Thu, Feb. 26, 10:27 AM
- Global beer stocks are getting a lift off of Anheuser-Busch InBev's (BUD +2.3%) Q4 report which showed some pockets of strength.
- The read on pricing for the sector was favorable, say beverage analysts.
- Gainers: Kirin Holdings (OTCPK:KNBWY, OTC:KNBWF) +1.1%, Diageo (NYSE:DEO) +0.5%, Molson Coors (NYSE:TAP) +0.8%, SABMiller (OTCPK:SBMRY) +2.2%, Carlsberg (OTCPK:CABGY) +1.6%, Heineken (OTCQX:HEINY) was up over 2% in Amsterdam trading.
- Previously: Improvement in the U.S. lifts Anheuser-Busch InBev
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.
Tue, Feb. 10, 10:37 AM
- Molson Coors (TAP +0.9%) missed Q4 earnings estimates after a strong dollar and high tax rates pinched profit.
- Global beer volume was down 0.3% during the period, although Coors Light volume rose 2% globally.
- The company announced a new $1B share buyback program.
- Earlier on Molson's JV: Profit falls at MillerCoors in Q4
Tue, Feb. 10, 7:46 AM
Tue, Feb. 10, 7:42 AM| Comment!
Tue, Feb. 10, 7:35 AM
- MillerCoors (OTCPK:SBMRY, TAP) reports domestic revenue per barrel increased 2.0% in Q4.
- Domestic sales-to-retail volume declined 1.7% during the quarter, while domestic sales-to-wholesale volume was up 3.7%.
- Brand report: Miller Lite volume grew in the low single digits. Coors Light volume declined in the low single digits. Redds was the fastest-growing malt beverage in its category.
- Marketing, general and administrative costs were up 1.8% in Q4.
Tue, Feb. 10, 6:52 AM
Mon, Feb. 9, 5:30 PM
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.
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.
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.
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.
Dec. 11, 2014, 8:08 AM
- Morgan Stanley thinks beer producers could see increased demand in the U.S. due to improved consumer spending trends.
- Lower gas prices and rising employment provide the right backdrop for an increase in beer purchasing, according to MS.
- On the global front, Euromonitor forecasts global beer sales will rise 2.6% to $740B by 2018 - compared to the sluggish 1.3% average growth pace seen in the industry since 2004.
- Beer stocks: BUD, OTCPK:SBMRY, TAP, OTCQX:HEINY, SAM, BREW, STZ.
Nov. 13, 2014, 5:52 PM| Comment!
Nov. 6, 2014, 9:14 AM| 1 Comment
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Molson Coors Brewing Co is a brewer with a portfolio of owned & partner brands, including core brands Carling, Coors Light, Molson Canadian & Staropramen, as well as craft & specialty beers such as Blue Moon, Creemore Springs, Cobra & Sharp's Doom Bar.
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