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Dear Client: After a rough Q1, wherein total beer supply dropped 6.1%, there’s not much improvement to the start of Q2. Latest shipment tallies from the Beer Institute show total supply fell 5.8% in April, driven by a modest decline in domestic shipments and a monster decline in import shipments. Indeed, while domestic shipments dropped just 3% in April, import shipments fell 14.9% in the month, thanks to a massive tumble in Mexican imports, down 15.1% (wiping out a pretty
Shipments’ Rough Start to ’25 Rolls Into Q2
Dear Client: After a rough Q1, wherein total beer supply dropped 6.1%, there’s not much improvement to the start of Q2. Latest shipment tallies from the Beer Institute show total supply fell 5.8% in April, driven by a modest decline in domestic shipments and a monster decline in import shipments. Indeed, while domestic shipments dropped just 3% in April, import shipments fell 14.9% in the month, thanks to a massive tumble in Mexican imports, down 15.1% (wiping out a pretty
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