Harry is joined by industry veteran JB Shireman of bev M&A firm Arlington Capital Advisors. JB has been a friend to BBD since the very beginning and has seen it all.  Join Harry and JB as they attempt to divine just a few aspects of the exciting brave new world of beer and beyond. 

**Disclaimer: “Presentations and public appearances content are informational and should not be considered as personalized investment advice or recommendations.  The information discussed today represents my very own ganja-soaked opinions and it should not be regarded as a description of services provided by Arlington Capital Advisors or its affiliate, Arlington Capital Services, LLC, Member FINRA/SIPC.”

---Time-Stamped Contents ---

00:00 Intro - hilarious banter, driving mules to bars and back.

02:10 guv needs to give cdl relief

03:00 harry introduces jb shireman, finally, of Arlington Capital Advisors. 

04:40 going over the rundown of craft m&a deals arlington/jb have completed. 

05:30 it's all colliding -- m&a follows the consumer. 

06:30 the importance of distribution -- covid proved value of rapid-cold bottler/beer distrib dsd model. 

08:00 more convergence: grokking blue cloud - pepsi's bev-alc distribution arm.  coke and molson coors too.  consumer is already there. 

09:20 grokking craft brewer valuations across a wide spectrum:  value is eyes of the buyer -- it's complicated and nuanced. 

10:40 distribution network as it affects valuations/buyers.

11:40 grokking beatbox beverage tetra-pack wine-based rtd as example of innovation.

13:20 exciting new world of premium beverages. 

14:20 toto, we ain't in the beer biz anymore. 

17:00 bev industry today very entrepreneurial. 

18:00 everybody is label readers. 

18:20 what does "better for you" mean to each consumer? something different to each.  "influential and powerful thing".... "secret sauce". 

19:30 harry sees "california sober" becoming a big wave among lda gen z adults. cannabis. 

22:00 becoming bev sub-category agnostic. 

22:50 the coming reckoning over water and conservation.  rooting for nuclear fusion and water de-salination.  

24:45 let's not leave out powdered drinks.

26:35 m&a in craft beer: more vibrant than people think. 

27:45 a "big reshuffling" of the capital structures:  iron vs demand. 

29:00 more craft casualties.  "Three torpedoes to the side."

31:00 different from late 90's craft issues. 

31:35 getting excited about this wonderful new age of beverage convergence we are entering. 

---About---

Beer Business Daily publisher Harry Schuhmacher joins his editors and other guests as they grok the industry issues of the day.  

-Podcast Hotline: Text or call Harry in confidence at:‪ (262) 345-2501‬

-Audio/Video feeds at HarrysPod.com

-Articles referenced at beernet.com

-Twitter / IG / TikTok:  @beerbizdaily