Book Review: Wine Education for a Diverse Wine World

A comprehensive guide to wine education for a diverse wine world: “Leary’s Global Wineology” reviewed by Pierre Ly.

In “Leary’s Global Wineology: A Guide to Wine Education, Mentorships, & Scholarships” (Hibiscus Panama, S.A. 2022), Charlie Leary presents a clear, comprehensive resource for anyone interested in pursuing wine education from beginner to expert levels. The book is well-organized and covers programs for every budget and purpose, in both academic and non-academic settings, and in many countries.

The brief introduction defines wine studies and provides informative facts and figures on different types of wine jobs, and average salaries in each. The “Big Five” chapter offers the most detailed program descriptions because it is dedicated to the most famous and highly sought-after trade certifications, like The Court of Master Sommeliers (CMS) and the Wine and Spirit Education Trust (WSET). Beyond these, throughout the book, I found the presentation of each program concise yet detailed enough for readers to assess content, rigor and learning outcomes, so they can decide whether a course is worth exploring further. Many readers, especially those with a more casual interest or professionals on a budget, will be interested in chapter 7, which focuses on free online programs. The author even suggests excellent curriculum ideas to take these courses in an organized way as if you were in school.

While the comprehensive coverage of all types of wine programs alone makes the book worth buying, I was impressed with the author’s treatment of diversity, equity and inclusion in wine education, to discuss issues like bias, racism and sexism. This is important because criticisms of the insularity and lack of diverse representation in the wine industry have gained more visibility in recent years. I appreciated that the author did not include this as part of program descriptions, but instead used it as a framework, encouraging readers to “be aware of any program’s historical background and biases.” These are systemic issues that are not limited to problems affecting a single program, such as the recent CMS scandals, which the author also discusses.

I would recommend that users of this guide take the time to look at chapters 1, 2 and 9, before using the table of contents to explore the specific programs they are interested in. Chapter 1’s history of wine studies offers a concise, yet thorough comparison of different wine education providers’ backgrounds and agendas, as well as reflections on the insularity of the wine trade and its continued lack of diverse representation. As the author notes, this is not to take away from the high value-added of their programs, but to help readers understand the issues they might face if they enter them. Interested readers can go deeper by exploring Leary’s references like wine writers Elaine Chukan Brown and Julia Coney.

Both chapter 2’s presentation of scholarships, and chapter 9’s coverage of mentorship programs, include several organizations focused on increasing BIPOC and women’s representation in the industry, like Bâtonnage, Vinequity, and Wine Unify. Finally, chapter 9 is addressed to wine education professionals as a starting point to reflect on their work to become more inclusive, and to incorporate more discussion of environmental and social issues in their curricula. For the past decade, I have been teaching a college course that Mike Veseth invented, The Idea of Wine, that invites students not just to know more about the product, but also to see how wine can help us understand big picture societal questions. It is aimed at college seniors, most of whom come with almost zero knowledge of wine. While students are excited about vineyard and wine production knowledge, what catches their attention in the end is the bigger picture. In chapter 9, Leary discusses wine’s connection to topics like climate change, the slave trade, fair labor practices and racism, and suggests they could be incorporated in wine education.

Chapter 4’s coverage of other international programs is excellent, if necessarily limited so as not to make the book over a thousand pages long. Given the importance of China (a very important market for WSET), more programs could be included. To make the book more useful for Chinese readers, it would be useful to mention other options, notably university degrees offered by the School of Enology at Northwest Agriculture and Forestry University near Xi’an, and at the University of Ningxia. The School of Enology (which, besides viticulture and enology, offers wine appreciation and wine business courses) is important enough to be included among degree programs in chapter 5 or 6.

The book is written in English, so it includes more programs taught in that language. However, the author did include some programs in other languages, but they are difficult to locate. It would be helpful if future editions of the book could include a list of non-English language programs, organized by language and page number, either at the beginning of the book or in an appendix. Additionally, it would be great if there was interest in translating the book to cater to local interests. Finally, while the issue of program costs is discussed at length in chapter 2 (which is about scholarships), it would be beneficial to include a column in program summary tables throughout the book that shows the prices of the programs.

