Industry Update Through June 2019

The bw166 TBA Overview Advance report for June 2019 indicates a market continuing the long-term trend of total servings of beverage alcohol growing at the rate of increase in Legal Drinking Age Population – both having grown +1.0% over the last 12 months.

Spirits is gaining share of standardized servings with overall growth of +3.6% over the past 12 months.  Beer has been flat with servings showing negligible change. Wine is showing weakness with servings down -1.0% over the past year driven mostly by losses of low-end bulk imports.

Consumers continue to increase spend for beverage alcohol with overall spend up +2.8%.  However, most of this is driven by the on premise with spend growing +5.0% while off premise spend is only growing +1.0%. Over the past few months spending in the off premise has seen a deceleration.

On premise spending growth is being driven primarily by operator margin expansion so very little, if any, of this is seen by wholesalers or producers.

With a number of public companies reporting either quarterly or annual results for June, the following table highlights industry total metrics to compare against (wholesale value is used as a proxy for supplier revenues).

 

3 Months

6 Months

12 Months

Beer Volumes

No Change

-0.2%

No Change

Beer Wholesale Value

+1.1%

+0.1%

+1.0%

Spirits Volumes

+3.7%

+4.3%

+3.6%

Spirits Wholesale Value

+0.8%

+1.7%

+0.8%

Wine Volumes

+0.5%

+0.2%

-0.7%

Wine Wholesale Value

+2.1%

+1.5%

+1.0%

 

For more details regarding the total beverage alcohol market, subscribe to the bw166 Total Beverage Alcohol Overview report.

Mexico – Imports and Exports to/from the U.S. – TBA Packaged Imports +11.2% By Value Over Last Twelve Months through May 2019, Packaged Exports -22.2%

Beer:

  • Imported beer is +6.7% by volume and +8.6% by value over the last twelve months. Over the last three months imports are +9.7% by volume and +17.8% by value.
  • Exported beer is -46.8% by volume and -47.2% by value over the last twelve months. Over the last three months exports are -72.1% by volume and -70% by value.
  • Over the last twelve months, Mexico comprised 68.99% by value of all imported beer into the U.S. while comprising 12.8% by value of all exported U.S. beer.
  • Beer is 69.57% of TBA imports from Mexico and 38.28% of TBA exports to Mexico by value.

Spirits:

  • Imported packaged spirits for the last twelve months are +1.4% by volume and +21.2% by value over. Over the last three months volumes are +7.9% and +17.2% by value.
  • Imported bulk spirits for the last twelve months are -9.1% by volume and -4.9% by value over. Over the last three months volumes are +2.2% and +15.1% by value.
  • Exported packaged spirits for the last twelve months are -9.1% by volume and +77.1% by value. Over the last three months exports are -26% by volume and +71.3% by value.
  • Exported bulk spirits for the last twelve months are -11.6% by volume and -3.4% by value. Over the last three months exports are +87.9% by volume and -2% by value.
  • Over the last twelve months, Mexico comprised 17.71% by value of all imported spirits (packaged and bulk) into the U.S. while comprising 3.27% by value of all exported U.S. spirits (packaged and bulk).
  • Spirits (packaged and bulk) is 30.33% of TBA imports from Mexico and 51.2% of TBA exports to Mexico by value.

For more details regarding imports and exports, including detailed category breakdowns across all countries, subscribe to the Beer, Spirits, and Wine Import and Export reports.

Beer, Spirits, & Wine – Packaged Imports Grow +6.40% By Value Over Last Twelve Months through May 2019, Packaged Exports Decline -6.80%

Total Beverage Alcohol:

  • Total beverage alcohol imports (including bulk and packaged) grew +5.60% by value over the last twelve months and grew +10.0% by value over the last three months. 25.5% of all imported beverage alcohol by value came from Mexico over the last twelve months.

  • Total beverage alcohol exports (included bulk and packaged) declined -4.80% by value over the last twelve months and declined -10.6% by value over the last three months. 23.0% of all exported beverage alcohol by value went to Canada over the last twelve months.

Each of the bw166 Import and Export Reports (for Beer, Spirits, and Wine) enable tracking Beverage Alcohol imports and exports on a monthly basis for volume, value in USD, and value in local currency for all major trading countries.

Beer:

  • Imported beer grew +2.10% by volume and grew +3.50% by value over the last twelve months. Over the last three months imports grew +7.30% by volume and grew +10.9% by value. 69.0% of imported beer by value comes from Mexico.
  • Exported beer declined -12.9% by volume and grew +3.20% by value over the last twelve months. Over the last three months exports declined -26.0% by volume and grew +16.2% by value. 20.7% of exported beer by value goes to Chile.

