2nd UPDATE: SABMiller Sales Under Pressure From Econ Downturn
31 Juillet 2009 - 3:25PM
Dow Jones News
SABMiller PLC (SAB.LN) said Friday that consumer demand for its
beers is being hit by the economic downturn, albeit to varying
degrees, and as a result has managed to keep sales volumes stable
in its fiscal first quarter.
SABMiller, the world's second-biggest brewer by volume after
Anheuser-Busch Inbev NV (ABI.BT), said demand was weakest in
Eastern Europe. But the group is managing to maintain last year's
price increases and push ahead with cost cutting.
"The global economic slowdown has continued to dampen consumer
demand, although the impact on volumes has varied between our
markets," Chief Executive Graham Mackay said in a statement.
"Across the group, revenue benefited from firm pricing in the
prior year, and we continued to focus on cost efficiencies and, in
certain markets, restructuring activities in order to reduce our
cost base," he said.
SABMiller said its core lager volume, which strips out the
effect of acquisitions and disposals, was flat in the quarter ended
June 30 from a year earlier, in line with expectations. That
compares with a 1% fall in the fourth-quarter of fiscal 2009 and
third-quarter.
While SABMiller's trading update was in line with expectations,
the brewer's performance in Eastern Europe was disappointing, said
a London-based analyst, who didn't want to be identified.
Core lager volume was down 7% in Europe as "household debts,
tighter credit controls and rising unemployment continued to
depress consumer spending", resulting in beer market contraction
across the region, according to SABMiller. In Poland and Russia,
core lager volume was down 8% and 9%, respectively.
In the U.S., the company's MillerCoors LLC venture with Molson
Coors Brewing Co. (TAP) reported a 0.8% fall in sales from
distributors to retailers. SABMiller said premium light brand
volumes were down slightly in the first-quarter, with a "mid-single
digit" decline, in percentage terms, in Miller Lite volume. This
was partly offset by "low single digit growth" of Coors Light and
accelerated growth of MGD 64.
Core lager volume in Africa and Asia rose 11% in the quarter
versus weak comparable figures for China. In the first-quarter of
last year, consumer demand in China was hurt by the Sichuan
earthquake.
Soft drinks volume rose 2% in the first-quarter, driven by
strong sales in Africa.
At 1228 GMT, SABMiller shares were down 23 pence, or 1.7%, at
1374 pence in a lower London market. The shares have risen 18%
since January on hopes brewers can weather the economic storm amid
easing cost pressures and strong summer weather.
SABMiller also said that Howard Willard, executive vice
president, strategy and business development at Altria Group Inc.
(MO), will join its board as a non-executive director, effective
Aug. 1. Willard has been nominated under the terms of an agreement
with Altria as part of the Miller Brewing Co. transaction in
2002.
The London-based company, which counts Grolsch, Peroni Nastro
Azzurro, Castle Lager and Pilsner Urquell among its brands, is
holding its annual shareholder meeting Friday.
SABMiller warned in May that there was very little visibility as
to the timing of any recovery, as the global recession subdued
demand across its markets. The company has suffered as consumers,
particularly in Europe, cut back on drinking during the economic
downturn.
Company Web site: www.sabmiller.com
-By Michael Carolan, Dow Jones Newswires; 44-20-7842-9278;
michael.carolan@dowjones.com