COVID's Impact on Consumer Behavior and Industry Projections

The podcast delves into the aftermath of the COVID-19 pandemic, highlighting how the drink industry is facing challenges based on skewed comparisons due to the abnormal COVID-19 years. Big companies react to lower sales projections by cutting budgets and layoffs, while the general public doesn't show signs of major slowdown in consumption habits. The episode emphasizes the need for a reset in understanding growth post-COVID, as industry corrections may stem from unrealistic post-pandemic behavior predictions. It also points out the impact of oversupply and changes in consumer drinking behaviors on the industry's projected outcomes.