For more details regarding imported and exported beer across all countries, subscribe to the bw166 Beer – Imports and Exports report.

Spirits:

  • Imported packaged spirits for the last twelve months grew +4.70% by volume and grew +12.9% by value. Over the last three months volumes grew +8.70% and grew +16.1% by value.
  • Imported bulk spirits for the last twelve months declined -4.20% by volume and declined -3.80% by value. Over the last three months volumes declined -5.00% and grew +1.30% by value.
  • 8% of all imported packaged spirits by value arrived from France while 49.3% of all imported bulk spirits by value arrived from Brazil.
  • Exported packaged spirits for the last twelve months declined -37.1% by volume and declined -8.20% by value. Over the last three months volumes declined -22.1% and declined -11.5% by value.
  • Exported bulk spirits for the last twelve months grew +15.7% by volume and declined -3.80% by value. Over the last three months volumes grew +11.2% and declined -16.6% by value.
  • 3% of all exported packaged spirits by value is destined for Canada while 21.4% of all exported bulk spirits by value is destined for Canada.

For more details regarding imported and exported spirits including detailed category breakdowns across all countries, subscribe to the bw166 Spirits – Imports and Exports report.

Wine:

  • Imported packaged wine for the last twelve months grew +0.200% by volume and grew +1.30% by value. Over the last three months volumes grew +7.20% and grew +4.20% by value.
  • Imported bulk wine for the last twelve months declined -4.40% by volume and declined -10.4% by value. Over the last three months volumes grew +15.7% and declined -3.90% by value.
  • 9% of all imported packaged wine by value arrived from France while 24.6% of all imported bulk wine by value arrived from New Zealand.
  • Exported packaged wine for the last twelve months declined -14.1% by volume and declined -11.0% by value. Over the last three months volumes declined -14.1% and declined -8.00% by value.
  • Exported bulk wine for the last twelve months grew +11.7% by volume and grew +4.60% by value. Over the last three months volumes declined -4.60% and declined -11.1% by value.
  • 5% of all exported packaged wine by value is destined for Canada while 56.0% of all exported bulk wine by value is destined for United Kingdom.

For more details regarding imported and exported wine including detailed category breakdowns across all countries, subscribe to the bw166 Wine – Imports and Exports report.

Beer, Spirits, & Wine – Packaged Imports Grow +6.80% By Value Over Last Twelve Months through April 2019, Packaged Exports Decline -8.70%

Total Beverage Alcohol:

  • Total beverage alcohol imports (including bulk and packaged) grew +6.00% by value over the last twelve months and grew +7.20% by value over the last three months. 25.2% of all imported beverage alcohol by value came from Mexico over the last twelve months.

  • Total beverage alcohol exports (included bulk and packaged) declined -6.90% by value over the last twelve months and declined -18.3% by value over the last three months. 23.4% of all exported beverage alcohol by value went to Canada over the last twelve months.

Each of the bw166 Import and Export Reports (for Beer, Spirits, and Wine) enable tracking Beverage Alcohol imports and exports on a monthly basis for volume, value in USD, and value in local currency for all major trading countries.

Beer:

  • Imported beer grew +2.60% by volume and grew +4.30% by value over the last twelve months. Over the last three months imports grew +6.10% by volume and grew +9.00% by value. 68.3% of imported beer by value comes from Mexico.
  • Exported beer declined -8.30% by volume and grew +2.90% by value over the last twelve months. Over the last three months exports declined -22.3% by volume and grew +18.0% by value. 19.3% of exported beer by value goes to Chile.

For more details regarding imported and exported beer across all countries, subscribe to the bw166 Beer – Imports and Exports report.

Spirits:

  • Imported packaged spirits for the last twelve months grew +5.00% by volume and grew +13.1% by value. Over the last three months volumes grew +9.70% and grew +16.1% by value.
  • Imported bulk spirits for the last twelve months declined -2.30% by volume and declined -2.60% by value. Over the last three months volumes declined -7.50% and grew +9.70% by value.
  • 2% of all imported packaged spirits by value arrived from France while 50.6% of all imported bulk spirits by value arrived from Brazil.
  • Exported packaged spirits for the last twelve months declined -46.0% by volume and declined -12.6% by value. Over the last three months volumes declined -25.9% and declined -12.3% by value.
  • Exported bulk spirits for the last twelve months grew +15.9% by volume and declined -6.40% by value. Over the last three months volumes grew +18.0% and declined -26.8% by value.
  • 2% of all exported packaged spirits by value is destined for Canada while 22.1% of all exported bulk spirits by value is destined for Canada.

For more details regarding imported and exported spirits including detailed category breakdowns across all countries, subscribe to the bw166 Spirits – Imports and Exports report.

