Beverage Business Briefing

At-home shift widens: Alcohol-at-home +0.3% vs away-from-home +4.1% YoY; on-premise traffic and velocity remain pressured.Beer reset: Category volumes down; fall price hikes muted. AB InBev gains share via Ultra/Busch Light; others softer.Spirits bifurcation: Prepared cocktails and agave hold up; core spirits ex-RTD contract; promo depth rises to chase value shoppers.Wine still correcting: Retail and DTC negative; bright spots in Sauvignon Blanc, rosé, sparkling; Champagne improving sequentially.RTD

The US beverage alcohol industry faces its most dramatic transformation in decades. Consumer participation hit record lows, major suppliers are slashing forecasts and workforces, yet clear winners emerge: non-alcoholic beverages up 22%, RTDs becoming the growth engine, and hemp-derived THC drinks creating new competition. We break down October 2025 market data to understand what's really happening.THE CRISISOnly 54% of US adults drink alcohol (record low)Beer volumes down -4.5% YTD; wine sales back

Market pulse: Bevalc dollars down, beer & wine weakest; spirits growth concentrated in RTDs; NA beer resilient; ABI steady share; Modelo cools. Moderation & value: Only ~54% of adults drink; shoppers gravitate to sub-$20 and trimmed craft lineups. RTDs surge: RTD share +420 bps YoY; Cutwater standout; core spirits soften on price/mix. THC beverages: Target MN pilot launches; Ohio pauses intoxicating hemp; CA channels intoxicating hemp to cannabis by 2028. Route-to-market: NBWA emphasizes

US Market Intelligence | Oct 6–10, 2025Beer demand stays soft (BPI 28) while value tiers and FMBs hold up. Whiskey faces mounting stress—Uncle Nearest enters receivership—though potential Scotch tariff relief could lift holidays. Prosecco leads sparkling growth. The TTB shutdown freezes approvals, and hemp rules tighten across key states. Cargo thefts rise, copacker closures hit production, and Gen X drives CPG spend.Focus: protect margins, push RTDs and accessible sparkling, and prep for regulatory

In this week’s U.S. beverage industry audio brief, we cover the critical developments shaping the alcohol market as Q4 begins:Category Trends: Spirits and wine continue to cool, while beer marks its tenth straight monthly shipment decline. RTDs and select imports shine as bright spots.Consumer Signals: Costco’s comps slow, renewal rates dip, and University of Michigan sentiment plunges — reflecting a more cautious shopper.THC Beverages: Explosive growth in Minnesota and expanding portfolios from

This week’s beverage alcohol industry update covers the shifting dynamics across beer, wine, spirits, and ready-to-drinks as U.S. consumers lean into value, convenience, and premium light options.Key highlights from September 22–26, 2025:📉 Category trends: Beer volumes slide despite NFL kickoff; spirits growth cools, while RTDs and cider outperform.🥤 RTD momentum: Spirits-based cocktails +22%, wine-based +27%; Cutwater surges, while High Noon slows.🍺 Beer shake-up: Michelob Ultra overtakes Modelo

In this episode, we unpack the September 2025 state of the U.S. beverage market, where mixed signals are the new normal.We'll explore the paradox of craft beer, which is struggling in its traditional grocery channel but finding surprising growth in convenience stores. Discover which brands like New Belgium's Voodoo Ranger and Sierra Nevada's Hazy Little Thing are thriving and how strategic price cuts are reversing trends for others. Meanwhile, we look at why large suppliers like Constellation Brands