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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!

With 11 new SKUs that have entered the alc soda segment (and counting), it’s “our job to stay in front of the curve” and “bring innovation,” said Small Town prexy Greig DeBow at Pabst mtg last week.  Small Town still has “dominant” 46% share of alc sodas, despite changing landscape, he pointed out.  But it also has “solid innovation platform to move this needle forward” with 10.7% root beer variant, Vanilla Cream ale and Variety pk comin’ later this yr.  And Small Town has “several really cool innovation platforms” coming in 2017, he assured, tho not ready to share quite yet.  “We’ve  got to innovate, we’ve got to come to market quickly and we’ve got to execute.”  Greig’s main asks of distribs: increase distribution, have in-store presence “with the look of a leader,” and “aggressively invest joint marketing dollars to grow the brand.”  “Let’s keep the ride alive!” Asked separately about how Pabst and co expect to match gargantuan launch of Not Your Father’s Root Beer, Pabst ceo Eugene Kaspher told INSIGHTS that he expects  new varieties to be “kicking a--” while competitors brands already will be “coming off the shelf” by end of the yr.  Admittedly NYFRB “lost the…

Publishing Info

  • Year 2016
  • Volume 18
  • Issue # 76
Volume declines for Sam Adams and Angry Orchard continued throughout 1st qtr for Boston Beer so total depletions down 5% for 13 wks thru Mar 26. Shipments down slightly steeper 6% to 834,000 bbls. That was “significantly below our expectations,” ceo Martin Roper said in release, so Boston lowered its full-yr depletions guidance to between -4% and +2%, from “mid-singles” increase. Twisted Tea and Coney Island still growing, but didn’t quite offset declines from bigger brand families. Boston “working hard to improve the Samuel Adams brand trends,” while it creates “programs to reverse the cider category decline,” as execs believe Angry Orchard softness “largely” due to total category difficulty, according to Martin. That could be result of drinkers “testing hard sodas and other new alternative beverage options.” Unsaid, but Boston clearly working in those alternative categories too. Further, volume hit came at same time as increased spending and lower capacity usage which “significantly impacted our financial results for the quarter.” Boston revs took 5% hit too to $202 mil, while both oper income cut almost in half. Gross margin down 1.5 pts to 48.5% compared 50% in 1st qtr 2015, and Boston lowered full-yr guidance there too: now at 51-53%.…

Publishing Info

  • Year 2016
  • Volume 18
  • Issue # 75
INSIGHTS surprised to discover that Craft Bev Modernization and Tax Reform Act, the joint tax reform bill that would lower brewers’, vintners’ and distillers’ taxes, actually came close to passing recently.  But that’s scenario that developed, sources say, amidst all the negotiating that went into passing budget for 2016. It “was on the table for inclusion in the tax bill until very late in the process,” wrote Beer Inst prexy Jim McGreevy in Letter from Washington yesterday.  Notable that it got so far down the road.  Stay tuned.  

Publishing Info

  • Year 2015
  • Volume 17
  • Issue # 205
Bud Light volume down 2.1% for last 12 weeks thru 12/12 in Nielsen all-channel data as reported by Morgan Stanley’s Dara Moshenian this morn.  That compares to a 1.5% drop YTD.  Meanwhile, Coors Light and Miller Lite each up approx 1% same period.  At same time, Bud down 1.8% for 12 weeks, compared to 1.3% YTD.  On plus side of ledger, Michelob Ultra growth accelerated; up 19.6% for 12 weeks.  That’s just slightly faster than Constellation overall growth of 18.8% last 12 weeks, with Modelo Especial up 27% and Corona up 15.6%.  This set of data doesn’t include overall trend for AB or MC.  But Heineken USA softened considerably latest 4 weeks.  Down 1.4% for 4 weeks, compared to 1.3% growth YTD.  Brand Heineken off 4.8% last 4 weeks.  Not sure why, tho perhaps it’s because avg price up 5% in period, according to this data set.  Still up 1.3% YTD.   Dos Equis only up 3.6% for 4 weeks and now up 5% YTD.  Tecate Light still rollin’, but up 32% for 4 weeks, compared to 43% YTD.  And finally, Boston Beer still up slightly overall, just 1-2% last 12 weeks, but Sam Adams Lager down 3.4% and Seasonals down…

Publishing Info

  • Year 2015
  • Volume 17
  • Issue # 205
AB’s Nov 17 “Win Together” meeting with distribs in St Louis is “a turning point in our relationship,” said AB ceo João Castro Neves, adding it’s “a new beginning” and “a chance for change.”  Those were João’s opening words as he intro’d 3 yr plan developed jointly with AB wholesaler panel.  AB “worked closely” with panel to “build our future together,” João said. During q&a session, several distribs on panel spoke of the depth of give-and-take and how AB and its distribs jointly developed plan in close, collaborative process that involved 12 long working sessions over last 8 mos.  Immediate past-panel chairman Don Klopcic described his initial “skepticism” and how he gradually developed “hope that we’ve made a turn in our relationship.”  $150+ Mil Incremental Spending in 2016 Next yr, AB’s focus will be on four pillars of its commercial strategy: “elevate the core,” “win the high end,” “evolve the innovation model” and “win together attitude.”  In effort to “win together,” and execute against those other objectives, AB will bring lotsa incremental resources to bear in 2016.  Indeed, AB will spend an incremental $150 mil on mktg and sales next yr.  It will spend an incremental $100 mil on mktg, including 17% more on…

Publishing Info

  • Year 2015
  • Volume 17
  • Issue # 177
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