Craft Brew Alliance (NASDAQ:BREW) is in the middle of rolling out some very interesting initiatives that I believe are being overlooked by the market, including branded beer partnerships, the launch of gluten-free beer and cider, and expanded distribution to new areas. These initiatives have reached an inflection point and are now in execution stage. Yet, when looking at revenue estimates for the company, this inflection point does not seem to be priced in. Considering the company's discounted valuation to peers, combined with these evolutionary initiatives, I believe that the stock will be revalued in the near term.
The story reminds me of Boston Beer (NYSE:SAM), which was only a $250MM market cap company just seven years...
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