Wine:

  • Imported packaged wine for the last twelve months declined -0.200% by volume and grew +1.60% by value. Over the last three months volumes grew +3.10% and declined -2.80% by value.
  • Imported bulk wine for the last twelve months declined -7.70% by volume and declined -10.9% by value. Over the last three months volumes grew +2.50% and declined -14.0% by value.
  • 8% of all imported packaged wine by value arrived from France while 24.1% of all imported bulk wine by value arrived from New Zealand.
  • Exported packaged wine for the last twelve months declined -14.9% by volume and declined -11.9% by value. Over the last three months volumes declined -20.0% and declined -17.4% by value.
  • Exported bulk wine for the last twelve months grew +12.9% by volume and grew +7.40% by value. Over the last three months volumes grew +13.4% and grew +1.60% by value.
  • 6% of all exported packaged wine by value is destined for Canada while 56.8% of all exported bulk wine by value is destined for United Kingdom.

For more details regarding imported and exported wine including detailed category breakdowns across all countries, subscribe to the bw166 Wine – Imports and Exports report.

Beer, Spirits, & Wine – Packaged Imports Grow +7.70% By Value Over Last Twelve Months through March 2019, Packaged Exports Decline -14.9%

Total Beverage Alcohol:

  • Total beverage alcohol imports (including bulk and packaged) grew +6.80% by value over the last twelve months and grew +5.10% by value over the last three months. 25.1% of all imported beverage alcohol by value came from Mexico over the last twelve months.

 

  • Total beverage alcohol exports (included bulk and packaged) declined -10.8% by value over the last twelve months and declined -46.3% by value over the last three months. 23.0% of all exported beverage alcohol by value went to Canada over the last twelve months.

Each of the bw166 Import and Export Reports (for Beer, Spirits, and Wine) enable tracking Beverage Alcohol imports and exports on a monthly basis for volume, value in USD, and value in local currency for all major trading countries.

Beer:

  • Imported beer grew +2.80% by volume and grew +3.90% by value over the last twelve months. Over the last three months imports declined -0.900% by volume and declined -0.200% by value. 68.0% of imported beer by value comes from Mexico.
  • Exported beer declined -11.4% by volume and declined -0.300% by value over the last twelve months. Over the last three months exports declined -48.9% by volume and declined -23.4% by value. 19.5% of exported beer by value goes to Chile.

For more details regarding imported and exported beer across all countries, subscribe to the bw166 Beer – Imports and Exports report.

Spirits:

  • Imported packaged spirits for the last twelve months grew +6.40% by volume and grew +14.4% by value. Over the last three months volumes grew +10.3% and grew +18.8% by value.
  • Imported bulk spirits for the last twelve months grew +1.90% by volume and declined -2.40% by value. Over the last three months volumes declined -7.10% and declined -5.70% by value.
  • 9% of all imported packaged spirits by value arrived from France while 50.8% of all imported bulk spirits by value arrived from Brazil.
  • Exported packaged spirits for the last twelve months declined -55.8% by volume and declined -22.4% by value. Over the last three months volumes declined -57.2% and declined -48.4% by value.
  • Exported bulk spirits for the last twelve months grew +2.80% by volume and declined -7.60% by value. Over the last three months volumes declined -17.3% and declined -51.8% by value.
  • 8% of all exported packaged spirits by value is destined for Canada while 22.0% of all exported bulk spirits by value is destined for Canada.

For more details regarding imported and exported spirits including detailed category breakdowns across all countries, subscribe to the bw166 Spirits – Imports and Exports report.

Wine:

  • Imported packaged wine for the last twelve months grew +0.400% by volume and grew +3.20% by value. Over the last three months volumes grew +4.30% and declined -1.20% by value.
  • Imported bulk wine for the last twelve months declined -12.8% by volume and declined -14.5% by value. Over the last three months volumes grew +0.700% and declined -16.4% by value.
  • 4% of all imported packaged wine by value arrived from France while 22.9% of all imported bulk wine by value arrived from New Zealand.
  • Exported packaged wine for the last twelve months declined -20.0% by volume and declined -16.8% by value. Over the last three months volumes declined -46.4% and declined -46.0% by value.
  • Exported bulk wine for the last twelve months grew +4.60% by volume and grew +1.00% by value. Over the last three months volumes declined -13.4% and declined -19.2% by value.
  • 4% of all exported packaged wine by value is destined for Canada while 57.1% of all exported bulk wine by value is destined for United Kingdom.

For more details regarding imported and exported wine including detailed category breakdowns across all countries, subscribe to the bw166 Wine – Imports and Exports report.