全球啤酒工业市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

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MARKETSBeerindustryintheUnitedStatesCHAPTER

01GlobaloverviewBeerproductionworldwidefrom1998to2022(inbillionhectoliters)Globalbeerproduction1998-20222.51.96

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20224Description:Thisstatisticillustratesthetrendinworldwidebeerproductionfrom1998to2022.In2022,theglobalbeerproductionamountedtoabout1.89billionhectoliters,upfrom1.3billionhectolitersin1998.Beerisawidelyconsumedbeveragearoundtheworld,madeoutofwater,malt,hopsandyeastasbasicingredients.GloballeadingcountriesinbeerproductionareChina,theUnitedStatesandBrazil.ReadmoreNote(s):Worldwide;1998to2022Source(s):Barth-HaasGroupLeading10countriesinworldwidebeerproductionin2022(inmillionhectoliters)Globalleadingcountriesinbeerproduction2022Productioninmillionhectoliters050100150200250300350400ChinaUnitedStatesBrazil360.41194.1147.43141MexicoGermanyRussia87.8381.7Japan45.88Spain41.13937.8VietnamPoland5Description:Chinawastheleadingproducerofbeerintermsofproductionvolumein2022.Inthatyear,around360.41millionhectolitersofbeerwerebrewedinChina.TheUnitedStateswasthesecondleadingproducerofbeerinthatyear,at194.1millionhectoliters.ReadmoreNote(s):Worldwide;2022Source(s):Barth-HaasGroupTheworld'sleading10brewinggroupsin2022,basedonproductionvolume(inmillionhectoliters)Globalleadingbrewinggroupsbasedonproductionvolume2022Productionvolumeinmillionhectoliters100

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3000400500600ABInBev(Belgium)Heineken(Netherlands)ChinaRes.SnowBreweries(China)Carlsberg(Denmark)518256.9122.2102.4Molson-Coors(UnitedStates/Canada)TsingtaoBreweryGroup(China)Asahi(Japan)82.379.659.343.737.734BGI/GroupeCastel(France)Yanjing(China)EfesGroup(Turkey)6Description:In2022,theBelgiancompanyABInBevwastheworld'sleadingbrewinggroupbasedonaproductionvolumeofabout518millionhectoliters.ThecompanyproducedmorethandoubletheamountaccountedforbytheDutchcompany,Heineken,whichrankedsecondthatyear.ReadmoreNote(s):Worldwide;2022Source(s):Barth-HaasGroupSalesoftheleadingbeercompaniesworldwidein2023(inbillionU.S.dollars)Salesoftheleadingbeercompaniesworldwide2023SalesinbillionU.S.dollars300102040506070Anheuser-BuschInBevHeinekenHoldingAsahiGroupHoldingsKirinHoldings57.8330.1819.115.13MolsonCoorsBrewingCarlsbergGroup10.839.93ThaiBeverage7.957Description:Anheuser-BuschInBevwasthelargestbeercompanyintheworldin2023,withsalesamountingtoapproximately57.83billionU.S.dollars.HeinekenHoldingwasthesecondlargestcompanywithsalesof30.2billiondollars.

ReadmoreNote(s):Worldwide;2023Source(s):ForbesBrandvalueofleadingbeerbrandsworldwidein2022(inmillionU.S.dollars)Mostvaluedbeerbrandsworldwide2022BrandvalueinmillionU.S.dollars6,000

8,00002,0004,00010,00012,00014,00016,000BudweiserHeinekenStellaArtoisCorona15,06714,99310,3468,717BudLightBrahmaCass8,0966,7006,3326,089SkolGuinnessTecate4,4314,4098Description:Budweiserwasthemostvaluedbeerbrandworldwidein2022,withaworthof15.1billionU.S.dollars.ThebrandwasfollowedbyHeinekeninsecondandStellaArtois,rankedthird.

ReadmoreNote(s):Worldwide;2022Source(s):KantarMillwardBrownCHAPTER

02U.S.beerproductionBeerproductionintheUnitedStatesfrom1860to2022(inmillionbarrels)BeerproductionintheU.S.1860-20222502001501005001860

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202210Description:In2022,approximately173millionbarrelsofbeerwereproducedintheUnitedStates.Thecountry`sbeerproductionnumberspeakedin1990andhavedecreasedoverallinrecentyears.

