bmiHeader2

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!

Even as volatile FMB segment takin’ tuff hit to start year and several sizable brand families suffering, large cos continue to launch new brands and ramp up mktg spend within category.  Just in the last couple weeks, AB announced natl TV campaign for Ritas specifically targeting women, Best Damn natl TV campaign, new Cream Soda flavor and Best Damn Tea launch in test mkts. MC officially launched Henry’s Hard Sparkling and plans to give it “robust”  national marketing campaign, including stations like TBS, Food Network, Bravo, USA, ESPN and Comedy Central among others, per release.  Finally, Pabst officially launched “Not Your Mom’s Flavored Brews,” under Small Town umbrella.  Flavors include Not Your Mom’s Apple Pie, Strawberry Rhubarb and Iced Tea flavors available in 6pks of 12oz bottles at $10.99 suggested retail and 24oz single cans of Iced Tea for $2.49.  Then too, several new flavor variants introduced this yr under AB’s Rita family and MC’s adding new Redd’s flavors, reviving Zima and testing Zumbida. FMBs Down in Nielsen  FMB volume down 4.4%, $$ down 5.5% yr-to-date thru Feb 25 in Nielsen all-outlet as avg prices down 35 cents, 1% per case.  AB’s Ritas down low-double-digits to start out 2017 in…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 44
Constellation Brands Beer Division held its distrib conference dubbed Gold Network Summit for East and West this week in Dallas. Constellation expects to grow its beer biz by over 60 mil cases over next 3 yrs, capturing at least half of high end growth of 128 mil cases, prexy Paul Hetterich told distribs.  And the high end (defined as over $25 per case at retail) will soon be over half of beer industry $$.  Constellation betting big that these trends will continue (see below plus more and different details in BMI). Constellation “contributing” 25% of total bev alc growth in IRI, around $600 mil, ceo Rob Sands told distribs.  That’s more than 3x as much growth as #2 contributor Gallo.  Alc bevs are retailers’ “most important and profitable category” so “you can’t make this *#?!  up,” he added.  “You can’t have a better story to tell to retailers.”

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 42
Beer by no means alone in share shift to smaller players over last 5 years. Across all CPG categories, about $20 bil in sales shifted away from large companies to smaller players since 2011, according to data from IRI that Dan Wandel shared during Brewers Assn Power Hour today. Back in 2011, large companies (over $5.5 bil in sales in 2016) had over 57 share of total CPG sales in IRI. Since then, they collectively lost 3.1 share, including a half share in 2016 alone. Collectively they were up less than 1% last yr, a bit slower than average 1.3% annual growth between 2011-2015 (CAGR). Mid-size cos ($1 bil to $5.5 bil in sales) held about 20 share across all yrs, gained 0.4 share from 19.9 to 20.3 between 2011-2015, stable in 2016. It’s small cos ($100 mil to $1 bil) and extra-small cos (less than $100 mil) that gained the most share and grew the fastest. Small firms gained 1.3 share from 14 to 15.3, putting up average 4.6% growth per yr thru 2015, but slowing to just 2.8% growth last yr. But extra-small cos actually accelerated slightly in 2016. The group gained 1 full share between 2011 and…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 41
Constellation stock dropped 4% yesterday during cfo David Klein’s presentation at CAGNY (Consumer Analysts Group of NY).  Why?  Mainly because President Trump made some favorable comments about the possibility of “border tax” at same time David was speaking.  But David also said Dec “a soft month for the industry” for “a couple of reasons,” including “weather” (drought last yr, “floods now” that “dampen demand”).  Plus both holidays and weekends are drinking occasions, so when holidays are on a weekend, “you lose one occasion.”  Still, looking at Jan-Feb, “we feel fine,” and Constellation growth “in line with expectations.”  Given soft Dec, Constellation Brands Beer Division depletions will come in “slightly below the midpoint of guidance” of 10-12% for the fiscal yr thru Feb.  Under 11% growth? The horror.  As several analysts noted, that 1-mo dip not likely to have had much effect on stock.  Stock up 3% so far today. Constellation “Started to Lead” on Price; Corona “Money Machine” and Mktg ROI; STZ #1 in SoCal  Constellation used to be “effectively a price follower,” said David as it monitored “price gaps.” About 3 yrs ago it “started to lead” in individual mkts with individual SKUs. “It’s been working well for us,”…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 37
Beer biz got tuffer last 6 mos or so, nearly everyone agrees.  So what changed?  What gives?  In recent conversation with one industry expert, we easily came up with as many as 10 reasons potentially affecting short-term trends.  With improvement later in yr, we agreed, things could still shake out more or less the same as last 3 yrs (that is, up a skosh).  So here goes. Two longer term issues remain at top of our list:  wine and spirits still winning and growth of taproom biz not fully recorded.  But did either of those become bigger factor? Hard to know.  As mentioned above, calendar effects net out negative in 1st qtr 2017, so that’s a factor in recent trends.  Gas prices way up, likely another.  The rest are theories.  So we’ll pose ’em as questions.  Do rising public health criticisms and increased negative press on alcohol suppress consumption?  Is there more of a January effect, i.e the tendency to take Jan off from alcohol consumption?   Does legal marijuana mean less disposable income for beer?  With people buying more of their groceries online, does that reduce impulse purchases of beer?   Did the recent election deplete or exhaust people’s appetite for…

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 31
Consumer price index for beer increased 1.7% in Jan vs yr ago, per latest govt stats.  That’s in-line with increases over past few months, but beer CPI well behind +2.5% growth for all items in Jan, which had strongest monthly gain since Feb 2013.  CPI for beer lagged increases for all items in 3 of last 4 months.  But beer prices still runnin’ ahead of spirits/wine.  CPI for spirits edged up just 0.3% in Jan vs yr ago while wine prices slipped 0.5%.  Over last 12 mos thru Jan, CPI for beer was up 1.8% vs 1.4% gain for all items and was well ahead of spirits (+0.4%) and wine (-0.1%) pricing trends.

Publishing Info

  • Year 2017
  • Volume 19
  • Issue # 31