BILL ANALYSIS                                                                                                                                                                                                    






                                                       Bill No:  AB  
          1245
          
                 SENATE COMMITTEE ON GOVERNMENTAL ORGANIZATION
                           Senator Dean Florez, Chair
                           2007-2008 Regular Session
                                 Staff Analysis


          AB 1245  Author:  Torrico
          As Proposed to be Amended:  June 10, 2008
          Hearing Date:  June 10, 2008
          Consultant:  Art Terzakis


                                     SUBJECT  
                              Alcoholic Beverages

                                   DESCRIPTION
           
          AB 1245 allows a beer manufacturer to give adult consumers  
          promotional items valued up to $5.00, as opposed to the  
          current amount of $0.25. 

                                   EXISTING LAW

           Existing law establishes the Department of Alcoholic  
          Beverage Control (ABC) and grants it exclusive authority to  
          administer the provisions of the ABC Act in accordance with  
          laws enacted by the Legislature.  This involves licensing  
          individuals and businesses associated with the manufacture,  
          importation and sale of alcoholic beverages in this state  
          and the collection of license fees or occupation taxes for  
          this purpose. 

          Existing law prohibits the ABC from imposing a dollar limit  
          of less than $5 for consumer advertising specialties  
          furnished by a distilled spirits supplier to a retailer or  
          the general public.

          With respect to beer, existing law provides that premiums,  
          gifts, or free goods, including advertising specialties  
          that have no significant utilitarian value other than  
          advertising, shall be deemed to have greater than  
          inconsequential value if they cost more than $0.25 per  
          unit, or cost more than $15 in the aggregate for all those  




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          items given by a single supplier to a single retail  
          premises per calendar year.

          The ABC Act permits an on-sale retail licensee of wine or  
          distilled spirits to conduct "instructional" consumer  
          tastings on the licensed retail premise provided the  
          following conditions are met: (1) no more than  ounce of  
          distilled spirits is offered in one tasting; (2) no more  
          than one ounce of wine is offered in one tasting; and, (3)  
          no more than three tastings are offered to an individual in  
          one day.  An instruction may include the history, nature,  
          values and characteristics of the product being offered,  
          and the methods of presenting and serving the product.  

          Existing law authorizes beer manufacturers and wholesalers  
          to offer beer samples (not to exceed 8 ounces per person,  
          per day) to individuals of legal drinking age at on-sale  
          retail licensed premises under specified conditions.  
           
          Existing law permits a licensed winegrower, manufacturer,  
          importer, or wholesaler to provide samples of the alcoholic  
          beverages which are authorized to be sold by the licensee  
          in accordance with rules prescribed by the ABC.  A retail  
          licensee, however, is not authorized to provide any free  
          samples of alcoholic beverages.  Moreover, ABC regulations  
          provide that samples of alcoholic beverages may only be  
          given away to licensees or employees of licensees who are  
          in a position to purchase the product or who are in need of  
          additional information about the product, as specified.

          Existing law authorizes distilled spirits manufacturers to  
          conduct tastings and provide distilled sprits without  
          charge for events sponsored by nonprofit organizations.   
          Only persons affiliated with the nonprofit organization,  
          including up to three guests, may attend.  No distilled  
          spirits may be sold or solicited for sale at the tasting,  
          and the organization must obtain a permit from ABC prior to  
          the event.

          Existing law, known as the "tied-house" law, separates the  
          alcoholic beverage industry into three component parts of  
          manufacturer, wholesaler, and retailer.  The original  
          policy rationale for this body of law was to prohibit the  
          vertical integration of the alcohol industry and to protect  
          the public from predatory marketing practices.  Generally,  
          other than exemptions granted by the Legislature, the  




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          holder of one type of license is not permitted to do  
          business as another type of licensee within the  
          "three-tier" system.

                                    BACKGROUND
           
           Purpose of AB 1245:  The author's office notes that  
          currently, distilled spirits manufacturers are allowed to  
          give consumers items valued up to $5.00, such as t-shirts  
          and hats, while the beer industry is only permitted to give  
          items up to $0.25.  According to the author's office, this  
          measure is intended to level the playing field between beer  
          and spirits by allowing both sectors to spend equal  
          amounts.  The author's office points out that by raising  
          the existing limit to $5.00, California would be joining 45  
          other states that permit beer manufacturers to give items  
          valued at $5.00 or more to consumers.  The author's office  
          cites the following examples: Arizona permits items up to  
          $5.00 per consumer while Colorado, Florida, Georgia,  
          Illinois, Massachusetts and New York have no dollar limits.

           Arguments in Support:   Proponents state that allowing the  
          beer industry to stay competitive is in California's best  
          interest.  Proponents claim that as a whole, the beer  
          industry supplies 200,000 jobs and provides $1.5 billion in  
          state and local taxes.  The sponsor of this measure,  
          Anheuser-Busch, employs thousands of Californians statewide  
          in numerous facilities (e.g., breweries, rice mill,  
          entertainment venues, packaging and wholesaling) that  
          represent a capital investment of $2.7 billion in the  
          state.  