Overall, Leary’s Global Wineology provides not only a comprehensive guide to just about anyone interested in wine education, from those seeking basic consumer knowledge, to advanced wine professionals looking to boost their credentials. Perhaps any knowledgeable person could have compiled such a list. But what makes the book stand out is the author’s thought-provoking coverage of wine education’s current and future, and its critical eye toward areas for growth, making the book relevant to wine educators as well. Highly recommended for wine enthusiasts and professionals alike.

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Pierre Ly is Professor of International Political Economy at the University of Puget Sound and author, with Cynthia Howson, of Adventures on the China Wine Trail.

Institute of Masters of Wine Webinar: Climate Change & Global Wine Trade

The Institute of Masters of Wine is continuing its webinar series next Wednesday February 17, 2021  with a session on “The Impact of Climate Change on the Global Wine Trade.”

The panel includes

Dr Greg Jones – Chair, Evenstad Center for Wine Education / Wine Studies
Lulie Halstead – CEO Wine Intelligence
Jane Masters MW (moderator) – view MW profile
Mike Veseth – Wine Economist, Professor emeritus of International Political Economy at the University of Puget Sound (Tacoma, Washington)

The session is open to all, but capacity is limited. Follow this link to register. You can track future webinars and view previous ones by following this link.  Hope to see you on the zoom screen!

Wine Myths (and Reality)

Benjamin Lewin MW, Wine Myths and Reality. Vendage Press, 2010.

They say that you shouldn’t judge a book by its cover (or a wine by its label?), but does weight offer any clue to quality? Some winemakers apparently think so — they put their best wines (or at least their most expensive ones) in the heaviest imaginable bottles to give them physical heft to match their presumed sensory impact.

If you take Benjamin Lewin’s latest book as a sample of one, intellectual heft and physical weight are pretty highly correlated, too. At 634 pages and 1.9 kg this is indeed a weighty tome — and a very valuable one for anyone really interested in wine.

Wine: Myths and Reality is a great book for people (like me) with a geeky interest in wine. I like it so much, in fact, that I am going to make it required reading for the students in my university class, The Idea of Wine. They may not appreciate having to carry it around in their backpacks, but I guarantee they will thank me when they sit down to read it.

DIY Master of Wine?

I was tempted to title this post “Dr. Lewin’s DIY MW.” As I was reading the book I couldn’t help thinking about the Master of Wine exams and how closely the book seems to follow the syllabus. (I found a copy of the 2008/09 syllabus on the MW website — click here to view the pdf file). I am sure that reading Dr. Lewin’s book isn’t adequate to pass the MW exam, but I think it gives you a sense of the depth of knowledge that Masters of Wine are expected to master.

The Master of Wine was invented to help educate and prepare wine professionals — people who make their living in the wine business as buyers, sellers, advisors, writers and critics. The exam’s structure reflects the need to understand not just wine but its entire commodity chain.

The first two papers deal with the production of wine.

Paper 1 will examine candidates’ knowledge and understanding of ‘Characteristics of the vine and wine’ up to and including ‘alcoholic and malolactic fermentation’.

Paper 2 will examine candidates’ knowledge and understanding of ‘Wine maturation, blending and bottling’ up to and including ‘quality assurance and quality control’.

The first half of Dr. Lewin’s book does a rather masterful job of covering the material for the this part of the exam. Clear, organized, detailed, interesting and provocative — just what the doctor (or aspiring MW) ordered.

Getting Down to Business

The third MW theory paper is on wine business, which makes sense since so many MWs are in “the trade.”

Theory Paper 3: The Business of Wine.   The purpose of this unit is to assess candidates’ current knowledge and understanding of financial, commercial and marketing aspects of the international wine industry. Candidates should demonstrate the ability to apply their knowledge to a range of business situations including marketing and investment strategies, financial decision making, supplier – customer relationships and strategies for identifying and meeting consumer demand. Candidates will require a broad background knowledge of wine industry structures around the world and how these relate to one another.

I have argued in the past that the Masters of Wine program was been very important to the development of the global wine market by its efforts to create a highly trained group of industry leaders. Reading Dr. Lewin’s book you can understand why. Dr. Lewin is not quite as comprehensive in this part of his book, which is understandable since this material will be of less interest to a general audience, but his analysis of global wine market trends and issues is still very interesting and useful.

