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Saturday, August 17, 2013

Industry Trends and Cost Management Issues: Micro-brewing and Beer


 
Industry Trends and Cost Management Issues:  Micro-brewing and Beer

Daniel J. Stone

Managerial Economics

Ohio Dominican University
 
August 15th, 2013
 
 
Industry Trends
Demand Factors
            Customers and key market segments.  Micro beers, considered a normal good, have a growing preference and taste among those that consume beer (Keat, Paul G. and Philip L.Y. Young).  This statement is supported due to globalization and the varying degree of people's incomes.  While it is debated that globalization is good or bad for mankind, one thing that globalization has done is make it less restrictive in giving and sending of information (Street, M and Street, V., 2010).  As such, mankind has become better informed over the years and as a result, it is projected that the micro beer sector will remain dynamic providing that there is economic prosperity coupled with competition from beers from abroad, other micro breweries and super premium brands of macro breweries such as Michelob.  (Iwasaki, N.; Tremblay, C.H.; and  Tremblay, V. J., 2005). 
            Since a micro beer, also known as a craft beer, is a normal product, substitutes are produced in mass are known as macro beers and are considered an inferior product.  Whether a beer is normal or inferior is contingent on the price.  Those at the lower economic income area prefer macro beers because this is all that can be afforded.  Therefore, from a product development standpoint, normal and inferior beers are substituted based on the cost (Iwasaki, N.; Tremblay, C.H.; and  Tremblay, V. J., 2005).
            The customers of micro beers comprise of what is known as the convenience store class-of-trade, aka "c-store channel" who are advocates for natural food grocers that sell micro beers.  For example, characteristics of micro beer customers are those that prefer quality and variety.  Suppliers of micro beers tend to be proactive with these customers by creating cross-merchandising promos with gift cards, fuel cards, phone cards, and food tie-ins.  Themes such as summertime, St. Patrick's Day, sporting events and ethic holidays such as Cinco de Mayo are offered at the point-of-sale, (Covino, R. M., 2009).  The key market segments of the micro beer industry are Microbrewery, Brewpub, and Contract Brewing Companies, and Regional Craft Breweries.  Some of these examples are Elevator Brewery in Columbus, OH (Microbrewery), Columbus Brewing Company Restaurant in Columbus, OH (Brewpub), Japanese beer, Kirin being made exclusively for the North American market by the Anheuser-Busch brewery in Los Angeles (Contract Brewing Companies), and  Great Lakes Brewing Company (Regional Craft Breweries), (Brewers Association, 2013). 
            Pricing issues.  Demand factors for the craft brewing at home or for commercial distribution have pricing issues due to the provision for excise taxes, higher package material and ingredient costs and the potential costs that come from a temporary shutdown of a brewery's system (The Boston Beer Company, Inc., 2013).  Also, in many cases, craft-brewed beer is priced in a way that only the more affluent consumers can afford on a regular basis.  While on the one hand, the price is set because of the status that comes with micro beers, but on the other hand, prices are set due to having an equilibrium price high enough to cover production on the small scale that microbreweries tend to operate.  (Iwasaki, N.; Tremblay, C.H.; and  Tremblay, V. J., 2005).         
Supply Factors
 
