Diageo Looks to Rewrite the RTD Playbook

Dear Client: It wasn’t but a couple weeks ago that Anheuser-Busch InBev chief Michel Doukeris was asked about the prospect of increased competition in the U.S. spirits RTD space from spirit suppliers themselves [see BBD 07-31-2026].  And seemingly right on cue, the world’s largest spirits supplier has made clear it intends to charge into the space and try to wrestle some of that business back. Indeed, Diageo shared during its Capital Markets Day last week that it intends to play