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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.

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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!

Word leaked late last week that Yuengling will head to the Hoosier state in 2017. MC’s largest distrib Monarch will cover most of the state, with Indiana Bev getting the rest.  Recall, just 2 MC distribs in Ind compete against about 20 smaller AB distribs.  If Yuengling were to get 3 share of state shipments for the yr, Indiana would provide Yuengling with an incremental 100,000 bbls next yr, undoubtedly coming mostly out of AB and MC’s hides.  After going with AB network in MS, Yuengling went with MillerCoors megadistribs in LA and IN, Crescent Crown in LA, Monarch and Indiana Bev in IN.  In 1 LA  mkt, Shreveport, AB distrib got Yuengling, but in IN, it’s reportedly all MC.  About 4-5% of US beer volume sold in MS, LA and IN, the 3 mkts where Yuengling announced intros in last yr or so.  And AB and MC have significantly higher shares than their natl averages in these states. In IN, AB at 46 share and MC at 37 in 2015.  AB and MC combined only lost 4 share between ’em there since 2008 (compared to 10 or more in many other states).  Nationally, Yuengling trending much better in scan…

Publishing Info

  • Year 2016
  • Volume 18
  • Issue # 228
Turns out that 2016 shaping up a lot like 2015 vis a vis beer vs spirits trends, two data sources show again today.  Control state liquor volume bounced back from soft Oct with volume up 5.1% in Nov, reports NABCA.  Dollar sales jumped 7.4% in Nov in control states.  Recall, beer had better Nov too, but not that good.  Off-premise volume up 2.7% in IRI MULC for Nov and dollars up 4.1%.  Meanwhile, for 52 weeks thru Nov, control state volume up 2.8% and $$ up 5.2%.  Beer volume +0.8%, $$ up 3.2% same period in IRI MULC.  But while beer gained off-premise, it continued to dip on-premise, according to Nielsen.  Indeed, Nielsen comparison of 12-mo running trends thru Oct 8 show spirits up in both channels, volume +1.8% on-premise, +3.1% off premise. That’s while Nielsen reports beer volume -3.1% on-premise same period, up just 0.6% off- premise, (very close to IRI MULC for 12 mos thru Nov).  Beer $$ sales also down on-premise (-1.5%) for 12 mos thru early Oct, Nielsen showed, while spirits $$ up 3.4%.  Wine trends not as strong as spirits, but also outperforming beer in both channels. Net-net: beer lost share to spirits and wine…

Publishing Info

  • Year 2016
  • Volume 18
  • Issue # 226
Following  4-straight 4-wk periods when beer volume up 2-3% in Nielsen all-outlet + convenience scans, from Nov 12 thru Dec 3, volume flat for 4 wks thru Dec 10.  And 0.1 shaved off yr-to-date pace to +0.6%.  Import and superpremium segments maintained 7-8% gain paces in most recent period.  But craft trend slipped back below +1%, FMBs down 1% and premium trends really softened.  AB and MC trends softer for 4 wks than YTD.  So were Boston, HUSA and Diageo Beer (each down).  Pabst and NAB did better for 4 wks than YTD (both up).   Constellation truckin’ along at +15% and Mike’s up double-digits in most recent period.  “Remaining domestic brewer” trend, pretty good proxy for craft ex-Boston, up just 1.8% for 4 wks, +7.5% YTD.  No major brand trend shifts, tho each of top 4 brands softer for 4 wks than YTD and Coors Light still only gainer among ’em so far, eking out 0.5% gain thru Dec 10.  Interestingly, 5 of next 6 brands up for 4 wks: Corona, Busch Light, Modelo Especial, Michelob Ultra and Busch; and each of those except Busch up yr-to-date.  Natty Light down for 4 wks and YTD.  These sluggish near-term numbers fit…

Publishing Info

  • Year 2016
  • Volume 18
  • Issue # 225
NBWA economist Lester Jones has talked about 2017 as yr of “data wars,” as more and more sources vie for industry execs’ attention (and investment).  Nielsen launched on-premise database earlier this yr.  Now comes “two-month year on year depletions” trends for handful of beer and spirits co’s, reported by analysts at Stifel “in cooperation with our counterparts at Beverage Marketing Corporation” (BMC).  BMC has been in data biz for yrs, but this is new view.  Stifel report included Sep/Oct all-channel depletions trends, including on-premise, for Constellation and Heineken USA.   Data shows Constellation depletions up 15.2% for that period (about same as shipments estimate yr-to-date thru Sep), slightly ahead of IRI trends.  So Stifel upped its estimate for coming STZ qtr thru Nov.  Brand depletions trends all ahead of IRI MULC for same period: Corona Extra +11%, Corona Light +10%, Modelo Especial +24%.  Total HUSA depletion trends in BMC data tracked more closely to IRI figures, Stifel reports.  All in, HUSA portfolio +0.4% in Sep/Oct.  Brand Heineken +2.5%, Dos Equis +7.2%, Heineken Premium Light -6%, Tecate Light +25%.  Interestingly, BMC data shows depletions trends for each of three top   distillers weaker than IRI-tracked channels, which Stifel attributes to softer on-premise, even…

Publishing Info

  • Year 2016
  • Volume 18
  • Issue # 223
Remarkably, after decades of decline, teen drinking rates continue to drop in the US.  Latest results from annual Monitoring the Future (MTF) surveys showed every measure of lifetime, past year and past month use of alcohol among 8th, 10th and 12th graders declined in 2016.  Binge drinking rates (5+ drinks in a row in last 2 wks) fell to just 3.4% among 8th graders, lowest rate since 1991 when question first asked and down by almost 75% from peak in 1996.  Among high school seniors, binge drinking rate also at all-time low of 15.5%, half the rate it was in peak yr 1998.  Gotta note this amazing progress happened while more and more products hit the mkt, alc bevs got more available, mktg/promotion increased and alc bevs got more affordable.                                                             Public health advocates rarely, if ever, even acknowledge this remarkable progress and certainly don’t attribute it to extensive industry/govt education/awareness efforts.  But some academics do notice, beyond those doing the surveys.  Drinking trends are “gigantic good fortune, and I really don’t think we as a field or society more generally have spent as much time as we should have celebrating and reflecting on why today’s kids are so…

Publishing Info

  • Year 2016
  • Volume 18
  • Issue # 222
Is subpremium becoming more of a battle ground between AB and MC?  AB will use one of its precious Super Bowl ad slots to advertise subpremium Busch, sources tell INSIGHTS. That’s a big departure from its perennial premium-and-above ad platforms in the Super Bowl. After all, this is very expensive real estate.  So why go there?   At same time, different AB branches in Southern Calif, not exactly a hotbed of subpremium sales, offered exceptionally low prices for 2 weeks 11/28-12/11.  Initially, these prices weren’t even offered to indy distribs, INSIGHTS hears. In response to inquiries, distribs reportedly told that these prices were “experiments.”  All these prices were at least several $$ below what independent distribs were charging.  In Pomona, AB selling Bud Ice quarts for $14.40/case (12 qts); in Riverside, AB selling Natural Light and Rolling Rock 12-packs for $8.90; in San Diego, AB did all those discounts plus Cobra, Hurricane, Natty 25-oz cans ($11.25 for 15).  Indy-LA area distrib Straub also had 25-oz can promotion at $11.25.  But no other indy distrib so far doing these particular promos as far as INSIGHTS knows.  Meanwhile, both AB branches and indy distribs will have hot $13.20 12-pack premium prices next week…

Publishing Info

  • Year 2016
  • Volume 18
  • Issue # 218