For the overall US Beer Market, Gue

For the overall US Beer Market, GuestMetrics released the latest on-premise trends for the month of July 2014, and it appears World Cup has a positive impact for the US Beer Industry. Overall beer volumes improved in the channel, with a decreasing declining trend of -2.4% vs. Q2 declines of -3.6% and -4.1% in Q1. The overall industry decline is still at around -4% YTD. Beer in bars particularly benefitted from the World Cup. In fact, bars saw their best performance of the year this latest period, with traffic down -0.9% for the month of July vs. a -2.5% drop YTD. Meanwhile, overall full service restaurant and bar traffic was down sequentially, and traffic to casual dining deteriorated to down -1.6% vs. down -1.2% YTD.
Beer volumes benefitted from the channel trend as they improved sequentially in bars/clubs, down -1.3% for the month of July vs. down -3.9% YTD. Total on-premise beer improved as well, down -2.4% in the month of July vs. down -3.8% YTD. For reference, spirits volumes were down -2.2% the month of July, vs. -0.9% YTD. Consumer Edge Research believes July showed signs of consumer spending softening. A weaker outlook on household income and geopolitical uncertainty caused "a pullback among both the high income and medium income groups (consistent with the recent soft trends in fine dining & the wine category)." It is still too early to determining whether this is a one-time event or the dawning of a larger pullback.
When looking at the top 25 share-gaining and 25 share-losing breweries year-to-date, it is obvious that Craft Beers are taking the shares from regular beers. The top share-gaining brewers in the on-premise in order of share gains are Boston Beer, Constellation Beers, Lagunitas, Bell's, Revolution, Ballast Point, New Belgium, SweetWater, Surly, and Yuengling. Considering that on-premise is a good gauge of brand health and equity, these are the brewers that are winning. Conversely, the largest share-losing brewers on-premise in order of largest share losses are Anheuser-Busch, MillerCoors, DGUSA, NAB, Heineken USA, and Pabst.
For the month of July, SNA sales were at -27.65% vs the monthly target, and -4.11% vs. YTD target. Comparing to 2013, SNA sales is at -3.92% YTD which is in line with the industry trend, despite the focus in only Thai channel. Taking into account that there were 42 kegs (30L) sold in July, the actual case-equivalent amount of sales is 190,373 cases. In term of depletion, we have approximately 29,089 units sold in June, which is -1.38% vs. the same month of last year, or decline -2.69% YTD, which is better than the US Beer industry trend. However, this depletion number also includes sales of 111 kegs, which actually gives an additional 310 units of cases equivalent. Singha Beer sales almost had no benefit from the World Cup which saw volume improvement in bars where Singha Beer is currently prohibited from expanding to this channel.
Shipment from Thailand is at 40,926 cases, bringing the YTD total shipment to the overall high YTD growth vs. last year shipment, contribute mainly due to the fact that shipment lead time from Thailand has increase significantly causing SNA having to stock more product in the warehouses. This temporary shipment growth is for SNA to stock the product during the summer time. The growth discrepancy when comparing to SNA sales and distributor’s depletion will dissipate as the winter months come in Q4. It will eventually be relatively in line with the actual sales trend.

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For the overall US Beer Market, GuestMetrics released the latest on-premise trends for the month of July 2014, and it appears World Cup has a positive impact for the US Beer Industry. Overall beer volumes improved in the channel, with a decreasing declining trend of -2.4% vs. Q2 declines of -3.6% and -4.1% in Q1. The overall industry decline is still at around -4% YTD. Beer in bars particularly benefitted from the World Cup. In fact, bars saw their best performance of the year this latest period, with traffic down -0.9% for the month of July vs. a -2.5% drop YTD. Meanwhile, full Service Restaurant and Bar Overall Traffic was down sequentially, and Traffic to Casual dining deteriorated to down -1.6% vs. -1.2% down YTD.
Volumes benefitted from The Beer Channel Trend As they improved sequentially in Bars / Clubs, down -. 1.3% for the month of July vs. down -3.9% YTD. Total on-premise beer improved as well, down -2.4% in the month of July vs. down -3.8% YTD. For reference, spirits volumes were down -2.2% the month of July, vs. -0.9% YTD. Consumer Edge Research believes July showed signs of consumer spending softening. A weaker outlook on household income and geopolitical uncertainty caused "a pullback among both the high income and medium income groups (consistent with the recent soft trends in fine dining & the wine category).". It is Still Too Early to determining Whether this is a One-time event or The Dawning of a larger pullback.
When Looking at The Top 25 share-Gaining and 25 share-Losing Breweries year-to-Date, IT is Obvious that Craft Beers. are taking the shares from regular beers. The top share-gaining brewers in the on-premise in order of share gains are Boston Beer, Constellation Beers, Lagunitas, Bell's, Revolution, Ballast Point, New Belgium, SweetWater, Surly, and Yuengling. Considering that on-premise is a good gauge of brand health and equity, these are the brewers that are winning. Conversely, The largest share-Losing brewers on-premise in Order of Anheuser-Busch largest share losses are, MillerCoors, DGUSA, NAB, Heineken USA, and Pabst.
For The month of July, sales were at -27.65% v The SNA monthly. target, and -4.11% vs. YTD target. Comparing to 2013, SNA sales is at -3.92% YTD which is in line with the industry trend, despite the focus in only Thai channel. Taking into account that there were 42 kegs (30L) sold in July, the actual case-equivalent amount of sales is 190,373 cases. In term of depletion, we have approximately 29,089 units sold in June, which is -1.38% vs. the same month of last year, or decline -2.69% YTD, which is better than the US Beer industry trend. However, this depletion number also includes sales of 111 kegs, which actually gives an additional 310 units of cases equivalent. Beer sales SINGHA Almost Benefit from The World Cup which had no volume Saw Improvement in Bars Where Prohibited from Singha Beer is currently EXPANDING to this Channel.
Shipment from Thailand is at 40,926 Cases, Bringing The total shipment to YTD YTD growth vs. The Overall High last year shipment, contribute mainly due to the fact that shipment lead time from Thailand has increase significantly causing SNA having to stock more product in the warehouses. This temporary shipment growth is for SNA to stock the product during the summer time. The growth discrepancy when comparing to SNA sales and distributor's depletion will dissipate as the winter months come in Q4. It will eventually be relatively in line with the actual sales trend.