        Suppliers and vital supply components.  The suppliers of micro beers have challenges due to the growth of the craft brewing industry in 2012 of 15% volume and 17% dollars whereas in 2011 it was 13% volume and 15% dollars.  To continually improve and evolve to meet the demand, Brewers Supply Group (BSG) has expanded to serve breweries, wineries, distilleries, and homebrew stores instead of only brewers when BSG was first formed (Morgan, J. 2013).  While there were 43 microbreweries and brewpubs that closed in 2012, there were 409 sites that opened in the same year (Brewers Association, 2013). 
        Vital supply components for micro beers comprise of water, malt, hops, yeast and various adjuncts such as grains, sugars, spices, and processing aids.  The capability of these vital supply components being continued with minimal long-term effects on the environment relies upon brewers keeping supply levels that are in sync with demand by looking at their needs and making those needs known in the form of supply agreements will ensure that supplies that are very specific to brewing are maintained.  This is because these supplies are in competition with non-brewing crops which are increasing (Morgan, J. 2013). 
        Pricing issues.  Supply factors for the craft brewing at home or for commercial distribution have pricing issues due to pressure from distribution costs and grain prices, partially offset by brewery productivity and positive product mix and average price increases of approximately 1% to 2%.  (Craft Brew Alliance, 2012).  On the one hand, the new microbreweries and pub breweries are competing in the specialty and imported beer market and are able to command a premium price for their products whereas on the other hand, income elasticity and price elasticity at the local area are factors as well (Coulter, M., (1987). 
Cost Management Issues
Input Costs
        Input costs in the microbrewery industry comprise of the rising input costs of barley and hops (Sekar, S., 2009).  The brewing process is energy intensive and uses large volumes of water.  Also, in the brewhouse, the place where micro beers are processed by mashing and wort boiling from heat, the commodity of fuel oil is considered prized input.  The price of this commodity was pushed to higher levels.  As of 2012, there were no signs that the cost of using fuel oil will decrease any time soon (Olajire, A. 2012).  This is being countered with the use of electricity for use of the production process.  While natural gas and coal make up 60% of the total energy used at brewhouses, electricity and the investment in the infrastructure to support electric use in yet another input costs (Mignon, D and J. Hermia. 1995). 
        Key factors in operating costs such as wastewater treatment plants at microbreweries are another input cost that maximizes efficiency (Olajire, A. 2012).  Many brewers are searching for ways to cut down on the water usage due to disposal of this being costly (Simate, 2011).  Unfortunately, the lowest cost inputs tend to equate to slow and inefficient systems.  For example, in the production process, the mash that floats on top of the wort of the mashing vessel traditionally is slowest separation process, but is the lowest cost in terms of capital outlay (Galitsky, 2003).   Followed, is the separation process; then comes the filtration process.  The sludge disposal that comes from the filtration process is the main cost with varying costs (Isaacs, N. 2001). 
        Nearly every area of the microbrewery industry has been affected by rising input prices.  Pricing issues in the microbrewery industry consist of wheat, corn price increases, the influx of oil prices coupled by instability in the weather with droughts, floods and the emergence of the Chinese economy.  Costs in the microbrewery industry have soared by more than 100% since June 2010.  As a result, production and transportation costs have been driven up (Thornton, G. 2011).  Another set of pricing issues come to investing.  Potential investors need to be cognizant of production levels and any alliances with distributors as well as the price per barrel (Davila, F. and Perez, E. 1995). 
 Pricing and Profitability Issues
        Overall, the beer industry is in a decline in terms of profitability.  However, the microbrewery is becoming stronger.  With the continuation of consumer education, it is projected that microbreweries will have stronger growth when compared to macro breweries (Lapoint, 2012).  The microbrewery market will have an added strain on the market due to twice as many craft breweries opening this year than the previous year.  Profit issues in the microbrewery industry consist of distribution, for example.  However, nontraditional routes are needed for microbreweries to remain profitable.  To offset the distribution issue, alliances and acquisitions are aligned and carried out.  For example, microbreweries have allowed for macro breweries to become a minor shareholder of the business and in return, distribute product in the most efficient way.  By doing this, microbreweries avoid paying a high margin to an independent and protect the microbrewery in bargaining with their suppliers (Lapoint, 2012).  Craft Brew Alliance, an organizations comprising of the brands of Redhook Brewery, Widmer Brothers Brewing, Kona Brewing Company, and Omission Beer have a distribution agreement with Anheuser-allowing for the product line to be sold in 48 states as of March 31st, 2008.  (Reimer, M. ,2010). 
        The Boston Beer Company, maker of Sam Adams, has been the pioneer of microbreweries in the US in terms of growth.  A microbrewery that grew beyond this status, The Boston Beer Company has set the benchmark for more microbreweries in terms of creating ways for craft brewers to turn a profit (Boston Beer Company, The. (2013).
        Management issues.  Management issues in the microbrewery industry mainly come from mismanagement of growth.  Examples of this are shortages in inventory.  While some consider this as a good problem to have, but if product is out, this means that it can't be sold.  Missing out on a potential sale is not only detrimental on the bottom line, but it is also sets precedence that your brewery will have the reputation of not being able to deliver, especially with distributors, vendors and the end customer (Orchestra, 2012). 
        Another example of management issues in the microbrewery industry is not maintaining consistency.  As a consumer, having expectations met when it comes to a supplier's product line is paramount.  Consumers tend to be loyal to a supplier's product line if their expectations are being met (Orchestra, 2012). 
        Next, mismanagement of cash flow is another management issue.  Ensuring that accounts receivable and accounts payable are kept at manageable levels while meeting demand and managing growth are all balanced is essential (Orchestra, 2012). 
        Social and ethical issues.  Social issues in the beer industry come from health, religion, and tax issues.  For example, on the one hand, long term beer consumption has links to cancer, heart disease, and diabetes.  Also, religions such as Islam forbid the consumption of alcohol.  Then on the other hand, in some countries, alcoholic products are heavily taxed (Bjornstad, J., 2011).
        Ethical issues in the microbrewery industry come from how a supplier can improve their sustainability.  First, consumers are keen on transparency and accountability.  As a result, a consumer is more likely to support a company that reflects this value (Orgolini, J., 2011).
Also, water and energy use are a big part of a microbrewery's operation and the ability to maximize efficiency is good ethics that determine if a brewery can sustain itself (Orgolini, J., 2011). 
        Climate change has caused periods where there are droughts and floods have made the phrase "xeriscaping" prevalent.  This is where landscaping and gardening in ways that reduce or eliminate the need for supplemental water from irrigation.  In periods where there is a drought, rice farmers are unable to produce crops due to water conservation efforts.  As a result, ingredients for micro-brews are used at a premium (Alexander, R., 2012). 
Competitive Market Environment
Microbreweries in imperfect competition.  The microbrewery industry operates in a monopolistic competition environment.  When home breweries are included, there are a large number of suppliers acting independently, market entry and exit is not difficult, services are differentiated by being suppliers, eateries, and drinking establishments.  While customers chose among products, nonprice competition was essential as well.  For example, the beer industry revolutionized the advertising game with the use of popular professional athletes in the 1970s.  (National Beer Wholesalers Association, 2011). 
Since a monopolistic competition environment has the characteristic of earning above normal profits which invites new entrants to the market, it appears that the microbrewery industry will continue with new entrants entering the market.  Furthermore, since new entrants will cause the microbrewery demand curve to shift down and to the left and the microbrewery supply curve to shift out and to the right, the prices will still remain competitive.  (National Beer Wholesalers Association, 2011).

