Beverage Business Briefing Podcast Por Carlos DeOliveira arte de portada

Beverage Business Briefing

Beverage Business Briefing

De: Carlos DeOliveira
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Stay ahead of the trends shaping the world of wine, spirits, beer, and non-alcoholic drinks. Each episode delivers a quick, insightful look at the latest developments in the beverage industry—from distributor shake-ups and retail strategies to brand launches, consumer trends, and regulatory updates. Whether you’re a retailer, supplier, or industry enthusiast, Beverage Business Briefing keeps you informed and ready to make smarter decisions in today’s fast-changing marketplace.Copyright 2026 Carlos DeOliveira Arte Comida y Vino Economía Política y Gobierno
Episodios
  • Weekly Beverage Alcohol Recap | April 17, 2026

    Weekly Beverage Alcohol Recap | April 17, 2026
    Apr 17 2026
    **Major M&A & Corporate Moves**- Sazerac tables $15B ($32/share) all-cash bid for Brown-Forman; Pernod Ricard pursuing parallel "merger of equals" talks; family governance structure is key differentiator- Mark Anthony Brands acquires The Finnish Long Drink; spirits-based RTD pivot; brand posted +24% dollar and volume growth over trailing 52 weeks- Uncle Nearest insolvent; receiver marketing all assets; $108M+ loan defaults; targeting going-concern sale by end of Q2- Southern Glazer's integrates fine wine teams into Signature division; assumes national distribution for Frederick Wildman brands effective May 1- Jackson Family Wines selects Reyes Beverage Group as exclusive distributor in seven markets tied to Reyes' pending RNDC acquisition- Johnson Brothers expands Stoller Wine Group distribution to nine additional markets- Baker Distributing acquires Calmont Beverage in Vermont; collapses state to two-distributor market; craft brands stranded- Robert Foye takes ~A$1M stake in Treasury Wine Estates; pushes five-point turnaround plan focused on US market**Earnings & Financial**- Pernod Ricard cuts FY26 outlook to –3% to –4% net sales; US organic sales –12%; Q3 group sales €1.945B (–15% reported); travel-retail outlook reversed to full-year decline- PepsiCo Q1 beat: revenue $19.44B (+8.5%); adjusted EPS $1.61 vs. $1.55 consensus; NA foods volume +2%; Gatorade brand refresh announced- Boston Beer hit with $175.5M Ardagh verdict over aluminum can volume shortfall; plans appeal; holds $223M cash, zero debt- Molson Coors faces aluminum cost headwind; TD Cowen cuts FY26 EPS to $4.58 (below consensus $4.72 and guidance); Hold, $43 PT- Constellation Brands: new CEO Nicholas Fink emphasizes "builder to operator" shift; FY26 beer guidance (–1% to +1%) seen as conservative; Pacifico, Modelo Oro, Barrilitos highlighted- Albertsons Q4 net loss of $480.8M on $600M opioid charge; FY26 identical sales guided flat to +1%**Scanner Data & Market Performance**- Easter week (ending April 5): spirits +16% holiday dollars; RTDs +13.1%; wine +9.2%; beer +6.1% — beer lagged all segments- Q1 2026 off-premise: total beer dollars +1.2% YTD; volume –0.5%; Constellation +0.77 share points; A-B +0.14; Molson Coors –0.59; Boston Beer –0.33- Fastest Q1 growers: Happy Dad +35.1%; Athletic Brewing +19.3% dollars, +25.5% volume- Pacifico +38.5% Easter week; Michelob +16.9%; Smirnoff +15.7%; Cutwater +46%; BuzzBallz +20%- Energy drinks: Celsius/Alani Nu +35.1% L2W (Alani Nu +97.7%); Monster +6.9% but –159bp share; Red Bull +6.4% but –175bp share- CSDs: Coca-Cola +12.1% L4W vs. PepsiCo +0.6%; Easter week Coke +20.1%- NA beer: +17% dollars and volume in Q1, moderating from +26% pace in Q1 2025**Craft Beer**- BA 2025 production data: craft volume –5.1% to 21.856M barrels; 481 closures vs. 300 openings; 1,072 closures over two years- Sierra Nevada overtakes Boston Beer for #2 craft ranking; Athletic Brewing rises to #6- Diageo (#5 overall via Guinness growth); Garage Beer and Tivoli Brewing debut in top 50- Retail dollar sales –3.6% to $27.8B; dollar share held flat at 24.6%; employment –4% to ~189K**Wine**- US wine consumer spending hit record $115.33B (+2.5%) but volume fell –2.4% to 361.8M cases- Wine DTC March value +5% to $462M; volume –4% (improving from –30% Jan, –14% Feb); Napa drove nearly all dollar growth- Wine-at-home CPI: –1.3% YoY in March, deepening from –0.4% for full 2025- Napa structural crisis: unsold Cab grapes, Alpha Omega foreclosure, Benessere Vineyards heading to auction, fallow vineyard recommendations- Robledo Family Winery files Chapter 11- Cognac NAFTA shipments –49% in March (vs. +34% Feb); XO –38%; Far East +12%- E&J Gallo launches 200ml Tetra Pak; acquires Whiny Baby brand; 25% of wine drinkers using AI recommendations- DRINKS partners with Forbes for Forbes Wine Club & Shop; Forbes Wine vertical launching summer 2026- CA AB 1585: would require 100% American grapes for "American" label; bulk imports +19% in 2025**Buffalo Trace / Ultra-Premium**- Eagle Rare 30 unveiled at $12,500 SRP; oldest age-stated bourbon from Buffalo Trace; Bonhams auction April 24; broader release May**Legal & Regulatory**- FTC Robinson-Patman suit against Southern Glazer's continues; alleges systematic price discrimination favoring chains over independents- Five former Southern Glazer's employees indicted for eight-year bribery scheme targeting Albertsons shelf placement- Napa winemaker Jeffry Hill sentenced for AVA mislabeling fraud- Fifth Circuit strikes down 1868 federal home distillery ban; Commerce Clause left unresolved- Carnival found 60% liable, $300K awarded after 14-shot over-service incident- WHO second industry dialogue: labeling, digital marketing, age verification focus- Mexico Senate weighing mandatory cancer warning labels on alcohol packaging**Consumer & Retail Trends**- Core retail sales +7.05% YoY in March; six-month growth streak; avg. tax refund +11.1% to $3,521- Numerator: ...
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    1 h
  • Weekly Beverage Alcohol Recap | April 10, 2026

