tag:blogger.com,1999:blog-7315262155858800734.post1721651503051983422..comments2024-03-29T05:58:25.823-04:00Comments on Seen Through a Glass: FEMSA Follow-upLew Brysonhttp://www.blogger.com/profile/04084380741402026573noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-7315262155858800734.post-87429081203664788752009-10-03T14:34:34.314-04:002009-10-03T14:34:34.314-04:00While there's no doubt that behemoths have a h...While there's no doubt that behemoths have a huge effect on an industry, I don't think it's quite as doom-and-gloom as it seems. To use your Walmart analogy, while it undoubtedly pushed a lot of small shops and companies out of business, the rise in shop-local movements, and craft movements in various foods and goods, is in direct response to the prevalence of big-box retailing and the homogenization they bring. <br /><br />Just like the craft brewing movement rose up and thrived in response to an era where the US market was controlled by three companies, I suspect there's better than an even chance something similar can and will happen in the face of global consolidation. At a macro scale, anyway. Some localized markets will indeed suffer.Steve Jhttps://www.blogger.com/profile/15185067739452052656noreply@blogger.comtag:blogger.com,1999:blog-7315262155858800734.post-66346121267112973542009-10-03T01:07:31.312-04:002009-10-03T01:07:31.312-04:00InBev will advance its global beverage position an...InBev will advance its global beverage position and be ready for bigger deals Grupo Modelo.InBev is the first bottler that is larger than its supplier.Modelo may want to sell to InBev soon it is struggling with an acrimonous control group,leadership problem and shrinking growth.If Modelo goes,Femsa will have to go as well,Femsa could draw Heineken and SABMiller into a bid process.If they were smart unlike the two large wholesalers in Philadelphia who sell Miller and Coors and merge before the breweries consolidate them with either having much say in the matter.Modelo/Femsa could merge and test the Mexicans goverments antitrust rhetoric and lose much political funding..<br />Cheers Pumpkin HeadAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7315262155858800734.post-73014197641153927002009-10-02T18:27:28.117-04:002009-10-02T18:27:28.117-04:00Just heard today that Wally sells 25% of all milk ...Just heard today that Wally sells 25% of all milk in the U.S.sam knoreply@blogger.comtag:blogger.com,1999:blog-7315262155858800734.post-17364666420609220102009-10-02T11:45:22.915-04:002009-10-02T11:45:22.915-04:00Fair point, Sam, but think about that Wal-Mart com...Fair point, Sam, but think about that Wal-Mart comparison. Wal-Mart has distorted the retail business more than Sears or Macy's ever did. Here, read the Vlasic Wal-Mart story:<br />http://www.fastcompany.com/magazine/77/walmart.html<br /><br />Now, picture a brewer that size, with the three-tier system gone.Lew Brysonhttps://www.blogger.com/profile/04084380741402026573noreply@blogger.comtag:blogger.com,1999:blog-7315262155858800734.post-86291443645259369602009-10-02T11:13:37.614-04:002009-10-02T11:13:37.614-04:00Yes, they CAN throw their weight around, but will ...Yes, they CAN throw their weight around, but will it be substantially different from what crafts experience now at the less-than-clean hands of the current bullies?sam knoreply@blogger.comtag:blogger.com,1999:blog-7315262155858800734.post-63047252530750845432009-10-02T10:43:53.048-04:002009-10-02T10:43:53.048-04:00If Alexander had known just how lucrative the Far ...If Alexander had known just how lucrative <a href="http://www.irishtimes.com/newspaper/innovation/2009/1002/1224255636760.html" rel="nofollow">the Far East markets</a> were, he'd have been a lot happier.The Beer Nuthttps://www.blogger.com/profile/14105708522526153528noreply@blogger.com