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Dear Client: The week after Memorial Day data is in, and it’s clear now that we have the two-week read: It was a ho-hum holiday for alcohol (especially beer and wine), even on soft year-ago comps. Inflation* and wet weather apparently weighed heavily on purchases. The post-week holiday period was pretty darn close to what we saw in the week leading to Memorial Day: Bev alc and beer dollars were down low single digits, even as the usual suspects popped.
The Iran War and Tarriffs Give Double Wammy to Brewers on Aluminum Costs
Draft Beer is our Mitigator. Dear Client: The single biggest line item in making a beer just got more expensive again — and this time it’s a two-front war. THE TARIFF FLOOR WAS ALREADY A RECORD. The war didn’t start this. The Midwest Premium, (that infamous surcharge over commodity pricing that everyone buying metal here pays), had already hit an all-time high of $2,182 per tonne in late January, topping $1 a pound for the first time ever. The administration
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