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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.

What a weird and different Q1! AB lost just tiny share of shipments. Constellation barely up, its softest qtr since 2012, gaining just tiny share. Meanwhile, Boston and Mike’s packed on at least 450-500K bbls between ’em with unheard of 32% and 50%+ gains respectively. And Diageo Beer Co stayed very healthy. Boston’s outsized shipments jump propelled it well ahead of Pabst on 12-mo basis, we estimate. So, Boston’s the new #5 brewer in US. And just got bigger with Dogfish Head acquisition (see below). Can’t call it yet, but Mike’s very close to passing Yuengling for #7 spot. With a bullet! ...

Publishing Info

  • Year 2019
  • Volume 50
  • Issue # 9
That was quick. Just days after we reported “more coming” from TTB enforcement actions in IL (see Mar 25 issue), it announced $350K offer in compromise from Brewers Distrib Co in Peoria, IL. And just days after that, TTB announced $2.5 million offer from Heineken USA, its biggest haul on record. Those offers followed a $1.3-mil deal TTB cut with Seattle distiller in early Mar. All in, TTB got offers for over $4 mil in less than 1 month. And that’s on top of collective $2.7 mil TTB collected from Eagle Brands in FL ($1.5 mil), Elgin Dist (IL) and Warsteiner Imports in 2018 ($900K). Those multi-mil allocations the agency got for expanded trade practice investigations starting to pay off for Feds. But more folks starting to push back against TTB’s perceived overreach too. Stay tuned. In Illinois, TTB tagged Brewers Dist Co (AB, HUSA, craft) for allegedly selling products to retailers with right of return. BDC also “required retailers to purchase their products,” an exclusive outlet violation under FAA Act. After investigation in Florida, then in NYC and WA, TTB alleged “Heineken USA provided some retailers with BrewLock draft systems at no charge and reimbursed other retailers for the…

Publishing Info

  • Year 2019
  • Volume 50
  • Issue # 8
With oral hearing on tap for Jan 16, US Sup Ct will review legitimacy of state alc bev regs for first time since 2005 Granholm case. Balance between states’ rights to regulate alcohol under 21st Amendment and fed interest in level economic playing fields across states once again before the court. Decision could have broad impact on state laws far beyond Tennessee’s 2-yr residency requirement for liquor retailers. Then again, Justices could fashion a narrow decision with modest impact. Here’s a primer. Players & History: TN liquor store assn (TWSRA) and Tenn ABC defend TN’s 2-yr residency requirement for retail liquor licenses vs mega-retailer Total Wine. TN law claims it’s in TN’s interest “to maintain a higher degree of oversight, control and accountability” for retailers of higher-alc bevs. When Total sought liquor license in 2016, state sought judgment whether 21st Amendment allowed TN to enforce residency requirement. US Dist Ct tossed law; TN Retailers Assn appealed. US Appeals Ct for 6th Circuit affirmed lower ct. Tenn Retailers appealed to US Sup Ct. Decision expected in spring. US Dist Ct determined residency requirement not an “inherent aspect” of TN’s 3-tier system saved by 21st Amendment. US Appeals Ct agreed, interpreting Granholm…

Publishing Info

  • Year 2018
  • Volume 49
  • Issue # 23
Boston Beer pulled off remarkable turnaround in 2018. Down 6% in each of 2016-2017, Boston shipments +16% thru Sep. And it expects to be up high singles digits to low doubles again next yr. If it hits target, will almost certainly pass Pabst as #5 US beer supplier by volume in 2019. For 9 mos 2018, Boston shipments just 217K bbls behind Pabst. Boston up 459K bbls, 16%, while Pabst down estimated 335K bbls, 8.6%. An almost 800K-bbl swing in 9 mos. But Boston’s rapid growth came at a considerable cost, founder Jim Koch emphasized at Beer Insights Seminar. Growth this yr will get it back to previous peak: 2015 volume of 4.256 mil bbls, Jim noted. But it expects to 1/3 less profit. Boston Beer oper income hit $156 mil in 2015, likely to be around $110 mil in 2018. Boston a public co, but Jim controls voting stock, so “that gives us the ability to...invest for the future and be willing to tank earnings in a way that no public company could do,” Jim said. Boston $$ sales hit $811 mil, +19%, in IRI multioutlet + convenience thru Nov 4. Beer just a qtr of that. FMBs at…

Publishing Info

  • Year 2018
  • Volume 49
  • Issue # 22
AB’s ceo Michel Doukeris, MC’s chief comms officer/Tenth and Blake prexy Pete Marino and Constellation Brands Beer Div prexy Paul Hetterich each spoke separately at Beer Insights Seminar. Yet each covered some of same key issues. Category Health, High End, Mainstream: Different Positions Long-term beer biz softness “opens up an urgency and responsibility to act,” Michel said. Both innovation and premiumization can improve industry health, as they have in UK and France, where biz has gone from decline to growth, Michel pointed out. “We need to bring a little magic back to beer,” Pete said, and every brewer needs to “up their game.” MC’s “bias is to first make sure that our own brands are healthy.” Beer does not even have “image problem,” in Paul’s view. It’s all about “leaning into” high end, only place Constellation plays. High end growing volume 3-4% per yr, $$ about 9% and provides all industry growth these days. Now that high end over 50 share of $$, easier for industry volume to grow in toto, tho that’s likely to take 4-5 yrs, as it has in other CPG categories, said Paul. No wonder AB feels more “urgency” to address category health. And no wonder…

Publishing Info

  • Year 2018
  • Volume 49
  • Issue # 21
Lines between beer and non-alc bevs are blurring rapidly. Bev entrepreneurs who already scored big in NA space are entering malt bevs. New entries capitalize on non-alc trends, especially health & wellness. Innovation becomes more and more critical to beer, as well as related malt bevs, kombuchas, hard seltzers, etc. And everybody, it seems, is going after Michelob Ultra. One of more intriguing prospects: Crook and Marker. Founder Ben Weiss previously built Bai brand, then sold to Dr Pepper Snapple Group for $1.7 bil. With Crook and Marker, he turns his sights on fast-growing hard seltzer space in alc bevs. Brand launched in FL and CA first. Crook and Marker has many contemporary cues: zero sugar, gluten-free, lower ABV and calories (4.2 and 80 respectively), ancient grains, no artificial sweeteners, etc. One usually skeptical distrib source called it “can’t miss.” Time will tell. Flying Embers launched alcoholic kombucha on West Coast and following that up with probiotic beer and Light & Live low-carb beer. Founder Bill Moses previously built up probiotic, kombucha and drinking vinegar brand called Kevita. He sold that to Pepsi. These 2 bev entrepreneurs come in well-capitalized, having won already, likely looking to score again. Will other…

Publishing Info

  • Year 2018
  • Volume 49
  • Issue # 20
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 2019 Beer Marketer's Insights Seminar

★ANNOUNCING★
The 2019 Beer Insights Seminar will be held in New York City, on Sunday evening, November 17th to Monday, November 18th at Convene.