SUPPLY CHAINS TO ADMIRE // 2022
45
Beverages Beverage companies are in intense competition for a " share of the throat ." For 2022, Monster Beverages returns to the Winners Circle. Prior winners include Boston Beer and Coca-Cola. In general, in this industry, smaller, regional companies outperform larger, global multinationals. Overall profitability of the beverage industry increased in 2019 to 18%, but was not sustained through the pandemic falling to 17%. Inventory turns declined 24%. The companies struggle to manage a balanced scorecard.
Table 31. Beverage Industry Performance and Sector Evaluation for the Period of 2012-2021
INDUSTRY: Beverages
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
GROWTH (Year Over Year Revenue)
2021 REVENUE
SUPPLY CHAIN INDEX
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAPITALIZATION
NAME
2012 - 2021
Anheuser-Busch InBev
$54,304
7
3.8%
5.37
30.1%
5.6%
3.18
164,455
Boston Beer Co
$2,058
11
15.7%
7.39
13.4%
20.5% 7.28
4,117
Brown-Forman
$3,461
17
3.0%
0.91
32.2%
22.0% 12.49
23,346
Carlsberg
$10,603
13
-0.8%
7.42
14.3%
5.2%
2.34
17,492
Coca-Cola
$38,655
5
-1.5%
5.18
24.7%
10.9% 8.72
201,925
Davide Campari-Milano
$2,571
18
4.2%
1.00
19.9%
6.8%
4.33
9,641
Diageo
$17,139
15
1.1%
0.96
27.7%
12.4% 7.84
85,797
Heineken International
$25,960
7
3.2%
7.94
12.5%
6.5%
3.16
50,977
Keurig Dr Pepper
$12,683
1
8.7%
10.03
20.1%
10.1% 4.57
25,832
Kirin Holdings
$16,602
19
-4.1%
5.42
7.0%
5.2%
1.99
15,677
Lassonde Industries Inc
$1,893
13
10.1%
4.40
7.5%
7.7%
2.15
1,140
Molson Coors Brewing
$10,280
1
15.9%
9.71
12.2%
3.9%
1.32
13,149
Monster Beverage
$5,541
5
12.6%
5.47
31.6%
28.8% 9.30
29,001
PepsiCo
$79,474
12
1.9%
9.31
14.9%
14.2% 10.88
162,913
Primo Water Co
$2,073
4
1.7%
7.80
4.3%
1.2%
1.69
1,634
Remy Cointreau
$1,179
20
0.3%
0.34
19.8%
7.3%
3.01
4,826
Thai Beverage
$7,687
15
7.4%
3.64
13.9%
11.9% 3.62
12,923
Tsingtao Brewery
$4,672
3
3.0%
6.39
7.3%
10.3% 3.31
8,840
United Breweries
$3,286
9
8.0%
4.08
12.9%
11.3% 2.51
4,095
Yakult Honsha Co
$3,638
10
0.4%
5.74
9.7%
6.3%
1.69
5,404
MEAN WITH OUTLIERS
5%
5.26
17.4%
10.4% 4.34
38,960
MEAN WITHOUT OUTLIERS
$13,264.16
5%
5.26
0.17
10.4% 4.34
17,387
Made with FlippingBook - professional solution for displaying marketing and sales documents online