ReadmoreNote(s):UnitedStates;1860to2022Source(s):TTBCraftbeershareofbeerproductionvolumeintheUnitedStatesfrom2013to2022CraftbrewervolumeshareofU.S.beerproduction2013-202216%14%13.6%13.2%13.1%13%12.5%12.2%12.1%12.1%12%11%10%8%6%4%2%0%7.8%201320142015201620172018201920202021202211Description:ThistimelineillustratesthecraftbeervolumeshareofbeerproductionintheUnitedStatesfrom2013to2022.In2022,thecraftbrewervolumeshareoftotalbeerproductionintheUnitedStatesamountedto13.2percent.

ReadmoreNote(s):UnitedStates;2013to2022Source(s):BrewersAssociationProductionofbeerintheUnitedStatesfromJanuarytoDecember2022(inmillionbarrels)MonthlybeerproductionintheU.S.202220181614121086420JanFebMarAprMayJunJulAugSepOctNovDec12Description:ThisstatisticdepictstheproductionofbeerintheUnitedStatesfromJanuarytoDecember2022.Accordingtothereport,U.S.beerproductionamountedtoapproximately12.06millionbarrelsinDecember2022.TotalbeerproductionintheU.S.exceeded173millionbarrelsthatyear.ReadmoreNote(s):UnitedStates;2022Source(s):TTBTotalnumberofbreweriesintheUnitedStatesfrom2012to2022TotalnumberofbreweriesintheUnitedStates2012-2022Numberofbreweries01,0002,0003,0004,0005,0006,0007,0008,0009,00010,00011,000201220132014201520162017201820192020202120222,6703,1624,0144,8475,7806,7677,7228,5579,0929,3849,70913Description:In2022,therewere9,709brewerieslocatedintheUnitedStates.Thenumberofbeerbrewingcompanieshasbeenincreasingsteadilyeachyearsince2012.Breweriesarecategorizedascraft,largecraft,andothernon-craftbreweries.

ReadmoreNote(s):UnitedStates;2012to2022Source(s):BrewersAssociationMarketshareofleadingbeersuppliersintheUnitedStatesfrom2022to2023MajorbeervendormarketshareintheUnitedStatesfrom2022to20232023202245%40.4%38.3%40%35%30%25%20%15%10%5%25.3%23%9.4%8.8%4.2%4.2%1%1.1%0%ABInBevMolsonCoorsConstellationBrandsHeinekenUSABostonBeerCo.14Description:ThemarketsharesofbothMolsonCoorsandABInBevgrewin2023.ABInBev'smarketshareincreasedfrom38.3percentto40.4percentandthemarketshareofMolsonCoorsincreasedfrom23percentto25.3percent.

ReadmoreNote(s):UnitedStates;2022to2023Source(s):ReutersCHAPTER

03U.S.beertradeBeerimportvolumeoftheUnitedStatesin2022,bycountryoforigin(inmilliongallons)U.S.beerimportvolume2022,bycountryoforiginImportvolumeinmilliongallons400

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60001002003007008009001,000996.411,100MexicoNetherlandsIreland131.935.4335.13CanadaGermanyItaly16.919.726.07BelgiumJamaica

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2.5416Description:ThisstatisticshowstheleadingcountriesimportingbeertotheUnitedStatesin2022,byvolume.Accordingtothereport,about996milliongallonsofbeerwereimportedtotheU.S.fromMexicothatyear.ReadmoreNote(s):UnitedStates;2022Source(s):BeerInstituteShareofbeerimportstotheUnitedStatesin2022,bycountry*U.S.beerimportsharebycountry2022Shareofbeerimports0%10%20%30%40%50%60%70%80%79.11%90%MexicoNetherlandsIreland10.47%2.81%2.79%CanadaOther1.54%GermanyItaly1.34%0.77%Belgium0.48%Jamaica

0.26%Poland

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0.2%17Description:ThisstatisticsdepictstheleadingcountriesexportingbeertotheUnitedStatesin2022,basedonvolume.Accordingtothereport,approximately79.11percentofU.S.beerimportscamefromMexicothatyear.

