Sat, Feb. 14, 10:13 AM
- Craft soda is starting to become a trend to watch closely, according to industry insiders.
- Though still accounting for only ~1% of the total U.S. soda market, major retail chains have increasingly been willing to bet on local craft brands in store aisles.
- The craft craze is old news for the beer industry where coming-of-age millennials buy craft/local beers at a 50% higher rate than brand-loyal older generations. Fading stars such as Budweiser and Bud Light are testament to the impact of the millennial paradigm.
- The craft influence in coffee hasn't been lost on Starbucks which has strategically deployed trucks on college campuses in an effort to win over students.
- Despite the progressive reputation of Starbucks, analysts think new upstarts such as Craft (subscription) and Cups (app) have a shot of gaining influence with the Indie-minded millennial crowd on "customization" and pricing.
- What to watch: An increase in M&A activity in the beverage sector is expected as major companies strategically pick off more local craft brands to incubate.
- Craft beer watch: BUD, OTCPK:SBMRY, TAP, OTCQX:HEINY, SAM, BREW, STZ, OTC:BIBLF, OTCPK:BRBMF.
- Craft coffee watch: GMCR, SBUX, JVA, SJM, KRFT, DNKN, QSR, MCD.
- Craft soda watch: PEP, KO, MNST, COT, DPS, OTCQB:JSDA, REED, SODA, FIZZ.
Mon, Feb. 9, 10:50 AM
- Anheuser-Busch InBev (BUD -1.5%) won't comment on a rumor that it's interested in acquiring Cigar City Brewing.
- The Tampa Tribune reported over the weekend that A-B had talks with the Florida craft brewer.
- The beer giant is in the awkward spot of being in a craft brewery acquisition phase, while also gearing marketing efforts toward "macro" beer.
- Previously: Anheuser-Busch InBev vs. the beer world (Feb. 04 2015)
Wed, Feb. 4, 2:06 PM
Wed, Feb. 4, 10:25 AM
- Anheuser-Busch InBev (NYSE:BUD) has been under attack this week in the beer industry after airing a Super Bowl commercial poking fun at the craft brew craze.
- Though the attacks from craft brewers were to be expected, MillerCoors (OTCPK:SBMRY, TAP) is also trying to get on the right side of the debate with new advertising saying beers should be "fussed over" - contrary to the A-B spot.
- The co-founder of Elysian Brewing, which was purchased recently by A-B, didn't hold his tongue - calling the beer giant "tone-deaf" with its new angle.
- The marketing team at Anheuser-Busch says it's attempting to define "macro" beer in a positive light.
- In case you missed it, here's the SB commercial that has the beer industry all worked up.
- Related stocks: TAP, BREW, OTCQX:HEINY, SAM.
Mon, Feb. 2, 9:31 AM
- Anheuser-Busch InBev (NYSE:BUD) catches praise from some marketing mavens for its Super Bowl ad which took aim at taking back ground from craft beers on quality.
- The company's second commercial during the game poked fun at beer snobs and noted that Budweiser is brewed for drinking, instead of dissecting.
- Though A-B has its own craft brands and is on a slow pace of buying out local breweries, new marketing is aimed at disrupting the small-is-better argument.
Fri, Jan. 23, 1:56 PM| Comment!
Wed, Jan. 21, 1:00 PM
- Dish Networks (DISH -0.2%) won a significant court battle in L.A. against Fox Broadcasting over the company's Dish Anywhere app.
- The ruling from a federal judge applied some of the principles from the Supreme Court's look at the Aereo case.
- The opinion from the court indicated that watching content on mobile devices and tablets through Dish Anywhere doesn't qualify as a breach of copyright law.
- The use of Dish's PrimeTime Anytime and AutoHop features were also deemed as fair use.
- Many programmers seemed to have anticipated the legal decision and already negotiated with Dish to disable ad-skipping for a period of time after a show airs.
- The ruling is sure to have been noticed on Madison Avenue where the largest (and smarter?) ad spenders continue to increase digital spending over broadcast/cable TV buys.
- Big advertisers: MCD, PG, BUD, WMT, TGT, K, GIS, TM, GM.
- Programmers: CBS, TWX, FOXA, SNI, AMCX, VIA , VIAB, DISCA.
Thu, Jan. 15, 2:02 PM
- Anheuser-Busch InBev (BUD +0.9%) will run a pilot beer delivery service in the Washington D.C. area to test demand and viability.
- The brewer launched an e-commerce app called Bud Light button on Google Play in partnership with Klink Technologies to handle orders and payment.
