Zacks Investment Research
03 Aug 2026, 09:01 UTC · 12w ago
Bear of the Day: Boston Beer (SAM)
Impact · against what's priced in
Boston Beer faces significant headwinds from declining US alcohol consumption trends and rising tariff costs, which create a bearish outlook for the stock. Eli Lilly and Novo Nordisk benefit marginally from the structural shift in consumer behavior as their GLP-1 drugs reduce alcohol demand.
- SAM−0.60
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- In context
The company faces a combination of eroding market share for flagship brands like Twisted Tea and Truly, alongside a projected increase in tariff costs to $20-$30 million in 2026.
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