Blog: You, us, everyone

Welcome to our blog – a place to discuss and exchange thoughts and ideas about iX-7 Asset Management SA, the stock markets and all matters relating to wealth management.


Article
Tuesday, November 14, 2023 by Christoph.Schmid|Comment 0
within category HEIO,PERP,DGE,Brewers,Beverages,Pricing Power

Investing in the beverage sector represents a reliable long-term solution due to diverse factors, offering a strong potential for growth:

 

  • Constant growth: the beverage sector has always been characterized by sustained worldwide demand. Thanks to this stability, the global industry size is expected to hit USD 2.7T in 2026(vs. USD 1.7T in 2022). 

 

  • Resilience to economic crisis: demand for beverages remains high even in economic downturns. Consumers may reduce their overall spending but will continue to buy beverages to satisfy their daily needs. Despite lower volumes recently observed and the impact of the post Covid “normalization”, global beverage sales have increased by 24% since 2019.

 

  • “Premiumisation" trends: consumers are increasingly looking for innovative and high-quality products which drives prices up: today, more than 40% of them are buying “premium” beverages, at least occasionally. The global market for this segment is currently growing at an average annual rate of around 50%.

 

Market consolidation: To meet consumer expectations and face tough competition, major companies are always seeking to expand their brand portfolio. Since 2019, the value of M&A operations in the industry rose from USD 18 billion to more than USD 25 billions
Comments
Not commented yet? Be the first to post a comment.
Current pageTotal pages 0
Comments per page
select
Add a comment
Author:
Email: Help
Related articles

BAT
Sunday, April 3, 2022
Based on PE and dividend yield, British American Tobacco is trading at a significant discount to its peer group. Recent company input shows a robust performance of its combustible and Next-Gene…
More …
Sunday, April 3, 2022
The company has a dominant lead in the US e-commerce market, and its Amazon Web Services cloud platform is also a market leader. However, the growth potential of the company is elsewhere. The c…
More …
Sunday, April 3, 2022
Altria Group, Inc. produces and markets products through three segments: smokeable products (PM USA); smokeless products (USSTCC); and wine. Recent news reports suggest the Biden administration …
More …
TAKE IT TO THE NEXT LEVEL:
HOME PAGE SUBSCRIPTIONS Private Policy
AMC - iX-7 Asset Management SA DIGITAL AGE TRANSFORMATION CHECK YOUR RISK-PROFILE Disclaimer
HOW DOES IT WORK DEMO PORTFOLIO Terms of Use
FEATURES LET'S BUILD YOUR PORTFOLIO GDPR
INSTITUTIONAL OFFER MANAGE YOUR ASSETS Contact
CONCEPT Login
BLOG
iX-7 Asset Management SA, access to financial information is a right. Knowledge is power.