for the beverage industry It is another category in the Consumer Goods (FMCG) segment, which has a huge value at the “hundred billion baht” level of non-alcoholic beverages. Healthy drinks (no drink function), soft drinks, drinking water, green tea, etc.
Performance during April – June 2022, most of them 2nd quarter budget Some companies are in the 3rd quarter What is the situation? Bangkok Business Let’s look at the earnings data from “Which camp” is clearly growing or which market is sluggish? of negative factors
The group of ostrich drinks in the country has shrunk.
Far from Carabao Group, foreign markets plunged!
The energy drink market is estimated at 30 billion baht, the No. 1 and No. 2 players have grown and grown. and shrinks differently in each market
Osotspa Public Company Limited reported revenue from sales in the second quarter of 7,184 million baht, growing 3.9%, driven by growth from overseas businesses. personal care products (personal care) whileDomestic drinks group “shrinking” Because the company is changing its strategy to focus on premium products. to escape the competition where other players pressure the price
However, beverages are the company’s main money-making products. There is a hero product like the M-150 energy drink. C-vit brand vitamin C shot drink Sales revenue for the second quarter was 5,857 million baht, a decrease of 1.4%, despite a slight decrease in sales. But the company still maintains a high market share (market share) with energy drinks at 49.1%, Cvit at 40.1%, up 7.3%.
Net profit for the second quarter was 604 million baht, a decrease of 26.4% from the same period last year. due to the rising cost of energy prices AND the price of goods (Goods) increased Total sales for the first half of the year were 14,656 million baht, an increase of 7.1%, with a net profit of 1,354 million baht, a “decrease” of 25.8%.
However, Osotspa’s adaptation to the weight of premium products is a long-term competitive advantage. and drive growth as well as create sustainable profits
On the other hand, Carabao Group Public Company Limited reported revenue from sales in the second quarter of 5,247 million baht, an increase of 5%, with revenue from the sale of products under its own brand at 3,581 million baht, a “decrease” of 9% compared to the same period last year Product Details Carabao Dang energy drink sales grew by 8% compared to the same period last year.
Looking at domestic sales it made 3,148 million baht, an increase of 27% compared to the same period last year. In terms of foreign sales, it was 2,099 million baht, a decrease of 17%, with shrinking markets such as Cambodia, Laos, Myanmar and Vietnam (CLMV), a decrease of 9%, with the Myanmar market shrinking sharply by 20%. and China, down 49%, etc.
sideSecond quarter net profit was 742 million baht, down 23% due to higher production costs. including packaging especially aluminum Total revenue for the first half of the year was 10,141.71 million baht and net profit of 1,402.7 million baht.
Big green tea ‘Oishi’ profit growing ‘Ichitan’ profit falling!
The ten billion market of green tea is a Battle of two giants “Oishi-Ichitan” Let’s look at the work of both companies as follows:
Oishi Group Limited Public Company generates revenue from sales. and services in the 3rd quarter (financial year October 64 – September 65) were 3,369 million baht, an increase of 29.5% compared to the same period last year. and had a net profit of 358 million baht, an increase of 120.5% compared to the same period last year.
divided by category The beverage business generated sales revenue of 1,957 million baht, an increase of 7.8% from the “Demon Slayer” campaign and the launch of new products, Oishi Green Tea, Honey Lemon, Sugar 0%. Up 79.4% of the reopening of the restaurant to serve normally sit-in openings (Dine-in) to support the growth of opening a new model store, Shabu by Oishi, etc.
So, the first 9 months, the company has income from sales. and providing services totaling 9,362 million baht, an increase of 22.6%, with the beverage business making money of 5,400 million baht, an increase of 14.6%, food business, 3,962 million baht, an increase of 35.4%, while the net profit at 1,011 million baht, an increase of 92%.
As for Ichitan Group Public Company Limited, revenue from sales in the second quarter was 1,616.5 million baht, an increase of 8.3% compared to the same period last year. Domestic sales rose 11.4%, while overseas contracted 11.5% due to the impact of trade partners’ economies. Net profit was 152.6 million baht, down 11.7% from the same period last year.