    Weekly Beverage Alcohol Recap | April 10, 2026
    Apr 10 2026

    **Major M&A & Corporate Moves**

    - Sazerac formally approaches Brown-Forman, competing with Pernod Ricard's existing merger-of-equals discussions; BF shares surge ~14%

    - E&J Gallo acquires Four Roses Bourbon from Kirin for up to $775M — pivoting away from declining wine

    - Molson Coors' Monaco Cocktails acquisition scrutinized as potentially too small to compete with AB InBev's RTD portfolio

    - Southern Glazer's acquires Eagle Rock Distributing's Colorado operations; 514 jobs lost across six facilities

    - No Sleep Beverage launches with three-brand roll-up: Whiskey Del Bac, Nine Banded Whiskey, Ume Plum Liqueur

    - Scarlet Letter Beverage acquires Black Apple Cider brand assets

    - Mitchell Wine Group completes ownership succession in Oregon

    - Sazerac acquires Dirty Shirley RTD, names AJ Bond Distillery in Tennessee

    **Earnings & Financial Performance**

    - Constellation Brands beats Q4 estimates (adj. EPS $1.90 vs. $1.72 est.) but withdraws FY2028 guidance; wine & spirits revenue down 58%

    - Casella Wines (Yellow Tail) posts first annual loss in 13 years at -$5.5M

    - Treasury Wine Estates carries 60%+ share price decline and $649.4M interim net loss

    - Penn Brewery files Chapter 11; continues operations

    **Market Data & Consumer Trends**

    - Q1 off-premise: total bev-alc dollars -1.5% YTD, volume -2.3%; RTDs the only growth category (+6.1% dollars YTD)

    - Spirits steepest four-week decline at -5.7% dollars; wine volume worst at -5.6%

    - 31% of restaurant operators report "severe" alcohol sales declines; 75% of consumers cite price as primary reason

    - US adult drinking rate falls to 54% in 2025 — lowest in ~90 years of Gallup tracking

    - Fine dining wine locations down 66%+ since 2017

    - $40B e-commerce "discovery-to-purchase gap" identified by DRINKS platform

    - Distributors prioritizing spirits (54%) and RTDs (46%) for portfolio additions; 62% cutting beer SKUs, 54% specifically cutting craft

    **Category Spotlights**

    - Craft beer reverses to negative in March after two months of gains; -0.3% YTD dollars

    - Domestic beer reclaims 51% on-premise volume share; craft loses share in all four US regions

    - Non-alcoholic beer: +9.5% dollars off-premise, +15.1% in Circana 12-week window

    - Athletic Brewing: +20.7% dollars, +25.9% volume in four-week period

    - Kentucky bourbon inventories at record 16.1M barrels; MGP idles two distilleries

    - PepsiCo's Blue Cloud launches alcoholic Bubly, expands Hard Lipton Zero Sugar

    **Regulatory & Legal**

    - FTC v. Southern Glazer's tests Robinson-Patman Act enforcement standards

    - DTC beer shipping supported by 63% of legal-age adults; legal in only 11 states + D.C.

