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INSIGHTS Express

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INSIGHTS Express is designed for busy beer execs who want faster news and more info. Available via fax or email (your choice), INSIGHTS Express delivers subscribers breaking news, key numbers, pithy quotes, and other interesting info 2X a week. That's over 100 issues each year.

In each INSIGHTS Express, you'll find breaking news balanced with other info you just won't see elsewhere.International news.Articles about smaller brewers.Trends in other industries that bear on the US beer biz. Alcohol policy issues. Statistical snapshots. And much, much more.

INSIGHTS Express is written by the same experienced staff that brings you Beer Marketer's INSIGHTS, so you can be assured you're getting the straight scoop.

When you subscribe to INSIGHTS Express, you stay at the very forefront of breaking beer industry news, while broadening your perspective of the beer world. INSIGHTS Express is just $495 for 110+ info-packed issues.

Beer Marketer's INSIGHTS has set the standard for beer industry news for over 35 years. The beer world and the information world are changing fast, and we're changing with them. Climb on board Insights Express today!

Big Hairy Audacious Goals, or BHAGs, abound in High End of US beer biz, several speakers at Beer INSIGHTS Spring Conference showed yesterday in Chicago, even if total beer stays flat (see below). Remember yrs ago when Constellation’s Bill Hackett put out goal for Modelo Especial to hit 100 mil cases?  That seemed like a big stretch at time. But Modelo Especial will hit that number this year, Constellation Brands Beer Division prexy Paul Hetterich said at conference.  “I would say we’ll do it,” said Paul. And Especial has lotsa “distribution upside” and so “could” become bigger than Corona, he added.  “There is no doubt in my mind,” said chairman Bill. Could Ultra Become 3d Largest Brand in 4 Yrs?  Michelob Ultra growth accelerated last several yrs, AB chief mktg officer Marcel Marcondes showed. It went from +6% in 2013 to +23% last yr.  But now Marcel is raising the stakes. AB looks to double Michelob Ultra by 2020, he said.  If AB achieves that objective, that would make it roughly a 12.5-13-mil-bbl brand.  And Ultra could be the 4th or possibly even the 3d largest US beer brand in 4 yrs.  Howzzat?  Consider: last yr, both Bud and Miller…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 90
Heineken just intro’d "Heineken 0.0" at Spanish Grand Prix in Barcelona, plans to sell it in 14 mkts, across Europe, plus Russia and Israel.  Most brewers, it sez, target specific no-alc brands in individual markets. On Heineken’s yr-end conference call, CEO Jean-Francois van Boxmeer noted “huge success” of no-alc beer in Spain, where it has near 10 share.  “In the tapas bar you can eat and drink and then people prefer to have a non-alcoholic beer than having a carbonated sweet soft drink with their food,” before they drive home.  “So there are a lot of these occasions,” he added.  “There is the ‘don’t drink and drive’ and not all people want to drink water....  What we know is that there is a potential there,” in no- and low-alc beers, “and we take a ticket to be first row on the development of these products.”  Note too, AB InBev has set an ambitious goal to significantly increase its sales of low- and no-alc beers to 20% of its total volume by 2025. Meanwhile, tho no-alc beer still less than 0.5% of US biz, the Euro mkt for no-alc beers grew about 5% a year from 2010 to 2015, according to…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 89
