Weekly Beverage Alcohol Recap | July 31, 2026

Podcast: Beverage Business Briefing · Carlos DeOliveira

Opublikowano: 2026-07-31

### Key themes - **RNDC Chapter 11** reshapes national wholesale; two-route-to-market split accelerates - **Two-speed industry:** price/premium/RTD/NA strength vs. volume, craft, and mid-tier pressure - **Wine supply destruction** in California alongside K-shaped demand - **M&A and succession:** Sazerac/Brown-Forman, Cobblestone/Campari assets, Whiting retirement - **Policy pile-up:** hemp three-tier, DtC enforcement, state pricing, Scotch tariff relief, EPR, labeling ### Major corporate & earnings - **RNDC:** Ch. 11 (S.D. Tex., July 26); $1–10B liabilities; 100k+ creditors; top-30 unsecured >$300M; Proximo $93.92M largest; DIP $75M; NDC an...