Harry's Pod.com

--- Panel ---
Harry is joined by Jenn Litz-Kirk, Sarah Barrett, and Jordan Driggers

---Time-Stamped Contents ---
00:00 Intro - Gopuff model
02:00 They have the capital to win the prize.
02:15 Harry takes us down milkman and diaper delivery lane
03:35 So many models: tip of the iceberg
04:45 It will all end up being Amazon in the end
05:45 Favor was Harry's first delivery app experience, at Jenn's wedding in 2014
07:00 Jordan doesn't think tobacco is healthy. 
07:40 Harry disagrees. 
08:20 Sarah groks Gallo's High Noon.
12:15 Jordan wonders what the demo is for HN at that big price point.
13:10 Making flavors unique is the game. 
14:00 A-B's Neutral is their answer to High Noon. 
16:10 Shortage of sixtel kegs.
18:20 Hot girl summer has breached America's airports.
19:40 For the rest of the pod Jenn speaks into a megaphone.

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

-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

--- Panel ---
Harry is joined by Jenn Litz and Jordan Driggers

---Time-Stamped Contents ---
00:00 Intro - Harry irritated with people who stable checks to invoices. 
01:30 Biscuit watches new Nick Cage movie, Pig, and is traumatized. 
03:20 International Beer Day. 
04:10 Harry speaks with Nuno Teles of Diageo Beer Co., which is growing at twice the industry in beer and FMBs. 
04:40 Smirnoff Ice at 20 years old is still a hit among Gen Z, and "icing" is still a thing, says Jordan. 
04:55 Guinness still doing well. 
05:20 Yes Harry, Guinness has a nitro coffee.
07:10 Grokking Biden's Executive Order looking at anticompetitive practices in the bev-alc industry. 
08:00 The comment period is only 3 weeks in August -- not a great time, says NABI's chief Robert Tobiassen in blog post. 
08:30 TTB takes on CBMA tax act, hints it may be anticompetitive. 
09:00 Jenn says retailers don't think they are consolidated despite amazon. 
10:00 Harry says fed licensing much easier now than when he applied 25 years ago. 
10:30 This weekend in fun. 
11:30 Jordan says Harry's office has a lot of "crap in it" like a yodeling pickle. 
12:10 Harry is motivated to spring clean his office. 
12:35 Millicent update. 
13:25 No sign of Barstool's Dave Portnoy in Saratoga. 
14:20 Harry won't let the stapled checks thing go, calls out subscription service Prenax as a habitual offender. 
18:40 People that staple checks to invoices are the same people that ask for hugs at parties. 
20:00 Harry dislikes party huggers. 
20:35 Jenn is mistaken as her children's nanny. 
20:50 Jenn also looks very young for her age. 
21:20 With delta variant, Fall travel is in limbo. 
24:50 Waxing prolific on vaxxing. 
(Intermission)
25:30 Harry returns alone to fill in some gaps on his grokking of Biden's Executive Order.
27:00 He thinks the feds are looking beyond simply cleaning up TTB regs and enforcement. Perhaps into distrib concentration? 

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

-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

 --- Panel ---
Harry is joined by Paul Rene, Business Director for Geloso Beverage, and editors Jenn Litz-Kirk and Jordan Driggers. 

