Constellation Brands is the beer category’s largest dollar share gainer for the first two-thirds of the year, according to market research firm Circana.
Constellation’s portfolio gained +1.3 sharepoints year-to-date (YTD) through September 8, bringing the dollar share of the importer of popular Mexican brands Modelo, Corona and Pacifico to 19.51% of all beer category dollars at multi-outlet grocery, mass retail and convenience stores (MULO+C).
Only 1.31 sharepoints separate No. 2 Constellation from No. 3 Molson Coors (18.2% of all category dollars) in MULO+C, but the companies swap spots in the grocery channel. With 19.57% of category dollars, Molson Coors over-indexes in the grocery channel, where it’s the second largest beer vendor after Anheuser-Busch InBev (A-B). No. 3 Constellation holds a 13.77% share.
Six sharepoints separate the two in the convenience channel, where Constellation is No. 2 with a 22.92% share; No. 3 Molson Coors holds a 16.92% share.
Although it remains the largest shareholder, A-B’s negative share trends persist across all Circana geographies. The world’s largest beer manufacturer has lost -0.87 sharepoints in the grocery channel, -1.98 in convenience, and -1.48 in MULO+C.
Other beer category share gainers among the top 25 vendors include No. 8 Kirin-owned New Belgium Brewing (including Bell’s Brewery), which gained +0.17 sharepoints, for a 1.53% share of MULO+C dollars; and No. 4 Mark Anthony Brands (White Claw, Mike’s Hard Lemonade, Cayman Jack), which gained +0.13 sharepoints, for a 6.75% share.
After A-B, Molson Coors was the second largest share loser in MULO+C, shedding -0.12 sharepoints, followed by No. 5 Boston Beer (Twisted Tea, Truly Hard Seltzer, Angry Orchard, Samuel Adams, Dogfish Head), which shed -0.09 sharepoints and holds a 5.21% share.
Only eight of the top 25 vendors recorded year-over-year (YoY) growth in both dollar sales and volume, measured in cases, for the first eight months of 2024:
- No. 2 Constellation, +6.1% in dollars ($6.221 billion), +5% in volume;
- No. 7 Diageo, +1.9% in dollars ($554 million), +0.2% in volume;
- No. 8 New Belgium, +11.8% in dollars ($486.8 million), +9.4% in volume;
- No. 12 Sierra Nevada, +3.4% in dollars ($229 million), +0.3% in volume;
- No. 13 Geloso, +10.6% in dollars ($194.1 million), +12.4% in volume;
- No. 14 Phusion Projects, +4% in dollars ($136.9 million), +2.6% in volume;
- No. 18 Monster, +36.1% in dollars ($85.6 million), +35.1% in volume;
- And No. 24 Athletic, +72.5% in dollars ($65.1 million), +77.2% in volume.
Fifteen of the top 25 vendors posted YoY declines in both dollar sales and volume for the period:
- No. 1 A-B, -5.5% in dollars ($9.851 billion), -6.6% in volume;
- No. 3 Molson Coors, -1.6% in dollars ($5.805 billion), -3.1% in volume;
- No. 5 Boston Beer -2.6% in dollars ($1.66 billion), -4.6% in volume;
- No. 6 Heineken USA -3.4% in dollars ($1.051 billion), -4.7% in volume;
- No. 9 Pabst, -5.1% in dollars ($397.4 billion), -4.7% in volume;
- No. 10 Yuengling -4.4% in dollars ($346.5 million), -5.4% in volume;
- No. 11 FIFCO USA -8.3% in dollars ($252.9 million), -5.4% in volume;
- No. 15 Tilray -13.7% in dollars ($119.6 million), -9.1% in volume;
- No. 16 Heineken-owned Lagunitas -6.9% in dollars ($99.9 million), -10.8% in volume;
- No. 19 Gambrinus, -4% in dollars ($84 million), -5% in volume;
- No. 20 Mahou USA, -2% in dollars ($78.1 million), -3% in volume;
- No. 21 Duvel USA-owned Firestone Walker -3.8% in dollars ($70.8 million), -6% in volume;
- No. 22 Sapporo-Stone, -1.9% in dollars (70.7 million), -3% in volume;
- No. 23 Artisanal Brewing Ventures, -8% in dollars ($70.4 million), -8.1% in volume;
- And No. 25 Monster-owned CANarchy, -7.8% in dollars ($58.3 million), -9.4% in volume.
Two producers increased dollar sales, but recorded volume declines:
- No. 4 Mark Anthony Brands, +0.9% in dollars ($2.154 billion), -2.5% in volume;
- And No. 17 Sazerac, +0.9% in dollars ($89.6 million), -2.4% in volume.
The top 25 beer category vendors in the grocery channel YTD include three suppliers that don’t make the MULO+C list: No. 22 Deschutes (-9.2% in dollars, to $24.6 million), No. 23 Happy Dad hard seltzer (+45.9% in dollars, to $19.9 million) and No. 24 Prestige Beverage Group (+66.2% in dollars, to $19 million).
Phusion Project, Geloso and Sazerac were not included in the top 25 vendors in the grocery channel.
Neither Athletic nor Sapporo-Stone USA were among the top 25 vendors in convenience stores, but No. 19 AriZona Beverages (+207.1% in dollars, to $35.5 million) and No. 24 Happy Dad (+94.7% in dollars, to $21.2 million) made the list.