While overall for the six-month period, sales were 3,058.8 million baht, an increase of 10%, domestic sales grew 14.2%, and international sales decreased 16.8%, while net profit was 256.4 million baht, a decrease of 10.3%.
Hope soda travel revival
A major player in the soft drink market worth more than 50 billion baht (black water + colored water) and operates as a manufacturer. distribution and distribution of products with 2 important labels, vizTip seed which takes care of the market in the south of 14 states for Coke, Fanta, Minute Maid, Nam Thip, etc. “Suk Serm” relatedThai drink There are products like es cola, crystal drinking water, etc. Looking at the positive momentum from easing the Covid open countryside policy reviving tourism to support use to continue
About the work of Haad Thip Public Company Limited as a manufacturer and seller of soft drinks, Coke, Fanta, Sprite and Minute Maid fruit juices. Drinking water, nectar, etc., occupy the area of 14 southern states. It generated sales in the second quarter of 1,805.9 million baht, an increase of 5.9%, while the sales volume also increased by 3.4%. The tourism business began to recover.from covid relief and more humane disease control measures This means selling tourism-based products such as restaurants, hotels, convenience stores, as well as various retail outlets. is growing almost back to “Pre-Covid-19”, with sales through general stores (Traditional Trade:TT) up 6.4% compared to the same period last year.
The company also uses a strategy to manage revenue growth through size. and product form (Mixed Pack) Sales channels (Mixed Channel) to meet the growing demand for single service packaging
the resultSecond quarter net profit was 116.9 million baht, a decrease of 37.3%. from the same period last year, while6 month overview(Jan-Jun.65) The company had sales revenue of 3,492 million baht, an increase of 5.1% from the same period last year. and sales volume increased by 3.3%.The net profit was 220 million baht, a decrease of 34%. from the same period last year due to the production cost of oil energy price and the expenses of promotional activities which have increased, stated as follows: transport costs increased by 39% compared to the same period last year. Promotional costs increase by 16%, etc.
However, Haad Thip maintains a high value market share. by non-alcoholic drinks (fruit juice drinking water) at 26% and soft drinks 81.2%
Sermsuk Public Company Limited, supervisor of product portfolio, such as Escola, Crystal Drinking Water Oishi green tea, etc., 3rd quarter results (fiscal year October 21 – September 65) Revenue from sales and services totaled 2,936 million baht, an increase of 14.7% compared to the same period last year. The driving factor came from selling through restaurant channels. The hotel rose due to the many opening of the country economic stimulus Ensure that the covid situation is developing The tourism sector has improved. including the company adding sales channels Developing a distribution system to cover more target markets.
Net profit was 38 million baht, an increase of 11.8% from the same period last year. and services totaling 7,855 million baht, an increase of 5.5%, in response to the relaxation of Covid-19 prevention measures. favorable to economic activities to adjust to normal Net profit was at 91 million baht, a decrease of 32.1% due to cost of sales. and increased distribution from increases in oil prices, etc.
Sappe hits New High sales But the purchasing power contracted in the country.
To be the market leader in practical drinks. targeting women in particular “Sapp” No less excellent results In the second quarter, Sappe Public Company Limited generated sales of 1,236.4 million baht, the highest quarterly sales since the establishment of the company (All Time High), which increased by 38.8% compared to the same period last year . Growing Market Insights Foreign countries made 975.1 million baht, an increase of 67.7%.Domestic sales fell by 15.6%. made 261.3 million baht due to external factors as well asDomestic consumption has not improved. Limited production capacity focused on supporting the fast growing international market. Adjust new product launch plans in the country from the 3rd quarter onwards
The net profit in the second quarter was 167.3 million baht, the highest since the establishment of the company. with a growth of 31.9% compared to the same period last year. while first half sales were 2,255.4 million baht, an increase of 38.8%, while net profit was 320.6 million baht, an increase of 50.2%.
However, production costs have increased, including raw materials, packaging, especially plastic particles (PET) which have risen in response to oil prices, including sugar, vermicelli, etc.