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The closure of three of A-B breweries has been a long time coming. We look at the numbers behind the decision. Dear Client: The news last week that A-B will sell its Newark, NJ facility and close its Fairfield, CA and Merrimack, NH breweries has been a long time coming. In fact, ever since literally the day InBev purchased A-B in 2008, analysts (including us) have speculated on when, not if, ABI would shutter one or more of its 12
Ippolito to Indie Beer Distribs on Possible Pepsi Refranchise: Form Alliances, or Forget it
Dear Client: With Pepsi under pressure from activist investor Elliott Management to rethink its bottling model, longtime beer-distribution advisor Ippolito Christon & Co. is telling local independent beer wholesalers one thing: if refranchising comes, only alliances will have a shot. Beverage suppliers, they note, increasingly prefer partners able to offer “one-stop” statewide or regional coverage that reduces “operational complexity, onboarding costs, and logistical headaches.” And if Pepsi moves in that direction, it will be looking for exactly those kinds of
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