Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing
The Dutch Investors
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Navigating the Spirits Industry: Trends and Investments
This chapter explores the current state of the spirits industry, focusing on sales dynamics, consumer behavior, and emerging market opportunities. It highlights the contrasting trends in alcohol consumption and spending, particularly the shift towards premium products despite an overall decline in consumption. Additionally, the discussion evaluates potential investment strategies amidst economic challenges and evolving consumer preferences, notably concerning generational shifts in drinking habits.
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