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Dear Client: Circana scans for the week ending March 22 from Scott Scanlon (capturing the St. Patrick’s Day carryover) showed total beer up 2% in dollars versus year ago in MULO+C, with imports at +5.3% and super premium surging +8.4%. Beer volume was +0.2% for the week, a marked improvement from the trailing 52-week trend of -3.5%. The brand-level performance is hard to argue with. Modelo continued its 2026 outperformance at +6.2% in dollars with volume up +5.0%. Michelob family
Essay: The Pace of Change is Accelerating, But It Ain’t all Bad
Dear Client: I’ve spent more time out in the trade recently than I have in a long time, and the most striking thing is how wildly diverse cold boxes in supermarkets, c-stores, and package stores are today than five years ago. And the most striking thing isn’t any one brand or trend. It’s the sheer visual chaos of the cold box, (see below). A wholesaler exec my age lamented that the days of 20 SKUs and a buck off a
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