Tag: #RGM
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Week Ending February 28, 2026 — RTD Resilience Meets Restructuring and Regulatory Scrutiny
The on-premise regains share of attention.A new snapshot from the Bank of America Institute reinforced a familiar split: alcohol-store spending softened while bars and experiential categories held up. For suppliers, the implication is less about “Dry January” as a headline and more about where incremental demand is being expressed—by occasion and venue—into spring planning. RTDs…
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Week Ending February 14, 2026 — Trade Friction, Leadership Change and Regulatory Recalibration
Constellation resets leadership ahead of 2026 planning cycle.Constellation Brands announced that Nicholas Fink will succeed Bill Newlands as President and CEO effective April 13, 2026, with Newlands transitioning to a strategic advisory role. The succession plan, detailed in Constellation’s February 13 release (https://ir.cbrands.com/news-releases/news-release-details/constellation-brands-announces-ceo-succession-plan), signals continuity rather than strategic disruption, though Fink’s background in portfolio transformation…
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Week Ending February 7, 2026 — Soft-Drink Convergence and Channel Friction Intensify
Adult soft drinks drew strategic M&A capitalAG Barr agreed to acquire Fentimans and Frobishers for roughly £51m, expanding its position in premium adult soft drinks as alcohol growth remains uneven. The transaction signals that established beverage groups are reallocating capital toward mixer, botanical, and functional formats that benefit from existing distribution scale. The deal was…
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Week Ending January 31, 2026 — Inventory Gravity Meets Channel And Occasion Resets
Control states end 2025 with a narrow lift.According to the National Alcohol Beverage Control Association, December spirits 9L volume rose 0.4 percent, but dollars fell 1.4 percent, implying a –1.8 percent price-mix. The gain was largely calendar-driven, with 10 additional selling days versus last year, underscoring how fragile underlying demand remains. For 2025, spirits finished…
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Week Ending January 24, 2026 — Sentiment Stabilises as Costs and Compliance Bite
Beer ordering steadies, but the bar stays low.The National Beer Wholesalers Association’s Beer Purchasers’ Index rose to 39 in January, a 14-point rebound from December, while “at-risk” inventory ticked to 45—moving conditions from outright contraction to a more cautious reset. According to the NBWA BPI release, below-premium was the lone segment at the expansion threshold…
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Week Ending January 17, 2026 — Consolidation Accelerates as Financial Stress Spreads
Distributor distress moved from theory to execution.Stoli Group USA confirmed it will convert its U.S. bankruptcy proceedings to Chapter 7 liquidation, formally ending efforts to reorganize its domestic spirits business. According to reporting by Brewbound (coverage), the move follows the rejection of a restructuring plan by a federal judge and hands control to a court-appointed…
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Week Ending January 10, 2026 — Holiday Demand Misses, Inventory Math Reasserts Itself
Holiday lift arrives—too late to change the quarter.Scanner data confirmed that year-end demand failed to produce a meaningful rebound. According to NielsenIQ’s Total Alcohol Pulse (weekly executive summary available here), U.S. beverage-alcohol dollar sales declined 6.1 percent year over year in the four weeks ending December 20, while volume fell 5.6 percent. The modest late-December…
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Week Ending December 20, 2025 — Regulation Tightens as Value Replaces Volume
Federal Cannabis Rescheduling Stops Short of Commercial Relief.President Donald Trump signed an executive order directing federal agencies to expedite rescheduling marijuana from Schedule I to Schedule III, formally recognizing medical use while stopping short of legalization. Cannabis equities sold off sharply after the announcement, reflecting disappointment over continued federal illegality for recreational markets and unresolved…
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Week Ending December 13, 2025 — Inventory Overhang, Compliance Tightens, Brands Reprice
Wholesale Inventories Stay Elevated. U.S. beer, wine, and spirits wholesale inventories were roughly flat versus August but still up 3.0 percent year over year, according to Evercore ISI citing newly released Census data. The inventories-to-sales ratio eased to 1.65 from 1.67, yet remained well above 2019’s 1.35, implying working capital remains a constraint for replenishment-driven…
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Week Ending November 29 2025 — Wine Resets, Beer Contracts, Cannabis Rules Tighten
Class-action pressure hits Ste. Michelle Wine Estates.A former maintenance worker has filed a federal collective and class-action lawsuit alleging Ste. Michelle Wine Estates failed to pay overtime, interrupted legally required meal and rest breaks, and kept incomplete time records for hundreds of hourly workers across Washington and beyond. The complaint seeks unpaid wages, penalties, and…