Many retailers have tried.  For decades.  Yet none have made much of a dent.  Private label beer sales have just not happened.  They grabbed literally zero share of total US IRI.  And private label still “unlikely a short term threat,” noted Consumer Edge’s Brett Cooper in interesting note today.  “Excess capacity and a changing retail environment” raise “questions on whether the future includes measurably higher US private label market share in alcohol.”  But Consumer Edge believes in next 3-5 yrs, “private label is unlikely to be a measurable driver of branded company performance.” Only one retailer has made inroads with private label alc bevs: Costco. “Costco is THE example of delivering store branded alcohol (primarily wine and spirits).”  Its Kirkland brand gets  8% of spirits sales in its stores, 6% of wine and 4% of beer in the yr ending March 2017, according to “receipt data” from Usquare Insight.  Kirkland beer lost 1 full share point. So not really happening there either.  (Editor’s note: we’ve always heard Total Wine also does brisk private label biz.) More broadly, “to date, beer has been able to defend its position,” said Brett, noting top 2 “control the vast majority of the low-end and…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 88
Even with better Apr (beer biz up 1.3% for 4 weeks), industry volume down 0.5% yr-to-date thru 4/29 in  Nielsen all outlet.  And $$ sales up 0.8%.  Each of AB and MC volume down around 2%.  But AB still getting more pricing and so AB $$ sales down 1%, while MC $$ down 1.9% thru 4/29.  AB lost 0.8 share of $$, MC down 0.6 YTD.  For 4 weeks, it’s worse.  AB lost 1 full share of $$, MC down 0.7.  Constellation $$ sales up 14.6% YTD, gained 1.2 share of $$. For 4 weeks, just preceding Cinco de Mayo period, Constellation en fuego with $$ sales up 17.1%. Gained 1.4 share. Trading Up Accelerated in April; 3 Brands Gained 2.1 Share  Trading up picked up steam in latest period. All above premium segments gained 2.1 share for 4 weeks, hitting 45 share of $$, compared to gain of 1.6 share of $$ YTD.  Also absolutely en fuego: Michelob Ultra.  Ultra $$ sales again up 30% for 4 weeks and gained fully 1 share of $$. Modelo Especial up 24% and gained 0.7 share. Corona $$ sales 11% for 4 weeks, gained 0.4 share.   So those 3 brands gained 2.1…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 87
Big week for AB took over a May 4 issue of INSIGHTS Express. Here’s headlines and top-lines from 1st of 2 issues published last Thursday, all somehow reflecting performance of #1 global and US brewer, Anheuser Busch InBev. The Good, The Bad and the Ugly in AB’s Q1; Rev Per Bbl Up 2.2%, STRs Down 2.9%; Bud Light Off Mid-Singles (excerpts)   First, the good.  AB’s first qtr results again showed that between continued trade up, pricing discipline and some front-line increases,  AB can still capture solid revenue per bbl increases, up 2.2%. ... Then the bad:  AB’s selling day adjusted sales-to-retailers softened further in 1st qtr.  Down 2.9%.... Finally, the ugly: Bud Light dropoff steepened to mid-singles for 2d qtr in a row.  Bud also off mid-singles.  For last 6 mos, AB’s top 2 brands, over half its biz, down 4-6%.... Better ABI Global Results; EBITDA Jumped 5.8% to $4.8 Bil in Q1 ABI global beer volumes down 0.2% in 1st qtr, with “good growth” in China, Brazil and Mexico and “declines” in US, Colombia and South Africa.... ABI’s Stock Jumped, While Molson Coors Slumped     And Then There Were Ten; AB Buys Wicked Weed; “Storm of Social…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 83
Just this morn, beer marketers INSIGHTS reported Constellation slowed to 3% shipments growth in Q1, tho depletions still trackin’ at +9-10%.  That slowdown reflected in import shipments from Mexico Jan-Mar, up just 94K bbls, 1.7%, following 2.4% gain in Mar.  Overall, imports up 54K bbls, 2% in Mar, reports Beer Inst economist Michael Uhrich based on Commerce Dept data. Dutch, German, Canadian and Italian shipments posted gains in Mar too.  Shipments from Belgium, Ireland and UK down for the mo.  In Q1, total imports slowed to 259K-bbl, 3.2% increase.  Shipments from several key import source countries outperformed Mexican shipments for the qtr, based on percentage change.  Dutch shipments +78K bbls, 7%, Belgian shipments +32K bbls, 9% and German shipments more than doubled, tacking on 157K bbls.   UK and Irish shipments each off near 30% for the qtr tho, and Canadian shipments off 4%.  Italian shipments up 20%, supporting MC statement that Peroni up double-digits.  Cider imports whacked in Mar, but up modest 5K bbls, 10% in Q1.  Finally, exports back on fast-track: +363K bbls, 36% Jan-Mar.

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 85
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