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  TAPping Into the Last Round of Industry Consolidation in Global Beer

  Published: February 19, 2015

  TAPBUDSAMHINKFSTZSAB.L

  Most beer industry experts believe that we are approaching the “last round” of major consolidation. The most attractive, sizeable growth asset in beer is SABMiller (“SAB”) given its deep ties into emerging markets and industry leading local beers. Molson Coors (“TAP”) and SAB have co-operated Mil...

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  Peak Beer: Time to Short Sam Adams

  Published: January 04, 2013

  SAMBUDTAPMNSTHINKF

  While SAM should continue to have solid y/y growth in the 1H 2013, they will no longer have the distribution tailwind in the back half of the year. Its core beer portfolio is flat y/y at best. Boston Beer, also known by its core brand name Sam Adams, is riding the US craft beer wave sending its s...

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