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Dear Client: The latest U.S. numbers are in from A-B, and they paint another mixed quarter, with revenue accelerating and bev alc share gains continuing; though depletions turned negative in Q2 after having returned to growth in Q1. Q2 U.S. DEPLETIONS DOWN 1.9%, SHIPMENTS DOWN 0.6%, REV UP 2.7%. After posting slight depletion growth in Q1 (+0.3%), A-B’s U.S. depletions slipped back into decline in Q2 (-1.9%), though the company continued to say it “outperformed a soft industry.” Shipments, meanwhile,
Lester Sees “Structural” Shift to On-Premise
Dear Client: For a while now, NBWA chief economist Lester Jones has been making the case that consumers are increasingly choosing to consume beer away from home. And in presenting the latest YTD retailer purchase data from Fintech alongside Eric Kiser yesterday, Lester put an even finer point on that argument, describing it as a “structural shift” in consumer behavior. Yep, after a stretch in which nearly every industry read has pointed to the on-premise as the big winner thus
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