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PODCAST

Beverage Business Briefing

Carlos DeOliveira

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.

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All Episodes

44:17

Weekly Beverage Alcohol Recap | April 10, 2026

Beverage Business Briefing ·

2026/04/10

**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

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44:54

Weekly Beverage Alcohol Recap | April 03, 2026

Beverage Business Briefing ·

2026/04/03

## 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

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26:19

Weekly Beverage Alcohol Recap | March 27, 2026

Beverage Business Briefing ·

2026/03/27

**WeekofMarch24–28,2026****TopStories:**-**PernodRicard&Brown-Formanconfirmactivemergerdiscussions**—potential"mergerofequals"thatwouldcreatejoint#2USspiritscompany;estimated$450Mincostsynergies;Jefferies,TDCowen,andROTHweighinonstrategiclogic,valuation,andBrownfamilygovernancehurdles-**UncleNearestcrisisdeepens**—receiverseeksgagorderand$75KsanctionsagainstfounderFawnWeaver;$200M+intotaldebts;employeeresignations,distributorpaymentdelays,andstalledassetsales-**Stoli/AmberBeverageGroupconfirmsloa

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40:34

Weekly Beverage Alcohol Recap | March 20, 2026

Beverage Business Briefing ·

2026/03/20

**Major Themes This Week:**- **Distribution consolidation accelerates:** Reyes Beverage Group expands RNDC acquisition to 10 states plus D.C.; SGWS acquires Clare Rose on Long Island; A-B InBev acquires Advance Beverage in Bakersfield, CA; SGWS faces federal indictment of former executives- **Off-premise sales still declining:** Total alcohol dollars down -2.4% (NIQ 4-week) to -3.4% (TD Cowen 2-week); spirits ex-RTDs deepest at -6.6%; wine -5.3%; beer most resilient at -0.8%- **RTDs are the only

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39:05

Weekly Beverage Alcohol Recap | March 06, 2026

Beverage Business Briefing ·

2026/03/13

**Key Themes This Week:** - US alcohol consumption hits record-low 54% of adults; structural demographic shift, not cyclical downturn - Off-premise dollar sales declining across nearly all segments; prepared cocktails and RTDs the sole growth category - Non-alcoholic beer continues double-digit growth but shows early signs of maturation **Major Company Moves:** - **Reyes Beverage Group** expands RNDC acquisition to 11 states (adding AZ, CO, LA, OK, TX); closing expected May 2026 - **Tilray Brands**

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31:52

Weekly Beverage Alcohol Recap | March 06, 2026

Beverage Business Briefing ·

2026/03/06

**Key Themes This Week:** - Structural US alcohol market contraction deepens across spirits, beer, and wine - RTD/Prepared Cocktails surge 30%+ as the only consistent growth category - Southern Glazer's federal bribery indictment sends shockwaves through distribution - Diageo abandons premiumization playbook; cuts hospitality team and dividend - Tequila growth story stalls: Casamigos -24%, Jose Cuervo -15% - Wine industry in worst structural correction in decades **Major Corporate Moves:** - AB

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30:37

Weekly Beverage Alcohol Recap | February 27, 2026

Beverage Business Briefing ·

2026/02/27

**Key Themes This Week:**- US bev-alc market showing tentative recovery; January 2026 comps turned positive for first time in over a year- RTD cocktails dominate growth: spirits-based RTDs +39.4%, wine-based RTDs +23.7%- Premium spirits correction deepening: Diageo US sales -6.8%, MGP brown goods -52%- Generational consumption shift accelerating; binge drinking among 21-34 year olds down ~3.9 million people over decade- Regulatory uncertainty compounding across THC, tariffs, distribution, and

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26:09

Weekly Beverage Alcohol Recap | February 20, 2026

Beverage Business Briefing ·

2026/02/20

**Key Themes This Week:**- Broad-based U.S. volume declines across beer (-5.9% full-year shipments), spirits (-7% value), and wine (DTC -14% volume in OR/WA)- Distribution tier structural contraction: Breakthru cuts ~500 jobs; RNDC shed 1,700+ in past year; Reyes in active talks for further consolidation- RTD cocktails as the dominant growth engine: +7.1% dollar sales (NIQ), +35.2% value growth and +382 bps share gain (Jefferies)- K-shaped consumer spending visible across every category and

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33:00

Weekly Beverage Alcohol Recap | February 13, 2026

Beverage Business Briefing ·

2026/02/13

## SHOW NOTES**Key Leadership & Corporate News**- Constellation Brands CEO transition: Nicholas Fink succeeds Bill Newlands effective April 13, 2026- Heineken announces 5,000-6,000 job cuts (7% of workforce) over two years; targets €400-500M annual savings- AB InBev FY25 EBITDA at $21.2B; guides FY26 organic growth of 4-8%- Coca-Cola consolidates Red Tree Beverages and BodyArmor under North American Operating Unit**M&A Activity**- E.&J. Gallo acquiring Four Roses Bourbon from Kirin for

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31:29

Weekly Beverage Alcohol Recap | February 06, 2026

Beverage Business Briefing ·

2026/02/06

### Key Themes This Week:- **RTD Revolution**: Ready-to-drink cocktails drove +17.1% volume growth; spirits excluding RTDs were -2.7% volume- **Historic Milestone**: Spirits overtook beer in U.S. revenue share (42.4% vs 41.8-41.9%)- **Consumer Caution**: Affordability-first behavior intensifying; Hispanic consumer concern affecting on-premise traffic- **Wine's Structural Reset**: Participation down to 29% of adults; 512 fewer wineries YoY- **Distribution Disruption**: RNDC California exit causing

