Alcohol

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“Put your phone down and drink more”
20VC with Harry Stebbings· 2025-07-12 14:01
6% of teenagers are clinically addicted to alcohol or drugs. 24% are addicted to social media. So, I jokingly say, "Put down your phone, go out, drink more, and make a series of bad decisions that might pay off." If you ask people to reverse engineer their closest friendships and their learnings around dating and romantic opportunities, did alcohol play a role in that.Almost everyone says yes. And then you say, "Was it a positive or a negative?" They're thoughtful and they slow down. Most of them say it was ...
低度化还不够,“情绪价值”才能决定2025“潮饮”方向?
Sou Hu Cai Jing· 2025-07-10 11:11
在各大名酒企业纷纷投入研发,甚或已经推出各种低度产品的形势下,白酒的低度化、潮流化似乎已经 成为大势所趋。那么,仅仅依靠低度化就能够赢得年轻人的好感吗? 实际上,低度化只是迎合了消费年轻化的其中一个要求,然而,这并非全部。 在一定程度上,年轻人对白酒的忠诚度不够高,除了度数高、口感爆烈之外,它身上附加的等级观念以 及社交价值,也与目前年轻一代的消费主张相背离;而在传统政务、商务宴饮的场景下,年轻消费者并 非主力,年轻人更为追求符合自身特质的场景,追求符合自身需求的产品。 那么,这种年轻化需求的核心是什么? 也就是说,满足个体需求的"情绪因子",正在取代老一代消费者的"社交因子"。这让他们摒弃了辣口的 高度酒,转向更为适口的低度化酒类商品。 相关调查表明,酒饮成为"精神快充"载体,如低度果酒、茶酒因口感清爽、包装新颖,在即时零售渠道 年增速达72%。 此外,在消费场景上,呈现出碎片化与即时化需求。相关电商平台统计显示,夜间独酌(占订单30%以 上)、露营野餐(年增56%)等场景崛起,推动"线上下单+30分钟送达"的即时零售模式爆发。2024 年,美团闪购白酒交易规模同比暴涨100%;618期间,20小时内成交额 ...
X @The Economist
The Economist· 2025-06-27 03:00
An ongoing crackdown on officials having fun is only one of a cocktail of factors that are now dragging down alcohol consumption https://t.co/NBs5r89u5DPhoto: Qilai Shen/Panos Pictures https://t.co/xBUhKFVtbs ...
美洲饮料:截至5月31日的NielsenIQ数据-酒精饮料总销售额持续下降
Goldman Sachs· 2025-06-11 13:30
10 June 2025 | 8:42AM EDT Americas Beverages NielsenIQ data thru 5/31 - Total alcohol beverage $ sales declines continue Our View - Recent NielsenIQ xAOC+C sales trends for total alcoholic beverages declined -3.9% for the 2-wks ending 5/31/25 (vs -3.1%/-2.2% for 4/12-wks). The data reflects continued pressure on volumes, with trends worsening sequentially, down -5.9% (vs -4.8%/-3.8% for 4/12-wks) against slightly higher pricing growth, up +2.2% for 2-wks (vs +1.8%/+1.6% for 4-/12-wks). Note that results for ...
Altimmune (ALT) 2025 Conference Transcript
2025-06-04 14:57
Altimmune (ALT) 2025 Conference June 04, 2025 09:55 AM ET Speaker0 Alright. Welcome everyone to twenty twenty five Jefferies Global Healthcare Conference. My name is Roger Song, one of the senior analyst covers Mecha Biotech in The US. It's my great pressure to have the fireside chat with our next presenting company, Altimmune, the CEO of the Pennant and CMO, Scott Harris. Welcome, gentlemen. Speaker1 Thank you. Speaker0 Awesome. Yeah. So, we know know lots eyes on the upcoming phase two MeSH data, But befo ...
Sagimet Biosciences (SGMT) Update / Briefing Transcript
2025-05-29 18:00
Sagimet Biosciences (SGMT) Update / Briefing May 29, 2025 01:00 PM ET Speaker0 Greetings, and welcome to the Sagimet Biosciences Post EASL Key Opinion Leader Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentations. As a reminder, this conference is being recorded. Before we begin, I would like to remind our listeners that our comments today will include some forward looking statements. These statements include statements regarding th ...
美洲饮料:截至5月17日的NielsenIQ数据-非酒精饮料销售增长因价格趋软而连续放缓
Goldman Sachs· 2025-05-28 05:10
27 May 2025 | 9:42AM EDT Americas Beverages NielsenIQ data thru 5/17 - Non-alcoholic bev sales growth decelerates sequentially, driven by softer pricing Our View - Recent NielsenIQ sales growth trends (including xAOC + Convenience and now Amazon) across total non-alcoholic beverages modestly decelerated on a sequential basis in the latest 2-wks ending 5/17/25, dragged by slightly softer pricing growth - as volume growth was broadly stable. Overall, $ sales growth was up +3.4% y/y for 2-wks (vs. +3.8%/+5.0%/ ...
