Large emerging market economies will experience mixed fortunes in 2015. Russia is the standout performer, for all the wrong reasons. Much of their success is likely to boil down to their macro-economic fundamentals and reform programmes, with those with large current account deficits on the whole more vulnerable than those without. A key theme for the year will be policy reform with India and Indonesia making a strong start, Mexico is in the midst of a reform programme and even the Brazilian government is beginning to move away from unorthodox policy to a more pragmatic approach.
Continue reading "How will the World’s Largest Emerging Market Economies Fare in 2015?" »
Nombre del evento: Juice Latin America 2015
Fecha: 16 y 17 de marzo, 2015
Día, fecha y hora de nuestra presentación: Lunes 16 de marzo, Hotel Marriot, Santiago de Chile
Acerca del evento: Juice Latin America 2015
Juice LatinAmerica 2015 - La única conferencia en Latinoamérica que evalúa las perspectivas, precios y tendencias de los jugos y de las materias primas. Se llevarán a cabo más de 12 presentaciones Individuales sobre perspectivas en Frutas.
Continue reading "¡No te pierdas nuestra presentación en Juice Latin America 2015!" »
Por Horacio Larghi – Contributing Analyst
En los últimos días fue sensación mediática la falta de tampones en el país. Este producto básico de higiene femenina no se produce localmente y tanto Johnson & Johnson como Kimberly-Clark, las dos principales empresas que dominan el mercado con casi el 90% de las ventas, los importan desde el vecino Brasil, e inclusive desde países más lejanos como la Republica Checa. Las barreras a la importación impuestas por el Gobierno sin duda tuvieron un rol importante en el desabastecimiento de tampones a lo largo del país.
Ahora bien, ¿Es realmente tan importante la falta de tampones? No cabe duda que para las argentinas que compran este producto es un serio inconveniente. Sin embargo, los números demuestran que las argentinas prefieren, y por amplio margen, otras opciones de higiene personal.
Continue reading "¿Cuál es la importancia real de la falta de tampones en Argentina?" »
Nome do evento: OUTLOOK™ Plus Latin America 2015
Data: 03, 04 e 05 de Março de 2015
Dia e hora da apresentação: 11h30 - 12h, Terça-feira (3), Renaissance Hotel – São Paulo, Brasil
Descrição do evento: Realizado pela primeira vez na América Latina, o OUTLOOK™ Plus é um evento de três dias que inclui apresentações e conferências sobre o mercado, produtos e tecnologias para higiene, cuidados pessoais e aplicações para nãotecidos duráveis.
Descrição da apresentação: David Mackinson, analista sênior da Euromonitor International, falará em sua apresentação sobre “A Mulher Latina em 2015”.
Continue reading "Euromonitor participa da primeira edição do OUTLOOK™ Plus Latin America 2015 – Nãotecidos para Higiene e Cuidados Pessoais" »
Analyst Insight by Hope Lee - Senior Beverages Analyst
For years, liquid concentrates, worth around US$9 billion by retail value in 2014, seemed a neglected small category in the vast soft drinks market, and analysts once wondered if there was any glimpse of life and thought further investments might be questionable. The fact that there is no single brand in liquid concentrates reaching the billion dollar sales mark means the interest of manufacturers is exceedingly lacklustre. However, the economic slowdown or outright recession in some developed markets and new product development seemed to revive the category – the expansion of SodaStream and Kraft’s MiO and the ongoing popularity of Robinsons and Teisseire has put liquid concentrates back in the spotlight again. Some consumers who traded down to liquid concentrates when they were short of cash may well stay within the category, even when their income bounces back. Euromonitor International’s latest data show that the global off-trade volume sales increased by around 3% in 2014, and the category is expected to generate net growth of over US$900 million in 2014-2019. This figure does not seem to offer massive business opportunities compared to juices and energy drinks, but it is still worth looking at where the growth areas are and the state of play of the major companies.
Continue reading "World’s Multi-million Dollar Liquid Concentrates Brands" »
Analyst Insight by Amin Alkhatib - Alcoholic Drinks Analyst
For the past two years at least, the beer industry’s biggest talk has been about a potential consolidation move between Anheuser-Busch InBev and SABMiller Plc. For banks, the world’s number one brewer buying out or merging with the world number two brewer is a very lucrative financing deal. The latest estimate for financing required by A-B InBev has reached US$122 billion for buying a company valued at almost US$4.8 billion, according to 2013-2014 profits.
It might seem like a shrewd decision for the two brewers to combine, as SABMiller’s biggest competitor is A-B InBev competing in beer markets totalling at over US$20 billion. This is 35% of retail value sales for the British brewer and 15% for the Belgian-Brazilian entity. According to Euromonitor International, the overlap occurs in at least 67 markets, illustrating the degree of market commonality for both companies, as reflected by the bubble size below.
Continue reading "Advantage of an A-B InBev/SABMiller Merger Lies in Emerging Markets" »
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The Portuguese have shown an interest in Angolan culture and music. Now, Cuca is counting on Portuguese millennial consumers' interest in craft beers to launch its Angolan lager in the country. Listen to the podcast for complete insights.
Podcast features Filipe Oliveira - Research Analyst
Continue reading "Angolan Lager Cuca Launches in Portugal" »
In 2015 Latin America will have a highly urbanised population of 623 million with average consumer expenditure of US$6,742. Savings in the region are the lowest in the world due to the easy availability of credit in many countries, which in turn has driven the increased possession of many household durables. The average age will remain below 30 years and the proportion of the population using the internet will approach 50%.
Continue reading "Life in Latin America in 2015" »