Latest News:
Anheuser-Busch InBev will introduce two beers this year with 6% alcoholic content – compared to the 5% average of its leading brands – after last year’s launch of higher-alcohol Bud Light Platinum went well. The key question from analysts over the strategy is whether the new beers – Beck’s Sapphire and Budweiser Black Crown – will steal store shelf space from rivals or cannibalize other A-B products?
State of the Industry:
Beer shipments in the U.S. rose around 1.9% in 2012 after falling in 2011. Though craft beer sales only account for 6% of the market by volume, the double-digit pace of growth from craft brewers easily outpaces major players A-B InBev, MillerCoors, Heineken, and Boston Beer Co. Latin America and China will be a focus in 2013 as will the ripple effect of the Grupo Modelo purchase by A-B InBev.
Beer stock performance (52-week return)
Anheuser-Busch InBev (BUD) +44.8%
Boston Beer (SAM) +36.5%
Diageo (DEO) +34.6%
Craft Brew Alliance +11.0%
SABMiller (SBMRY) +1.90%
Molson Coors (TAP) -4.91%
Yields on beer stocks
Molson Coors (TAP) +3.00%
Diageo (DEO) +2.39%
SABMiller (SBMRY) +1.90%
Anheuser-Busch InBev (BUD) 1.78%
Boston Beer (SAM) 0.00%
Craft Brew Alliance 0.00%
The leading brands of the major beer companies:
Anheuser-Busch InBev (BUD) – Budweiser family, Michelob, Busch, Rolling Rock, Natural
Boston Beer (SAM) – Samuel Adams: Boston Lager, Boston Ale, Black Lager, Irish Red.
Diageo (DEO) – Guinness, Red Stripe, Kilkenny, Tusker.
Craft Brew Alliance (BREW) – Redhook, Kona, Widmer Brothers, Omission
Molson Coors (TAP) – Coors Light, Blue Moon, Carling, Miller Lite, Miller High Life Molson, Keystone Light, Amstel Light, Killian’s Irish Red.
SABMiller (SBMRY) – Grolsch, Fosters, Carling Black Label, Icehouse, + Miller family under joint venture with Molson Coors
Via St Louis Post Dispatch, Seeking Alpha, Google Finance
Clark Schultz Blog 