Weekly Beverage Alcohol Recap | April 24, 2026

Podcast: Beverage Business Briefing · Carlos DeOliveira

Opublikowano: 2026-04-24

**Week of April 20–24, 2026** ### Key Themes - **Federal cannabis rescheduling** from Schedule I to Schedule III — the most significant US cannabis policy shift since state legalization began, with immediate financial implications for multi-state operators (Trulieve, Curaleaf, Verano, Green Thumb Industries) totaling ~$2B in potential 280E tax relief - **Brown-Forman M&A battle** between Sazerac ($15B all-cash bid) and Pernod Ricard (80% stock / 20% cash merger of equals) — Brown family reportedly favors Pernod for strategic distribution access and greater ownership influence - **Premiumization reversal confirmed** by IWSR: super-premium spirits value down 15% in 2025; total spirits value down 9...