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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 47 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.

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Molson Coors distribs on pace to do 2x the typical number of deals in 2020. In an avg year, MC distribs do 10-12 deals, yet INSIGHTS tracked 12 Molson Coors deals in just first half, including 4 in Jun (most reported first in our INSIGHTS Express). Why such a stepped-up pace? As usual, big are getting bigger, Miller and Coors-only legacy distribs still consolidating and some smaller distribs are deciding to get out. Further insight on what’s changed below from longtime former MC veep who worked on deals, Tim Owston. Deal pace in striking contrast to AB network, where we only reported 2 deals in 1st half.Exhibit A in big getting bigger: Reyes Beer Division bought 3 more Molson Coors CA distribs in 1st half 2020. Those included just announced 2.5-mil-case deal for Elyxir of Watsonville (Ely family), 8-mil-case Bay Area Bev (Louderback) in Apr, and 700K Claypool Dist in Jan. Reyes also bought Saccani, a 1.5 mil case Pabst/Lagunitas distrib in Sacramento. Added over 12 mil cases in 1st half 2020. Another megadistrib Columbia, added Echanis, a small OR distrib, announced Jun 4. Columbia at 54 mil cases. Two behemoths together sell almost 200 mil cases, near half of…

Publishing Info

  • Year 2020
  • Volume 51
  • Issue # 12
Coronavirus continues to create unprecedented change in behaviors, attitudes and policies. Just a few mos ago, most govt officials deemed alc bev biz “essential,” keeping companies alive and people employed. Many sought ways to accommodate increased access and sales. Fast forward to late summer and the narrative seems to be changing, not for the better. Just Say One; “Make Public Health Essential, Not Alcohol” Tho fed govt’s Dietary Guidelines Advisory Comm engaged in a process separate from Covid disruptions, it just recommended slashing the upper limit for moderate drinking among men to 1 per day, totally surprising industry groups that monitored the process. Depts of Agriculture and Health and Human Services will decide by end of this yr or early next whether to officially adopt this as US policy and take a significant step toward embracing the “all drinking is risky” mantra of public health advocates. Two other current narratives play into a less positive view of alcohol/drinking. First is often mis-reported notion that strong off-premise trends mean biz is booming overall. Even Wall St Jnl recently reported “alcohol sales have surged 23.6% since March...thru Aug 1,” citing Nielsen, but ignoring fact that that most or all of that gain…

Publishing Info

  • Year 2020
  • Volume 51
  • Issue # 16
Hard seltzers flying off shelves even faster lately, with another huge surge, again accelerating growth, gaining far more share. Seltzer segment up 303% yr-to-date thru Apr 11 in Nielsen all outlet, and 348% last 4 weeks. Gained 4.5 share of $$ YTD to 6.2, up 5.2 for 4 weeks. At same time, top 2 seltzer brands, White Claw and Truly withstood onslaught from some very big guns aimed at them. Bud Light Seltzer launched in Jan with major splash and lotsa fanfare while Corona Seltzer entered mkt a bit later. Those 2 supposedly coming with close to $100 mil in mktg between ’em. Yet each so far captured modest share. Meanwhile, White Claw and Truly barely skipped a beat. They still have 80 share of segment and growing at a faster clip than last yr, undoubtedly aided as biggest seltzer brands in pantry-loading period. They passed their biggest test yet, with flying colors. Hard seltzers got close to 8 share in latest week thru Apr 11 in Nielsen all-outlet (7.8). At 7.2 for last 4 weeks. Never got much past 6 last yr. That raises prospect of whole ‘nother level of growth ahead of this summer, when comps tuffer. Mike’s…

Publishing Info

  • Year 2020
  • Volume 51
  • Issue # 8
NYC megdistrib Manhattan Beer has unique view of what it’s like to sell beer in epicenter of COVID-19 pandemic. The disease is already deeply affecting its biz across so many dimensions: health of workforce, organizational structure, effect on sales, what the future might look like. What’s happening in NYC is a possible peek into future for other parts of US (hopefully not as severe). Manhattan founder/ceo Simon Bergson and coo Ed McBrien provided window into how this crisis has already changed Manhattan Beer.Dozens of Cases of COVID-19 Both Simon and Ed emphasize that NYC “just the leading edge” on effects of COVID-19, so “use the time to get prepared…. Start planning now,” urged Simon. Dozens of Manhattan Beer employees already diagnosed with COVID-19 and over 100 in quarantine. New cases come almost every day. Importantly, already 50 out of quarantine too, Simon notes, and back to work. By now Manhattan has well-established protocol for employee cases and “very good sense of what’s required,” said Ed. You have to screen and trace contacts, where they’ve been, who they’ve talked to, including customers. And then notify anyone potentially affected. Manhattan strictly follows CDC guidelines, regarding “close and prolonged contact,” i.e. anybody in…

Publishing Info

  • Year 2020
  • Volume 51
  • Issue # 7
Above premium beer jumped 6 mil bbls, 7% last yr to nearly 95 mil bbls, INSIGHTS estimates. Averaged 4.5 mil bbls of growth a yr last 5 yrs. This is the healthy half (or nearly) of the biz, as we’ve written. With the coming economic dislocation from the COVID-19 pandemic, it’s even possible that this multi-year trend could change. All the more reason to take a look at this snapshot of above premium market at a point in time, 2019. The scorecard looks very, very different in terms of share, size and momentum. And at least through March of this year, this is where the action is.Constellation remains #1 in the High End, selling 22.5 mil bbls for a 23.7% share of all high end segments. But that’s almost all Mexican imports so far. Constellation growth slowed to 6%. That meant it lost 0.2 share of the High End last yr. AB is #2 in the High End, sold almost 19 mil bbls of above premium volume INSIGHTS estimated. Up 1.6 mil bbls, 9%. All that growth and more from Michelob Ultra brand family, almost 60% of AB’s above premium volume. (AB craft biz up strong too.) AB #2 above…

Publishing Info

  • Year 2020
  • Volume 51
  • Issue # 6
As Mexican beers climbed past 70 share of total import mkt in US – and over 12 share of entire US beer mkt - Constellation grabbed over 60 share of imports in 2019. That in-cludes 6 of top 10 import brands, as Premier knocked Tecate out of the ring in 2019. Meanwhile, Modelo Especial reached big milestone last yr: became #1 import brand, as it passed portfolio-mate Corona Extra. By over 1 mil bbls. And, as noted last issue, it will mark another milestone any month now. Modelo Especial will soon become first import brand ever to ship over 10 mil bbls to US in a 12-mo period. All in, imports up just 756K bbls, 2.1% in 2019, Beer Inst reports from Commerce Dept da-ta. That’s smallest gain for imports in 5 yrs, as tuff Dec decline (-13%) knocked a full point off Jan-Nov trend. And that’s while import beer shipments got nice assist from no-alcs in 2019, predominantly Heineken 0.0. Without 125K-bbl boost from no-alcs, imports up just 630K bbls, 1.8%. Even so, imports now about 18 share of total US shipments. Passed subpremium beers as 2d-largest volume segment. Way ahead in $$. ...

Publishing Info

  • Year 2020
  • Volume 51
  • Issue # 3
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