Market Analysis
In-depth analysis connecting the week’s biggest development to the broader commercial picture – implications, signals, and what it demands from the people making decisions.
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What Sazerac’s acquisition streak tells brand and commercial teams about where the largest private spirits company sees the next decade
Sazerac tried to buy Brown-Forman and failed. What it bought instead reveals the strategy.
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Pernod Ricard’s occasion pivot for clear spirits is more strategically significant than it looks
Pernod’s head of clear spirits said the old approach was too brand-focused. The new strategy is occasions. Here…
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What Monster’s Q2 alcohol decline tells the drinks industry about brand equity, substitution, and the RTD consumer
Monster’s energy drinks hit $2.5bn in Q2 2026. Its alcohol segment fell 15%. The gap tells you something…
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What the Sujay Wasan appointment actually tells you about how Diageo plans to compete differently in APAC
Diageo’s new Asia Pacific president spent 30 years at P&G. That hire is a strategy statement.
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What Molson Coors actually did when it cut Carling to 3.4% ABV
Carling cut its ABV to 3.4%. The reason is duty economics, not moderation trends.
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Before Diageo’s Capital Markets Day, here is what every leadership change, asset disposal, and cost cut under Dave Lewis actually tells you
Seven months, seven leadership changes. Before the Capital Markets Day, here is what the decisions actually say.
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What two rejected deals and a CEO search mean for the brands competing with, distributing, and partnering with Brown-Forman
Brown-Forman has rejected Pernod Ricard and Sazerac in four months. Here is what that means commercially.
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Two India data points published this week tell very different stories about the same market
India’s premium spirits market is growing. Pernod Ricard is managing a $314 million tax dispute in the same…
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No/low alcohol has a consumer misidentification problem
The industry has been planning for the wrong demand pressures. Three data points published this week confirm it.
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Southern Glazer’s Has Introduced AI Into Independent Account Servicing. Here Is What That Means for Your Brands.
Southern Glazer’s is replacing field sales with a hybrid digital model for independent accounts. But what are the…
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Why beer companies are monetising Asia
Carlsberg confirmed debt repayment as the first use of Sapporo’s $643 million. That sentence is the story.
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Tequila Was Already Under Pressure. USMCA Non-Renewal Just Added Another Layer.
USMCA non-renewal adds trade uncertainty to a tequila category already navigating demand correction and capital flight.