Dear Client: Remember Bud Light Next, A-B's giant new zero-carb, 80-calorie launch targeting Gen Z? (Surely you remember the Super Bowl commercial.)  At the prompting of some wholesalers, we set out to take stock of the company's biggest launch in years. Recall, the zero-carb technology was 10 years in the making.  Many distributors told BBD … Continue reading "What’s Next For Bud Light Next?"

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Dear Client: Earlier this month, we reported some topline findings from our most recent wholesaler survey, executed in late March (it snagged roughly 85 responses from wholesalers of all sizes and affiliations).  You may recall the main idea: Slightly more than half indicated a tougher start to the year than expected. And all but one … Continue reading "Wholesalers Dish on Hot Brands "

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Dear Client: Well, it was a 1.5-hour-long call for a typically short first quarter, but we think we can boil down Boston Beer's earnings highlights to about three themes: run room to hit ambitious guidance; more shelf space for key brands; and more details on the just-announced Truly Vodka (yes, like actual vodka) Seltzer. First, … Continue reading "Three Talking Points from Boston Q1 Call: New Vodka, More Shelf Space, and Run Room"

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Dear Client: Top FMB player Geloso, maker of big but still fast-growing brands, Clubtails and Johnny Bootlegger, is now making a big push with hard tea.  They’re rolling a brand new franchise – a colorful brand dubbed Buzz Tea. At 6.5% ABV, it courts the younger LDA consumer with its emoticon-clad cans and "all natural" … Continue reading "Top FMB Player Geloso Gets in on Hot Category with New “Buzz Tea”"

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Dear Client: Heineken earnings hit early, early this morn, and per usual, only a little ink was spilled on U.S. trends (but expect more in the coming days as the company shares brand plans soon).  Suffice it to say, while brand Heineken has come upon hard times here, Dos Equis is still a train.  "In … Continue reading "HUSA Q1: Brand Heineken Down Low Teens, But Dos Up Mid Teens"

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Dear Client: It's always sad when an industry leader passes, but especially tragic when one that has presided over so much is taken away so suddenly.  Today, Constellation EVP and President of the Beer Division, Jim Sabia, wrote a touching note to wholesalers, informing them of the passing of Paul Hetterich, whose career with the … Continue reading "“His Deep Understanding of Our Industry Was Unparalleled”: Industry Mourns Paul Hetterich’s Passing"

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Dear Client: On yesterday's Constellation earnings call, Bill Newlands and Co. pulled out yet another quarter of buoyant shipments and depletions trends -- up almost 10% each in Q4, and almost 9% for their full fiscal year '22 -- and so, did another victory lap. As we wrote yesterday, this is the 12th consecutive year … Continue reading "STZ Brass on Beer Pricing and Inflation"

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Dear Client: It’s hard to believe that it’s only been a few months — since early January, at Q3 earnings -- that Constellation announced “a brand authorization agreement” with The Coca-Cola Company in the U.S. to bring its current “fastest growing soft drink trademark,” FRESCA, into beverage alcohol.* That news almost upstaged a good quarter, … Continue reading "STZ Blows Out Beer Shipments, Depletions Growth in Q4"

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Dear Client: Here's some news that might blow your mind, just a hair.  In the latest one-week period to March 27, in IRI, the Hard MTN Dew Zero brand family is already 0.13 dollar share of beer (to more than $1 million in dollar sales), in total U.S. multi-outlet and convenience. That's with a small … Continue reading "Hard MTN Dew Off to Fast Start, Already 0.13 Share of Beer in Latest IRI Week"

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Dear Client: Big issue today folks, so buckle up. First, distributors of all shapes and sizes gathered in your nation's capital for their first in-person NBWA Legislative Conference in two years. In addition to the usual messaging distributors bring to their members of Congress and their staffs -- beer distributors are independent, family-owned, good job … Continue reading "White House Report, Equivalency Top of Mind at NBWA Legislative Conference "

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