TheBitCast

Weekly Beverage Alcohol Recap | May 22, 2026

Podcast: Beverage Business Briefing · Carlos DeOliveira

Opublikowano: 2026-05-22

**Key Themes:** - Broad US bev-alc contraction deepens: total off-premise sales down 6% in dollars, 7% in volume (4 weeks ending May 9) - Consumer trade-down behavior hits record levels; premium and luxury tiers under acute pressure - Spirits-based RTDs remain sole reliable growth engine but approaching saturation with 750+ brands - RNDC national unwind accelerates with Oregon WARN filings; distribution map being redrawn nationwide - Bourbon oversupply crisis: 16.1 million barrels in Kentucky, Jim Beam still shuttered through 2027 **Notable Company Moves:** - Brown-Forman cut 12% of workforce; Citi cuts...