Grokking the Cola-Beer Scenarios

Whew, what a week. First we had Jim Koch predicting that if ABI merged with PepsiCo, or if ABI merged with SABMiller and then Coke, it could have Armageddon-like consequences for the independent beer distribution network, which could also choke off access to market from craft brewers and smaller non-alcs. Then we had Bill Anderson pointing out the "new normal" of "black swan" private capital entering the beer industry, and the possibility of public equity entering the business

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