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Dear Client: It’s not uncommon to see a holiday hangover in scans, especially after the industry’s biggest selling week of the year. But when Fourth of July trends were only so-so to begin with, and things have only weakened in the weeks since, it stands out. Indeed, with the latest Circana scans through July 26, we now have three weeks of reads following the Fourth, and by and large the trend has been one of broad deceleration. TOTAL BEV ALC
A-B On Spirits Rivals: “We Are the Competition”
Dear Client: Results in the U.S. – which represent around 10-15% of Anheuser-Busch InBev’s global business – got some air time on yesterday’s ABI Q2 call, which touched Mich Ultra momentum, RTD run room, and the quarterly puts and takes stateside. Recall, after posting slight depletion growth in Q1 (+0.3%), A-B’s U.S. depletions slipped back into decline in Q2 (-1.9%), though the company continued to say it “outperformed” a soft industry. Shipments improved sequentially, declining 0.6% vs. a 3.2% decline
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