Weekly Beverage Alcohol Recap | July 24, 2026

Podcast: Beverage Business Briefing · Carlos DeOliveira

Opublikowano: 2026-07-24

**Week framed by:** Soft post-holiday off-premise demand, Brown-Forman CEO succession, Diageo cost/strategy reset, Canada/Mexico trade escalation, A-B decree expiry, RTD & NA outperformance ### Major corporate & leadership - **Brown-Forman:** CEO Lawson Whiting to retire on successor appointment; board search (chair Tracy Skeans); FY26 sales $3.9B (-1%), EPS $1.53 (-17%); FY27 flat organic sales, -3–5% organic OI; stock $26.25; Pernod talks ended Apr 28; Sazerac ~$15B /$32/sh bid rejected May; internal names Michael Masick, Marshall Farrer; Wolf Pen Branch supportive - **Diageo:** CEO Dave Lewis cutting headcount 20–30% (some units to ~40%); Accelerate $625M by 2028 / ~$300M this year...