    - Mississippi ABC warehouse backlog at 170,000 cases; emergency legislation fails

    - New York wine-in-grocery bills introduced; neither passed

    - Tennessee mandates drug-testing strips at all bars; drink spiking now a Class D felony

    - Revised metal tariffs restructured to full import value basis; 50% on primary metal goods

    - SEC sues Drake's Organic Spirits founder for $2.6M in alleged sham sales

    - San Antonio Winery files trademark suit over "Rosa 32" brand

    - Molson Coors faces product liability suit over Miller Lite bottle defect

    - Limestone Farms Distillery faces foreclosure; co-owner indicted

    - Bang Energy founder blocked from selling Florida Keys property in ongoing fraud case
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    44 m
  • Weekly Beverage Alcohol Recap | April 03, 2026

    Weekly Beverage Alcohol Recap | April 03, 2026
    Apr 3 2026

    ## SHOW NOTES

    **Top Stories**

    - **Pernod Ricard & Brown-Forman confirm merger talks** — potential $31B combined entity; Citi puts deal odds at 50/50; Jefferies projects $450M in synergies; governance and balance sheet challenges remain

    - **E. & J. Gallo closes $775M Four Roses acquisition** — highest price ever for a Kentucky bourbon distillery; returns brand to US family ownership after 83 years

    - **Diageo North America CEO Sally Grimes departs suddenly** — replaced by 30-year veteran John O'Keefe; comes as Diageo US spirits sales fall 11.6%

    - **Southern Glazer's acquires ~22M ABI beer cases in under a year** — Clare Rose, Eagle Rock, and ABI's NY distributorship; building parallel beer empire

    - **Reyes Beverage Group acquires RNDC operations across 11 markets** — names Brian Albenze as market president

    **Market Data**

    - US bev-alc volume fell 5% in 2025 (IWSR); off-premise dollar sales down 2.7% in latest 4-week period (NIQ)

    - Spirits ex-prepared cocktails: -6.1% dollars, -4.8% volume

    - Wine: -5.1% dollars, -5.9% volume

    - Beer: -1.3% dollars, -3.0% volume (improving sequentially)

    - Prepared cocktails: +5.4% dollars — sole growth category

    - Spirits-based RTDs: +35% value, +36% volume

    - RTD share of total bev-alc: 6% (2019) ? 13% (2025)

    - Only 54% of Americans report drinking alcohol (Gallup — new low)

    **American Whiskey**

    - Production down 28% YoY through August 2025; lowest since 2018

    - 16.1M aging barrels in Kentucky — all-time record

    - Exports down 19% ($250M decline); EU exports -35%, Canada -70%

    - Jim Beam, Diageo, Brown-Forman all curtailing production; MGP contract business cut by more than half

    - Green River lays off head distiller; LF Heritage ordered into foreclosure; Goodwood seeks merger

    **Flavored Bev-Alc Power Rankings**

    - Top 10 vendors control 81.2% of dollar sales

    - BuzzBallz: $794M (+50.1%); Cutwater: $585M (+100.5%); BeatBox: $413M (+31.4%); Surfside: $191M (+115%)

    - High-ABV (8%+) sub-segment: 36.9% of total, up 19.3% to $5.5B

    **Wine**

    - California 2025 crush: 2.62M tons (above expectations); 18 months of supply projected

    - 38M US beer/spirits drinkers cite taste aversion as barrier to wine

    - DtC wines above $50 = 71% of total shipment value (up from 52% in 2020)

    - Imported wine volumes down ~8% Oct-Jan vs. domestic wines down 3%

    **M&A & Deals**

    - Tilray completes BrewDog acquisition at £41M (~$54.5M)

    - Firestone Walker acquires Trumer Pils US rights from Gambrinus

    - Hood River Distillers acquires Crater Lake Spirits

    - Constellation acquires remaining HOPWTR stake

    - KDP completes JDE Peet's acquisition; planning separation into Coffee Co. and Beverage Co.

    - Sysco acquires Jetro Restaurant Depot for $29.1B

    - Breakthru Beverage enters hemp THC beverage distribution in Minnesota

    **Key Consumer & Macro Signals**

    - Jefferies Consumer Pulse: 89 (lowest since Nov 2023)

    - 31% of drinkers cite financial pressure as moderation driver

    - GLP-1 drugs: 23% of users drink less dining out; 39% drink less overall

    - Gen Z unemployment: 9.2%; cocktail prices exceeding $20 dampening on-premise occasions

    **Legal & Regulatory**

    - Oz Trading permanently enjoined from counterfeit Modelo/Corona labels

    - Tito's Vodka ordered to pay $749K Maine back taxes

    - ABI pays $2.3M Fairfield brewery emissions penalty

    - TTB recommends delaying Q1 2026 CBMA claims due to data error

    - Colorado bev-alc fee bill defeated in committee

    - Treasury Wine Estates: shares down 63%; near-$1B US asset write-down flagged
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    45 m
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