          Proponents note that throughout the 1990s per capita  
          consumption of beer, wine and spirits fell - since 2000,  
          wine and spirits have rebounded but beer sales continue to  
          struggle.  Proponents believe that eliminating the dollar  
          disparity between beer and spirits will allow the beer  
          industry to compete fairly in the marketplace. 
          Anheuser-Busch points out that some small brewers have  
          expressed concern that this measure will not allow them to  
          compete if the dollar limit is raised.  Anheuser-Busch  
          contends that data from other states show that the opposite  
          is true and that the craft beer business is thriving.  For  
          example, according to data from Adams Beer Handbook, craft  
          beer sales in Colorado (which imposes no limit on gifts to  
          consumers) have done much better than craft beer sales in  




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          California.  Anheuser-Busch argues that this data suggests  
          that closing the dollar gap will not harm craft beer sales.

           Arguments in Opposition:   Opponents point out that for more  
          than seven decades California law has limited the value of  
          marketing novelties and promotional items that alcoholic  
          beverage manufacturers and distributors can give away to  
          licensed retailers and consumers.  These laws are intended  
          in large part to prevent overly aggressive marketing  
          practices by alcohol suppliers that could improperly  
          influence purchasing preferences of retailers and adult  
          consumers.  These laws also help prevent a dominant  
          alcoholic beverage manufacturer from gaining an unfair  
          advantage over smaller competitors.

          Opponents contend that while it is true the spirits  
          industry enjoys a higher allowable per-item marketing  
          expenditure for giveaway items - it is also true that the  
          spirits industry does not engage in other forms of  
          marketing, such as widespread T.V. advertising, in the same  
          way as the beer industry.  Opponents note that the industry  
          in California is balanced in its current marketing  
          structure - they argue that implementation of this measure  
          could lead to an "arms race" in beer marketing  
          expenditures, especially in a manner that entices retailers  
          and consumers to vie for giveaway items of ever increasing  
          value.

          Furthermore, opponents emphasize that AB 1245 not only  
          provides an unfair marketing advantage for one beer  
          supplier, it also has been widely referred to as "a  
          solution in search of a problem," meaning it's claimed  
          benefits would actually lead to greater problems and  
          instability in the marketplace; from weakening the  
          three-tier system to indirectly contributing to  
          over-consumption by consumers as they vie for more  
          expensive giveaway items that would become legal under AB  
          1245. 

                            PRIOR/RELATED LEGISLATION
           
           AB 2293 (DeLeon) 2007-08 Session.   Would allow a  
          manufacturer of distilled spirits, winegrower, rectifier,  
          distiller, bottler, importer, or wholesaler of distilled  
          spirits or wine or its authorized agent to entertain  
          consumers by invitation at private parties and events in  




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          connection with the sale or distribution of wine or  
          distilled spirits, subject to certain conditions.  (Pending  
          on Assembly floor)
           
          SB 1548 (Murray) Chapter 670, Statutes of 2006.   Authorized  
          beer manufacturers and wholesalers to offer beer samples  
          (not to exceed 8 ounces per person, per day) to individuals  
          of legal drinking age at on-sale retail licensed premises  
          under specified conditions.  

          AB 2285 (V. Brown) Chapter 248, Statutes of 1998.   Allowed  
          on-sale retail licensees to offer limited tastings of wine  
          or distilled spirits at the licensed establishment.
           
          SB 993 (Burton) Chapter 544, Statutes of 1997.   Among other  
          things, provided that no rule of the Department of ABC may  
          impose a dollar limit for consumer advertising specialties  
          furnished by a distilled spirits supplier to a retailer or  
          to the general public of less than $5 per unit original  
          cost to the supplier who purchased it.  Also, authorized a  
          licensed distilled spirits manufacturer to conduct tastings  
          of distilled spirits on the licensed premises under  
          specified conditions.  In addition, authorized a licensed  
          distilled spirits manufacturer or a licensee designated by  
          an out-of-state distilled spirits manufacturer to conduct  
          tastings of distilled spirits off licensed premises only  
          for events sponsored by certain nonprofit organizations and  
          only if persons attending the event are affiliated with the  
          sponsor, as specified.  

           SUPPORT:   As of June 6, 2008:

          Anheuser-Busch Companies (sponsor)
          Anheuser-Busch Sales of Los Angeles, Pomona, and Riverside
          California Teamsters
          Delta Sierra Beverage
          Eagle Distributing Company
          Heimark Distributing Company
          Markstein Beverage Company
          Matagrano, Inc.
          Straub Distributing Company

           OPPOSE:   As of June 6, 2008:

          California Council on Alcohol Problems
          California Small Brewers Association




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          Coors Brewing Company
          Crown Imports, LLC
          Heineken International
          Marin Institute
          Miller Brewing Company
           
          FISCAL COMMITTEE:   Senate Appropriations Committee
                                        
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