HEB · Shake & Share
Annual cases. Distribution moved from direct to SGWS.
SGWS TEXAS | Q4 2026
Barsmith + SGWS.
The Texas
growth opportunity.
Established Texas business. A focused execution plan for retail merchandising and on-premise expansion with SGWS.
Explore the opportunityAUSTIN, TEXASRETAIL + ON-PREMISE
THE CLASSIC, REIMAGINED.
Old Fashioned
Old Fashioned
PROVEN IN TEXAS. READY TO EXPAND.RETAIL EXECUTIONON-PREMISE GROWTH90-DAY REVIEW
01 — TEXAS BUSINESS TODAY
Texas proven & ready.
Full-service execution across chains,
on-premise, and independent accounts.
~57,000+CASES IN TEXAS
An established business, previously split across KeHE, UNFI, and Favorite Brands. SGWS creates the opportunity to bring stronger execution and coverage to the next phase.
Total Wine & More
Established Texas case volume.
Albertsons
Established Texas case volume.
Spec’s
Established Texas case volume.
Kroger: Two new SKUs in September 2026, with the P9 refresh serviced by SGWS.
02 — COMMERCIAL PROOF
Retail acceptance is established.
Velocity, distribution, and an account base that support a scaled national platform.
300K+Annual cases
20K+Points of distribution
80+National & regional chain accounts
TOP 10 U.S. MIXER BRAND#1 OLD FASHIONED MIX+17.3% 52-WEEK GROWTH
SELECT PARTNERS / TOTAL WINE · KROGER · PUBLIX · ALBERTSONS · HEB · MEIJER · ABC
Nielsen, 52 weeks ending June 13, 2026. Internal company data for cases, distribution, and account counts.
03 — MIXERS + BAR ESSENTIALS
Category leaders.
Everyday value.
A broad portfolio gives shoppers an entry point
and a reason to trade up.
04 — FUNCTIONAL NON-ALCOHOLIC COCKTAILS
All the occasion.
Zero alcohol.
A complete four-SKU RTD platform: three classic cocktails plus a discovery-driving variety six-pack.
35calories per can
8 ozready to enjoy
150 mgfunctional blend*
*50 mg each of L-theanine, magnesium, and lemon balm.
FUNCTIONAL / NON-ALCOHOLIC
FOUR PACK
0%ALCOHOLPaloma
EARLY VALIDATION
Zero Proof Gold
Spritz
Made in the South finalist
Paloma · Garden & Gun
BevNET
Category launch
THE BARSMITH NON-ALCOHOLIC COLLECTION
Good taste. Thoughtful ingredients.
No high-fructose corn syrupNo artificial colors or flavorsNo artificial preservativesGluten freeNon-GMO
05 — SHAKE & SHARE
A Texas growth engine.
Activate Pinnacle’s Texas sales team
to grow through increased merchandising.
8HEB own-brand SKUs
~40KAnnual cases
SGWSDistribution moved from direct
Old Fashioned
Simple Syrup
Grenadine
Lime
Bacon Bloody
Margarita
Spicy Margarita
Bloody
12.7 oz / $4.48 SRP32 oz / $5.98 SRP
Current volume is supported by HEB merchandising. Increased service creates the opportunity to fuel further growth.
06 — PROPOSED FIRST 90 DAYS
A focused plan.
Clear ownership.
Select a phase to explore the priorities.
A proposed plan for joint agreement.
LEADERSHIP ASK
Agree accountable owners and a joint Texas plan, with a 90-day business review.
07 — IMMEDIATE ACTION PLAN
Get the business moving.
Updates requested from SGWS.
Confirm an owner, next step, and timing for each priority.
01
FIRST PRIORITY / POs & INVENTORY
Where are we on our purchase orders?
Barsmith is not fully in stock. Spec’s has been waiting on inventory, and POs are still missing for items needed on shelf. The missing-item detail was sent to Allison and Chandler earlier this week; an update is needed.