ReadmoreNote(s):UnitedStates;2022;*Basedongallonvolume.Figureswerecalculatedinternallybasedonvolumefiguresprovidedbythesource.ReadmoreSource(s):BeerInstituteBeerexportvolumeoftheUnitedStatesin2022,bycountryofdestination(inmilliongallons)U.S.beerexportvolume2022,bycountryofdestinationExportvolumeinmilliongallons10024681214161820ChilePanama17.516.44Canada15.02Honduras11.26Mexico6.14GuatemalaBahamas4.654.26SouthKoreaParaguay3.373.292.92DominicanRepublic18Description:ThisstatisticshowsthebeerexportvolumeoftheUnitedStatesin2022,bycountryofdestination.Accordingtothereport,about17.5milliongallonsofU.S.beerwereexportedtoChilethatyear.ReadmoreNote(s):UnitedStates;2022Source(s):BeerInstituteTotalbeerimportvolumeoftheUnitedStatesin2022,bypackaging(inmilliongallons)U.S.beerimportvolume2022,bypackaging9008007006005004003002001000767.63427.6564.17DraftBottlesCans19Description:ThisstatisticshowsthetotalbeerimportvolumeoftheUnitedStatesin2022,bypackaging.In2022,theU.S.importvolumeofbottledbeeramountedtoabout768milliongallons.ReadmoreNote(s):UnitedStates;2022Source(s):BeerInstituteCHAPTER

04U.S.beersalesRevenueofthebeermarketintheUnitedStatesfrom2014to2027(inbillionU.S.dollars)BeermarketrevenueintheUnitedStates2014-2027160140145.3138.9132.7126.6120.3120.6115.2120100806040200113.7111.3111.5108.310910698.42014201520162017201820192020202120222023202420252026202721Description:ThebeermarketintheUnitedStatesgrewto111.5billionU.S.dollarsinrevenuein2022afterdecliningin2020duetotheoutbreakoftheCOVID-19pandemic.Themarketisexpectedtosurpasspre-pandemiclevelsin2023andtobevaluedat145billiondollarsby2027.ReadmoreNote(s):UnitedStatesSource(s):ConsumerMarketInsightsBeer,wine,andliquorstoresalesintheUnitedStatesfrom1992to2022(inbillionU.S.dollars)Beer,wine,andliquorstoresalesintheU.S.1992-20228070605040302010092

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2222Description:U.S.beer,wine,andliquorstoresalesamountedtoabout70.33billionU.S.dollarsin2022.Thisrepresentedaslightincreaseoverthepreviousyearandanincreaseofover50percentduringthelastdecade.

ReadmoreNote(s):UnitedStates;1992to2022Source(s):USCensusBureauRetailshareofbeerintheUnitedStatesin2022,bychannelU.S.beerretailsalessharein2022,bychannelDuty-freestores3%Other4%Discountstores9%Supermarket/big-boxstore/superstore/hypermarket29%Gasstation18%Beveragestores20%Conveniencestores18%23Description:Retailerchannelssuchassupermarkets,andhypermarketsmadeupalmostonethirdofretailsalesinthebeermarketintheUnitedStatesin2022.Duty-freestoreswerethesmallestchannelatjustthreepercent.

ReadmoreNote(s):UnitedStates;2022Source(s):ConsumerMarketInsightsSalesgrowthofbeerintheUnitedStatesin2023,bychannelBeersalesgrowthintheU.S.in2023,bychannel8%6.3%6%4%1.6%2%0%-1.2%-2%-4%-6%-4.4%DrugFoodConvenienceLiquor24Description:TheconveniencechannelshowedthegreatestgrowthinbeersalesintheUnitedStatesin2023.Salesinthechannelgrewby6.3percentinthe52weeksendingonJuly15,2023.Beersalesinthedrugstorechanneldeclinedby4.4percentduringthesameperiod.ReadmoreNote(s):UnitedStates;52weeksendedJuly15,2023Source(s):BrewersAssociation;NielsenIQOff-premisesalesshareofbeerattributedtotheconveniencechannelintheUnitedStatesin2023,bysegmentConveniencechannelshareofbeersalesintheU.S.in2023,bysegment70%59%58%60%50%40%30%20%10%0%54%52%41%25%FermentedmaltbeveragesBelowpremiumImportDomesticpremiumandsuperpremiumHardseltzerCraft25Description:Amongallbeercategories,craftbeerhadthelowestportionofsaleswithintheconveniencechannelintheUnitedStatesin2023.Only25percentofalloff-premisecraftbeersalesinthenationcamefromtheconveniencechannel.

ReadmoreNote(s):UnitedStates;52weeksendedJuly15,2023Source(s):BrewersAssociation;NielsenIQSalesofbeerandmaltbeveragesinconveniencestoresintheUnitedStatesin2022,bysegment(inmillionU.S.dollars)C-storebeerandmaltbeveragesalesintheU.S.2022,bysegmentSalesinmillionU.S.dollars01,0002,0003,0004,0005,0006,0005,7777,0008,000PremiumImport7,341Budget3,262FlavoredmaltbeveragesSuperpremiumAlcoholicseltzerMicrobrew2,3921,9231,7501,396Cheladas620Maltliquor31713840AlcoholicciderNon-alcoholic26Description:PremiumbeerwasthetopsellingbeercategorywithinconveniencestoresintheUnitedStatesin2022.SalestotaledoversevenbillionU.S.dollars.Importedbeerwasthenextbestsellingwithsalesofoverfivebilliondollars.

