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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.

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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.

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Short impactful note on Heineken by Nomura’s Edward Mundy makes point that keeps cropping up in many of INSIGHTS post-ABI-SAB conversations: Megabrew “changes the global beer landscape,” said Edward. “We see continued pressure on most brewers… to achieve further critical mass in order to ensure a place at the end of consolidation.” Editor’s note: everyone is reviewing their options and wondering where they fit in the rapidly changing landscape. Specifically for Heineken, Edward asks: “Should Heineken partner with Molson Coors to buy out SABMiller’s 58% stake in the MillerCoors JV… or should the company wait for further assets, which may or may not come out of the ABI-SAB transaction?” In separate analysis (see below), Bernstein suggests that Heineken could be buyer of Diageo’s beer biz, worth about $11 bil, if Diageo were to sell. That’s lots of different options. And that’s just some of what Heineken likely considers. Of course, unknown whether Molson Coors would be interested in selling a stake to Heineken. In fact, Edward’s own analysis figures that most likely scenario is that Molson Coors would purchase SABMiller’s 58% stake. But one of benefits of Heineken taking a stake is that “longer term, it could also bring the…

Publishing Info

  • Year 2015
  • Volume 17
  • Issue # 161
“No limits” to Pabst’s pipeline, ceo Eugene Kashper told distribs in Las Vegas last wk. “Pabst will be “swinging for the fences” when it intros new brands, he promised, as it did with Not Your Father’s Root Beer. Pabst owns 77 brands, makes 25, so over 50 “dormant.” Other than just intro’d Old Tankard Ale and more Small Town brands, Eugene gave no dates for revival candidates. And Pabst “doesn’t have the bandwidth to do it all at once.” But there’s plan to re-emphasize brands like Stroh’s, Oly, Jax, Primo and more. As noted, Eugene has very aggressive view of where “premiumization” going in US. “Premium” segment, super premiums + craft, now 24 share in US but will go to 50, he sez. Premium plus subpremiums, which Eugene dubs “value,” are 60 share. But going to 30. Imports now 16 share and going to 20. Net-net: above premium going to 70 share, in Eugene’s view. Pabst aims to take its share of industry revs and profits (2.5-2 share) “much higher.” Eugene also offered unique view of Pabst brands’ profitability to distribs. Before NYFRB, Pabst pegged distrib margins on its brands at $3.25/case vs $4 for premiums, $5.50 for imports, $7.25…

Publishing Info

  • Year 2015
  • Volume 17
  • Issue # 163
Why are you doing this transaction?  Would the answer ‘out of a spirit of adventure’ sound too pithy? Back in the spring I was in Ireland for our launch with our new distributor there and it quickly became obvious that the very things that we and other brewers have been working at here in the U.S. for the last 20 years had metastasized to the beer-loving culture there. I was glad to begin making the new relationships there and I started to see that the thing that is so central to craft beer was also central to the human condition.  That night we’d gotten pretty deep in our cups and when I looked up from my beer in that small Galway pub; I saw the whole world, a whole planet of beer-lovers looking back at me. After I caught my breath I knew what I had to do next. There’s also the reality of seeing my 55th birthday in the rearview mirror. I’m no longer counting up, rather I’m probably counting down, and I want to spend the remains of the day doing something exciting, really exciting. I can’t think anything more exciting than engaging with the whole of Planet…

Publishing Info

  • Year 2015
  • Volume 17
  • Issue # 136
“We don’t expect to stabilize Budweiser in the US in the short term,” AB InBev cfo Felipe Dutra said yesterday when 2014 results announced, quoted by Wall St Jnl.  “It isn’t an easy challenge,” he added.  Bud lost share again in US last yr, ABI acknowledged; it estimated 0.3 share loss of STRs tho “momentum picked up” in Q4.  (Bud -2.5% in IRI multi-channel + convenience in 2014 and share off 0.3; Bud -1.7% in Dec in same channels.)   But Bud much healthier globally.  Indeed, brand up 5.9% all in last yr, with “good performances in Brazil, China, Canada and UK.”  That was slightly better than Corona’s intl performance, +5.8%, and more than double Stella’s 2.5% gain, ABI’s other two “global brands,” which are now 18.8% of ABI total volume, 20% of revs.  With global growth, 60% of Bud volume now outside US.   We estimate Bud’s US-only volume at between 14.5-15 mil bbls last yr.  That implies Bud about 37 mil bbls in toto, well below Bud’s peak of 50+ mil bbls way back in 1988 (almost all in US), but still a powerful brand.  Coincidentally, that 37 mil bbls very close to our estimate for Bud Light’s US-only shipments…

Publishing Info

  • Year 2015
  • Volume 17
  • Issue # 34
Brewers and importers intro’d 612 new brands in 2014 that sold 7.4 mil cases in IRI supers, noted IRI’s principal, bev alc Dan Wandel on BA’s craft power hour.  That’s more than triple the 198 intro’d, selling 2.05 mil cases in 2009.  And beat previous record of 2012 when AB intro’d Bud Light Platinum.  AB got $93 mil out of $285.5 mil in new product sales in supers, including #1 Mang-O-Rita and #2 Raz-Ber-Rita.  Grabbed 1/3 of new product sales and got 5 of top 15.  MillerCoors got 20.5% of new product $$ sales and also got 5 of top 15, tho it’s highest placed brand Fortune, only at #4, despite $40 mil or so in media.  In fact, Sam Adams Rebel IPA handily ahead of Fortune for all of 2014 in IRI supers (it was slightly behind mid-yr) with $21.1 mil in sales. That’s by far biggest craft new product launch in history.  And number 5 new brand was Sierra Variety Pack, the 2d largest craft new product launch ever, at $11.4 mil.  That was 2x previous largest, Ranger IPA in 2010 at $5.5 mil.  One other surprise in rankings: fast-starting Guinness Blonde. It wasn’t intro’d until fall, yet…

Publishing Info

  • Year 2015
  • Volume 17
  • Issue # 36
Get all the craft data and analysis you need in one handy volume with Craft Brew Guide.  This easy-to-use reference guide will be packed with a 10-yr review of craft shipments and share trends, a 10-yr review of each of the top 30 craft players, key on-premise and off premise craft trends for top brewers and brands, with new in-depth cuts of the data in several major metro mkts.  It will also include in-depth profiles of top craft brewers, key financial data of publicly available craft brewers, big brewers efforts at selling in craft space, plus exclusive analysis of craft M&A so far, examining key aspects of deals done and their place in overall beer biz.  Available digitally or in a portable 6”x9” volume, Craft Brew Guide gives you the best data and analysis on craft that you can find.  It’s published by Beer Marketer’s INSIGHTS, the leading source for beer industry info and publisher of Craft Brew News.  Click here for more information and to be the first to order this one-of-a-kind book, available April 4. ______________________________________________________________________________________

Publishing Info

  • Year 2014
  • Volume 16
  • Issue # 25