Weekly Beverage Alcohol Recap | August 14, 2026

Podcast: Beverage Business Briefing · Carlos DeOliveira

Opublikowano: 2026-08-14

Key themes - Clinical moderation: AUD down about 4 million people; mild cases drove the drop; Surgeon General cancer advisory, youth cohort habits, cannabis substitution, and GLP-1s in the mix - Two-speed market: depletions and inventories stabilizing, not recovering; off-premise still the bottleneck; on-premise and World Cup occasions outperforming - RNDC breakup rewriting access and credit: K1RC Kentucky LOI after Breakthru walked; Reyes 11-state deal already done; Proximo $93.92 million unsecured; WVVI and TWE credit and stock damage - Wine supply destruction: TWE nearly $1.25 billion US impairments including Daou, Frank Family...