CLSA Still Bullish on Boston Margin, Innovations; "Buy Over Build" in the West?
FILED AUGUST 4, 2015 CLSA has been pretty bullish on Boston Beer, maintaining a "buy" rating despite the Sam Adams brand volumes having dipped 5% in 1H15 in retail channels. But today's note points out a few tailwinds (and explications) after the firm's recent meeting with CFO Bill Urich and CEO Martin Roper: Read More
Reuters Says Lagunitas Exploring Equity Stake Sale; Tony Says Not So Fast
FILED AUGUST 4, 2015 Rumor mill keeps on churning. But when it's Reuters reporting, one has to pay attention. Read More
Pennsylvania Retail Distributors Clamor for Craft 6-Packs
FILED AUGUST 3, 2015 In March, the Pennsylvania Liquor Control Board ruled for the first time to allow retail distributors to sell 12-,15-and 18-pack etc. formats, instead of just full cases (and/or kegs). The ruling was said to mostly benefit craft but now some distributors wonder why the act wasn't taken a step further to allow 6-pack sales, the dominant package in the segment. Read More
More Boston Earnings: Back Half Predictions, and Room to Grow By Q1
FILED JULY 31, 2015 Yesterday's Boston earnings call was relatively short, with many callers trying to tease out the reasons and the way forward after the company adjusted full-year depletions growth estimate guidance downward, to between 6% to 9% for 2015. Second quarter depletions were up 6%. Read More
Boston Q2 Depletions Up 6%; Co.Adjusts Full Year Depletions Growth Downward to B
FILED JULY 30, 2015 Boston earnings just hit for Q2: depletions are up 6% for the quarter, and 7% for the 26-week period. That caused them to adjust their depletions growth outlook for the year downward: Full year 2015 depletions growth is now estimated to be between 6% and 9%, a decrease from the previously communicated estimate of 8% to 12% growth. Read More
Texas Beer Growth Driven by the High End
FILED JULY 29, 2015 We've been charting big Texas craft brands [see CBD 07-20-2015] for latest on Shiner] and remarking on how much room craft has to grow in fast-growing markets like Austin, San Antonio and Dallas. Read More
Ben E. Keith Distributing Whole Foods Brews Across Texas Stores
FILED JULY 28, 2015 Few supermarket chains have capitalized on the craft beer craze like Whole Foods has. The Austin-based chain was quick to jump on the trend of in-store bars and growler fill-ups. Then they became the self-proclaimed "first craft brewery in a grocery store" with their in-store Houston brewpub, Whole Foods Market Brewing Company. And that brewpub has just announced a partnership with Ben E. Keith to have its brews distributed at its stores across Texas. Read More
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