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Top 4 Alcohol Stocks to Track Amid Inflation & Tariff Headwinds
ZACKS· 2026-01-29 18:41
Players in the Zacks Beverages – Alcohol industry remain under pressure as inflation continues to drive higher costs across labor, transportation and raw materials. Rising ingredient prices, shipping expenses and packaging costs are compressing margins, while elevated spending on marketing, promotions and day-to-day operations is weighing on profitability. Adding to these challenges, tariffs pose a further risk to the U.S. beverage alcohol market by increasing prices for imported brands, softening consumer ...
SAM Awarded Consulting Contract by Con Edison for CIM-Based Data Modeling and GIS Pilot
Businesswire· 2026-01-29 14:02
AUSTIN, Texas--(BUSINESS WIRE)--Xtensible, a SAM company, announced today that it has been awarded a consulting contract by Con Edison Company of New York, Inc. (Con Edison) to support a pilot project demonstrating the effectiveness of Common Information Model (CIM)–based data modeling integrated with Geographic Information Systems (GIS). The pilot will evaluate how CIM-aligned data models can serve as a consistent, standards-based foundation for integrating GIS data with downstream utility sys. ...
Boston Beer: A Debt-Free Craft And Beyond Beer Leader Priced At A Deep Discount (NYSE:SAM)
Seeking Alpha· 2026-01-29 11:05
Group 1 - The Boston Beer Company (SAM) has experienced significant volatility in recent years, particularly due to the rise and fall of the hard seltzer trend, followed by a period of weakness in the general consumer market [1] - The company operates in various sectors, including consumer discretionary and staples, and has been researched extensively by analysts with a focus on value investing [1] Group 2 - The article does not provide any specific financial data or performance metrics related to the Boston Beer Company [2][3]
Samuel Adams Drops Bold New Cherry Bomb to Fuel High-ABV Beer Boom
Globenewswire· 2026-01-28 14:07
Core Insights - Samuel Adams has launched Cherry Bomb, a high-ABV Imperial Wheat Ale with a bold black cherry flavor at 9% ABV, available year-round in 19.2oz single-serve cans [1][11] Product Overview - Cherry Bomb is crafted with a blend of two-row pale malt, malted wheat, Simcoe hops, honey, and real cherry juice, resulting in a full-bodied beer with a clean, crisp finish [3][12] - The beer features a distinct aroma of black cherry and honeyed wheat, with tasting notes of dark candied black cherry juice, red licorice, and a lingering tart cherry finish [3][12] Market Positioning - The launch of Cherry Bomb marks Samuel Adams' strategic expansion into the high-ABV beer category, which is growing three times faster than traditional craft beer [2][10] - This product follows the release of Samuel Adams Utopias, which has a groundbreaking 30% ABV, showcasing the brand's commitment to high-ABV innovation [2] Availability - Cherry Bomb is available at select convenience, liquor, and grocery stores nationwide, emphasizing its positioning for grab-and-go drinking occasions [4][5]
Is Boston Beer's Innovation Pipeline Driving New Category Share?
ZACKS· 2026-01-26 16:15
Key Takeaways SAM said "beyond beer" now makes up most of its volume, making innovation central to category share gains.New products like Sun Cruiser and Twisted Tea extensions are gaining traction in RTD and flavored segments.Innovation is improving mix and margins, supporting reinvestment despite soft industry volume and competition.The Boston Beer Company Inc.’s (SAM) innovation pipeline has become central to its strategy as consumer demand shifts away from traditional beer toward flavored, functional an ...
Twisted Tea Hard Iced Tea Expands 8% ABV Extreme Lineup; Rolls Out New Variety Pack and Flavors
Globenewswire· 2026-01-21 14:00
Big flavor calls for big packs as America’s favorite hard iced tea fuels the growing high-alc. space Twisted Tea Extreme Variety Pack Twisted Tea is taking things to the next level with the launch of a brand-new Extreme Variety Pack. BOSTON, Jan. 21, 2026 (GLOBE NEWSWIRE) -- The nation’s No. 1 hard iced tea brand* is turning up the flavor and the fun this month! Building on the success of the brand’s high-alc. Extreme line introduced in 2023, Twisted Tea is taking things to the next level with the launc ...
Can Boston Beer's Margin Surge Compensate for Soft Volume Trends?
