Subscribers-Archives Access

LIKE US ON FACEBOOK

Public Archives Search

Keyword

STOCKS

Market quotes are powered by TradingView.com

INSIGHTS Express

Order INSIGHTS Express

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!

Previewing Constellation’s 1st fiscal qtr results thru May coming out next week, Goldman Sachs Judy Hong trimmed her estimate of quarterly depletions to up 9% (used to be 10%).  She still expects 9% for full yr.  So big deal you might say. But Constellation trends very closely watched by investors for any diminution in its rapid growth rate.  And Judy has a couple of data points that suggest that to her, despite slight acceleration in 12 week Nielsen data thru Jun 3 from immediately preceding period.  Like what?  On premise biz slowed to 4.5% growth in recent mos, said Judy.  And Ballast Point has become “the biggest drag” with sales down 4.6% in May. Huge difference in Ballast trend compared to last yr has become 30-basis-point “drag on volume” and 90- basis-point “drag on sales,” according to Judy.

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 115
While shipments improved in May, retail sales still unusually soft.  We knew the beer biz didn’t perform well over first major holiday in peak selling season.  But we didn’t know just how poorly. Until now. Beer volume down 4.6% for 2 weeks thru Jun 4 in IRI multi-outlet + convenience. And $$ sales down 3.3%, $51.8 mil for 2 weeks.  That’s right. Over $50 mil less in retail sales in 2-week period.  That’s as bad a major holiday as we’ve yet seen for beer biz.  Making it even worse: spirits and wine had strong increases in $$, volume or both.  Spirits volume up 7.3%, but $$ up 4.5%, $12.5 mil. Avg prices down almost 3%.  Meanwhile, wine volume not much better than flat. Up 0.3%. But with continued trade up, wine $$ sales up $10.9 mil, 2.6%.

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 114
State alc bev regulators got rare perspective from industry economists at opening session of annual Natl Conference of State Liquor Admins on “state of the industry.”  Any negative trends within beer, wine and spirits mostly in background as words like “dynamic,” “premiumization” and “pro-consumer” tossed around by Beer Inst economist Michael Uhrich, Distilled Spirits Council economist David Ozgo, Wine Inst’s Steve Gross (more of a govt affairs guy) and consultant-economist John Dunham, who coordinated work on recent “Beer Serves America” report (see May 23 Express).  Indeed, Michael all but ignored mainstream beer’s recent woes and overall trend.  He focused instead on growth of above-premium segments, dollar growth and increase in number of breweries.  He even pointed to some “moderation in the declines” of mainstream/economy segments.  Steve claimed there’s “room for everyone to grow in wine,” and tho every coupla yrs there seems to be declaration of “end of the wine boom,” biz continues to grow.  Spirits, of course, enjoying “steady growth,” David pointed out, with multiple healthy segments, from bourbon to tequila.  John called biz “dynamic” and “pro-consumer,” offering “tremendous growth” in SKUs and product types. Michael and Steve said their respective bizzes in “transition,” with Michael pointing to challenges…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 108
Total beer volume dropped 2.2% for 4 weeks thru Jun 4 in IRI multi-outlet + convenience data, reported by Consumer Edge’s Brett Cooper this morn.  AB had especially rough Memorial Day period as its volume dropped 4.5% for 4 weeks.  And its avg prices up only 0.7%.So it lost 1.2 share of volume and 1.4 of $$ during this period.  MillerCoors volume down 3.1%, but its avg prices down 0.1%.  So  it lost just 0.2 share of volume, but still lost 0.6 share of $$.   Constellation Brands Beer Division volume up 11% with avg prices up 1.3%.  But  Brett breaks out Constellation’s imported and domestic volume (domestic is Ballast Point).  And Ballast Point volume down 9% for 4 weeks.  In all, Constellation gained 1.1 share of volume, 1.4 of $$ for 4 weeks thru Jun 4 in IRI MULC.   Boston Beer also continued to experience significant declines.  Volume and $$ down about 7% for 4 weeks.  So its avg prices about flat (up 0.2%).  And finally Heineken volume down 2.8% for 4 weeks thru Jun 4 in IRI MULC and its avg prices up 1.1%.   With 4 of 5 suppliers down 3% or more, and no supplier averaging more than…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 108
Despite decades of research that link moderate drinking to health benefits, including lower risk of heart disease and better cognitive functioning, several studies that emerged over last coupla yrs prompted some researchers/ advocates to cast doubt on those links.  Two more just appeared.  Yesterday, British Medical Journal ran study that found even moderate drinking, less than 2 per day, linked to kind of brain damage “that can cause Alzheimer’s disease and dementia,” as one report noted.  Moderate drinking was also associated with declines in language fluency, but not necessarily with other measures of mental acuity.  Authors pointed out “there was no evidence of a protective effect of light drinking over abstinence on brain structure or function.”   They acknowledged that the link is not causal, and two experts pointed out that other lifestyle factors weren’t taken into account.   But the authors concluded nonetheless that their findings support Britain’s “reduction in alcohol guidance” last yr and “question the current limits recommended in the US,” up to 1/day for women, 2/day for men. Of course, headlines accentuated the negative: “This is your brain on alcohol – and it’s not good; Declines found even in moderate drinkers”; “Even Moderate Drinking May Dull the Brain”;…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 104
April imports dropped 245,000 bbls, 7.8% according to US govt stats, reported by Beer Institute Friday afternoon.  That meant imports now up just 18,000 bbls, 0.2% yr-to-date.  But that makes little sense compared to known scan data and Constellation’s reported depletions data.  Imports were up 6.5% thru Apr 29 in Nielsen all-outlet, now up 7% thru 5/20.  And recall, Constellation, which represents over half of all imports, reported sales-to-retailers up 9-10% in 1st qtr. Constellation still flying in scan data; up 13.6% thru 5/20 in Nielsen.  Yet Mexican import shipments down 1% thru Apr, perhaps having to do with timing of last yr’s bottle recall.  Dutch imports up 3%, Belgian imports down 10% and Canadian down 6%.  Whatever the cause, import shipments do not reflect current retail trends.

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 101
Page 1 of 49