^It's growing and it's enormous? Texas makes almost as much sense as California. Probably better Budweiser country than California in a lot of ways too. Though I'd have thought Houston or even DFW over Austin.
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This was my point. None of NYC, Miami, LA or Austin strikes me as Bud or Busch Country. Imo, A-B's ads have regressed since the merger. They should focus on ads their core drinkers will like. There core drinkers can be found in the rust belt and rural areas.symphonicpoet wrote: ↑Jul 20, 2021^It's growing and it's enormous? Texas makes almost as much sense as California. Probably better Budweiser country than California in a lot of ways too. Though I'd have thought Houston or even DFW over Austin.
^ Well NYC is already the base.
And AB is a lot more than just Bud and Busch now. They're spending millions to expand seltzer capacity including a new plant here in St. Louis. If they were only going to make commercials for Budweiser and Busch then sure, stick with the Midwest, but I don't think that's really their plan for the future.
And it probably shouldn't be. Bud Light sales fell 20% between 2013 and 2018 and another 7% the following year. Budweiser fell 6.6% in 2019. Busch fell 7.8% in 2019. I would think that has more to do with the proliferation of craft breweries, seltzers, ciders, and all the other options drinkers have now. All my friends used to slam beers, now they're into the wine, the whiskey, (I'm a vodka guy myself) and all this other stuff. And I don't think it's because of the advertising.
And AB is a lot more than just Bud and Busch now. They're spending millions to expand seltzer capacity including a new plant here in St. Louis. If they were only going to make commercials for Budweiser and Busch then sure, stick with the Midwest, but I don't think that's really their plan for the future.
And it probably shouldn't be. Bud Light sales fell 20% between 2013 and 2018 and another 7% the following year. Budweiser fell 6.6% in 2019. Busch fell 7.8% in 2019. I would think that has more to do with the proliferation of craft breweries, seltzers, ciders, and all the other options drinkers have now. All my friends used to slam beers, now they're into the wine, the whiskey, (I'm a vodka guy myself) and all this other stuff. And I don't think it's because of the advertising.
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Goog point. I suppose they are more of a beverage company than a beer company now
I'd call it more beer+ than 'beverage'. Their sales volumes are overwhelmingly beer based on their Q4 2020 report:
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Code: Select all
FY19 FY20 Organic
growth
Total Volumes (thousand hls) 561 427 530 644 -5.7%
AB InBev own beer 495 423 467 416 -5.8%
Non-beer volumes 62 296 59 865 -3.8%
Third party products 3 709 3 363 -20.6%Non-beer products are growing and are helping to offset some losses in beer sales, but nearly 90% of what they sell is still beer.KEY MARKET PERFORMANCES
United States
...
Our above core portfolio continued to outperform, driven by the ongoing momentum of Michelob ULTRA and successful innovations such as Bud Light Seltzer. Michelob ULTRA was once again the second-highest selling beer by value in the US, after Bud Light, and was the number one share gainer in beer excluding flavored malt beverages in FY20, according to IRI. In addition, our portfolio of seltzers grew at double the rate of the industry, driven by a successful launch of Bud Light Seltzer.
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STL Biz Journal: Anheuser-Busch's new CEO on his top priorities, St. Louis' role in the company's growth
Q: What role do you see St. Louis playing as Anheuser-Busch seeks out growth?
St. Louis is and will always be the home of Anheuser-Busch. With 3,000 employees there and many members of the North American leadership team there, that will continue to be the place. What's exciting is with the presence that we have there, it gives us tons of opportunities to support that history. For example, part of our increasing capacity to produce different types of products is going on right now in St. Louis, the opportunity for us to package things a little bit different is going into St. Louis. Within the last month, we just opened our customer collaboration center on the campus in St. Louis. We call it the vault. It took us a couple of years to get it up and running. It’s a pretty heavy investment, pretty heavy tech. That’s where we're taking all of our retailers through not only our points of view on the category, but also all of our joint business planning sessions. It’s in the old school house, which was one of the original buildings on the St. Louis campus.
^ I drive by the construction about every day. It’s been moving along quickly on both sides of Arsenal
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^It may not be a tower crane, but it's definitely impressive. If you're willing to count a couple of large mobile cranes I'm driving by six or eight cranes every day lately and that's not remotely all of what's out there. It's neat to see so much activity. It certainly looks like more construction is going on all over town than I can remember ever seeing before.