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28:54

Weekly Beverage Alcohol Recap | January 30, 2026

Beverage Business Briefing ·

2026/01/30

## SHOW NOTES### Key Themes This Week:- **U.S. demand showing modest improvement** but still negative; off-premise total alcohol -1.2% (improved from -3.4%)- **RTD/Prepared Cocktails remain the clear winner** at +7.4% dollar growth- **Wine DTC in structural decline**: -15% volume, -$230M value, average bottle price up 11% to $56.78- **Distribution disruption accelerating**: RNDC losing major suppliers; Delicato, Johnson Brothers, Breakthru expanding- **Inventory overhang persists**: wholesaler

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27:42

Weekly Beverage Alcohol Recap | January 23, 2026

Beverage Business Briefing ·

2026/01/23

- **Theme of the week:** Stabilizing demand signals, but rising execution risk—driven by value-conscious consumers and major distribution disruption.- **Wholesaler signal:** NBWA’s January Beer Purchasers’ Index rebounded sharply vs. December, with **below-premium** reaching an expansion threshold—though overall conditions remain cautious.- **Beer pricing reality:** Industry leaders say the era of dependable annual price hikes is fading; focus shifts to **pack/price architecture** and tighter value

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30:18

Weekly Beverage Alcohol Recap | January 16, 2026

Beverage Business Briefing ·

2026/01/16

- **Theme of the week:** A “K-shaped” U.S. alcohol market—headline declines, but strong growth pockets in NA beer, RTDs, and select super-premium brands- **Beer 2025 wrap:** Total beer finished down in dollars and volume; **domestic premium weakened** while **domestic super premium and NA beer grew sharply**- **Channel signal:** Convenience stores are holding up better for beer, with **NA beer surging** and seltzer stabilizing relative to broader retail- **On-premise vs off-premise:** Alcohol

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36:09

Weekly Beverage Alcohol Recap | January 09, 2026

Beverage Business Briefing ·

2026/01/09

Holiday sales delivered a short-term lift, but total U.S. alcohol demand remains down ~5–6% YoY across beer, wine, and spiritsRTDs and prepared cocktails remain the clear growth engine, growing dollars despite softer volumesBeer declines continue, but super-premium, import, and non-alcoholic segments are gaining shareSpirits face mounting pressure outside of RTDs, with visible financial stress among smaller operatorsWholesaler inventories remain elevated, driving tighter SKU discipline and cautious

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30:35

Weekly Beverage Alcohol Recap | December 26, 2025

Beverage Business Briefing ·

2025/12/27

Bourbon enters a normalization phase as Jim Beam pauses distilling in 2026 amid record barrel inventoriesMajor suppliers shift to margin protection and inventory management over capacity expansionConstellation Brands expected to hold earnings despite beer depletions near -4%U.S. consumers still spend big on alcohol, but value and occasion-based trade-offs are acceleratingRTDs dominate growth both on- and off-premise; NA beer emerges as a quiet winnerWine DTC volumes slide hard, but ultra-premium

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39:12

Weekly Beverage Alcohol Recap | December 19, 2025

Beverage Business Briefing ·

2025/12/19

Demand remains soft, especially in spirits; beer is pressured but more resilient, and shipment/depletion optics may still overstate true consumption.Promotion strategies are diverging: spirits promo depth rising; beer promos more measured; non-alcohol promo behavior varies by segment.American whiskey is retrenching output amid elevated inventories—raising the stakes on inventory agility and long-term capacity planning.Wine is the week’s clearest stress point with debt-impaired outcomes and major

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30:00

Weekly Beverage Alcohol Recap | December 12, 2025

Beverage Business Briefing ·

2025/12/14

Big deal / “Beyond Beer”AB InBev moves to buy 85% of BeatBox (up to $490M, close expected Q1 2026), reinforcing RTD/FAB consolidation. Beer remains soft, but share battles intensifyBeer shipments down YoY; analysts see stabilization in pockets but continued declines overall.Category winners focus on execution, price/mix, and channel strength. Spirits: trade-down + RTD boomPremium pressure shows up in tier data; meanwhile prepared cocktails/RTDs surge with standout brand growth. Wine: supply

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27:28

Weekly Beverage Alcohol Recap | December 05, 2025

Beverage Business Briefing ·

2025/12/05

Macro backdrop: Record holiday shopper traffic and higher spending per person collide with weak confidence and soft core retail sales—consumers are still going out, but they’re laser-focused on value and promotion.Beer check-in: October shipments down ~3–4% YoY, but scanner data show a holiday rebound; non-alcoholic beer and super-premium brands like Michelob Ultra, Pacifico, Guinness, and White Claw lead growth while core segments remain soft.Spirits snapshot: Slight volume declines overall, with

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36:35

Weekly Beverage Alcohol Recap | November 28, 2025

Beverage Business Briefing ·

2025/11/29

Major ThemesElevated inventories (inventory/sales ratio 1.67) continue to pressure pricing, innovation, and depletions.Consumer caution deepens: weaker sentiment, reduced alcohol participation, rising non-alcoholic preferences.Category divergence persists—RTDs and premium agave outperform; wine and beer face continued softness.Key StoriesRTDs +3.7% weekly dollars; strong growth in wine-based seltzers and single-serve cocktails.Beer weakness continues off-premise; on-premise shows better seasonal

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35:28

Weekly Beverage Alcohol Recap | November 21, 2025

Beverage Business Briefing ·

2025/11/21

Regulation & PolicyFederal clampdown on intoxicating hemp cannabinoids sets up a major 2026 reset; FDA guidance due within 90 days.California launches a 2026 craft distillery DTC pilot, offering a key release valve for oversupply.Airports, airlines, and municipalities tighten alcohol service norms; litigation highlights labeling and pricing scrutiny.Market PerformanceU.S. spirits decelerate; Diageo expects ~–6% U.S. decline.Beer outlook worsens globally; craft continues to contract.Wine

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