglio 2015\" width=\"700\" height=\"452\" srcset=\"https:\/\/www.giuseppecaprotti.it\/2019\/wp-content\/uploads\/changing-geography-of-drinks-economist-25-luglio-2015-1024x661.png 1024w, https:\/\/www.giuseppecaprotti.it\/2019\/wp-content\/uploads\/changing-geography-of-drinks-economist-25-luglio-2015-300x194.png 300w, https:\/\/www.giuseppecaprotti.it\/2019\/wp-content\/uploads\/changing-geography-of-drinks-economist-25-luglio-2015.png 1190w\" sizes=\"auto, (max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>Si \u00e8 passati da 56,6 litri nel 2012 a 55,4 litri nel 2014 (- 2,1%) e una crescita globale in ettolitri pari praticamente a zero.<\/p>\n<p>Il calo dei consumi della birra nel mercato cinese sta gi\u00e0 avendo effetti negativi sulle vendite mondiali.<\/p>\n<p>Lo ha registrato un&#8217;inchiesta della giapponese Kirin<\/p>\n<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/kirin-cover.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23239\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/kirin-cover.jpg\" alt=\"kirin cover\" width=\"613\" height=\"509\" \/><\/a><\/p>\n<p>La Cina, nel 2014, ha rappresentato all&#8217;incirca il 20% del mercato globale della birra (il dato combacia con quello della<a href=\"https:\/\/www.giuseppecaprotti.it\/ristorazione-piu-locali-ma-scontrini-giu-del-26\/\"> ristorazione, dove la Cina pesa quasi il 20%<\/a>) e il suo calo del 3,1% si \u00e8 fatto sentire:<\/p>\n<p>era da 30 anni che i consumi di birra non decrementavano<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/Beer-production-down-japan-times-august-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23237\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/Beer-production-down-japan-times-august-2015.jpg\" alt=\"Beer production down japan times august 2015\" width=\"613\" height=\"1124\" srcset=\"https:\/\/www.giuseppecaprotti.it\/2019\/wp-content\/uploads\/Beer-production-down-japan-times-august-2015.jpg 656w, https:\/\/www.giuseppecaprotti.it\/2019\/wp-content\/uploads\/Beer-production-down-japan-times-august-2015-558x1024.jpg 558w\" sizes=\"auto, (max-width: 613px) 100vw, 613px\" \/><\/a><\/p>\n<p>The Japan News , 12 agosto 2015<\/p>\n<p>Va doverosamente segnalato per\u00f2 che, a fronte di un &#8211; 0,5% di decremento a livello globale,\u00a0il mercato statunitense \u00e8 salito leggermente (+ 0,2%) grazie al <span style=\"color: #ff6600;\">boom della birra artigianale <\/span>(+ 18%, vedi <em>The Economist<\/em>, sotto).<\/p>\n<p>Questo comparto sta dando grandi soddisfazioni anche ai produttori italiani come segnala Coldiretti<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/Birra-italiana.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23240\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/Birra-italiana.jpg\" alt=\"Birra italiana\" width=\"613\" height=\"436\" \/><\/a><\/p>\n<p>Corriere della Sera agosto 2015<\/p>\n<p>ma non \u00e8 l&#8217;unica eccezione: il prosecco si comporta benissimo e straccia ogni record:<\/p>\n<p>le Figaro fa un&#8217;amaro confronto tra un + 72% per il Prosecco, con 479 milioni di\u00a0euro\u00a0\u00a0e il \u00a0+ 1,2% per il vino francese, per 353 milioni di euro,\u00a0in Gran Bretagna<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/prosecco-figaro-agosto-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23241\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/prosecco-figaro-agosto-2015.jpg\" alt=\"prosecco figaro agosto 2015\" width=\"613\" height=\"600\" \/><\/a><\/p>\n<p>Le Figaro de 20 agosto 2015<\/p>\n<br\/><hr\/><br\/>\n<p><span style=\"color: #ff6600;\">L&#8217; evoluzione del mercato delle bevande alcoliche <a href=\"https:\/\/www.giuseppecaprotti.it\/come-si-evolvono-i-consumi-di-alcool\/\">dipende molto dai prodotti fatti in casa.