The fourth MW essay is on “contemporary issues” and I think Dr. Lewin does a great job of raising and analyzing important issues throughout the book. As someone who writes and uses textbooks all the time, I appreciate that Dr. Lewin provides us with his opinions (not playing the old “on one one hand, on the other hand” game), but he does so carefully, citing evidence after having outlined the issues clearly.

The final third of Dr. Lewin’s book is a world tour — an introduction to the regions, the wines and the relevant controversies, with special focus on Burgundy and Bordeaux, which is understandable given their place in the world of wine and especially because of Dr. Lewin’s particular interests and expertise.

Breaking with Tradition

I was initially surprised by the organization of the regional wine survey chapters. Traditionally the Old World comes first and the New World trails along behind. Dr. Lewin reverses the order. Why?  I believe that it has to do with the theme of the book. The title, Wine Myths and Reality gives a strong hint of the book’s over-arching argument.

The myth is that Old World wines are unmanipulated natural products and that New World wines are highly processed industrial ouput. Dr. Lewin argues throughout the book that all wine is manipulated — how could it be otherwise?  Left to itself, wine is just a stop on the liquid road to vinegar.

It is hardly surprising that Benjamin Lewin would take this stand on wine. He is a renowned cell biologist who understands better than most the role of science in wine. To dismiss “manipulation” is to ignore wine science, which seems like a foolish, ignorant attitude.

Embracing Dr. Lewin’s argument raises the true question — what do we want wine to be and how best can we achieve this goal? Everyone manipulates (or else makes spoiled wine) — the question is how, how much, why and to what effect? Telling the story of the New World first puts this argument in context and highlights the real issues effectively.

This is a very fine wine book — one of the best I’ve read — and certainly worth a place on your bookshelf — even if you have to reinforce it to bear the extra weight!

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This book’s color illustrations  — maps, photos and graphs — are simply excellent. I think one reason the book weighs so much is that it is printed on special high gloss paper to make these illustrations unusually clear and useful.

What are wine enthusiasts looking for?

The Search for Wine Drinker DNA

According to the data that WordPress collects about visitors to this website, the three most frequently viewed posts on The Wine Economist are

  • The World’s Best Wine Magazine?, an analysis of Decanter magazine, part of the ongoing series on wine critics and publications;
  • Costco and Global Wine, which examines Costco’s wine strategy in the context of the three most important global wine markets, the U.S., Great Britain and Germany, and
  • Masters of Wine (and Economics), which is about the prestigious Masters of Wine (MW) qualification and the importance of wine economics in its curriculum.

(Other popular posts include my discussions of global climate change, problems in Australia, rising wine prices, and the Hong Kong and Chinese markets.)

What can we learn from the fact that these three posts get the most hits? A closer examination of the WordPress data show that many visitors to this site are looking for information about the “Best” – the best wine, the best wine price, the best wine magazine and so forth. The search for the best and not just the good seems to be very important.

Wine enthusiasts also seem to be searching for credible authorities – people and publications that can guide them and tell them what to buy and drink.

Not unrelated to this is in the interest in Costco (and Trader Joe’s) and other retailers that seem to make the choice concerning good wine or good value wine a little simpler. Costco is now the largest wine retailer in the U.S., as the blog post explains, and it does this in an unexpected way – by giving consumers fewer choices than a typical upscale supermarket (about 120 different wines at typical Costco versus more than 1200 different wines at your supermarket), but also giving them more confidence in the choices that they make.

Project Genome

Visitors to The Wine Economist reflect many qualities that research by Constellations Brands (the largest wine company in the world) has uncovered. The study is called Project Genome, which suggests that it is an attempt to sequence wine drinker DNA. Wines and Vines reports that

The original 2005 study of 3,500 wine drinkers was one of the largest consumer research projects ever conducted by the wine industry. The new study examined the purchases of 10,000 premium-wine consumers–defined as those who purchased wine priced at $5 and higher–over an 18-month period. While the first Project Genome study asked online survey participants to recall their wine purchases during the last 30 days, the Home & Habits study tracked the actual purchases of Nielsen Co.’s Homescan® consumer purchase panel, which employs in-home bar code scanners and surveys to map consumer buying behavior across a demographically balance

Nielsen measured consumer attitudes and purchase behavior within multiple purchase channels, including warehouse clubs, supermarkets, mass merchandisers, drug stores, liquor stores and wine shops. The scan data were supplemented with online interviews to classify consumers by Project Genome consumer segments identified in Constellation’s original study: Enthusiasts, Image Seekers, Savvy Shoppers, Traditionalists, Satisfied Sippers and Overwhelmed.

