JBF Outstanding Bar gets called tomorrow night.
The trade press has its picks. The trade itself has a different read. Both are now visible.
Markets close at noon ET.
https://t.co/IrQYDamI3O
15M Americans on GLP-1s. Studies show 30-60% drop in alcohol intake.
Big Food has been naming Ozempic on earnings calls for 18 months. The Big 6 spirits CEOs still won't.
Which one breaks first? Predict: https://t.co/4Km53tSrQF
New client install, day 43. Week one was rough, three retrains on the phone agent. Week three a local feature ran, 28 inquiries, 16 booked. Week six the owner texted me: "I forgot the system was on." That's the goal. Not a wow moment. Forgetting it's there.
Most agencies say the first 14 days are about onboarding. They're really about catching what you can't see yet. Count the touchpoints. Install one spine. Test it like a customer. Tune. Hand over the dashboard. Disappear. That's the playbook.
Quiet churn starts with missed follow ups. Simple fix: every Monday, pull the last 5 touchpoints for each active client + flag the initiation ratio (who reaches out first). Make it a process, not a memory game. What would you systemize with 10 hours back/wk?
Jim Beam paused Clermont. Bourbon's first crack in a decade-long boom.
Who's next? Wild Turkey, Heaven Hill, Buffalo Trace, Maker's are all sitting on record inventory.
Predict: https://t.co/Lf9DtyFEjG
Found a client paying $1/mo for a year. Four locations. System running calls, reviews, lead follow-ups across all of them. Stripe was quietly auto-recharging his wallet $25 at a time as it earned its keep. Pricing conversation this week. The track record closes it.
In family-controlled spirits, governance kills more deals than economics. Worth remembering before the next leak. Full intelligence brief at The Spirits Wire. https://t.co/nJ57h83OWI (5/5)
The Pernod and Brown-Forman talks ended April 28. The structure was almost there. Paris HQ. Dual listing. Alexandre Ricard as CEO with a Brown-Forman deputy. The deal died on family equity weight. (1/5)
The next wave of large spirits deals will hit the same wall. Sazerac is family-controlled. Bacardi too. Beam Suntory. Every clean strategic combination on a whiteboard right now has the same governance problem the Pernod-BF deal just exposed. (4/5)