<\/a><\/span><\/p>\n<p>Essi sono di uso comune in paesi\u00a0con consumi statici o in decremento\u00a0(es. quelli della &#8220;vodka belt&#8221;: Russia, Ucraina, Polonia, etc.) ma anche in paesi ad alto potenziale in Africa o come l&#8217;India, dove\u00a0 &#8211; \u00a0per esempio,\u00a0a causa dell&#8217;alta tassazione (150%) dei prodotti importati- \u00a0si tendeva fino ad adesso a consumare whisky fatto in casa, con i rischi e pericoli connessi a questo tipo di fabbricazione.<\/p>\n<p>Non a caso, in India, Diageo, nel 2014,\u00a0ha\u00a0comprato la maggioranza del produttore locale di whisky United Spirits Limited.<\/p>\n<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/on-his-way-to-better-drinking-25-july-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23250\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/on-his-way-to-better-drinking-25-july-2015.jpg\" alt=\"on his way to better drinking 25 july 2015\" width=\"640\" height=\"360\" \/><\/a><\/p>\n<p>Da segnalare anche\u00a0:<\/p>\n<p>1) l&#8217;eccezione delle\u00a0<span style=\"color: #ff6600;\"><em>foires aux vins<\/em><\/span>, con <a href=\"https:\/\/www.giuseppecaprotti.it\/la-gd-e-le-promozioni-dei-vini-dove-lidl-mette-a-segno-un\/\">La GD e le promozioni dei vini in Francia, dove Lidl mette a segno un + 20%<\/a><\/p>\n<p>2) la crescita delle <span style=\"color: #ff6600;\">birre analcoliche<\/span> nei paesi mussulmani: non solo gli alimenti halal\u00a0raddoppieranno entro il 2019 ma, secondo Euromonitor, nel 2030 i consumatori mussulmani peseranno\u00a0il 26% dei consumi mondiali<\/p>\n<p>fonte: Il Sole 24 ore del 14 settembre 2015<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/birra-analcolica-sole-24-ore-14-settembre-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23455\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/birra-analcolica-sole-24-ore-14-settembre-2015.jpg\" alt=\"birra analcolica sole 24 ore 14 settembre 2015\" width=\"640\" height=\"811\" \/><\/a><\/p>\n<p>3) la crescita del <span style=\"color: #ff6600;\">vino biologico<\/span>:<\/p>\n<p>i consumatori , in Italia, sono passati dal 2% del 2013 al 16,8% del 2015 e le vendite, nella GD, nel primo semestre 2015, sono raddoppiate<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/vino-bio-raddoppia-il-sole-24-ore-19-settembre-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23509\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/vino-bio-raddoppia-il-sole-24-ore-19-settembre-2015.jpg\" alt=\"vino bio raddoppia il sole 24 ore 19 settembre 2015\" width=\"674\" height=\"199\" \/><\/a><\/p>\n<p>&#8220;Piccolo \u00e8 bello&#8221;, come avevamo gi\u00e0 evidenziato in <a href=\"https:\/\/www.giuseppecaprotti.it\/usa-le-nuove-tendenze-del-cibo\/\">USA : le nuove tendenze del cibo<\/a>.<\/p>\n<p>4) <a href=\"https:\/\/www.giuseppecaprotti.it\/come-si-evolvono-i-consumi-di-alcool\/\">la crescita dell&#8217;<span style=\"color: #ff6600;\">Africa<\/span><\/a>:<\/p>\n<p>le vendite di birra in Nigeria e Mozambico, tra aprile e giugno 2015- fonte Le Monde del 18 settembre &#8211; sono salite del 25%.<\/p>\n<p>L&#8217;Africa, con il Sud America (Per\u00f9 e Colombia in particolare) sono uno degli obiettivi\u00a0del tentativo di fusione tra ABInBEV (marchi: Budweiser, Corona, Leffe, Beck&#8217;s, Stella Artois) <a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/becks.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23524\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/becks-878x1024.jpg\" alt=\"beck's\" width=\"640\" height=\"746\" srcset=\"https:\/\/www.giuseppecaprotti.it\/2019\/wp-content\/uploads\/becks-878x1024.jpg 878w, https:\/\/www.giuseppecaprotti.it\/2019\/wp-content\/uploads\/becks.jpg 1098w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/p>\n<p>e SABMiller (marchi: Peroni, Pilsener Urquell, Foster&#8217;s, Miller) che si potrebbe concretizzare il 14 ottobre<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/The-Economist-logo.