 
References

Alexander, R., (2012).  Sustainable Craft Brewing: The Legal Challenges.  http://www.triple

            pundit.com/2012/06/legal-issues-in-beer-brewing/

 

Bjornstad, J. (2011).  Beer Industry.  http://www.slideshare.net/cadeler/beer-industry. 

Boston Beer Company, The., (2013).  Investor Relations Center.      http://www.bostonbeer.com/

            phoenix.zhtml?c=69432&p=irol-newsArticle&ID=   1073494&highlight 

 

Brewers Association, (2013).  A Passionate Voice for Craft Brewers Facts Page.              http://www.brewersassociation.org/pages/business-tools/craft-brewing-statistics/facts 

 

Coulter, M., (1987).  The step-by-step approach to planning, building and running a small             brewery is the only way to fly.  http://www.cemcorp.com/articles/brewery1.htm 

 

Covino, R. M., (2009).  Beer Business as Usual?  Convenience Store News, Vol. 45 Issue             1, p47-48. 2p.   

 

Craft Brew Alliance, (2012).  Craft Brew Alliance Issues 2013 Financial Outlook and        2012    Preliminary Results.  http://craftbrew.com/2013/01/31/craft-brew-alliance-          issues-2013-    financial-outlook-and-2012-preliminary-results/

 

Davila, F. and Perez, E. (1995).  Industry Is Booming As Microbreweries Expand, Issue Stock.       Seattle Times.  http://community.seattletimes.nwsource.com/archive/?date=

            19951106&slug=2150971

 

Galitsky, C. (2003).  Energy Efficiency Improvement and Cost Saving Opportunities for     Breweries.  Sponsored by the U.S. Environmental Protection Agency

 

Isaacs, N. (2001).  Operation in the SAB Rosslyn Brewhouse.  Rosslyn Brewery, Pretoria. 

 

Iwasaki, N.; Tremblay, C.H.; and  Tremblay, V. J. (2005).  The Dynamics of Industry         Concentration for U.S. Micro and Macro Brewers.  Department of Economics, Oregon       State University. 

 

Keat, Paul G. and Philip L.Y. Young, Managerial Economics: Economic Tools for Today’s           Decision Makers, 6th Ed.  New York: Prentice Hall, 2009.

 

Lapoint, K. (2012).  Microbrewing in the US: An overview of the microbrewery industry and a      business plan for future success.  University of New Hampshire - Main Campus. 

 

Mignon, D and J. Hermia. (1995). Retrofitting and New Design of the Brewhouses of an     Industrial Brewery. Monatsschrift Fur Brauwissenschaft 48(5-6): pp. 178-183. 

 

Morgan, J. (2013).  BSG President Ian Ward talks rebranding, supplying the craft beer       industry.  http://www.craftbrewingbusiness.com/ingredients-supplies/bsg-       president-ian-  ward-talks-rebranding-supplying-craft-beer-industry/

 
National Beer Wholesalers Association, (2011).  What is a Beer Distributor?.          www.nbwa.org/about/what-is-a-beer-distributor
 

Olajire, A. (2012).  Journal of Cleaner Production.  www.elsever.com/locate/jciepro

 

Orchestra, (2012).  Managing Growth in a Brewery.  Is Your Brewery Growing?              http://www.orchestrateam.com/blogs/managing-growth-brewery

 

Orgolini, J. (2011).  The Sustainable Craft Brewery of the Future.  The New Brewer           March/April 2011.  www.brewersassociation.org

 

Reimer, Miriam, (2010).  Anheuser-Busch Takeover Target: Craft Brewers Alliance?              http://www.thestreet.com/story/10836829/3/anheuser-busch-takeover-target-craft- brewers-alliance.html

 

Sekar, S. (2009).  The Global Brewery Industry.  http://www.slideshare.net/sobithan/the-global-    brewery-industry2

 

Simate, G.S., (2011).  The Treatment of Brewery Wastewater for Reuse:  State of the Art.  Desalination 273, 235-247   

 

Street, M and Street, V. (2010).  Taking Sides: Clashing Views in Management, Third Edition.

 

Thornton, G. (2011).  Food & Beverage Industry Snapshot.  Grant Thornton Corporate Finance    LLC.

 


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