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Beer Marketer's INSIGHTS

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Beer Marketer's INSIGHTS, our flagship newsletter, is published 23X a year. For the last 38 years, it has frequently been the first and often only publication to report the most important beer industry facts, trends, and insights. Each issue features four info-packed pages. Inside, you'll find the latest news and numbers about the US beer business, with a special focus on exclusive articles and analysis. Readers of Beer Marketer's INSIGHTS get the info necessary to stay abreast of the latest industry events, and the understanding of those events. Here's just a small sampling of what you'll find inside:

Beer Marketer's INSIGHTS is written by the most experienced and knowledgeable staff serving the industry. More execs keep up-to-date by reading Beer Marketer's INSIGHTS than any other beer industry publication.

Join thousands of beer industry executives, ad agency representatives, government regulators, bankers, analysts, attorneys, and others who need to know as much as possible about the beer industry. These execs benefit from INSIGHTS' authoritative reporting and analysis. Put that advantage to work for you. A one year-subscription is priced at $750 dollars (add $25 outside of US). As with all our newsletters, we offer a money-back guarantee: if Beer Marketer's INSIGHTS fails to meet your expectations, we will gladly refund the unused portion of your subscription.

Tuff Dec trends for beer biz continued into early 2017. With Q1 nearly in the books, sluggish start in Nielsen all-outlet scans and available shipments data differ sharply from last yr’s Q1.  In data thru Mar 25, just one week shy of full qtr, volume down 0.9% and $$ sales up an anemic 0.3% in Nielsen scans.  In Q1 last yr, industry volume up 2.3% and $$ trend a rosy +5.1%.  Wha’ happened?  Basically, imports kept pace and economy trends improved a bit, but premiums declined at faster pace, craft really slowed and FMBs reversed compared to Q1 last yr; cider still down high single-digits. Note too, while biz got avg price pop of +2.8% in Q1 last yr from trade up/price hikes, it’s just 1.2% so far this yr.  Meanwhile, Jan-Feb shipments considerably softer than scans.  US biz -2.4%, 750K bbls, with domestic brewers down 4% and imports up just 1% for 2 mos.  Compares to near 2% gain in Jan-Feb shipments trend last yr.  Wha’ happened?  Combo of Easter timing (pushed to mid-Apr), loss of Leap Day, crappy Calif weather and inventory drawdown (AB and MC inventories higher at end of 2016) blamed for blahs across board.  Will…

Publishing Info

  • Year 2017
  • Volume 48
  • Issue # 7
Set the scene.  Snowstorm Stella rages in northeast.  Attendees of NABCA’s Legal Symposium in DC hatch escape plans.  Atty Richard Blau reminds: “The Gods of Ancient Greece chafed” at the kind of “orderly” mkts sought by regulators of the oft stormy, sometimes chaotic alc bev biz.  With eyes on airline skeds, Richard and colleagues peeked into Pandora’s Box of hot topics and challenges now engaging regulators and industry attys alike.  They included lotsa familiar issues: pay to play, CatMan, tied house, direct sales, private label and more.  Here are highlights. Pay to Play in MA and CA  Turns out pay to play ain’t confined to US.  As Mass ABCC enforcement chief Ted Mahony revisited pay-to-play story that broke in late 2014, Ted’s counterpart in Alberta, Canada described very similar doings in his province.  Ted acknowledged key statute in MA very much open to interpretation.  Distrib Craft Brew Guild (which paid state/fed fines) has serious questions about status/clarity of Mass law/regs it’s accused of violating and is challenging charges in court.  Key points from Ted: 1) before pay-to-play charges broke on Twitter in 2014, he and his agents focused on public safety, not trade practice complaints (which were rare), and would…