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-22270\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/The-Economist-logo.png\" alt=\"\" width=\"350\" height=\"172\" srcset=\"https:\/\/www.giuseppecaprotti.it\/2019\/wp-content\/uploads\/The-Economist-logo.png 350w, https:\/\/www.giuseppecaprotti.it\/2019\/wp-content\/uploads\/The-Economist-logo-300x147.png 300w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/><\/a><\/p>\n<p class=\"fly-title\">A giant drinks merger<\/p>\n<h3 class=\"headline\">Beer monster<\/h3>\n<h1 class=\"rubric\">AB Inbev may combine with SABMiller, in a flat market for big beer brands<\/h1>\n<aside class=\"floatleft light-grey\"><time class=\"date-created\" datetime=\"2015-09-19T00:00:00+0000\"> Sep 19th 2015 <\/time> | <span class=\"location\">NEW YORK<\/span> | <a class=\"source\" href=\"http:\/\/www.economist.com\/printedition\/2015-09-19\">From the print edition<\/a><\/aside>\n<aside class=\"floatleft light-grey\"><\/aside>\n<div class=\"main-content\">\n<div class=\"content-image-float-290 retina-290\"><img loading=\"lazy\" decoding=\"async\" title=\"\" src=\"http:\/\/cdn.static-economist.com\/sites\/default\/files\/imagecache\/original-size\/images\/print-edition\/20150919_WBC930.png\" alt=\"\" width=\"580\" height=\"706\" \/><\/div>\n<p>THE history of the world\u2019s biggest brewer is one of unquenchable thirst. In 1989 Jorge Paulo Lemann and two partners bought a middling Brazilian beer company named Brahma for $50m. A decade later Brahma acquired Antarctica, a rival, to become AmBev. In 2004 a merger with Interbrew, the Belgian seller of Stella Artois and Beck\u2019s, created InBev. Four years later, InBev paid $52 billion for Anheuser-Busch of the United States. As if those deals weren\u2019t dizzying enough, in 2012 the new Anheuser-Busch InBev paid $20 billion for full control of Grupo Modelo of Mexico.<\/p>\n<p>Now may come its boldest deal yet. On September 16th SABMiller, the world\u2019s second-biggest brewer, confirmed that it is being courted by AB InBev. The combined firm would earn roughly half the industry\u2019s profits and sell one in every three pints of beer quaffed worldwide.<\/p>\n<div class=\"sticky-intext-roll\"><\/div>\n<p>The announcement comes at a sobering time for big brewers\u2014in June McKinsey, a consulting firm, said the industry faced \u201cits greatest challenge in 50 years\u201d. Consumption in many big markets has been as flat as cask ale. In America the buzz belongs to \u201ccraft\u201d brewers, whose volumes jumped by 18% last year even as total beer sales stayed level. Some markets have fared worse. In Germany, where beer is a point of national pride, consumption per person has plunged by one-third since the 1970s.<\/p>\n<p>Little wonder, then, that big brewers and investors have mulled various tie-ups. Last year SABMiller tried and failed to buy Heineken, the third-biggest beer company. June brought rumours that Mr Lemann\u2019s private-equity vehicle, 3G, would buy Diageo, the world\u2019s biggest distiller, perhaps to combine it with AB InBev. More recently, analysts have weighed a merger of Diageo and SABMiller.<\/p>\n<p>Some of these combinations would have merit. But there is a logic for AB InBev to make this particular bid at this particular moment. It is losing its fizz in its two main markets. In Brazil a weak economy is hurting sales. In America its share of volumes was an impressive 45% in 2014, but that is five percentage points below what it was in 2009, according to Euromonitor, a market-research firm. So, buying SABMiller looks attractive, for at least three reasons.<\/p>\n<p>First, AB InBev has already snapped up other big, appealing targets, explains Trevor Stirling of Sanford C. Bernstein, a research firm. In the past, it has sliced the costs of newly acquired assets, as is 3G\u2019s way. In the three years after AB InBev bought Anheuser-Busch, its American profit margin rose by 13 percentage points. AB InBev plans to boost Grupo Modelo\u2019s profit margin by 18 percentage points over the same period. SABMiller is already pretty lean, but a merger would offer some scope to widen its margins.