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Upturn AI SWOT - About
Boston Beer Company Inc (SAM)
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Upturn Advisory Summary
02/28/2025: SAM (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -44.21% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/28/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.74B USD | Price to earnings Ratio 48.12 | 1Y Target Price 267.07 |
Price to earnings Ratio 48.12 | 1Y Target Price 267.07 | ||
Volume (30-day avg) 218379 | Beta 1.15 | 52 Weeks Range 215.10 - 339.77 | Updated Date 04/1/2025 |
52 Weeks Range 215.10 - 339.77 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 5.06 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.97% | Operating Margin (TTM) -6.6% |
Management Effectiveness
Return on Assets (TTM) 7.08% | Return on Equity (TTM) 5.99% |
Valuation
Trailing PE 48.12 | Forward PE 24.1 | Enterprise Value 2473128960 | Price to Sales(TTM) 1.34 |
Enterprise Value 2473128960 | Price to Sales(TTM) 1.34 | ||
Enterprise Value to Revenue 1.25 | Enterprise Value to EBITDA 10.23 | Shares Outstanding 9175800 | Shares Floating 8313980 |
Shares Outstanding 9175800 | Shares Floating 8313980 | ||
Percent Insiders 8.4 | Percent Institutions 81.95 |
Analyst Ratings
Rating 2.93 | Target Price 312.08 | Buy 2 | Strong Buy - |
Buy 2 | Strong Buy - | ||
Hold 11 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Boston Beer Company Inc
Company Overview
History and Background
Founded in 1984 by Jim Koch, Boston Beer Company began with Samuel Adams Boston Lager. It pioneered the craft brewing movement in the US, expanding through innovation and acquisitions over the years.
Core Business Areas
- Beer: Craft beers under the Samuel Adams, Angry Orchard, and other brands. This includes lagers, ales, and seasonal brews.
- Hard Cider: Ciders under the Angry Orchard brand, including various flavors and styles.
- Hard Seltzer: Truly Hard Seltzer, a significant player in the hard seltzer market.
- Other Beverages: Includes Twisted Tea, Hard Mountain Dew and various other beverages acquired and developed.
Leadership and Structure
Dave Burwick is the CEO. The company has a traditional hierarchical structure with departments for brewing, marketing, sales, finance, and operations.
Top Products and Market Share
Key Offerings
- Samuel Adams Boston Lager: Flagship beer, contributing significantly to brand recognition and revenue. Competitors include Yuengling, Sierra Nevada, and other craft lagers.
- Angry Orchard: A leading hard cider brand. Competitors include Woodchuck Hard Cider, Strongbow (Heineken).
- Truly Hard Seltzer: A leading hard seltzer brand. Competitors include White Claw (Molson Coors TAP), Bud Light Seltzer (Anheuser-Busch InBev BUD), and Corona Hard Seltzer (Constellation Brands STZ). Market share fluctuates, estimated around 20% in 2021 when the market was booming, and now it is reduced because the market has plateaued.
- Twisted Tea: A leading hard iced tea brand. Competitors include Lipton Hard Iced Tea.
- Hard Mountain Dew: A new flavored malt beverage brand. Competitors include Simply Spiked Lemonade.
Market Dynamics
Industry Overview
The alcoholic beverage industry is highly competitive, with trends towards craft beverages, hard seltzers, and ready-to-drink cocktails. Consumer preferences are rapidly evolving.
Positioning
Boston Beer Company is positioned as a premium craft and flavored malt beverage company, competing with both large brewers and smaller craft breweries. Competitive advantages include strong brand recognition and a diversified product portfolio.
