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Punch and UK pub consolidation - should they sell?

September 29, 2009

Analysis of:Punch told to call time on business | www.ft.com

It has been suggested that Punch could do best for it's shareholders by selling all it's Pubs Punch has already embarked on a path of pub disposals in order to pay down debt. It remains unclear how far this process could go. When considering a disposal strategy, it will remain important to understand who the buyers for it's parcels might be. There are downside risks in operating terms as Punch reduces in scale and becomes less attractive to it's supplier base

Brewer Profitability enhanced by Beer Brand pricing decisions in 2008 / 9

August 6, 2009

Analysis of:SABMiller and Molson Coors Report Higher MillerCoors Second Quarter Earnings | www.flex-news-food.com

All international brewers aspire to be brand and premium focused because strong brands lead to superior profits. All international brewers have embarked on cost reduction programmes in response to the tough economic conditions. What will differentiate the strong performer in brewing from the pack will be how these agendas are managed alongside the pricing decisions. Brewer profitability could be seriously enhanced where prices can be held at their new levels with input costs starting to fall

Pepsico Russian Investment

July 8, 2009

Analysis of:PepsiCo, Bottler to Invest $1 Billion in Russia | www.bloomberg.com

Route to market for Pepsico will be an important driver of branded growth in the future. The pre-emiment drinks distributor at this time in the Russian market is Baltic Beverage Holdings (BBH). Pepsico and Carlsberg (BBH owners) work together / have worked together in a number of markets (including some BBH markets) and a collaboration would result in reduced costs and superior revenue outcomes for Pepsico.

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