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05-21-2023, 05:57 PM
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#316
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Valued Poster
Join Date: Jul 7, 2010
Location: Dive Bar
Posts: 43,675
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Quote:
Originally Posted by HDGristle
That's been my point this whole time. And if they'd doubled down instead of backtracking I think they would have seen short-term gains.
That was the second mistake and I'd wager bigger because they easily could have stuck the landing.
Everyone's overlooked a massive factor that I laid out pages ago. Still waiting to see who picks up the breadcrumbs
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Nobodies picking up your breadcrumbs Mr Gristle. Because you’re dead wrong.
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 | 2 users liked this post
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05-21-2023, 05:58 PM
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#317
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Premium Access
Join Date: Jan 21, 2010
Location: pittsburgh
Posts: 4,217
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Quote:
Originally Posted by HDGristle
That's been my point this whole time. And if they'd doubled down instead of backtracking I think they would have seen short-term gains.
That was the second mistake and I'd wager bigger because they easily could have stuck the landing.
Everyone's overlooked a massive factor that I laid out pages ago. Still waiting to see who picks up the breadcrumbs
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I have to disagree on the doubled down and stuck to their guns... they misread their client base severely and by continuing to do so would have resulted in bigger losses imho
but thats something we will never know either way
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 | 2 users liked this post
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05-21-2023, 06:18 PM
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#318
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The Man (He/Him/His)
Join Date: May 7, 2019
Location: The Box... Indeed
Posts: 7,475
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They had little to no more growth opportunities on the old path
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 | 1 user liked this post
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05-21-2023, 06:28 PM
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#319
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Valued Poster
Join Date: Jul 7, 2010
Location: Dive Bar
Posts: 43,675
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Quote:
Originally Posted by HDGristle
They had little to no more growth opportunities on the old path
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Like you would know. If they wanted to reach a very small market, they would have created a new product targeting that market. Not fuck up an established brand. Are you that daft? I doubt Trannies even drink beer.,
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 | 2 users liked this post
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05-21-2023, 06:40 PM
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#320
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The Man (He/Him/His)
Join Date: May 7, 2019
Location: The Box... Indeed
Posts: 7,475
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Look at the data, Bam. The annual reports. All of the investor chatter.
Look at WHY they need to capture millennials and GenZ. Look at the industry trends and which segments have opportunity for actual growth highways in a category with low switching costs.
You and others are laser focused on fighting Big Woke. AB has been inclusive, but never part of Big Woke.
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 | 1 user liked this post
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05-21-2023, 06:57 PM
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#321
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Valued Poster
Join Date: Jul 7, 2010
Location: Dive Bar
Posts: 43,675
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Quote:
Originally Posted by HDGristle
Look at the data, Bam. The annual reports. All of the investor chatter.
Look at WHY they need to capture millennials and GenZ. Look at the industry trends and which segments have opportunity for actual growth highways in a category with low switching costs.
You and others are laser focused on fighting Big Woke. AB has been inclusive, but never part of Big Woke.
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“Anual reports”? That would be 2022, not 2023. Look, you’re swerving into 1P territory. You don’t have a clue. Bud Light is getting slammed in real time. Will it show up on InBevs financials anytime soon? Probably not. InBev is far bigger than AB. But that’s besides the real point here Mr Gristle. Bud Light is bleeding. BIGLY
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05-21-2023, 07:03 PM
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#322
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The Man (He/Him/His)
Join Date: May 7, 2019
Location: The Box... Indeed
Posts: 7,475
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You're looking micro. You don't see the big picture because you're ignoring the context.
Everything you need is in the past 2 annuals, 1 chart, 3 Barron's articles and 3 Seeking Alpha articles.
But sure, keep trying to poke me personally. I don't care what your opinion is of me. Never have. But I have noted that you keep showing me oodles of attention.
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05-21-2023, 07:14 PM
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#323
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Valued Poster
Join Date: Jul 7, 2010
Location: Dive Bar
Posts: 43,675
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Quote:
Originally Posted by HDGristle
You're looking micro. You don't see the big picture because you're ignoring the context.
Everything you need is in the past 2 annuals, 1 chart, 3 Barron's articles and 3 Seeking Alpha articles.
But sure, keep trying to poke me personally. I don't care what your opinion is of me. Never have. But I have noted that you keep showing me oodles of attention.
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You wouldn’t know a “big picture” if it fell on your head.
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 | 1 user liked this post
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05-21-2023, 07:26 PM
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#324
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The Man (He/Him/His)
Join Date: May 7, 2019
Location: The Box... Indeed
Posts: 7,475
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Which highways have matured? Which are tapped? Which have growth opportunity?
Which other segments have been growing and how has that compared to growth in light lagers?
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05-21-2023, 07:36 PM
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#325
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Valued Poster
Join Date: Jul 7, 2010
Location: Dive Bar
Posts: 43,675
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Quote:
Originally Posted by HDGristle
Which highways have matured? Which are tapped? Which have growth opportunity?
Which other segments have been growing and how has that compared to growth in light lagers?
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This post is really profound Mr Gristle. 
You’re really losing steam Mr Gristle. Take some time off while you’re behind. Again
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 | 1 user liked this post
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05-21-2023, 07:40 PM
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#326
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The Man (He/Him/His)
Join Date: May 7, 2019
Location: The Box... Indeed
Posts: 7,475
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Show me the big picture, Bam.
What factors were impacting Bud Light's marketing plans and growth streams in the leadup to that Mulvaney can? You know what they are, right?
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05-21-2023, 07:47 PM
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#327
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Valued Poster
Join Date: Jul 7, 2010
Location: Dive Bar
Posts: 43,675
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Quote:
Originally Posted by HDGristle
Show me the big picture, Bam.
What factors were impacting Bud Light's marketing plans and growth streams in the leadup to that Mulvaney can? You know what they are, right?
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Did the Drag Queens in Zellie Drink the Mulvaney Bud Light cans Mr Gristle? You seem to be “in the know”!!!!
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05-21-2023, 07:49 PM
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#328
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The Man (He/Him/His)
Join Date: May 7, 2019
Location: The Box... Indeed
Posts: 7,475
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Of course not. There was only one can.
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05-21-2023, 08:01 PM
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#329
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Valued Poster
Join Date: Jul 7, 2010
Location: Dive Bar
Posts: 43,675
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Quote:
Originally Posted by HDGristle
Of course not. There was only one can.
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So they drank from the same “CAN”? I’m sure they did!!! 
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05-21-2023, 08:09 PM
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#330
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The Man (He/Him/His)
Join Date: May 7, 2019
Location: The Box... Indeed
Posts: 7,475
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https://www.thedailybeast.com/dont-a...rtue-signaling
The big picture is that Bud Light made a play to transition and grow the brand. Even the Daily Beast gets that. It was always going to cost them some customers, as all significant change does. They had a chance to stick that landing and missed. Which means that they need to accelerate the change because there's no going back.
Now they're making a different play but have the same underlying issues and less cushion. Still doable, though.
In the meantime, multiple guntubers have begun releasing content shooting Bud Lights. Their social media touches are still way, way up. Interesting things. Will be a very interesting next 6 months.
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