Weekly Beverage Alcohol Recap | August 07, 2026

Podcast: Beverage Business Briefing · Carlos DeOliveira

Opublikowano: 2026-08-07

- **Diageo reset:** ~$1B cost cuts ($850M operating model + $150M supply chain); organic sales –2% to $19.6B; NA –8.4%; US spirits –11.5%; dividend halved; guidance to low-single-digit sales / mid-single-digit OP growth; Smirnoff, Captain Morgan, Crown Royal value-pack push; Don Julio/Casamigos smaller formats; RTDs across cores; Guinness ~$1B to 2030; shares +5.6%. - **RNDC Chapter 11:** >$3B brand revenue lost; >$400M unsecured claims (~$94M Proximo largest); liabilities $1–10B vs assets $500M–$1B; 5,444+ WARN layoffs; Reyes 11-market deal (~38M cases, 16 states); Southern Glazer’s Eagle Rock Colorado close (full A-B portfolio + Cutwater/NÜTRL/BeatBox); Martignetti Michigan brokerage + Breakthru IN/KY JVs; Heimark acquiring Alford (Imper...