Nicholas Adams

Bringing clarity to the food and beverage packaging industry via research and strategic consulting

[Just Drinks @Just_Drinks]

Rémy Cointreau shares jump amid plan to kick-start Cognac sales

The French group’s full-year operating profits also beat analyst forecasts, although one said expectations had been “low”

https://t.co/kPshXMjdzO

[Brewbound @Brewbound]

📉 Spirits and beer led year-over-year declines heading into Memorial Day weekend, per NIQ scans. Total bev-alc dollar sales fell 4.7% in the latest 4 weeks, with volume down 6.5%. NA beer and spirits-based RTDs posted gains. 🍺🥃

https://t.co/6wrP20L95X

[Just Drinks @Just_Drinks]

Treasury Wine Estates reviews Americas business, plans portfolio shake-up

CEO Sam Fischer said the review could include “the sale of selected brands or assets”

https://t.co/4oDDIeSwHd

[Janet Patton @janetpattonhl]

More whiskey news. This is the third one Brown-Forman has closed, apparently:
https://t.co/rc1z81yiS9

[Just Drinks @Just_Drinks]

US consumer sentiment woes are “temporary pressure”, says Pernod

Low consumer sentiment and tight spending are “a temporary pressure” for Pernod Ricard in the US, the CEO of its North America business has said

https://t.co/6LxXTSjwkK

[Brewbound @Brewbound]

Reyes Beverage Group closed its deal for 11 RNDC markets, adding 38M cases and 5,200 employees — its largest transaction ever. 📦🍺

The move expands Reyes’ footprint to 52% of the U.S. legal-drinking-age population.

https://t.co/tDLNt2qPzx

[Brewbound @Brewbound]

Bev-alc sales ticked up 8% WoW post-Cinco de Mayo, but YoY declines persist. In NIQ’s latest 4 weeks, beer led losses (-5.2% dollars), with spirits and wine close behind. NA beer and cider posted gains amid broad channel softness. 🍺📉

https://t.co/ySwzdtbNWw

[Brewbound @Brewbound]

Craft beer sales fell further through mid-May: dollar sales -4.6%, volume -6.8% per Circana. Elysian Space Dust, Lagunitas A Little Sumpin’ Sumpin’ and Georgetown Bodhizafa grew, while Voodoo Ranger G Force entered the top 30. https://t.co/YpRWd06jt2

[Brewbound @Brewbound]

📊 Beer remained in expansion in May, with a Beer Purchasers’ Index of 52, marking the second straight month ≥50. Imports led segments in growth, while craft lagged and was the only segment down YoY. At-risk inventory hit its lowest mark since 2021. 🍺
https://t.co/YJzMqv4J6U

[Nicholas Adams @MidwestIRC]

2026 Direct-to-Consumer Wine Report Virtual Event

https://t.co/ztzrLWrsK5

[Nicholas Adams @MidwestIRC]

https://t.co/qYM2fmosYT

[Brewbound @Brewbound]

📊 More than half of BA-defined regional craft breweries beyond the top 50 saw production decline in 2025: 55% down, 37% up, 8% flat.

Regional output fell 5.9% overall, though losses narrowed vs. 2024.

Full breakdown: https://t.co/OQka7TnktW 🍺

[Joshwagandha 💊 @joshua_schall]

U.S. Non-Alcoholic RTD Beverage Market

L52W = ~$124B in retail sales

Sparkling Soft Drinks = ~36.5% of total ↔️
Water = ~21% ⬇️
Energy = ~19.5% ��️

[Brewbound @Brewbound]

After an “explosive start,” bev-alc sales have “fizzled” ahead of summer, per Circana. Off-premise $ sales dipped 0.6% YoY; volume fell 2.4%. Spirits was the lone bright spot (+4.6% $), while beer (-1.4%) and wine (-2.9%) declined. 🍺📉🥃
https://t.co/dlhfhCPJv7

[Nicholas Adams @MidwestIRC]

Stoelzle Glass USA announces $100M investment in its Monaca, PA site, including a complete furnace rebuild, new batching and glass delivery systems, advanced forming technology, and upgraded annealing lehrs.
https://t.co/ruudTULqxC

[Mark Gallo @guhlo]

For those beverage packaging nerds

Costco now selling label-less water bottles

[Mark Gallo @guhlo]

From flat sports drink to sparkling hydration in a can w/ 60mg of caffeine

BODYARMOR FIT testing where the hydration category is heading

[Brewbound @Brewbound]

📉🍺 Seven of the 10 largest BA-defined craft brewers posted volume declines in 2025, as total craft output fell 5.1% to 21.86M barrels.

Yuengling saw the steepest drop, while Tilray (+1%), Athletic (+20%) and Deschutes (+14%) were growth outliers. 📊

https://t.co/GQSJEdeSTI

[Brewbound @Brewbound]

NIQ: 63% of global consumers are moderating alcohol intake. 🌍 No/low reached $6B in off-premise sales (+11.8%), yet many still opt for water or soda. Beer holds 81% of no/low share as Europe & North America see volume declines. 🍺📉

https://t.co/Hmvs53iFgw

[Brewbound @Brewbound]

Beer leads Memorial Day alcohol purchases, with 75% planning to buy, according to Numerator. The holiday accounts for 4–5% of annual US beer sales and up to 18% of Q2 volume. Generational differences are noted in cider and wine choices. https://t.co/1DaHu8EHAu