Big Brewers Looking Back to Mature Markets?

May 10, 2011Big Brewers Looking Back to Mature Markets?Dear Client:For several years the Big Thesis in the global beer business has been that the Big Four brewers -- ABI, SABMiller, Heineken, and Molson Coors -- must use their mature market profits to acquire more breweries in emerging markets to continue to grow. But an interesting piece in the Economist this week turns the tables on that theory, based upon the assumption that all the low hanging fruit in emerging markets