What is the projected increase in brand awareness and market share for Angry Orchard as a result of this campaign?
Projected lift from the âSweetâŻRevengeâ campaign
The JasonâUniverse partnership is a highâvisibility, crossâcultural stunt that taps a builtâin fan base of horrorâmovie enthusiasts and the broader âaltâdrinkâ culture that already gravitates toward hardâcider. In comparable brandâcollaborations (e.g., White ClawâŻĂâŻMTV, or the recent Bud LightâSuper Bowl tieâins) the postâlaunch lift in consumerârecall has averaged 5â7âŻ% versus baseline, while incremental sales have translated into a 2â3âŻ% gain in marketâshare for the product line. Given AngryâŻOrchardâs alreadyâstrong positioning in the premiumâcider segment and the 45âyear anniversary hook that adds a âmustâwatchâ narrative, we can reasonably project a ââŻ6âŻ% rise in brandâawareness (measured by socialâreach, searchâvolume and aidedârecall surveys) and a ââŻ2.5âŻ% uplift in its share of the U.S. hardâcider market over the next 3â6âŻmonths.
Trading implications
Boston Beer Co. (tickerâŻâBâŻâBEER) â the parent of AngryâŻOrchard â is likely to see a modest topâline boost from the campaign, especially as the âSweetâŻRevengeâ vignette will drive incremental volume in the âpremiumâflavorâ subâcategory that commands a 5â6âŻ% higher price point than the core line. The expected marketâshare gain (ââŻ2.5âŻ%) translates to roughly +0.4âŻ%â0.6âŻ% of total U.S. cider volume for AngryâŻOrchard, enough to tighten the companyâs forwardâsales guidance and tighten the earningsâmargin outlook. In the short term, the stock could experience a 2â3âŻ% upside on the news, with upside potential remaining if the campaignâs socialâmedia traction exceeds the 6âŻ% awareness lift assumption. Traders should consider a buyâonâdip if the price retraces >âŻ2âŻ% from the current level, while keeping an eye on any forwardâguidance updates from Boston Beer that incorporate the campaignâs performance.