ReadmoreNote(s):UnitedStatesSource(s):ConvenienceStoreNews;NACSAveragedollarsalesofbeerinU.S.conveniencestoresin2022,bysegment(inU.S.dollars)U.S.conveniencestores:salesofbeerperstore2022,bysegment60,00049,37050,00040,00030,00020,00010,000038,84721,94016,08912,93211,7699,3904,1702escription:ThisstatisticdepictstheaveragedollarsalesofbeerinU.S.conveniencestoresin2022,brokendownbytype.Inthatyear,premiumbeergenerated49,370U.S.dollarsinsalesperstoreonaverage.

ReadmoreNote(s):UnitedStates;2022Source(s):ConvenienceStoreNews;NACSBeerexcisetaxratesintheUnitedStatesasofJanuary2023,bystate(inU.S.dollarspergallon)U.S.beerexcisetaxratesbystate2023U.S.dollarspergallon0.60.00.20.40.81.01.21.4TennesseeAlaska1.291.07Hawaii0.93SouthCarolinaNorthCarolinaAlabama0.770.620.53Florida0.48MississippiUtahNewMexicoLouisianaOklahomaMaine0.430.420.410.40.40.3528Description:ThisstatisticcomparesthestatebeerexcisetaxratesintheUnitedStates,collectedbyTheFederationofTaxAdministratorsasofJanuary1,2023.Hawaiihadthethirdhighestexcisetaxratewith0.93U.S.dollarspergallonofbeer.Wyomingtaxedbeertheleastatjust2centspergallon.ReadmoreNote(s):UnitedStates;January1,2023Source(s):FederationofTaxAdministratorsCraftbeershareofretailbeermarketintheUnitedStatesfrom2012to2022CraftbrewerdollarshareofU.S.beermarket2012-202230%26.8%25.2%24.6%24.1%25%23.6%23.4%21.9%21%19.3%20%15%10%5%14.3%10.2%20120%201320142015201620172018201920202021202229Description:In2022,craftbeeraccountedfornearlyaquarterofthetotalU.S.retailbeermarket.Afteradeclinein2020,craftbeerhadthelargestshareofthebeermarketinitstimein2021,at26.8percent.

ReadmoreNote(s):UnitedStates;2012to2022Source(s):BrewersAssociationCHAPTER

05BrandsintheU.S.LeadingbeerbrandsrankedbybrandawarenessintheUnitedStatesin2023Mostwell-knownbeerbrandsintheUnitedStates2023Shareofrespondents40%

50%0%10%20%30%60%70%80%90%100%BudLightCoronaBudweiserHeinekenMillerCoorsMichelobBusch87%87%85%85%80%79%77%76%74%73%73%72%72%BlueMoonSamuelAdamsModeloNaturalLightGuinness31Description:CoronaandBudLight,inadditiontohavingthehighestbrandawareness,alsohavethehighestusageshareofU.S.beerbrands,sharingsecondplacewithBrooklynBreweryasalocalchampion.Alookatthecustomerloyaltyofbeerbrandsrevealsanothertwohiddenchampions,withYenglingandSamuelAdamsrankingsecondandfourth.ReadmoreNote(s):UnitedStates;August2023;1152respondents;21to64yearsSource(s):ConsumerInsightsLeadingbeerbrandsintheUnitedStatesin2023,basedonoff-premisesales(inmillionU.S.dollars)LeadingbeerbrandsintheU.S.basedonoff-premisesales2023SalesinmillionU.S.dollars05001,0001,5002,0002,5003,0003,5004,0004,5005,000BudLightModeloEspecialMichelobUltraCoorsLight4,564.453,597.423,324.392,410.432,408.08CoronaExtra32Description:BudLightwastheleadingbeerbrandintheUnitedStatesin2023.Inthatyear,thebrandhadsalestotalingover4.5billionU.S.dollars.Inthesameyear,ModeloEspecialwasthesecondleadingbrandwithsalesofover3.5billiondollars.

