Weekly Beverage Alcohol Recap | June 26, 2026

Podcast: Beverage Business Briefing · Carlos DeOliveira

Opublikowano: 2026-06-26

- **Big market question:** TD Cowen challenged the structural-decline narrative, forecasting U.S. supplier gross revenue growth of 1.3% CAGR from 2025 to 2030, with volume stabilization in 2027. - **Current category pressure remains real:** IWSR reported total U.S. beverage alcohol volume down 5% last year; NielsenIQ showed recent total alcohol dollar sales down 4.1%. - **Beer was mixed:** Constellation Brands gained momentum behind Modelo and Corona, ABI improved with Michelob Ultra, Bud Light, and Budweiser, while Molson Coors remained pressured by Miller Lite and Coors Light softness plus aluminum cost headwinds. - **Diageo restructuring intensified:** CEO Dave...