Remy Cointreau: The Cycle Has Bottomed, More Upside Ahead

Core Insights - The alcoholic beverages sector has faced significant challenges in recent years, primarily due to distributors overordering inventory as sales surged post-pandemic [1]. Industry Overview - The sector has been characterized by a surplus of inventory, which has negatively impacted sales dynamics as the initial post-pandemic boom has not sustained [1]. Analyst Background - The analyst has extensive experience in Latin American markets, focusing on high-quality compounders and growth stocks at reasonable prices in both the US and developed markets [2].