Bourbon. Law. Author.
I’ve been a big fan of most of Steve and Paul Beam’s limited edition Yellowstone bourbon releases, and I’ve had an excellent private selection, but until now I haven’t really had their standard releases. I suppose that the “Landmark Edition” release isn’t exactly standard, at least insofar as this series of six bottles celebrates the 150th anniversary of the Yellowstone Bourbon brand with different scenes from the national park that inspired the brand.
But it’s probably the same bourbon used for the standard releases. I reached out to the brand manager for information about the bourbon itself. I asked for the mash bill; the age/ages contained in this small batch; and whether the blend included bourbon distilled at Limestone Branch, Lux Row, or perhaps a third area distillery that everyone knew was the source for Lux Row (or some combination). Unfortunately, despite several requests, I got nothing back.
I suppose sometimes it can be better to not know the source, but I’m still interested to see how Limestone Branch and Lux Row are coming along.
Bourbon: Yellowstone Select Kentucky Straight Bourbon Whiskey
Edition: Landmark Edition celebrating Yellowstone’s 150th Anniversary
Distillery: Unknown
Age: Unstated
ABV: 46.5% (93 proof)
Cost: $42.99
Tasting Notes
Appearance:
Light amber.
Nose:
Classic caramel with baking spice and nuttiness, along with faint orange zest and maybe some toasted marshmallow.
Taste:
More classic bourbon notes as predicted by the aromas: caramel and vanilla, baking spice, and a fair oak note, but young green oak. I lost the citrus but gained light fruit. This hits many of the marks without really exceeding any expectations.
Finish:
Crisp finish of oak and black pepper with a quick hit of heat.
Bottom Line
This is a nice standard bourbon, although too short on the finish. There’s no particular pizzazz and it doesn’t necessarily stand out, especially in the crowded $40-$50 range, where there are some absolute stunners. In contrast, every bottle from Limestone Branch has been beautiful, and some have been stunning. I have faith in Steve and Paul that the contents will one day match that beauty.
Disclaimer: The brand managers kindly
sent me a sample for this review,
without any strings attached.
Thank you.
I’ve always encouraged blind tastings. Most often it’s fun when you’re trying new bourbons, but it’s also a fantastic way to get real with a brand that you think is your favorite and to mix in a brand that you claim to not like so much. Blind tastings are, to put it paradoxically, eye-opening.
But it’s sort of impossible to do a blind tasting without help… Until now.
The Blind Barrel Tasting Kit from Blind Barrles provides the samples for a blind tasting for you with a subscription kit on a quarterly basis. The kit includes four 50 ml samples of craft whiskey brands, providing an opportunity to try new products instead of blind adherence to what you think is your favorite brand. And then when you fall in love with a new brand, scan the QR code for the reveal and you can order a bottle.
It ends up costing about $15 per sample which is reasonable not just for the variety and exposure to new whiskey, but economically for a “try before you buy” mindset. For my four samples, I ended up with a four grain bourbon that struck me as having lots of green wood and too herbal for my liking; a sweet, nutty bourbon that was creamy with a great cinnamon kick (it ended up being Kings County!) that I enjoyed tremendously; a wheat whiskey finished in Sherry casks that was heavy on the barrel finish in a balanced, layered way; and a Rye that stood out immediatley as a powerhouse Rye, although on the verge of too much pine for me. Other than Kings County, I had never had these brands (and hadn’t even heard of two of them), so I’ll keep the secret so as to not influence your guesses. I would buy two of these in a heartbeat, and I’d consider the Rye, so those are really nice odds.
Check out https://blindbarrels.com/ for the holiday season or just for fun. You’ll find the typical few usual suspects states who don’t like shipping, but fulfillment partners can deliver to 42 states, which is likely to have you covered.
Disclaimer: The brand managers kindly
sent me a sample for this review,
without any strings attached.
Thank you.
There’s a new resurgence of Old Fortuna, the historic Kentucky Bourbon brand dating back to the late 1800’s. Its first release is a small batch of just six barrels aged at least six years and bottled at 102 proof.
Fortuna was a popular brand from the late 1800’s until the midcentury downturn for bourbon, when the distillery closed. It was started by a name well-known in Louisville—the Hollenbach family. Phillip and Louis Hollenbach founded Hollenbach Bros. in 1877 and by 1882, they were blending whiskey with the Stitzels at the Glencoe Distillery for the Old Fortuna and Glencoe brands. Business was good enough that they bought the Glencoe Distillery in 1902. Prohibition shut them down, like so many other distilleries, but at least there was still medicinal whiskey. After Repeal, they built a new Glencoe Distillery and sustained Fortuna’s popularity.