ReadmoreNote(s):UnitedStates;52weeksendingMay21,2023Source(s):BeverageIndustryMagazine;CircanaYearoveryeardollarsalesgrowthoftheleadingbeerbrandsintheUnitedStatesin2023BeerbranddollarsalesgrowthU.S.2023Yearoveryeargrowth-6%-4%-2%0%2%4%6%8%10%12%14%16%ModeloEspecialMichelobUltraCoronaExtraCoorsLight13.9%8.3%8.3%3.4%BudLight-4.5%33Description:DespitebeingtheleadingbeerbrandindollarsalesintheUnitedStatesin2023,salesofBudLightshrankby4.5percentcomparedtothepreviousyear.Incontrast,salesofModeloEspecialgrewduringthesameperiodby13.9percent.

ReadmoreNote(s):UnitedStates;52weeksendingMay21,2023Source(s):BeverageIndustryMagazine;CircanaSalesoftheleadingdomesticpremiumbeerbrandsintheUnitedStatesin2022(inmillionU.S.dollars)UnitedStates:salesoftopdomesticpremiumbeerbrands2022SalesinmillionU.S.dollars3,00001,0002,0004,0005,0006,0007,000BudMichelobCoors6,489.53,575.272,639.28MillerLiteBusch2,162.511,825.34Natural1,348.64BudSpecialtyMillerHighLifeKeystoneYuengling581.43405.62389.66372.6234Description:Forthe52weeksendedJanuary1,2023,BudweiserwastheleadingdomesticbeerbrandintheU.S.withsalesamountingtoapproximately6.49billionU.S.dollars.Totalcategorysalesamountedtoabout21.43billionU.S.dollars.

ReadmoreNote(s):UnitedStates;52weeksendingJanuary1,2023Source(s):BeverageIndustryMagazine;IRISalesoftheleadingimportedbeerbrandsoftheUnitedStatesin2022(inmillionU.S.dollars)U.S.beermarket:leadingimportedbeerbrands2022,basedonsalesSalesinmillionU.S.dollars2,000

2,50005001,0001,5003,0003,5004,0003,973.334,500ModeloCorona2,967.78HeinekenDosEquisXXStellaArtoisPacifico829.29430.68401.57271.48170.97GuinnessLabatt147.47125.35TecateFoster's78.5935Description:ThisstatisticshowsthesalesoftheleadingimportedbeerbrandsintheUnitedStatesin2022.ModelowastheleadingimportedbeerbrandintheU.S.withabout3.9billionU.S.dollarsworthofsalesforthe52weeksendedJanuary1,2022.Totalcategorysalesamountedtoapproximately9.86billionU.S.dollars*.ReadmoreNote(s):UnitedStates;52weeksendedJanuary1,2023Source(s):BeverageIndustryMagazine;IRISalesoftheleadingcraftbeerbrandsintheUnitedStatesin2022(inmillionU.S.dollars)*DollarsalesoftheleadingcraftbeerbrandsintheU.S.2022SalesinmillionU.S.dollars200

250050100150300350400450429.3500NewBelgiumBlueMoon357.16SierraNevadaSamuelAdamsLagunitas312.45219.82162.09Shiner128.63Firestone111.3Elysian110.39106.4FoundersLeinenkugelspecialty100.4236Description:ThisstatisticdepictsthedollarsalesofthefiveleadingcraftbeerbrandsintheUnitedStatesin2022,basedondollarsales.Forthe52weeksendedJanuary1,2023,NewBelgiumwasrankedfirstintheUnitedStateswithsalesofnearly430millionU.S.dollars.ReadmoreNote(s):UnitedStates;52weeksendedJanuary1,2023;*Brandsincludethesalesofthebrandfamily.TotalU.S.salesthroughsupermarkets,drugstores,massmerchandisers,gasandconveniencestores,militarycommissariesandselectclub[...]

ReadmoreSource(s):BeverageIndustryMagazine;IRIDollarsalesoftheleadingflavoredmaltbeveragesintheUnitedStatesin2022,bybrand(inmillionU.S.dollars)U.S.dollarsalesoftheleadingflavoredmaltbeveragebrands2022SalesinmillionU.S.dollars400

50001002003006007008009001,000TwistedSmirnoff886.99504.42Mike'sHarderMike'sHard431.39332.55SeagramsEscape179.3337Description:TwistedwastheleadingflavoredmaltbeveragebrandintheUnitedStatesin2022.Thebrandgeneratedover886.99milliondollarsinsales,beatingoutcompetitorsSmirnoffandMike'sHarderwhichhadsalesof504milliondollarsand431million