Quantum Computing (QUBT) Conference Transcript
2025-05-21 21:00
Summary of Innovation Beverage Group Conference Call Company Overview - **Company Name**: Innovation Beverage Group (Ticker: IBG) - **CEO**: Sahil Barry - **Location**: Sydney, Australia - **Core Focus**: Development, manufacturing, and marketing of alcoholic and nonalcoholic beverages, with a mission to expand into the North American market [2][5][6] Key Products - **Flagship Products**: - Australian Bidders Company - Bidder Tales (premium offering) - Twisted Shake cocktails - Drummer Boy nonalcoholic spirit - **Formulations**: 70 formulations across 14 brands [5][6] Market Insights - **Global Market Size**: - Total bitters market was approximately $4 billion in 2020, increasing to about $5 billion by 2024 [8][9] - Cocktail bitters market is estimated at $800 to $900 million [9] - **Market Share**: - Australian Bidders Company holds a 45% market share in Australia as of 2024, up from 20% in 2020 [10][11] - **Nonalcoholic Spirits Market**: - Estimated at $9.9 billion in 2021, projected to grow to $30 billion by 2024 [15] Financial Performance - **Revenue Trends**: - Revenue in 2023 was $3.1 million, with a slight decline to $2.9 million in 2024 due to divestment from the US market [56] - Losses have halved from 2022 to 2023, with expectations of nearing breakeven in 2025 [30][56] - **Gross Margins**: - 82% for Australian Bidders Company, 40% for Twisted Shake cocktails, and 70-80% for Drummer Boy nonalcoholic spirit [46] Strategic Initiatives - **North American Expansion**: - Targeting 12-13 key states for distribution in the US, with a marketing push starting in July 2024 [33][34] - Plans for a soft launch at the Tales of the Cocktail convention [34] - **E-commerce Strategy**: - Currently, e-commerce contributes 5-7% of revenue, with plans to grow this channel in Australia [36][37] - **Capital Expenditure**: - Recent CapEx focused on equipment to support growth, with no immediate need for additional funding unless acquisitions are pursued [38][39] Management and Leadership - **Current Leadership**: - Interim CEO Sahil Barry has over 10 years of experience in the beverage industry [28] - New Chief Sales and Marketing Officer, Genevieve Jonhan, has extensive experience in the liquor industry [29] - **Future Leadership Plans**: - Actively seeking a full-time CEO to lead the company, with a target to fill the position by Q4 2024 [40][41] Risks and Challenges - **Tariffs and Trade**: - Current tariffs on bitters are 10%, manageable through cost-sharing with consumers [51] - **Supply Chain Risks**: - Procurement and shipping challenges, particularly for raw materials post-COVID [53] Future Opportunities - **Product Development**: - Potential expansion into rum and nonalcoholic cocktails, leveraging existing products like Twist Shaker [57][60] - **Market Trends**: - Observing growth in nonalcoholic beverages, particularly in the US and European markets [59][62] Conclusion - Innovation Beverage Group is positioned for growth in the North American market with a strong product portfolio and strategic initiatives aimed at increasing market share and revenue. The company is navigating challenges related to leadership, supply chain, and market expansion while capitalizing on emerging trends in the beverage industry [31][56][60]
In Search Of A Tailwind, Sailing The Doldrums With Madrigal Pharmaceuticals
Seeking Alpha· 2025-05-17 12:10
Core Insights - Madrigal Pharmaceuticals has successfully launched Rezdiffra (resmetirom) for nonalcoholic steatohepatitis (NASH) in April 2024, achieving net sales of $137.3 million in Q1, surpassing the $100 million per quarter threshold [1] Company Performance - The drug Rezdiffra has shown strong market performance shortly after its launch, indicating a robust demand in the NASH treatment space [1] Market Context - The success of Rezdiffra reflects the growing interest and investment in biotech stocks, particularly those focused on FDA-regulated industries and significant health conditions like NASH [1]
Boston Beer Company Expands Cannabis Beverage Lineup for Summer with New TeaPot Iced Teas and Emerald Hour Cocktails
Globenewswire· 2025-05-08 13:00
TeaPot Launches New 10mg THC Rosin-Infused Iced Tea, while Emerald Hour Expands Into British Columbia and Adds Two New Cannabis Cocktail Styles TeaPot TeaPot Introduces Rosin-Infused Iced Tea with 10mg of THC Emerald Hour Emerald Hour Adds Two New Cocktail Recipes and Expands into British Columbia TORONTO, May 08, 2025 (GLOBE NEWSWIRE) -- BBCCC Inc, the Canadian-based subsidiary of The Boston Beer Company, is elevating summer for Canadians with new offerings from its cannabis brands TeaPot and Emeral ...