In one fell swoop they could make a pretty big dent.

It's not just collecting data. It depends on brainpower. Anheuser-Busch is the smartest in figuring out how to use it.

They're transitioning from being Budweiser to being a malt-based alcohol producer. They have tremendous capabilities, tremendous manufacturing capabilities that people may not realize.

If you look at what's growing in the beer industry, it's import and craft beers. They're higher priced and perceived as luxury products. And so if you look at the whole alcohol category, people perceive wine and spirits as high-end, so there's some trading up between beer and wine and spirits.

I think it went down because their initial earnings report just looked kind of depressing.