Total Addressable Market (TAM)
The total alcoholic beverage market in the US is estimated to be in the hundreds of billions of dollars. Boston Beer Company targets specific segments like craft beer, hard cider, hard seltzer, and flavored malt beverages, representing a multi-billion dollar TAM. Its positioning allows it to capture a significant portion of this TAM, however, its TAM portion is impacted as more people want to drink spirits
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Samuel Adams, Truly, Twisted Tea)
- Diversified product portfolio
- Established distribution network
- Innovation in new beverage categories
Weaknesses
- Reliance on a few key brands
- Vulnerability to changing consumer preferences
- Marketing challenges in a crowded market
- Supply chain complexities
Opportunities
- Expansion into new geographic markets
- Development of new product lines (e.g., ready-to-drink cocktails)
- Strategic acquisitions of smaller brands
- Partnerships with other beverage companies
Threats
- Increased competition from large brewers and craft breweries
- Shifting consumer preferences away from beer and hard seltzer
- Economic downturn impacting consumer spending
- Regulatory changes (e.g., excise taxes)
Competitors and Market Share
Key Competitors
- BUD
- TAP
- STZ
- DEO
- BF.B
Competitive Landscape
Boston Beer Company faces intense competition from larger brewers with greater resources and smaller craft breweries with niche appeal. Their diversified portfolio gives them an advantage, but they must continue to innovate to stay relevant.
Major Acquisitions
Dogfish Head Brewery
- Year: 2019
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded Boston Beer's craft beer portfolio and reach within the craft brewing community.
Growth Trajectory and Initiatives
Historical Growth: Growth has been driven by the success of Truly Hard Seltzer and Twisted Tea. However, hard seltzer growth has slowed in recent periods. There was a reduction in sales in 2023.
Future Projections: Analyst projections vary based on the performance of key brands and the overall market environment. They need to look at international growth to become more global.
Recent Initiatives: Recent initiatives include new product launches (Hard Mountain Dew) and marketing campaigns to support core brands. They are developing Truly Vodka Seltzer to get into the spirits market.
Summary
Boston Beer Company is a well-established player in the alcoholic beverage industry with a strong brand portfolio. While Truly's growth has slowed, Twisted Tea is performing well, and new product innovation is crucial. Competition remains a significant challenge, and maintaining market share requires continuous adaptation to changing consumer preferences.
Similar Companies
BUD
Anheuser Busch Inbev NV ADR
BUD
Anheuser Busch Inbev NV ADR
DEO
Diageo PLC ADR
DEO
Diageo PLC ADR
STZ
Constellation Brands Inc Class A
STZ
Constellation Brands Inc Class A
TAP
Molson Coors Brewing Co Class B
TAP
Molson Coors Brewing Co Class B
Sources and Disclaimers
Data Sources:
- Company Financial Statements
- Industry Reports
- Analyst Estimates
- Market Research Data
- Press Releases
Disclaimers:
This analysis is based on publicly available information and analyst estimates, which are subject to change. Investment decisions should be based on individual risk tolerance and due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Boston Beer Company Inc
Exchange NYSE | Headquaters Boston, MA, United States | ||
IPO Launch date 1995-11-20 | President, CEO & Director Mr. Michael Spillane | ||
Sector Consumer Defensive | Industry Beverages - Brewers | Full time employees 2537 | Website https://www.bostonbeer.com |
Full time employees 2537 | Website https://www.bostonbeer.com | ||
The Boston Beer Company, Inc. produces and sells alcohol beverages primarily in the United States. Its flagship beer is Samuel Adams Boston Lager. The company offers various beers, hard ciders, flavored malt beverages, and hard seltzers under the Samuel Adams, Twisted Tea, Truly, Angry Orchard, Dogfish Head, Angel City, and Coney Island brand names. It markets and sells its products to a network wholesaler in the United States, as well as wholesalers, importers, or other agencies that in turn sell to retailers, such as grocery stores, club stores, convenience stores, liquor stores, bars, restaurants, stadiums, and other traditional and e-commerce retail outlets. It sells its products in Canada, Mexico, and internationally. The Boston Beer Company, Inc. was founded in 1984 and is based in Boston, Massachusetts.
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