The Weekly Review
Every Monday, one argument grounded in the biggest development from the prior week – free to read, no subscription required.
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Drinks industry week in review: Au Vodka acquired, Carlsberg upgrades guidance, and Pernod’s occasion pivot explained
Sazerac acquired Au Vodka. Carlsberg narrowed full-year guidance. Diageo’s India FSSAI ban was revoked. The week in full.
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Week in Review: Treasury Wine Estates writes down A$1.33bn, Diageo faces three regulatory actions in India, and a week of consolidation across craft beer and distribution
TWE writes down A$1.33bn of US assets. Diageo fights three India regulatory actions simultaneously.
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Week in Review: Diageo doubles Guinness production, Dave Lewis confirms his strategy, and results from six major producers
Diageo’s Capital Markets Day, six sets of results, FSSAI enforcement, and RNDC’s court filings.
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Week in Review: Brown-Forman rejects Sazerac, RNDC files Chapter 11, and eight results in five days
Campari exited four brands. RNDC filed Chapter 11. Two cognac houses confirmed recovery in the same week.
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Why focused portfolios are outperforming broad ones across every major drinks category right now
Three businesses made the same commercial decision this week, in three different categories.
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Why real estate specialists are bidding for a Belgian brewery, and what that tells you about European beer M&A in 2026
Two European breweries founded before 1700 closed in July. A third is being bid for by real estate…
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What Happens When Your Distributor Stops Paying on Time, and Why It Is Becoming More Common.
The US distribution system most brands planned around in 2023 does not look the same today.
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FREE TO READ: Building a Brand Versus Buying One. Last Week Made the Difference Clear.
Heineken won Creative Brand of the Year. Casamigos is being repriced. The signals explain why.
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One Week. Diageo. Edrington. Pernod Ricard. Heineken. The Drinks Industry Is Rebuilding Itself While Everyone Waits for Conditions to Improve.
In a single week, Diageo filed its first formal redundancy proposal in Ireland, Edrington sold its third brand…
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Four Profit Warnings, a $625m Mandate, and Now a Departing GB MD. What Diageo’s Restructuring Actually Looks Like Two Months Before It Has to Explain Itself.
Dave Lewis has told his executive committee to cut jobs and costs, and Diageo’s GB managing director is…
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Global Beverage Alcohol Will Decline Until 2031. Here Is What the Data Demands from Every Producer Planning Beyond It.
For the first time since records began, spirits exceeded wine in global volume – and IWSR’s ten-year forecast…
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The Tequila Boom Is Over at $50. Here Is What the Data – and Last Week’s Launches – Actually Tell You.
The premium tequila correction is now confirmed across multiple producers simultaneously. Three distinct strategic responses are emerging -…