Publishing Info

  • Year 2017
  • Volume 48
  • Issue # 6
Final final shipments figures for 2016 volume won’t be known for many months.  But looks like our first guess (in Jan 9 issue) was pretty close: US shipments up in range of half-mil bbls or so, +0.2-0.3%.  But at same time, gotta note AB InBev report for 2016 estimated total US sales to retailers down 1% for the yr.  That trend suggests loss of 2 mil bbls.  As it turns out, AB and MC both announced shipments trends ahead of STRs for the yr, a 0.3 difference at AB, 1.2 difference at MC.  That’s almost 1 mil bbls right there.  Then too, TTB reports gain of at least 600K bbls in “premises use,” volume in 2016, a decent proxy for taproom biz.  That’s beer not shipped to retailers.  Meanwhile, scan data showed weak gains off premise in 2016.  Nielsen’s most comprehensive database reports gain of just 0.2%, IRI’s 0.5%.  And Nielsen’s on-premise figures for the year show a 2% decline.  All in, a modest STR decline makes sense.  Importantly, no matter how you cut it, beer underperformed spirits and wine again in 2016.  Best estimates available right now suggest beer lost another half-share of absolute alcohol volume in 2016, with…

Publishing Info

  • Year 2017
  • Volume 48
  • Issue # 5
Strong growth of Mexican brands kicked imports into high gear last couple of years and truly taking over the segment. Read on for an excerpt on the growing import biz and the top 10 import brands, published in our flagship publication, beer marketer’s INSIGHTS. Mexican Beers Grab 2/3 of Imports, 10.5 Share of Total US Biz, 6 of Top 10 Import Brands   Dramatic.  No other way to describe expansion of Mexican import biz in US. And 2016 growth especially striking.  Shipments from Mexico jumped 2.7 mil bbls, 14% in 2016, Beer Inst reports from Commerce Dept data.  Beer born in Mexico reached 22 mil bbls, 2/3 of imports, over 10 share of total US biz.  Over last decade, Mexican imports picked up 8 mil bbls, 57%, while total import gain was 4 mil bbls, 14%.  Total US biz down 750K bbls same period.  Back in ’06, Mexican shipments less than half of imports, just 6.6 share of US biz.  All in, imports gained 2.1 mil bbls, 7% in 2016 to 33.5 mil bbls.  Picked up nearly 1 full share of total US biz to 15.9, still about 5 share ahead of craft.  That’s up from imports’ 14 share in…

Publishing Info

  • Year 2017
  • Volume 48
  • Issue # 4
For top players and top brands, 2016 looked a lot more like 2015 than AB, MC and HUSA wanted and just like Constellation planned.  AB made progress in reducing share erosion of its overall position, but not much, according to Nielsen all outlet scans.  Bud Light/Bud share trends virtually the same.  Good news for AB: Mich Ultra bettered its 2015 share gains last yr and offset Bud Light losses.  MC lost same volume share, a little less $$ share in 2016 than 2015.  Coors Light and Miller Lite outperformed Bud Light, but their overall share trends varied little from 2015.  Meanwhile, Constellation stepped up its share gains, thanks in great part to Modelo Especial. HUSA hangin’ in share-wise.  Most dramatic change in table: craft volume share gain slowed to 0.1 in 2016 from 0.7 in 2015.

Publishing Info

  • Year 2017
  • Volume 48
  • Issue # 3
Varied results for the top 10 beer brands in 2016: some continued declines among the top 4, while a handful of fast-growing high-end brands grew solidly. Read on for an excerpt on the top 10's performance, published in out flagship publication, beer marketer's INSIGHTS, last week, and the rankings based on our estimates.   Big Michelob Ultra, Modelo Especial and Corona Gains Pull Top 10 Brands Positive in 2016 After losing volume collectively every yr since 2008, industry's top-10 brands eked out modest gain in 2016, we estimate. That's thanks to outsized gains by 3 hi-end brands: Corona Extra, Michelob Ultra and Modelo Especial. Those brands up over 2.6 mil bbls between 'em, we estimate, and offset continued losses by top 4 premium mainstream brands and net decline for top 3 AB below-premium brands. With tiny gain, top 10 brands held share in 2016, tho top 10's share eroded by 10 pts over last decade. Bud Light shed another 1.2 mil bbls, 3.4%, we estimate. New ad campaign didn't move volume needle, on-premise stayed tuff and some Bud Light volume shifting to Michelob Ultra. Bud Light now nearly 7 mil bbls, 3 share below 2008 peak, when it shipped over…

Publishing Info

  • Year 2017
  • Volume 48
  • Issue # 2
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