---Time-Stamped Contents ---
00:00 Intro - Talk with Geloso's Paul Rene.  Of course we have tech issues.
01:45 Getting back to traveling. 
02:02 "We're not plug and play". It's vital for Paul and Geloso to be out there.
02:35 On-premise return hurt business?
03:05 Number 2 supplier in higher alc fmbs. 
04:00 Keeping ahead of capacity constraints -- family owned.  Put 45 days of production on the floor. 
05:00 Money is cheap, nothing else is. 
05:30 Clubtail Seltzer update. Soft launch to protect core brand supply. 
07:00 Harry is fixated on how different markets can be in the U.S. when it comes to flavors/demand, even markets close together. 
07:17 Paul:  "Cocktails don't have a demo.... we pushed cocktails from day one."  Less seasonal. 
08:10 Every state is up for Geloso this year. 
08:20 Geloso expanded 20 states in last year and a half. 
09:05 How do you choose new flavors?  Look at adjacent bevs and flavors. 
09:25 Mango is hot right now. 
10:00 One retailer went all-in on seltzer and ended up with too much inventory. 
10:40 Jordan wishes to know if the MC discontinued brands have an oppy for them. 
11:25 Out of date product is called Liquid Dunnage. 
11:50 Cowboys are entering the space. 
12:25 At the end of the day, distributors don't need you, they have other suppliers.
13:00 Big suppliers cutting skus. 
13:50 Regionality is huuuuge in the U.S.
14:30 Paul has seen regional differences for decades. 
15:20 Learning before entering a market.  Don't put 16oz can in 24oz can market. 
17:10 Focus is crucial.  Not a lot of go-to-market-strategy changes.  
 18:30 e-commerce growing but still a small part of business. Including DTC, but it's small. 
26:00 Harry tries to invoke a classic line, to no avail:  "Let me invite you to my little mule."
27:00 Harry educates Jordan on mules, inaccurately. 
28:00 Lets talk about segments.

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

-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

A brief chat with the staff re travel plans.  

---Time-Stamped Contents ---
00:00 Intro - Harry covid scare
00:50 Delta variant reactions of staff - Jenn wary.
01:45 Jessica doesn't go out, Gulf Coast masks up. 
02:15 Gulf Coast heading up to Saratoga for Hall of Fame induction for her cousin, Todd Pletcher. 
02:40 She hopes to meet @stoolpresidente there.
04:40 Pod devolves into poop jokes, again. 

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

-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

--- Panel ---
Harry is joined by editors Jenn Litz-Kirk and Jordan Driggers.

---Time-Stamped Contents ---
00:00 Intro - Rainy Mondays get Jenn down. 
01:35 Small world dept. Harry's cousin found distributor Bruce Leetz' golf ball on the street. 
03:00 Provi -- the web ordering service for wholesalers -- is getting heat from TABC on whether it's legal.
04:15 Jenn: There's going to be pushback with anything new.
05:10 Bloomberg/IRI says beer pricing going up over 4% in Fall, with equal splits between price increase, promo reduction, and mix shift/trading up.
07:30 Shortages of raw materials driving up cogs. 
07:40 Turns out Stone made the smart move releasing their seltzer in a bottle.
08:00 Jordan likes to play pickle ball
09:30 New chain just sells iced tea.
10:00 San Antonio isn't in Mexico. 
10:45 Everybody is in Harry's way and are too slow. Hot girl summer isn't all it's cracked up to be.
11:40 Hot girl summer is slowing down a bit, thanks delta. 
12:25 Harry looked up the short Bagel Boss freakout guy.
13:45 He is the boss of the bagels, all the bagels. 

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

-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

Former Nielsen and Heineken and Andrews Dist exec Nick Lake joins us to talk numbers. 

--- Panel ---
Harry is joined by Nick Lake, Jenn Litz-Kirk, and Jordan Driggers

---Time-Stamped Contents ---
00:00 Intro - Nick Lake
00:38 Nick likes retirement
01:20 AB and MC's Q2 results, no surprises. 
01:35 Grokking MC cutting 100 SKUs.
02:30 Biting the bullet.
03:00 A-B continues to out-quarter MC by all measures. 
03:45 Nick: Scale and innovation matter
04:35 Harry and Nick are not big runners. 
05:25 Seltzer "softness" is a misnomer.
06:00 Truly and White Claw turned into mega-brands overnight. 
06:30 Nick: Per capita consumption remains around 2.5 gallons of ethanol a year -- it's a fight for share.
06:50 Share coming from somewhere:  Light beer, budget beer, and wine. 
07:30 Per caps haven't changed in 20 years. 
09:15 Are spirit-based RTDs a separate category, and does it matter?
10:00 Nick says consumer doesn't care about the base. 
11:00 Only three ways to increase sales:  More people, more often, more spend. 
11:30 Seltzers in cans lend themselves to current trends. 
12:50 Truly spirit will likely be vodka.
13:20 Jordan weighs in on seltzers getting so big so fast. 
18:40 Getting to data nirvana, and other nerd stuff.