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^ is the new EverGrain facility a part of this? if not, is EverGrain planning to build something substantial at the brewery?
take a look at the easels in the background of the photo below from Lyda's Twitter... what's going on there? is the large structure in those renderings one of the existing buildings or something new? maybe it's just the building in the background (Stockhouse 10) but it's difficult to tell because the roof line doesn't match.
https://mobile.twitter.com/LydaKrewson/status/1376932838432509952
take a look at the easels in the background of the photo below from Lyda's Twitter... what's going on there? is the large structure in those renderings one of the existing buildings or something new? maybe it's just the building in the background (Stockhouse 10) but it's difficult to tell because the roof line doesn't match.
https://mobile.twitter.com/LydaKrewson/status/1376932838432509952
^ EverGrain is going into the Stock House. I believe the ongoing construction is for Stella and seltzer production…but I may not be totally right on that.
There are 2 projects across from each other.
I think one is more production and the other is the new shopping marketing center thing. I might have locations wrong but both those lots are filled up with construction now. The south one had big tanks (I assume to be used to make some kind of beverage) in the parking lot.
Tank photo is from June.
I think one is more production and the other is the new shopping marketing center thing. I might have locations wrong but both those lots are filled up with construction now. The south one had big tanks (I assume to be used to make some kind of beverage) in the parking lot.
Tank photo is from June.
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I cannot tell but it appears AB might be adding some decking across Arsenal as well. They have been working on the north facing side of the southern building on Arsenal. It looks like they opened 2 new "windows" that might support a bridge or piping. They have also been opening and redoing some of the old windows/doors at street level on the same building.
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^ i kinda like it. is it finished? not really a building... sort of gasometer-y in spirit.
No, it isn't finished. The white beams will be on the inside. Looks like you might be able to see some of the outside wall on the left side. I figured they would brick it over like everything else. I'll try to get a closer pic next week, I drive by it on my way home from work.urban_dilettante wrote: ↑Jan 21, 2022^ i kinda like it. is it finished? not really a building... sort of gasometer-y in spirit.
Here is a closer up pic from a month ago. You can see the tanks inside.
Evergrain is the white girder structure on the south side of the street. It will have cladding applied, I just don’t know if there’ll be any brick at all.sc4mayor wrote:^ EverGrain is going into the Stock House. I believe the ongoing construction is for Stella and seltzer production…but I may not be totally right on that.
The new building on the north side of the street is seltzer production.
I don’t think Stella factors in to either of these.
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I also thought I heard they are putting in some kind of shopper marketing facility.
I could have misheard what exactly it was though.
I could have misheard what exactly it was though.
I think that's what this building is now...jshank83 wrote: ↑Jan 21, 2022I also thought I heard they are putting in some kind of shopper marketing facility.
I could have misheard what exactly it was though.
Nice. Thanks for the info.
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They did close a lot, though, right? I was under the impression most of the folks in the office building moved out. I'm thrilled to see the trend reversing, but I hope they bring back some of the front office staff as well.MarkGroth2020 wrote: ↑Jan 21, 2022Thrilled to see these investments. Have to admit, when In-Bev bought AB, I expected the worst, as in push toward closure or a museum vs. true brewing operation. Looks like the opposite with Stella Artois, St. Pauli Girl, seltzer and spent grain operation.
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Oh yeah, lots of office/corporate jobs evaporated. My comment was referring to the actual brewing operations. Should have made that clear.symphonicpoet wrote: ↑Jan 21, 2022They did close a lot, though, right? I was under the impression most of the folks in the office building moved out. I'm thrilled to see the trend reversing, but I hope they bring back some of the front office staff as well.MarkGroth2020 wrote: ↑Jan 21, 2022Thrilled to see these investments. Have to admit, when In-Bev bought AB, I expected the worst, as in push toward closure or a museum vs. true brewing operation. Looks like the opposite with Stella Artois, St. Pauli Girl, seltzer and spent grain operation.
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^I think you were clear. I was just checking my own memory.
Bizjournals reporting $50 million investment to expand seltzer production. Not sure if previously announced that is currently in the works and or more forthcoming investment/expansion on top of current build out.
https://www.bizjournals.com/stlouis/new ... 2#cxrecs_s
The brewer said the investment includes the first addition to its St. Louis campus in 15 years.
https://www.bizjournals.com/stlouis/new ... 2#cxrecs_s
The brewer said the investment includes the first addition to its St. Louis campus in 15 years.