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Dear Client: In our coverage of the highest-profile vodka sports drink players, which we’re calling the hard “ade” category, there’s one player we haven’t yet detailed: Vodkade. That brand is rapidly expanding across the country with an A-B-centric lineup of wholesalers, a band of industry vets (from A-B to Beatbox, and with help from Countermeasures Corp), and an eye toward flavor innovation. Vodkade director of business development Doug Mars spent 26 years at Anheuser-Busch. His co-architect, Tom Gorczyca, is another
Breadcrumbs From Rahul and Tracey at UBS: M&A, Value, Optimism
Dear Client: One month after earnings, Molson Coors CEO Rahul Goyal and CFO Tracey Joubert sat down with UBS analyst Peter Grom in New York this week for a wide-ranging conversation covering portfolio strategy, the aluminum headache, and M&A ambitions. The biggest backdrop was a new leader staring down what the industry hopes is a meaningfully better year for bev-alc than the historically rough 2025. Rahul and Tracey repeated some of their recent greatest hits. But if you listened really
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