In 2012, 4 of top 5 suppliers scored shipments gains. Indeed, 8 of top 10 up, 23 of top 25, according to INSIGHTS estimates. That's quite a change. Just 3 yrs ago, each of top 6 suppliers lost volume and beer biz shed over 4 mil bbls. In 2010, 4 of top 5 declined while industry lost another 1.5 mil bbls. And 2011 still down. Yet, looks like industry up over 3.5 mil bbls in 2012, about 1.7%, tho final figures not yet in. Taxpaid shipments up 1%+, taxfree biz (exports, military, etc) up sharply and imports managed modest gain, despite shift of several sizable once-imported brands to US production.
AB scored 1st gain since 2008 purchase by InBev, thanks to success of Bud Light Platinum/Lime-A-Rita and improved 2d half shipments. Up estimated 600,000 bbls 0.6%. Mkt share slipped another half-point or so, tho. AB still above 46 share, but it had peaked at 49.6 back in 2003. And despite 2012 gain, AB still down almost 8 mil bbls since 2008. MillerCoors was sole big supplier to lose significant volume in 2012. Down another 1 mil bbls, 1.8%, with 2d half significantly softer than 1st 6 mos. Since 2008, when JV formed, MC down almost 6 mil bbls, 9%. MC lost another 0.8-0.9 share in 2012. Slipped to about 27.4 share, losing 2 full share since JV formed. Since 2008, top 2 lost nearly 5 share.
Crown posted 3d-straight gain. Slowed a bit in 4th qtr. And it lost St Pauli biz for 2d half. But Crown still up 400,000 bbls, 3.5%. Heineken USA matched that bbls gain, we estimate, up 5% and got back to 4 share. But while Crown hit new peak volume, HUSA still about 800,000 bbls, 9% below 2008 peak. Pabst up for 2d-straight yr, +250,000 bbls, 5%, following tiny gain in 2011. Yuengling down in Q4 as it went against huge rollout in Oh in 2011. But Yuengling still up 270,000 bbls, 10.6% for the yr to 2.8 mil bbls. Then too,
|Shipments (000)||Change||Market Share|
|Mark Anthony (Mike's)||1,475||1,400||75||5.4||0.7||0.7|
|Figures are BMI preliminary estimates of shipments, subject to revision.|