Recent
Latest
Dear Client: Bev alc sales had an extra spring in their step in the latest week of Circana scans (the week ending April 5), thanks to Easter timing — ye olde annual calendar shift that typically giveth and taketh away around this time of year. Recall, this year’s holiday fell squarely in the latest read (April 5), while last year’s Easter doesn’t hit until later in April (April 20), setting up the familiar mismatch. So, brace for a tougher read
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
beernet studios
Where inspiration and insight meet.
Join us at the 2026 Beer, Wine & Spirits Summit for two days of networking, education, and fun, elevating your business and career.