The largest group of wine consumers are the Overwhelmed (23% of consumers). They are described as

  • Overwhelmed by sheer volume of choices on store shelves
  • Like to drink wine, but don’t know what kind to buy and may select by label
  • Looking for wine information in retail settings that’s easy to understand
  • Very open to advice, but frustrated when there is no one in the wine section to help
  • If information is confusing, they won’t buy anything at all.

The second largest group are Image Seekers (20% of consumers). They

  • View wine as a status symbol
  • Are just discovering wine and have a basic knowledge of it
  • Like to be the first to try a new wine, and are open to innovative packaging
  • Prefer Merlot as their No. 1 most-purchased variety; despite “Sideways,” Pinot Noir is not high on their list
  • Use the Internet as key information source, including checking restaurant wine lists before they dine out so they can research scores
  • Millennials and males often fall into this category.

Traditionalists (16% of consumers)

  • Enjoy wines from established wineries
  • Think wine makes an occasion more formal, and prefer entertaining friends and family at home to going out
  • Like to be offered a wide variety of well known national brands
  • Won’t often try new wine brands
  • Shop at retail locations that make it easy to find favorite brands.

The Savy Shoppers (16% of consumers)

  • Enjoy shopping for wine and discovering new varietal s on their own
  • Have a few favorite wines to supplement new discoveries
  • Shop in a variety of stores each week to find best deals, and like specials and discounts
  • Are heavy coupon users, and know what’s on sale before they walk into a store
  • Typically buy a glass of the house wine when dining out, due to the value.

Satisfied Sippers make up 14% of consumers. They

  • Don’t know much about wine, just know what they like to drink
  • Typically buy the same brand–usually domestic–and consider wine an everyday beverage
  • Don’t enjoy the wine-buying experience, so buy 1.5L bottles to have more wine on hand
  • Second-largest category of warehouse shoppers, buying 16% of their wine in club stores
  • Don’t worry about wine and food pairing
  • Don’t dine out often, but likely to order the house wine when they do.

And, finally, Wine Enthusiasts are the smallest group, accounting for just 12% of all wine buyers. They

  • Entertain at home with friends, and consider themselves knowledgeable about wine
  • Live in cosmopolitan centers, affluent suburban spreads or comfortable country settings
  • Like to browse the wine section, publications, and are influenced by wine ratings and reviews
  • 47% buy wine in 1.5L size as “everyday wine” to supplement their “weekend wine”
  • 98% buy wine over $6 per bottle, which accounts for 56% of what they buy on a volume basis.

The Fortune at the Bottom of the Pyramid

Not surprisingly, Wine Enthusiasts and Image Seekers account for nearly half of all wine sales while Overwhelmed consumers purchase disproportionately little wine. While wine magazines find a ready market at the top of the pyramid, retailers and wine companies probably view the Overwhlemed as the potential “fortune at the bottom of the pyramid.” There is a lot of money that can be made if wine can be simplified (or these consumers educated) so that they move up the wine buying ladder.

Visitors to The Wine Economists seem to fall into three of Constellation’s categories: Enthusiasts, Image Seekers and the Overwhelmed based upon the limited and superficial “most popular post” data reported here. It will be interesting to track further Project Genome results as they are released and to see how Constellation Brands uses this information in its wine market strategies.

Masters of Wine (and Economics)

imwlogo.gifPeople always seem surprised when I tell them that I’m a wine economist, that there is an American Association of Wine Economists and even a Journal of Wine Economics. I don’t know exactly how they think about wine, but they don’t seem to consider it in economic terms — until they start talking to me, of course.

Wine is a business and if you want to understand what’s in your wine glass, where it comes from, how it got here, and why you paid so much (or so little) for it, you have to learn a little wine economics. This is true even for the most famous names in wine.

Masters of Wine

The most respected title in the world of wine is Master of Wine (MW). It is a title that you wear proudly, appending it to your name like this: Jane Hunter, MW. I would say that it is the Ph.D. of the wine world except that it seems to be harder to get than a Ph.D.

