Subscribers-Archives Access

LIKE US ON FACEBOOK

Public Archives Search

Keyword Search

STOCKS

Beer Marketer's INSIGHTS

Order Beer Marketer's INSIGHTS

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.

Heineken USA sales-to-retailers up 8% thru Apr, “a very solid start,” prexy Andy Thomas noted at 2-day global investor conference that focused in great detail on HUSA.  But HUSA had been up 14% Jan-Apr 06.  HUSA down 1% in Mar 07 (going against HPL launch last yr) and up 3% in Apr.  So it’s slowed considerably last couple of mos.  Not just lapping HPL launch, but implementation of “biggest price increase ever,” said Andy, about 2.5% nationwide, has slowed results, at least for now.  HUSA up double-digits in each of Jan-Feb, last 2 mos when Heineken Premium Light volume all incremental.  All-in, Heineken brands up near 5% thru Apr, said Heineken.  Heineken/HPL grew despite lousy weather, and HPL “on track” to hit 07 volume goal of over 850K bbls.  Heineken brand up so far in 07, said Andy, but he didn’t say how much. On Amstel Light “we haven’t seen turnaround,” Andy acknowledged, but HUSA named new agency, and he had not expected to reenergize brand yet. Even with HPL, import/specialty lights still only 3.6% of light beer segment, updated Andy, while up to 37% of regular beer.  Closing gap is the “sizable opportunity” represented by “Luxury Light.”  HUSA brands…

Publishing Info

  • Year 2007
  • Volume 38
  • Issue # 10
Tho AB still near 62 share of total convenience store biz, according to ACNielsen, it is underperforming Miller and Coors so far this yr in this key channel, not to mention imports and craft.  So many competitors and social/business trends are aimed at AB’s store dominance that it has become increasingly difficult to protect.  There’s general trend towards trading up and variety among consumers.  Then there’s c-stores’ profit challenges (down 23.5% in 06 according to Natl Assn of Convenience Stores), which leads c-store operators to emphasize higher margin products.  How does that translate in mkt?  AB down 0.5% in c-stores thru Apr 21 and it lost 1.2 share of volume, 1.4 share of $$, sez ACNielsen.  Total beer biz in c-stores up 1.4% yr-to-date, tho down 0.8% for 4 weeks (AB down 2.3% last 4 weeks).  Miller up 1% and lost just 0.1 share of volume in c-stores YTD.  Coors up 4% and gained 0.2 share.  Imports, crafts each up double digits.  Indeed, imports gained 1.3 share of $$ YTD.  Unlike supers, where Modelo brands down, Modelo $$ up 18% in c-stores YTD and it gained 0.6 share of $$ to 5.3.  Heineken USA up 19% and gained 0.5 share…

Publishing Info

  • Year 2007
  • Volume 38
  • Issue # 9
Positive news for beer biz in 1st qtr supermkt trends reported by IRI.  Following 0.6% volume drop in 06, volume started 07 relatively strong in channel: +1% YTD thru Mar 25, with 2.7% pop in last 4 wks.  Meanwhile, avg prices up 3-3.5% industry-wide, with import and craft pricing up slightly more than that.  That meant $$ sales up healthier 4.1% YTD and 6%+ in March.  AB and Miller volume both down slightly YTD, -0.1%, -1.2% respectively.   But AB up 1.2% for 4 wks and Miller up 0.5%.  IRI includes acquired brands with AB and Miller for both yrs, 07 and 06.  AB and Miller trends would look better if scanner data only included brands since they were acquired.  Coors solid: up 4-6%.  Premium lights performing well for top 3 YTD: Bud Light +5%, Lite +3% and Coors Light up 5% (that’s volume).  Each gained share YTD as premium light segment up 4%+ and gained 1 share.  But AB still down a half-share overall YTD as its other major brands lost share (Bud, Bud Select, Busch, Nat Lt) or held (Busch Lt).  Ditto at Miller as High Life, MGD, Best family lost share.  Coors gained 0.3-0.4 share these periods as…

Publishing Info

  • Year 2007
  • Volume 38
  • Issue # 7
No surprise, (in fact our INSIGHTS Express reported deal first in early Mar), but both Heineken USA and FEMSA announced 10-yr deal for HUSA to be US importer of FEMSA brands. And why not? Each of Heineken and FEMSA up in mid-teens last yr, bolstering each other in respective northeast and southwestern strongholds. So far in 07, HUSA again up double-digits in scanner data and gaining the most share. Most recently, tho it

Publishing Info

  • Year 2007
  • Volume 38
  • Issue # 8
These are strange, unsettled and fascinating times.  Some of wildest concepts you could imagine regarding distrib consolidation are either being seriously negotiated or deals already struck, pending supplier approval.  Most striking is possible next frontier in consolidation: one distrib in a mkt.  Tho not one consummated yet, several such deals in motion.  Suppliers apparently hostile and no one knows how/if antitrust concerns will play out, but idea has taken on life of its own since consultant Mike Mazzoni introduced it at a Bear Stearns conference last summer.  Many distribs excited by prospects of this new model: for buyers a whole new world of opportunity; for sellers, a new exit strategy.  Everyone’s eyes are on South Florida.  There, Gold Coast, the 20+-mil-case All Others behemoth has struck a deal to buy Eagle Brands, a 7-mil-case AB distrib, owned by De La Cruz family.  De La Cruz has many other interests, including Coke bottler in Puerto Rico.  Could such a deal be approved by AB?  One would think not.  But Fla’s franchise law makes it harder for AB to flat out reject Gold Coast and no other independent buyer likely to match Gold Coast’s price.  Eagle has already been shopped.  While AB…

Publishing Info

  • Year 2007
  • Volume 38
  • Issue # 6
AB moving far faster than expected to get InBev brands to its distribs.  AB has paid big bucks, gone to court, or just moved brands in non-franchise states.  AB and distribs have paid as little as 1x gross profit or as much as 6x GP, with many different prices inbetween, often devised with different multiples for different brands (i.e. 5x GP for Belgian brands).  Whatever it takes in a given state, depending on state law.  In one week, AB and distribs cut checks for well over $100 mil as it bought Manhattan Beer’s 2.2 mil cases for around $65 mil, paid NJ InBev distribs $25 mil for 1.2-1.3 mil cases (higher than INSIGHTS estimated) and paid Mass distribs near $20 mil too.  Over half that total purchased by AB’s branches in Boston and NY, which means AB itself shellin’ out $55-60 mil.  Those 3 moves alone 20% or so of InBev volume, Calif nearly another 10%.  Lotsa action, including some twists and turns.  Big NJ case (see last issue) got smaller.  NJ ex-InBev distribs unable to get temporary injunction in state court.  They then voluntarily dismissed their own state suit and refiled a similar complaint in Fed Court.  But AB…

Publishing Info

  • Year 2007
  • Volume 38
  • Issue # 5