Now the brand has been revived by Rare Character with a throwback label and the all-important “Kentucky” designation as its state of distillation.
Fortuna Tasting Notes
Whiskey: Fortuna Kentucky Straight Bourbon Whiskey
ABV: 51% (102 proof)
Cost: $84.99
Nose:
The caramel hits first with oak… It has some familiarities but I’m not taking a guess just yet. I get graham cracker, brown sugar, vanilla, and a more oak and rye than I had expected.
Taste:
The palate is incredibly balanced with the flavors just as predicted by the aromas. The same sweet flavors of caramel, brown sugar, and vanilla complement oak, black pepper, rye, and tobacco as a late arrival. The sweetness shifts to a bit of crème brûlée with cherries and citrus zest. It has flavor for days.
Finish:
The finish is long and classic Kentucky bourbon, not overly sweet, with a gentle warming swell.
Bottom Line
When historic brands are revived out of the blue, I tend to be suspicious. I have sales resistance. But then I tasted Fortuna…
The six-year age statement has to be coming in under the rule about having to use the youngest whiskey in the bottle because this drinks much older than a six-year bourbon. True to form, Rare Character knocks this one out of the park. I’m now curious whether anyone is better than Rare Character on getting access to prime barrels or being able to pick diamonds in the rough.
Disclaimer: The brand managers kindly
sent me a sample for this review,
without any strings attached.
Thank you.
Ever since Old Crow and Old Taylor aggressively protected their trademarks in the 1800’s, setting the stage for current-day trademark law, bourbon brands have kept trademark attorneys busy.
Diageo’s Bulleit brand and W.J. Deutsch & Sons’ Redemption brand have been locked in litigation for years, but as of last week, the federal district court in the Southern District of New York entered a permanent injunction against Redemption. In sum, the court ordered Redemption to change its bottle and trade dress immediately.
In 2017, Bulleit sued Redemption, claiming that Redemption’s 2016 packaging redesign was “strikingly similar to that of Diageo’s Bulleit whiskey and copies the same vintage style and appearance,” and alleging that this infringed on Bulleit’s trademark and trade dress rights. Redemption responded with bluster, stating that Bulleit’s complaint “is devoid of any merit whatsoever” and asserted its own claims against Bulleit, even alleging that Bulleit had obtained its trademark fraudulently by making knowingly false statements to the Trademark Office.
Earlier this year, the parties went to trial in New York, with Redemption losing its counterclaims against Bulleit, but without Bulleit being awarded any damages. While Bulleit was not able to convince the jury on the issue of damages, the jury concluded that Bulleit’s trade dress is valid and protectable and that its packaging is famous, which paved the way for Bulleit to ask the court to enter an injunction.
That’s just what Bulleit did after the trial, and the court agreed that an injunction against Redemption was warranted. On September 7, 2022, the court recounted Bulleit’s use of its iconic bottle for 21 years, that it was nationally famous, and that Bulleit spent $56 million advertising in the five years before Redemption’s bottle redesign in 2016 (a year in which the court noted that Bulleit had $150 million in sales). It probably did not help that Redemption’s witnesses admitted that “consumers already know and love” Bulleit.
The jury’s conclusion that Bulleit’s trade dress was diluted by the Redemption packaging created a presumption that Bulleit was irreparably harmed, but Redemption still argued that Bulleit failed to prove a loss of any goodwill or erosion of its trade dress. The court disagreed, finding instead that Bulleit had provided “ample evidence show[ing] a loss of goodwill and the whittling away of the distinctiveness of Bulleit packaging to the detriment of its reputation and its ability to signify to the public that it is a unique product… .” When Redemption introduced its new packaging, Bulleit’s growth declined from the high 20’s, to 10 percent, and then single digits, while Redemption earned over $21 million in profits.
So, what does this mean for Redemption? First, although it might appeal, Redemption has been ordered to stop using its current packaging that looks like Bulleit’s. Whatever Redemption bottles had been sold by the brand as of September 7 can be sold to consumers, but there can be no new sales to distributors. Second, Redemption was ordered to redesign its packaging to “convey a substantially different commercial impression.”
While Bulleit’s victory was not nearly as convincing as Brown-Forman’s legendary triumph over Barton in the Woodford v. Ridgewood case, it continues a long line of authority that should keep new brands cautious and should act as a warning to marketers who push for brand redesign to capture the look and feel of popular brands. Originality is the safest way to avoid expensive lawsuits.