Weekly Beverage Alcohol Recap | August 21, 2026

Podcast: Beverage Business Briefing · Carlos DeOliveira

Opublikowano: 2026-08-21

- **Record-low participation and volume declines**: Gallup 54% adult drinking (Lydia Saad); NIQ off-premise $8.5bn -3.6%, volume -5.4% (Aug 8 four weeks); beer volumes -4.4% to -6.3%; wine dollars up, cases down ~7%. - **World Cup miss**: ABI $110m Michelob Ultra spend, Doukeris 0.25% lift; Circana/BeerBoard/BMI data show no category rescue; spirits RTDs (Cutwater, Surfside, Sun Cruiser) captured occasions. - **Diageo reset**: Uncompetitive North America; $19.6bn sales -2-3% organic, profit -27%; $1.2bn restructuring, ~2,000 headcount cut, possible 3-5k more jobs; dividend halved; RTD tilt, Smirnoff/Captain Morgan reinvestment; India flavouring reformulation (Antiquity Blue, Royal Challenge, McDowell’s...