Beer Infinity Beer, Brewing & Beyond
| Update/Upon Further Consideration (10:48 am) The one category of interest that these acquisitions bring to mind has to do with strategy, future acquisitions, and timelines. How many breweries does ABI need to complete their “High End” portfolio? What do they plan to do with these beers? How will the US strategy unfold as ABI pairs the High End brands with the flagship mass market lagers? All interesting stuff. We have begun to suspect that ABI is looking to knit together a portfolio of regional breweries, so looking at the map might suggest where they’re headed next. We know that they tend not to purchase very large breweries–50,000 to 100,000 seems to be the range. Another piece I’d add to the calculation is flagship brands. Devil’s Backbone is known for lagers and their flagship is the Vienna Lager. They’ve been buying a lot of breweries that are known for IPAs, and that causes a logjam stylistically; Devil’s Backbone doesn’t compete with them. I’d bet this is more than a passing cons … |
Source: Beervana
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