<\/p>\n<p>Second, the merger would help AB Inbev extend its global reach. SABMiller earns almost a third of its profits in Africa, where AB InBev\u2019s sales are negligible. A combination would also help AB InBev serve more drinkers in Colombia and Peru.<\/p>\n<p>Third, SABMiller looks cheap. Its share price has slumped in the past year, thanks to a weak South African rand and Colombian peso. Slower growth in emerging markets, where SABMiller earns 72% of its profits, has not helped. If emerging economies resume their brisk climb, investing in SABMiller could pay off handsomely.<\/p>\n<p>Under the takeover rules in Britain, where SABMiller is listed, AB Inbev must make a formal offer by October 14th. SABMiller\u2019s board is likely to reject its initial approach, and may seek another deal to avoid being taken over. However, its attempts to join up with Heineken got nowhere. It is not obvious that there are other good targets. \u201cIf that deal was out there,\u201d argues Mr Stirling, \u201cthey would have done it already.\u201d SABMiller\u2019s two biggest shareholders are Altria, a tobacco giant, and the Santo Domingo family of Colombia. If AB InBev\u2019s terms are sweet enough, they will probably support a merger.<\/p>\n<p>Antitrust regulators are another big barrier, though AB InBev could work to appease them. For example, it could sell SABMiller\u2019s stake in MillerCoors, in America, and in CR Snow, China\u2019s biggest brewer. It has already done something similar. After it bought Grupo Modelo, AB InBev calmed American regulators by agreeing to sell the Mexican firm\u2019s American beer business for $4.75 billion. Shedding a business or two can be justified, after all, in the name of acquiring a much bigger one.<\/p>\n<\/div>\n<p class=\"ec-article-info\"><a class=\"source\" href=\"http:\/\/www.economist.com\/printedition\/2015-09-19\">From the print edition: Business<\/a><\/p>\n<p class=\"ec-article-info\">Lo scaffale di <a href=\"https:\/\/www.giuseppecaprotti.it\/dove-sta-andando-eataly\/\">Peroni (SABMiller) da Eataly Smeraldo<\/a>, a Milano<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/peroni-da-eataly-seetembre-2015.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23497\" src=\"https:\/\/www.giuseppecaprotti.it\/wp-content\/uploads\/peroni-da-eataly-seetembre-2015.jpg\" alt=\"peroni da eataly seetembre 2015\" width=\"654\" height=\"487\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Birre artigianali e vino biologico sono alcune delle nicchie la cui crescita conferma che &#8220;piccolo \u00e8 bello&#8221;. Di Giuseppe Caprotti, aggiornato il 21 settembre 2015<\/p>\n","protected":false},"author":3,"featured_media":23347,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[37],"tags":[219,204,183,216,146],"class_list":["post-23229","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-interventi","tag-antitrust","tag-biologico","tag-eataly","tag-lidl","tag-marketing","category-37","description-off"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/posts\/23229","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/comments?post=23229"}],"version-history":[{"count":0,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/posts\/23229\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/media\/23347"}],"wp:attachment":[{"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/media?parent=23229"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/categories?post=23229"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.giuseppecaprotti.it\/2019\/wp-json\/wp\/v2\/tags?post=23229"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}