Sam Adams Says Hold My Beer — And You Are: Sales Numbers Dispute Cannabis Cannibalization Narrative
Sam Adams Says Hold My Beer — And You Are: Sales Numbers Dispute Cannabis Cannibalization Narrative
Sam Adams maker Boston Beer Co (NYSE:SAM) isn't seeing its cannabis-infused beverage segment tap revenue from its flagship lager.
山姆·亞當斯製造商波士頓啤酒公司（紐約證券交易所代碼：SAM）沒有看到其注入大麻的飲料板塊從其旗艦啤酒中獲得收入。
What Happened: The company disclosed its financial results for the first quarter, which ended on March 30. Its performance exceeded analyst expectations, too.
發生了什麼：該公司披露了截至3月30日的第一季度財務業績。其表現也超出了分析師的預期。
- The company reported a net revenue of $426.1 million
- That's more than 3.1% higher than analyst estimates of $413.21 million.
- Earnings per share (EPS) of $1.04 was above the analyst estimate for EPS of 9 cents.
- 該公司公佈的淨收入爲4.261億美元
- 這比分析師估計的4.1321億美元高出3.1％以上。
- 每股收益（EPS）爲1.04美元，高於分析師預期的每股收益9美分。
Sam Adams likely owes some of its success to the backlash Anheuser-Busch Inbev (NYSE:BUD) faced from conservative beer drinkers. The Bud Light parent company saw sales plummet on the heels of a promotional campaign with transgender influencer Dylan Mulvaney.
山姆·亞當斯的成功可能在一定程度上要歸功於保守派啤酒飲用者對安海斯-布希英博（紐約證券交易所代碼：BUD）的強烈反對。在跨性別網紅迪倫·穆爾瓦尼開展促銷活動之後，Bud Light母公司的銷售額直線下降。
THC's so-called cannibalization of alcohol doesn't seem to resonate at Sam Adams, nor does it track at Tilray Brands Inc. (NASDAQ:TLRY). The Florida-based cannabis company, which purchased craft beer brands from AB Inbev, saw alcohol revenue spike 117% to $47 million.
四氫大麻酚所謂的自相殘殺似乎沒有引起山姆·亞當斯的共鳴，蒂爾雷品牌公司（納斯達克股票代碼：TLRY）也沒有引起共鳴。這家總部位於佛羅里達州的大麻公司從百威英博收購了精釀啤酒品牌，其酒類收入激增了117％，達到4700萬美元。
Why It Matters: Even before Boston Beer first entered the cannabis beverage market, industry analysts (i.e., Deloitte) predicted that alcohol and tobacco companies would utilize M&A or establish new product segments "to avoid losing market share to competing cannabis products."
爲何重要：甚至在波士頓啤酒首次進入大麻飲料市場之前，行業分析師（即德勤）就預測，酒精和菸草公司將利用併購或建立新的產品細分市場，“以避免因競爭性大麻產品而失去市場份額”。
But, as it turns out, Boston Beer's customers are still enjoying Sam Adams in addition to new THC-infused items such as Teapot.
但是，事實證明，除了茶壺等注入四氫大麻酚的新產品外，波士頓啤酒的顧客仍然喜歡山姆·亞當斯。
Teapot, the 40-year-old company boasts, is Canada's premier cannabis tea brand. The company did not disclose THC beverage sales numbers in its most recent financial report.
這家擁有40年曆史的公司自豪地說，Teapot是加拿大首屈一指的大麻茶品牌。該公司在最新的財務報告中沒有透露四氫大麻酚飲料的銷售數字。
"We saw a unique opportunity as consumer relationships with alcohol evolve, especially in a post-COVID world, where cannabis acceptance is on the rise. This convergence of trends led us to create cannabis-infused beverages," Paul Weaver, head of cannabis at Boston Beer, told Benzinga last year.
“隨着消費者與酒精關係的發展，我們看到了一個難得的機會，尤其是在後COVID世界中，大麻的接受度正在上升。這種趨勢的融合促使我們創造了注入大麻的飲料。” 波士頓啤酒大麻主管保羅·韋弗去年告訴本辛加。
Teapot is not listed among Boston Beer's so-called "core brands" (Sam Adams, Angry Orchard Hard Cider, Dogfish Head, Truly Hard Seltzer and Twisted Tea).
Teapot沒有被列爲波士頓啤酒所謂的 “核心品牌”（山姆·亞當斯、Angry Orchard Hard Cider、Dogfish Head、Truly Hard Seltzer和Twisted Tea）。
Boston Beer also backs Uncle Arnie's, a cannabis-infused beverage startup.
波士頓啤酒還支持注入大麻的飲料初創公司阿尼叔叔。
Other beer giants aren't bullish on the THC drink segment. Molson Coors Beverages Co. (NYSE:TAP), for example, exited a cannabis-related joint venture HEXO Corp. in 2022.
其他啤酒巨頭並不看好四氫大麻酚飲料細分市場。莫爾森庫爾斯飲料有限公司例如，紐約證券交易所代碼：TAP）於2022年退出了一家與大麻相關的合資企業HEXO Corp.
Now Read: Boston Beer Exec Wants To Turn Time-Tested Liquor Logic Into Cannabis Retail Gold
立即閱讀：波士頓啤酒高管希望將久經考驗的白酒邏輯轉化爲大麻零售黃金
Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。