Harry is joined by industry veteran JB Shireman of bev M&A firm Arlington Capital Advisors. JB has been a friend to BBD since the very beginning and has seen it all. Join Harry and JB as they attempt to divine just a few aspects of the exciting brave new world of beer and beyond.
**Disclaimer: “Presentations and public appearances content are informational and should not be considered as personalized investment advice or recommendations. The information discussed today represents my very own ganja-soaked opinions and it should not be regarded as a description of services provided by Arlington Capital Advisors or its affiliate, Arlington Capital Services, LLC, Member FINRA/SIPC.”
---Time-Stamped Contents ---
00:00 Intro - hilarious banter, driving mules to bars and back.
02:10 guv needs to give cdl relief
03:00 harry introduces jb shireman, finally, of Arlington Capital Advisors.
04:40 going over the rundown of craft m&a deals arlington/jb have completed.
05:30 it's all colliding -- m&a follows the consumer.
06:30 the importance of distribution -- covid proved value of rapid-cold bottler/beer distrib dsd model.
08:00 more convergence: grokking blue cloud - pepsi's bev-alc distribution arm. coke and molson coors too. consumer is already there.
09:20 grokking craft brewer valuations across a wide spectrum: value is eyes of the buyer -- it's complicated and nuanced.
10:40 distribution network as it affects valuations/buyers.
11:40 grokking beatbox beverage tetra-pack wine-based rtd as example of innovation.
13:20 exciting new world of premium beverages.
14:20 toto, we ain't in the beer biz anymore.
17:00 bev industry today very entrepreneurial.
18:00 everybody is label readers.
18:20 what does "better for you" mean to each consumer? something different to each. "influential and powerful thing".... "secret sauce".
19:30 harry sees "california sober" becoming a big wave among lda gen z adults. cannabis.
22:00 becoming bev sub-category agnostic.
22:50 the coming reckoning over water and conservation. rooting for nuclear fusion and water de-salination.
24:45 let's not leave out powdered drinks.
26:35 m&a in craft beer: more vibrant than people think.
27:45 a "big reshuffling" of the capital structures: iron vs demand.
29:00 more craft casualties. "Three torpedoes to the side."
31:00 different from late 90's craft issues.
31:35 getting excited about this wonderful new age of beverage convergence we are entering.
---About---
Beer Business Daily publisher Harry Schuhmacher joins his editors and other guests as they grok the industry issues of the day.
-Podcast Hotline: Text or call Harry in confidence at: (262) 345-2501
-Audio/Video feeds at HarrysPod.com
-Articles referenced at beernet.com
-Twitter / IG / TikTok: @beerbizdaily
