$195.720
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SAM 资讯
SAM 事件
Company Expects Modest Shipment Growth in Q4 2026
Consensus is $8.91. The Company is monitoring changes in commodity, fuel and transportation costs driven by macroeconomic factors. Freight costs remain elevated due to higher transportation rates, labor constraints within the transportation industry and higher fuel costs, while energy costs also impact aluminum input costs, given the energy intensive nature of aluminum production. The Company's current estimates of these cost increases are reflected in its guidance. Supply chain improvements implemented during 2025 resulted in more consistent levels of distributor inventory in terms of weeks on hand. The impact of these changes on prior-year shipment flows, together with the expected timing of shipments to meet customer demand in 2026, continues to influence the quarterly phasing of shipments. Accordingly, we currently expect modest shipment growth in the fourth quarter. The Company's business is seasonal, with the fourth quarter typically a lower volume quarter and the lowest gross margin rate of the year. At the midpoint of the full year guidance range, the Company expects year-over-year gross margin rate improvement to be the most meaningful in the fourth quarter as shortfall fees are expected to be lower in 2026 versus 2025 and the Company typically expenses the majority of its shortfall fees in the fourth quarter. During full year 2026, the Company estimates shortfall fees and non-cash expense of third-party production pre-payments in total will negatively impact gross margins by 40 to 60 basis points.
Jim Koch: Q3 Revenue $520.1M, Demand Environment Challenging
Reports Q3 revenue $520.1M, consensus $522.93M. "The demand environment remains challenging, and we are prioritizing actions within our control to strengthen our business and improve market share trends," said Chairman, Founder and CEO Jim Koch. "We are encouraged by the strong performance of Sun Cruiser and remain focused on marketplace execution, while our continued emphasis on productivity and strong cash generation provide a solid foundation to invest behind our brands and drive long-term value."
Boston Beer Appoints Allison Stransky as Chief Marketing Officer
Boston Beer announced the appointment of Allison Stransky to the chief marketing officer role, effective October 12. As vice president and CMO of Samsung Electronics America, she currently oversees corporate marketing and communications, Big Data, AI-led transformation, sustainability, and citizenship.
Company Appoints Matthew D. Murphy as Interim CFO
On August 17, 2026, Diego Reynoso informed the Company that he was stepping down as the Company's Treasurer and CFO. His departure from the Company is not related to any disagreement with the Company on any matter relating to its operations, policies, or practices. On August 20, 2026, the Company's Board of Directors approved the appointment of Matthew D. Murphy to serve as interim Treasurer and Chief Financial Officer, effective September 15, 2026, and until such time as the Company appoints Mr. Reynoso's permanent successor. Mr. Murphy is currently the Chief Accounting Officer and Vice President of Finance of the Company. He has held the titles of Chief Accounting Officer since 2015 and Vice President of Finance since 2023. He also previously held the position of Interim Treasurer and Chief Financial Officer from March 2023 to September 2023. Prior to his current role, he was the Company's Corporate Controller from September 2006 to August 2015.
Boston Beer CFO Diego Reynoso Resigns
Boston Beer announced that CFO Diego Reynoso will be leaving the company on September 14 to accept a new opportunity. Matt Murphy, currently chief accounting officer, has been appointed interim CFO and treasurer effective September 15. The company has initiated a search to identify its next CFO and will consider both internal and external candidates.
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