Dear Client: Constellation chief Bill Newlands sat down with Morgan Stanley analyst Dara Mohsenian yesterday morning for a wide-ranging virtual fireside chat that covered all the hot topics for its beer biz: pricing, supply, upcoming depletion trends, on-premise mix, opportunities moving forward and more.   If you’re wondering whether the potential tie-up with Monster was discussed … Continue reading "Constellation Chief on Pricing, Supply and Opportunities"

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Dear Client: BeerBoard has just released its annual Thanksgiving Eve report, detailing results from the all-important on-premise party occasion.  Good news: not only were last Wednesday’s trends up double digits vs. the same day in 2020, but on-premise volumes were also up healthily vs. the pre-pandemic year, 2019. “After a slump in 2020, leveled by … Continue reading "Thanksgiving Eve is Back: On-Prem Volumes Up 8.4% vs. 2019"

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Dear Client: Former Anheuser-Busch CMO Paul Chibe is in as Pabst Brewing Company's new CEO.  San Antonio-based Pabst has just announced that it has appointed Paul "to succeed Eugene Kashper as Chief Executive Officer, effective December 1, 2021," it said. Eugene "will remain Chairman of the Board of Directors and continue to play an active … Continue reading "Paul Chibe is Pabst’s New CEO"

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Dear Client: The Pennsylvania Liquor Control Board issued its annual report and tucked away in the depths is a revenue line-item called e-commerce, which had been trucking along at a $2 to 3 million clip for years. Until 2019, that is, when it doubled to $5 million, and then in 2020 it jumped by a … Continue reading "Brewers Promote DTC Heavily over Black Friday"

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Dear Client: Holy cow. Looking at the latest scans from NielsenIQ for the four weeks ending November 13, it’s hard not to latch on to the trends coming out of the convenience channel – where some of the biggest dollar share gains and losses by brewers that we can recall are going down. CONSTELLATION GAINS … Continue reading "Constellation Snags Nearly 3 Points of Convenience Dollars in Latest Scans"

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Dear Client: Bloomberg’s big news on Sunday evening that energy giant Monster Beverage is reportedly looking at a tie-up with bev alc titan Constellation Brands sent all the industry analysts into the grok-box Monday morning.  The common thread from the notes rolling in was that talks of a potential tie-up, while unexpected, were not inconceivable … Continue reading "Grokking Monstellation"

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Dear Client: What's that?  Blurring of lines, you say?  Yep, and it's getting really complicated.  Yesterday evening Bloomberg broke news that energy (and c-store) giant Monster Beverage is allegedly looking at a combination with Constellation Brands, “according to people familiar with the matter.” The hot take is that Monster has “discussed a potential deal with … Continue reading "Report: Monster and Constellation Exploring Deal"

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Dear Client: After a tough year, Molson Coors is seeing some light at the end of the tunnel "as capacity utilization is near ideal, shipments are stronger, lower margin economy brands leave the portfolio, and high-end products continue to grow," per a research note by MKM's Bill Kirk.   Those could mean that "profitability over the … Continue reading "2022: More Traditional Beer Cooler Sets"

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Dear Client: Chris Steffanci leads Oregon/Washington wine, spirits and beer (and non-alc) distributor, Columbia (who counts Constellation and Molson Coors among top beer suppliers). It's one of the big yet fastest-growing, most diversified, on-trend distributors in the industry. In fact, Chris told BBD last week during his "visit" to Beernet Radio that they'd doubled sales … Continue reading "Columbia Doubles Sales in Five Years with Total Bev (and more) Strategy"

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Dear Client: Splash Beverage Group, a new, public bev alc consortium that has been scooping up brands like Copa Di Vino wine and TapouT hydration beverage over the past few months, is announcing a deal with the AB ONE network in markets from New York to California.   The company plans to send its portfolio of … Continue reading "Splash Strikes Deal to Send its Wine and Energy Brands through AB ONE"

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