The MW is not a degree given by Harvard or Yale. It is a special designation created by the Institute of Masters of Wine, a 50-year old London-based, industry-supported non-profit organization dedicated to wine education. The MW program was originally created for British wine traders, who obviously needed to be very knowledgeable to succeed in their profession, but it eventually expanded both in occupational and geographic terms. Today there are 264 Masters of Wine in the world scattered across 22 countries. Not surprisingly, Britain remains the center of MW membership and activities, reflecting its central position in the world wine market generally.

Some of the world’s most famous wine critics and winemakers hold the MW designation. Jancis Robinson, Michael Broadbent, David Peppercorn and Serena Sutcliffe are famous MW wine critics, for example. Among the winemakers who have earned the MW title are Steve Smith and Jane Hunter in New Zealand and David Lake and Bob Betz here in Washington State.

It’s hard to get a Masters of Wine. You need to work in the wine industry for at least 5 years and take preliminary studies at a major wine research center such as UC Davis, the University of Bordeaux, Geisenheim University in Germany or the University of Adelaide. Then, once admitted to the MW program, you have to pass exams in four theory areas, stagger successfully through three 12-wine blind tastings, and write a 10,000 word dissertation on a topic relevant to the wine industry. (Jancis Robinson’s dissertation, I understand, was a very complete study of the world’s grapes and wines which was published in book form as Vines, Grapes and Wines: The Wine Drinker’s Guide to Grape Varieties. It is one of my favorite wine reference volumes.)

Master of Wine Economics

I’m not planning to apply for a MW myself (I’m quite sure that I would not survive the blind tasting trials), but I’m interested in knowing what wine experts think they need to know about wine economics, so I’ve been reading the MW syllabus. It is full of wine economics.

The first two papers MW candidates must write deal with the theory and practice of wine production. The syllabus says that …

The purpose of this unit is to assess candidates’ knowledge and understanding of wine production. An understanding of the processes of grape growing and wine making should be complemented by knowledge of the science which underlies the practical issues. Candidates should be aware of the implications for wine style, quality and costs of decisions taken at each stage of wine production. An awareness of areas of active research in topics relevant to wine production will be necessary. Whilst region specific questions are unlikely, candidates will require a broad background knowledge of the world’s wine regions and wine styles. The examples given in answers should demonstrate a familiarity with a variety of wine regions. Candidates should know how issues such as finance, economics, law, general management, quality assurance/quality control and the environment bear on wine production.

You can see how much the business of wine enters into the understanding of wine. The third paper is even more closely focused on wine economics:

The purpose of this unit is to assess candidates’ current knowledge and understanding of financial, commercial and marketing aspects of the international wine industry. Candidates should demonstrate the ability to apply their knowledge to a range of business situations including marketing and investment strategies, financial decision making, supplier – customer relationships and strategies for identifying and meeting consumer demand. Candidates will require a broad background knowledge of wine industry structures around the world and how these relate to one another.

The fourth paper is written on contemporary issues. Then comes the blind tasting and dissertation. You can see why the MW is so hard to get and why it is so valuable. MW holders understand wine from the vine roots up to the global market structures. I can’t say that wine economics is the most important element in the curriculum, but it certainly is a key component.

It looks like wine economics accounts for about a third of the MW syllabus. That makes sense to me, both given the MW’s clearly commercial original purpose and more generally given the influence of economics on the wine industry today.

A New Wine Designation

Robert Parker does not have a MW, but he and Kevin Zraly have recently launched their own wine certification program. I haven’t looked into the Parker/Zraly program in detail but it seems to be aimed at wine enthusiasts more than wine professionals and I’m not sure how much wine economics is included. Here is a brief description.

The Parker & Zraly Wine Certification Program consists of three certification levels. After completing all eight examinations of Level I – Aficionado of Wine (AW) (launching September 20, 2007 with the Wines of France exam), wine lovers can gear up for the March 2008 launch of Level II – Connoisseur of Wine (CW). The most advanced, Level III – Expert of Wine (EW), will debut in September 2008 and will challenge even wine experts and professionals. Levels I and II consist entirely of online examinations. Level III will include a written exam as well as a meeting with Robert Parker and Kevin Zraly for a blind wine tasting and oral examination on wine.

I hope Parker and Zraly include a good dose of wine economics in their EW exams. I don’t see how you can really understand the world of wine without it.