Dear readers,
As part of the current analysis cycle, Iâm reviewing the alcohol industry.
In this post, Iâll walk through some of the major trends currently shaping the sector. Two key forces are at play:
Structural trend: Weâre seeing a clear shift toward moderationâmore people are drinking less, choosing abstinence, or following the âdrink less but betterâ mindset. This has led to a steady decline in consumption volumes.
External shocks: Ongoing inflation is putting pressure on household budgets, which is also weighing on alcohol consumption.
These forces are impacting the entire industry, but some segments are being hit especially hard. One notable example is the wine industry, which has been in long-term decline for decades.
Whatâs less clear is how much of the recent volume drop is driven by economic conditions versus the deeper, structural moderation trend.
That said, there are also interesting opportunities emerging. The shift toward moderation is creating space for no/low-alcohol drinks and ready-to-drink (RTD) beveragesâboth fast-growing categories.
Major companies are actively investing in these new segments to capture growth, which could help soften the blow of declining volumes elsewhere.
Finally, markets like China still offer significant potential. But international players will have to compete with well-established local brands that hold strong cultural relevance.
Index
Main Trends Affecting the Alcohol Industry
Rise of NO/low Alcohol Drinks
Trends in the Wine Industry
Fine Wines
Understanding China
Global Beer Trends
Note: I havenât published about beer due to the lack of good reports. If some readers have great reports, I will update this post with more information.
Disclaimer. Please read full disclaimer at the end of the page before reading the report. This publication is only for information and entertainment purposes. It doesnât constitute financial advice.
The information provided in this blog is for informational purposes only and should not be considered as financial, investment, or professional advice. The valuations and analyses presented here are based on publicly available.
If you are not yet subscribed, please consider doing so! This is what you will get:
âď¸ In-depth analysis of multiple sectors and companies
âď¸ Financial model of every analysis
âď¸Direct subscriber chat
âď¸One of the cheapest newsletters to let you invest your money in other publications - See my recommendations sections for other newsletters