- Consumers can receive delivery within an hour of a 24-pack of Bud Light for $19.99 or a 12-pack for $10.99.
- Online ordering of alcohol is not legal in all states.
Thu, Jan. 15, 11:03 AM| Comment!
Thu, Jan. 8, 10:01 AM
- Beer stocks are getting some early run after Constellation Brands (STZ +4.8%) reports strong volume numbers for Q4.
- The company sells Corona Extra, Corona Light, Modelo Especial, Negra Modelo, and Pacifico in the U.S.
- Channel checks in the industry have tipped off an improvement in demand for the U.S. late in Q4.
- Gainers: Anheuser-Busch InBev (NYSE:BUD) +2.5%, Molson Coors (NYSE:TAP) +2.4%, SABMiller (OTCPK:SBMRY) +2.5%, Boston Beer (NYSE:SM) +1.0%.
- Related: Retail picks tied to lower gas prices.
Wed, Jan. 7, 1:44 PM
- NBC (NASDAQ:CMCSA) says 95% of its Super Bowl advertising inventory is sold with another 3.5 weeks to go before the biggest TV event of the year.
- The network began the campaign with a goal to make between $4.4M-$4.5M per 30-second ad, but a couple of high-profile NFL scandals and a slight cooling off from Madison Avenue on traditional TV advertising is thought to have taken that range lower.
- What to watch: Anheuser-Busch InBev (NYSE:BUD) purchased 7 spots with Budweiser and Bud Light expected to get their usual exposure. Carnival (NYSE:CCL) will air its first-ever SB ad, while Unilever (NYSE:UL) will return its Dove Men+Care brand back to the spotlight. Perhaps under the most pressure to make an impression is McDonald's which has secured a 30-second spot in the 1st half.
Wed, Jan. 7, 7:12 AM
- Shares of Campbell Soup (NYSE:CPB) and PepsiCo (NYSE:PEP) are on watch after the WSJ reports 3G is discussing trying to acquire a major food company.
- Sources indicate the massive size of PepsiCo deal could prompt a partial buyout or a bid in tandem with Aneuser-Busch InBev (NYSE:BUD).
- PEP +0.8% premarket, CPB inactive.
Tue, Jan. 6, 4:16 PM
- GasBuddy.com projects gas prices will average $2.64 per gallon in 2015.
- Most economists see a boost in U.S. retail spending from the gas savings with the exception of regions highly dependent upon the energy industry.
- While some Q4 reports from restaurant chains and retailers may show a marginal lift in sales due to the drop in gas prices, insiders think quantifying the impact will be more art than science.
- The following sub-sectors have been tapped by analysts as potential under-the-radar beneficiaries of the gas price effect.
- C-stores:KR, CASY, PTRY, OTCPK:ANCUF, CST, MUSA.
- Theme parks: SIX, FUN, DIS, CMCSA, PLAY.
- Beverages: KO, PEP, COT, DPS, BUD, SAM, BREW, TAP, MNST.
Tue, Jan. 6, 11:00 AM
- Anheuser-Busch InBev (BUD -0.8%) settles a lawsuit over deceptive marketing tied to the origin of the two brands of Kirin beer it sells.
- The brewer was accused of misleading consumers into believing Kirin was a pure import.
- Consumers who purchased Kirin beer in the U.S. between October of 2009 and December of 2014 can claim a payment of $0.50 per six-pack.
- A-B has a long alliance with Japanese brewer Kirin which allows it to sell and market the beers in the U.S.
Dec. 30, 2014, 7:44 AM
- Anheuser-Busch InBev (NYSE:BUD) is still on the hunt to buy more craft brewers, says top North American executive Luiz Edmond.
- The exec notes it took A-B longer than it should to recognize the importance of the craft trend.
- Budweiser and Bud Light have both seen a double-digit decline in volume over the last five years due in a large part to the emergence of hundreds of new craft brands.
Dec. 16, 2014, 10:30 AM
- Retailers and restaurateurs are optimistic that holiday spending on adult beverages will pick up this holiday season due to the improved economic backdrop, according to research firm Technomic.
- Though consumers are likely to stick with many of their built-up cost assessment habits, strong brands could see a sales boost on some splurging.
- Spirits/beer stocks: BUD, DEO, OTCPK:CABGY, TAP, SAM, BF.A, BF.B, STZ, OTCPK:PDRDY, OTCPK:STBFY.
BUD vs. ETF Alternatives
Anheuser-Busch Inbev SA is engaged in the production, marketing, and distribution of beer. Its brand comprises of Budweiser, Corona and Stella Artois. It also manufactures non-alcoholic beverages such as bottle water and Ice tea.
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