December 11 and the Hemp Cliff Nobody Wants to Talk About

Podcast: Beverage Business Briefing · Carlos DeOliveira

Opublikowano: 2026-10-23

- **Market pulse:** Total alcohol dollars down 2.4 percent to 8.1B and volume down 4.5 percent to 156.9M cases (NIQ, four weeks ending Oct 10). Prepared cocktails were the only segment up in dollars (plus 1.7 percent). Beer was down 3.4 percent, wine down 3.2 percent, spirits down 2.1 percent. - **Spirits:** Pernod Q1 organic sales down 0.9 percent to ?2.23B (US down 10 percent, China down 25 percent, India up 19 percent). Destocking continues through FY27. Diageo cut about 2,000 roles. Citi modeled Diageo Q1 FY27 at negative 0.1 percent (North America negative 5.8 percent). IWSR found $100-plus spirits down 6 percent in the US. India is both an opportunity (UK...