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

-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

Jordan is back in the studio, and Harry tries out Jenn's outdoor studio, to disastrous results.

--- Panel ---
Harry is joined by Jenn Litz-Kirk and Jordan Driggers.

---Time-Stamped Contents ---
00:00 Intro - Harry is in Austin at the Turnstyle Coffee House, which is appropriately named as it is loud as Grand Central. 
00:40 Mexican imports (Modelo) outpacing seltzer in off-premise share trends. 
01:40 Harry and Jenn bicker about which is cooler, Modelo or seltzers. 
02:20 Podding from a noisy intersection. 
03:15 Twisted Tea is suffering supply issues.
04:20 Harry gives a shout-out to heavy lower income people.
06:00 People eat Travis Scott burgers and diet cokes.  Lunatics. 
06:50 Jordan sides with Harry, then hedges by saying Jenn and Harry are right. 
08:20 Jenn attempts to re-argue her case after she lost the argument.  
09:50 Boston still doing very well.
10:15 Jordan thinks seltzers will continue to grow, but calls the top.
10:30 Jordan stands by his prediction that White Claw variety pack #3 will be top innovation this year. 
11:00 Harry makes a new product prediction:  packaged shots that taste like Sour Patch kids.
13:30 Truly distribs not thrilled about Truly Spirits going through W&S houses.
15:00 Constellation buys stake in Hop Water
16:10 Taking supplements.
18:10 Jordan starts rambling about Boss Bagle guy, whoever that is.

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

-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

Not much beer news today. 
Comedy of Errors:  It's a pod about Jordan not being able to get on the pod.

--- Panel ---
Harry is joined by Jenn Litz-Kirk and Jordan sometimes.

----Table of Contents-----
00:00 Intro - Jordan still having technical issues.
01:30 Jordan still having technical issues. 
01:50 Jenn has somebody "edge-ing" next to her(?!)
02:20 This is why we have to put "explicit" on the podcast rating. 
07:00 Jenn's son is learning about banana rolls.
08:30 - Onward, Jordan has tech issues.

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

-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

We made industry predictions in early January for the year 2021.  Here we check ourselves and wreck ourselves. 

--- Panel ---
Harry is joined by Jenn Litz-Kirk and the ghost of Jordan

---Time-Stamped Contents ---
00:00 Intro - Checking in on 2021 predictions.
03:20 Jenn threatens to get an air horn.
05:20 Is Bill a can collector?
05:50 Harry is white
06:20 Gotta front merch to pay for the trike.  (he says bike).
06:20 Jenn has ideas. 
07:00 We miss Jordan
07:30 We do it for the children
10:50 Harry isn't so sure the Bide Admin stuff isn't BS. 
11:30 Harry thinks feds will go after distrib tier.
12:25 Low cal, low alc will prevail.
12:50 MolsonCoors' ZOA taking off. 
14:40 Chanel Gulf Coast joins.
15:00 Back to predictions:  On-Premise.  
15:30 H0t Girl Summer is sizzling.
15:45 Micro-dosing is in.
16:30 Back to predictions: Cannabis not as big, or maybe bigger, than we think.
16:45 Illegal Speakeasies, Harry disagrees with Jordan's assessment, but is likely wrong anyway.
17:10 Brands with favorable image and intrinsics will continue to -----WTF?  Who wrote this?  Oh...
18:30 Shoutout to the Bud Ice brand manager.  Harry is watching you.
19:00 Keeping predictions vague means keeping them accurate. 

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

-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

A brief talk with Constellation Brands - Beer Division EVP Corp. Affairs and longtime beer veteran Jim Ryan about the latest with the V Foundation. 

--- Panel ---
Harry is joined by Jenn Litz-Kirk and Jim Ryan

---Time-Stamped Contents ---
00:00 Intro - Jim Ryan, SVP Corporate Affairs, Constellation Brands - Beer Division
02:10 - 10 years with the V Foundation. 

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

-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