ZACKS· 2026-01-20 18:36
Core Insights - Boston Beer Company (SAM) is experiencing an inflection point with improving operational execution despite uneven consumer demand, raising questions about the ability to offset weaker shipment and depletion trends with profitability and efficiency gains [1][3] Financial Performance - In Q3 2025, Boston Beer achieved a gross margin of 50.8%, an increase of 450 basis points year-over-year, marking the highest level since 2018 [1][8] - For the first nine months of 2025, the gross margin was 49.7%, and earnings per share (EPS) rose to $11.82 [1] - Volume pressures are evident, with depletions down 3% and shipments down nearly 14% in Q3 [1][8] Operational Strategy - The company has focused on margin expansion, cost discipline, and improving portfolio mix rather than solely relying on top-line growth [1] - Approximately 90% of domestic volume is now produced internally, enhancing scale efficiency and cost absorption [2] - The shift towards "Beyond Beer" products, such as Twisted Tea and Truly, supports higher margins compared to traditional craft beer [2] Market Position - Despite margin strength, sustained declines in top-line growth could limit operating leverage, prompting management to reinvest some margin gains into advertising and innovation [3] - The company's stock has gained 6.5% over the past six months, outperforming the Zacks Beverages - Alcohol industry's decline of 2.8% and the broader Consumer Staples sector's fall of 3.2% [4] Valuation - Boston Beer shares are trading at a forward 12-month price-to-earnings (P/E) multiple of 18.11X, which is a premium to the industry average of 14.89X, indicating investor confidence in the company's margin expansion and long-term growth potential despite near-term volume pressures [9]
TeaPot Introduces New Rosin-Infused Blueberry Chamomile Iced Tea
Globenewswire· 2026-01-20 14:35
Toronto, Jan. 20, 2026 (GLOBE NEWSWIRE) -- TeaPot, the award-winning1 cannabis-infused iced tea brand from The Boston Beer Company’s Canadian-based subsidiary (BBCCC, Inc.), announces a new, evening addition to its rosin-infused lineup: TeaPot Blueberry Chamomile with 10mg of rosin THC. TeaPot’s new Blueberry Chamomile is a non-carbonated iced tea made with real chamomile and natural blueberry flavour. The beverage is infused with 10mg of THC sourced from rosin, a full-spectrum cannabis extract derived wit ...
AB InBev vs. Boston Beer: Which Brewer is a Better Investment Now?
ZACKS· 2026-01-16 15:21
Core Insights - The beverage landscape is evolving, with Anheuser-Busch InBev (AB InBev) and The Boston Beer Company (Boston Beer) as key competitors in the alcoholic beverage market, each adapting to changing consumer preferences [1][2] Group 1: AB InBev (BUD) - BUD dominates the brewing industry through an extensive sourcing and distribution network, focusing on premiumization, digital transformation, and brand equity investment [2] - Premiumization is a central growth strategy for BUD, with strong performances from premium and super-premium brands, despite flat growth in the above-core portfolio due to challenges in China [4][9] - BUD's digital platforms, including BEES and Zé Delivery, are crucial for customer engagement, generating $13.3 billion in gross merchandise value (GMV), with a year-over-year increase of 11% [5][6] - The company’s global operating model allows it to adapt to local market dynamics, with megabrand revenues increasing by 3% year over year, driven by strong consumer demand [7] - BUD is expanding its portfolio beyond traditional beer, targeting a year-over-year EBITDA growth of 4-8% in 2025 [8][9] - BUD's sales are projected to decrease by 1.3% in 2025, but earnings per share (EPS) are expected to grow by 3.1% [14] Group 2: Boston Beer (SAM) - Boston Beer has a strong craft heritage and is diversifying its portfolio to include hard seltzers, ciders, and flavored malt beverages, but faces challenges in the competitive craft beer market [10][12] - The Samuel Adams brand, while iconic, is struggling with competition and changing consumer preferences, prompting Boston Beer to focus on revitalization and cost-efficiency [11] - Boston Beer is experiencing a slowdown in the hard seltzer category, with management forecasting a negative impact from tariffs of $9-$13 million in 2025 [13] - Sales for Boston Beer are expected to decline by 2.4% in 2025, with a modest EPS growth of 0.7% [14] Group 3: Performance and Valuation Comparison - Over the past year, BUD has outperformed with a total return of 43.2%, compared to the industry growth of 10.8% and Boston Beer’s decline of 14.4% [17] - BUD trades at a forward price-to-earnings (P/E) multiple of 16.56X, slightly above the industry average, while Boston Beer trades at a higher multiple of 18.95X [19][20] - BUD's valuation reflects strong momentum in high-growth brands, while Boston Beer faces uncertainty due to ongoing challenges in the craft beer segment [21][25] Conclusion - AB InBev is positioned as a more compelling investment opportunity due to its strong stock performance, attractive valuation, and clear growth strategy, while Boston Beer presents a longer-term opportunity amid its diversification efforts [25][26][27]
The Boston Beer Company, Inc. (SAM): A Bull Case Theory
Yahoo Finance· 2026-01-15 19:30
Core Thesis - The Boston Beer Company, Inc. (SAM) is positioned for growth due to its strong brand identity, innovative product offerings, and financial stability, with a focus on profitability restoration and shareholder returns [1][5]. Company Overview - The Boston Beer Company, Inc. primarily produces and sells alcoholic beverages in the United States, with its flagship product being Samuel Adams Boston Lager, which represents a revival of traditional brewing [2]. - Founded in 1984 by Jim Koch, the company has become a leader in the craft beer movement, combining traditional brewing methods with innovative seasonal releases and diversification into other beverage categories [3]. Financial Performance - As of January 12th, SAM's share price was $208.86, with trailing and forward P/E ratios of 24.26 and 18.62 respectively, indicating a potentially attractive valuation [1]. - The company maintains a debt-free status, generates strong cash flow near $150 million, and has best-in-class working capital efficiency, positioning it for steady compounding [5]. Strategic Focus - The company is re-anchoring around its core craft identity with brands like Samuel Adams and Dogfish Head while participating in the "beyond beer" category [4]. - Management's focus on restoring profitability could increase return on equity (ROE) to 12-14%, with share repurchases enhancing returns for shareholders [5]. Leadership and Governance - Founder Jim Koch retains over 50% of voting power, ensuring continuity in leadership and the company's ethos [5]. - The dual-class share structure implemented by Koch has preserved founder stewardship, allowing for a long-term vision that prioritizes innovation over market pressures [3].