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Upturn AI SWOT - About
Boston Beer Company Inc (SAM)
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Upturn Advisory Summary
07/08/2025: 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.
Number of Analysts
16 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $260.81
1 Year Target Price $260.81
| 2 | Strong Buy |
| 2 | Buy |
| 10 | Hold |
| 1 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -25.71% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/08/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 2.21B USD | Price to earnings Ratio 32.09 | 1Y Target Price 260.81 |
Price to earnings Ratio 32.09 | 1Y Target Price 260.81 | ||
Volume (30-day avg) 16 | Beta 1.05 | 52 Weeks Range 185.34 - 329.55 | Updated Date 07/8/2025 |
52 Weeks Range 185.34 - 329.55 | Updated Date 07/8/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 6.18 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.5% | Operating Margin (TTM) 7.44% |
Management Effectiveness
Return on Assets (TTM) 8.09% | Return on Equity (TTM) 7.36% |
Valuation
Trailing PE 32.09 | Forward PE 22.27 | Enterprise Value 2108327171 | Price to Sales(TTM) 1.08 |
Enterprise Value 2108327171 | Price to Sales(TTM) 1.08 | ||
Enterprise Value to Revenue 1.03 | Enterprise Value to EBITDA 8.01 | Shares Outstanding 9078010 | Shares Floating 8155988 |
Shares Outstanding 9078010 | Shares Floating 8155988 | ||
Percent Insiders 9.99 | Percent Institutions 83.49 |
Upturn AI SWOT
Boston Beer Company Inc
Company Overview
History and Background
Founded in 1984 by Jim Koch, Boston Beer Company Inc. revolutionized the American beer industry with Samuel Adams Boston Lager. Initially brewed in Koch's kitchen, the company grew steadily, becoming a major player in the craft beer movement. It has expanded beyond beer into hard cider, seltzer, and other beverages through organic growth and acquisitions.
Core Business Areas
- Beer: Boston Beer's core business revolves around the production and sale of beer, primarily under the Samuel Adams brand. This includes a wide variety of beer styles, from lagers and ales to seasonal and experimental brews.
- Hard Cider: Through its Angry Orchard brand, Boston Beer is a significant player in the hard cider market, offering various flavors and styles.
- Hard Seltzer: The Truly Hard Seltzer brand competes in the rapidly growing hard seltzer market.
- Hard Tea and Cocktails: The company has expanded into canned hard tea and cocktail offerings through brands like Twisted Tea, Hard Mountain Dew, and Sauza Agave Cocktails.
Leadership and Structure
The CEO is David Burwick. The company is structured around brand-specific teams, with centralized support functions like finance and operations. Jim Koch remains chairman and plays a significant role in product development and marketing.
Top Products and Market Share
Key Offerings
- Samuel Adams: Samuel Adams is Boston Beer's flagship beer brand. It includes Boston Lager and a range of seasonal and limited-release beers. Market share data is not publicly available for this specific brand, but it is a leading craft beer. Competitors: Sierra Nevada, New Belgium, Lagunitas.
- Truly Hard Seltzer: Truly is a leading hard seltzer brand, competing with White Claw (Monster Beverage Corporation - MNST), Bud Light Seltzer (Anheuser-Busch InBev - BUD), and Corona Hard Seltzer (Constellation Brands - STZ). Market share information varies, but it is a significant player in the overall seltzer market.
- Angry Orchard: Angry Orchard is a major hard cider brand. It holds a significant portion of the hard cider market. Competitors: Woodchuck, Strongbow (Heineken).
- Twisted Tea: Twisted Tea is a popular hard iced tea beverage. Competitors include Lipton Hard Iced Tea (PepsiCo), Arnold Palmer Spiked (Molson Coors).
Market Dynamics
Industry Overview
The alcoholic beverage industry is competitive and evolving, with trends towards craft beverages, ready-to-drink cocktails, and healthier options. The rise of hard seltzers disrupted traditional beer consumption patterns. Regulatory changes and evolving consumer preferences also shape the market.
Positioning
Boston Beer is positioned as a leading independent, American craft beverage company. It emphasizes quality, innovation, and brand building. Its competitive advantages include its established brands, distribution network, and brewing expertise.
Total Addressable Market (TAM)
The total US alcoholic beverage market is estimated to be worth hundreds of billions of dollars. Boston Beer captures a portion of this TAM through its beer, cider, seltzer and other alcohol beverage offerings. Boston Beer is well positioned in the craft and premium segments.
Upturn SWOT Analysis
Strengths
- Strong brand portfolio (Samuel Adams, Truly, Angry Orchard, Twisted Tea)
- Established distribution network
- Innovation in new product development
- Strong brand recognition
- Experienced management team
Weaknesses
- Dependence on the US market
- Supply chain vulnerabilities
- Intense competition in the hard seltzer market
- Fluctuating consumer preferences
Opportunities
- International expansion
- Acquisitions of smaller craft brands
- Expansion into new beverage categories (e.g., non-alcoholic drinks)
- Strategic partnerships with other companies
- Continued innovation in new flavors and product formats
Threats
- Increased competition from large beer companies and new entrants
- Changing consumer preferences
- Economic downturn
- Regulatory changes
- Supply chain disruptions (e.g., aluminum shortages)
Competitors and Market Share
Key Competitors
- Anheuser-Busch InBev (BUD)
- Molson Coors Beverage Company (TAP)
- Constellation Brands (STZ)
- Heineken (HEINY)
Competitive Landscape
Boston Beer competes with much larger companies in the beer and beverage industry. Its advantages include its strong brands, craft brewing expertise, and independent status. Its disadvantages include its smaller scale and limited resources compared to its larger competitors.
Major Acquisitions
Dogfish Head Brewery
- Year: 2019
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded Boston Beer's craft beer portfolio and provided access to Dogfish Head's innovation and brewing expertise.
Growth Trajectory and Initiatives
Historical Growth: Boston Beer has experienced periods of significant growth, particularly with the rise of Truly Hard Seltzer. However, growth has fluctuated with changing consumer trends and increased competition.
Future Projections: Future growth projections vary depending on analyst estimates. Factors influencing growth include the success of new product launches, market share gains, and overall industry trends.
Recent Initiatives: Recent initiatives include the launch of new Truly flavors, expansion into hard tea and canned cocktails, and efforts to optimize its supply chain.
Summary
Boston Beer Company is a relatively strong player in the craft beverage market. Its diverse portfolio has allowed it to capture market share. However, intense competition and evolving consumer preferences in the alcoholic beverage industry remain critical challenges. Future success hinges on the company's continued innovation and brand management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company annual and quarterly reports
- Industry reports
- Market research reports
- Financial news sources
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market share data is approximate and may vary based on source. Financial data requires access to real-time sources and should be verified independently.
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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