- Reconcile the submitted item list against current inventory and open POs.
- Identify every item still missing a PO and confirm when it will be ordered.
- For open POs, confirm quantities, expected receipt dates, and when inventory will be available to the accounts.
Requested update: Item-by-item status showing inventory, PO status, receipt timing, outstanding blockers, and the accountable owner.
02
CHAIN-BY-CHAIN TRANSITION
Where does each account stand?
Expand a chain for the specific update needed. These are open questions for SGWS, not confirmed completion statuses.
Spec’sInventory & shipment update needed
Only Old Fashioned has shipped to date. Spec’s is waiting on inventory for the rest of the Barsmith assortment.
- Confirm which remaining items are in stock, on PO, or still need a PO.
- Confirm the next shipment and timing to restore the authorized assortment.
KrogerNew-item status to confirm
We believe one of the new items is still outstanding. Confirm which item and where it stands.
- Confirm inventory, PO status, and expected delivery for both new items.
- Identify any remaining setup or ordering issue affecting the Texas reset.
Albertsons / Safeway / Randall’sTransition update needed
Provide a consolidated update on the group’s Texas transition to SGWS.
- Confirm account and item setup, pricing, inventory, and ordering readiness.
- Identify what remains to move the business and when each step will be completed.
Total Wine & MorePricing requirement to confirm
Feedback suggests pricing may be the remaining requirement. Confirm whether that is the blocker and what is needed.
- Specify the items and chain pricing that need to be loaded.
- Confirm the remaining transition steps and when orders can begin through SGWS.
For every chain: Current status, outstanding requirement, responsible owner, and next milestone date.
03
TRANSITION & PRICING SUPPORT
The direction has been communicated.
UNFI and KeHE have been told that the Texas business is moving to Southern Glazer’s Wine & Spirits. We need Southern’s help executing the move account by account.
Barsmith can load chain-specific items and provide the pricing support needed. Tell us which items, price points, and setup requirements are outstanding, and we will make it happen.
Requested update: A consolidated list of pricing and item-setup needs by chain, with a clear handoff between Barsmith and SGWS.
04
SALES TEAM ACTIVATION
Make Barsmith their brand, too.
A broad portfolio and an established base of distribution give reps business to service and opportunities to grow. They need to know what to sell, where to focus, and how to order.
Pinnacle · HEB
Connect the Shake & Share portfolio to HEB’s existing business. Equip the team to improve merchandising, availability, and execution.
Pinnacle · Broad market
Introduce the full Barsmith portfolio and identify independent retail and on-premise opportunities, including the Kona Grill proof point.
Chain account teams
Share each chain’s authorized assortment, pricing, ordering route, inventory status, and transition priorities.
PROPOSED ACTIVATION / FOR JOINT AGREEMENT
- Team introduction: Have SGWS leadership introduce Barsmith as part of the team’s portfolio and identify a lead for each sales group.
- Rep selling guide: Provide the product lineup, item codes, chain-specific pricing, ordering instructions, and account priorities in one concise resource.
- Brief training & tasting: Walk the teams through mixers, garnishes, and functional non-alcoholic cocktails, with clear selling occasions.
- Account execution: Give reps a prioritized account list and specific actions for availability, merchandising, and new placements.
- Feedback & follow-through: Agree how reps will report ordering issues and opportunities, and how progress will be reviewed.
Question for SGWS: What is the best way to reach these teams, what materials do they need from Barsmith, and who will lead the rollout?
THE NEXT CONVERSATION
Confirm the POs. Resolve each chain’s blockers. Equip the sales teams.
Leave with accountable owners and dates for the next steps.
08 — BUILT FOR WHAT’S NEXT
A platform with room to grow.
Core mixers
Deepen category leadership.
Garnishes
Expand basket and impulse.
Functional NA
Open new drinking occasions.
Built to scale across retail, beverage alcohol, and on-premise.
Download the original deck