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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
Rahul Says “This Cycle Will Pass,” Eyes Economy Fix, Needle-Moving M&A
Dear Client: Molson Coors chief Rahul Goyal laid out how he’s thinking about beer’s downcycle, and what levers Molson Coors plans to pull at Morgan Stanley’s Global Consumer & Retail Conference yesterday. “THIS CYCLE WILL PASS.” He acknowledged that beer has clearly taken another step down this year. For most of the decade before COVID, beer volumes fell 1% to 2% a year. In the years after, the category softened into the “minus-3-ish” range. But this year, he noted, the
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