A funny thing happened on the way to duopoly. It didn’t happen. With each of AB and MC continuing to put up weak volume numbers in 1st half ‒ each off 2-3% for 6 mos ‒ their combined mkt share slipped to 2/3 of total shipments for 12 mos, we estimate. That’s down from 78.2 share in 2008 when InBev bought AB, Miller and Coors merged. For 12 mos thru Jun, AB shipped estimated 91.3 mil bbls and had about 42.3 share. Down from 107 mil bbls in calendar 2008 (its peak) and 48.8 share. Meanwhile, MC shipped about 52.9 mil bbls for 12 mos thru Jun 2017 and had approx 24.5 share. Down from 64.5 mil bbls (also its peak), 29.4 share in 2008. Neither AB nor MC gained share since AB held in 2009, MC ticked up 0.1. Once again, Constellation’s gain jumps off the page, in stark contrast to competitors. Indeed, Constellation only top-6 brewer up for Q2, last 6 mos and 12 mos. And Constellation, along with Boston, is only top-6 brewer to grow mkt share since 2008.
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