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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!

Ain’t just big mkts where AB and MC strugglin’ to gain volume.  Current issue of our beer marketer’s INSIGHTS newsletter gives deep dive into top brewers’ shipments trends in biggest “reporting” states and regions Jan-Jun.   Shows AB and MC shedding volume pretty much across the board.  For example, each down near 3% in massive Calif mkt Jan-Jun and AB down near that in key Tex too.  But AB down less than 1% in Fla for 6 mos.  MC nearly held in Tex, but took 5.4% hit in Fla.  Each mostly down in remaining large reporting mkts, tho AB scored gains in OH and Ariz, MC up in Mich. How are they doin’ in “2d tier” mkts, i.e. next 10 largest reporting states?  Each of these states sells between 3.7-4.5 mil bbls annually and collectively represent about 20% of total US biz, vs about half for largest 10 reporting states.  Neither AB nor MC farin’ any better in these mkts.  In Northeast, AB down in 2% range in both Mass and NJ.  MC even softer, down 3-4%.  In Southeast, AB off just 0.8% in SC, but down 3.5-4.5% in Ala and Tenn. MC also nearly held in SC, off 2.2% in…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 173
Kroger stock down almost 40% in 2017, mostly because of fear that it will become collateral damage in epic battle between Amazon and Wal-Mart.  Last week, it reported same store sales up 0.7% in latest qtr, beating expectations, and reaffirmed its guidance.  And yet stock dropped almost 10%, according to Wall St Jnl.  Why?  Because it “pulled its long term guidance” of 8-11% EPS growth, due to “dynamic operating environment” wrote Charley Grant in WSJ’s “Heard on the Street” column called “Investors Right to Fear Kroger’s Future.”  Kroger’s margins already deteriorating and its net profit margin just 1.3% in qtr, “which doesn’t leave much room for increased competition.”   This devastating decline in value is for #2 US retailer, a humongous co that does $115 bil in sales and is nation’s 2d largest employer, employing 443,000 people at various chains it owns like Ralph’s, Fred Meyer, Harris Teeter and Fry’s in different parts of US, in addition to Kroger stores.  Makes one wonder if other chains will have even tuffer time. Amazon’s HQ, Hubris and Overspending Are “Watch Outs”   But contrarian column in today’s WSJ ain’t buying it, threat of Amazon we mean. “New Amazon Headquarters Should Alarm,” columnist sez. Thinks…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 172
Betting on fruit flavors that suit the tastes of youngest legal drinkers, MillerCoors will launch new economy-priced flavored light beer in early 2018. “Two Hats is a line of light beers brewed with a hint of all-natural fruit flavor created to build relevance with young (21-24 years old) drinkers,” MC cmo David Kroll wrote to distribs yesterday. Lime and Pineapple flavor variants at 4.2% ABV hit first in 6-pks of 16oz cans at “affordable” or “economical price points.” Launch to be supported nationally, tho mostly thru “digital and non-traditional advertising,” according to MC blog post. Recruiting drinkers into beer category early on key because they’re “two times more likely to continue drinking beer throughout their lifetime,” David reminds. And those young legal drinkers represent “nearly 40 percent of ‘beer loss,’” according to MC data cited in post. They “view beer as ‘very polarizing,’” and “there’s just a lot of choice with cheaper spirits and wines that are delivering on a low-price entry point,” brand mgr Justine Stauffer said. Two Hats branding riffs on playing card design. More traditional “king” and “queen” card artwork features right-side up on top, next to “Crisp Light Beer.” (More “medieval” cues? Thanks Game of Thrones.)…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 170
AB will launch yet more new humor-based advertising tomorrow night on the first night of football season (Patriots vs Chiefs) and INSIGHTS again talked briefly to Bud Light veep Andy Goeler.  Bud Light will “get a good connection with sports fans” with latest ad and “make people laugh,” said Andy.  With 3 different strands of commercials debuting in last mo or so, Bud Light “getting on a good track” with ads, “starting to build an arsenal,” he added.  More ads are coming too.  Andy’s objective with Bud Light is “to put it back on top and growing again.”  But it’s been down since 2008, INSIGHTS noted, and declines accelerated in 1st half 2017. “The first step is believing,” said Andy. “With great marketing and great sales execution,” it’s “absolutely within our reach to do so.”  AB has “very significant media plan” for Bud Light in 4th qtr, “pretty heavy” with NFL. AB “getting a good stride” with Bud Light ads, Andy reiterated, and seeks “to get it growing again.”

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 167
Tecate franchise down slightly in US in first half, Heineken said when it released results.  But that doesn’t mean HUSA doesn’t have bold plans for the brand.  New brand veep Esther Garcia put an audacious stake in the ground. “We want to double the Tecate business by 2020,” she told NY’s Journal News (suburban NY paper that serves town where HUSA hq’ed).  One tactic, according to Journal News,  “is to reach out to women.”  Tecate historically a quintessentially masculine brand.  So that will take some doing.  Tho Tecate available nationally, “we are particularly strong in” CA, AZ and TX, Esther noted.  Well over half its biz in those 3 states, INSIGHTS understands.  Last yr, HUSA sold 18 mil cases (or 1.3 mil bbls) of Tecate and Tecate Light, we estimate.  That’s up 7%  from 5 yrs earlier, driven by gains of Tecate Light.  Tecate Light more than quintupled those 5 yrs from 90,000 bbls to 465,000 bbls, while regular Tecate declined 290,000 bbls, over 25%, we estimate.  But Tecate Light slowing somewhat in 2017.  Still up 20% YTD in IRI multi-outlet +convenience, but that slowed to 12% gain last 12 weeks (9% for 4 weeks).  Tecate Light at 43% of…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 163
Opening up Oklahoma’s liquor laws to allow sale of beer over 3.2 ABW and wine in grocery stores prompted lawsuit from liquor retailers.  They claimed new law unconstitutional since they’re treated differently than other licensees.  Those differences, regarding what they can sell, residency requirements and more, violate their Equal Protection rights, retailers claim, since they are “similarly situated” as other licensees in state.  But US Dist Ct tossed their challenge, upheld changes.  Judge ruled that differences between beer/wine and spirits and experience in other states where products regulated differently “make it rational to conclude all alcohol sellers holding licenses in Oklahoma are not similarly situated.”   Judge’s language distinguishing beer/wine from spirits will be music to ears of beer/wine producers and infuriating to those in spirits biz who support equalization.  For example: state regulators who defended suit/law “demonstrate spirits are associated with binge drinking, a litany of health concerns, crime and increased risk for vehicular accidents when compared to wine and beer.”  Defendants also pointed to 23 states where beer/wine regulated differently than liquor.  Then too, judge wrote: “As a matter of general knowledge, wine and beer are materially different products from spirits due to their social uses and alcohol…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 162
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