Stock Spirits Group has decided to shut its production facility in the German city of Hamburg, citing increasing costs. The closure of the plant is lined up for early 2027. In a brief statement, a spokesperson for the pan-European distiller described the decision as “difficult”. The spokesperson said the move comes “against a backdrop of pressures within the spirits industry, including shifting consumer behaviour and rising operational costs”. The closure is deemed “necessary to ensure the long-term co ...

10 September 2025 | 9:36PM HKT China Consumer Staples Aug Check In & ALC/2Q Wrap: Weak demand amid policy/weather drag; Wider divergence with strongest The Staples sector saw general weak demand trend in 2Q to 3Q-to-date amid policy and weather drag, with wider divergence between leaders vs. laggards; meanwhile the value rotation in the stock market in July to date has helped valuation re-rating for sectors under the most pressure (ie. our spirits coverage up 24% on simple avg. in 3Q to date, vs. A-share Li ...

Corporate News - Remy Cointreau expects a 20 million euro ($23 million) impact on operating profit due to U.S. tariffs, revised down from a previous estimate of 35 million euros after a trade deal between the U.S. and EU set baseline duties at 15% [5] - The EU has formally proposed the removal of tariffs on U.S. industrial goods, which is a condition set by the White House for reducing rates on automobiles for the bloc [5]

Core Insights - Chilco River Holdings has successfully acquired a majority equity interest in Excuse Wine & Spirits, marking a strategic move to enhance its position in the premium spirits market [1][2] - The acquisition aims to establish Chilco as a leader in high-growth consumer beverage brands, leveraging Excuse's portfolio of innovative luxury tequila, premium bourbon whiskey, and ready-to-drink cocktails [2][3] - The company plans to scale nationally with major distribution partners and expand its product offerings to meet evolving consumer tastes [3][4] Strategic Growth Plans - The acquisition is seen as a turning point for Chilco, with expectations for rapid expansion, product innovation, and significant shareholder value creation [4] - Chilco is actively pursuing additional acquisitions and partnerships in the spirits and adjacent consumer markets to build a diversified portfolio of iconic brands [4][5] - Shareholders can anticipate updates on product launches, new distribution agreements, and strategic initiatives as the company continues to grow in the premium beverage sector [4] Company Overview - Chilco River Holdings is a U.S.-based brand accelerator focused on acquiring premium consumer products with high-growth potential, particularly in the alcohol beverage sector [5] - Excuse Wine & Spirits, as a subsidiary, specializes in handcrafted luxury tequilas, premium bourbon whiskey, and ready-to-drink cocktails, aiming to elevate consumer experiences [7]

Core Viewpoint - MDWerks, Inc. and its subsidiary Two Trees Beverage Company are actively supporting U.S. veterans through a sponsorship with Blue Ridge Honor Flight, which facilitates free trips for veterans to visit national memorials in Washington D.C. [1][2][3] Group 1: Company Initiatives - Two Trees Beverage Company donates one dollar for each bottle sold from its tasting room to Blue Ridge Honor Flight, estimating support for two local veterans annually [2] - The sponsorship aims to honor local war veterans and assist them in overcoming financial and physical barriers to visit national memorials [3] Group 2: Company Background - MDWerks, Inc. is recognized for its commitment to sustainable technology and energy wave technologies, focusing on innovative solutions that reduce costs for businesses [4] - Two Trees Beverage Company, a subsidiary of MDWerks, specializes in creating fine spirits sustainably and has received multiple industry awards [5] - Another subsidiary, RF Specialties, LLC, implements automated radio frequency technology systems to address pressing challenges for companies, enhancing speed to market while reducing costs [6]

Core Viewpoint - MDWerks, Inc. is set to deliver its first Molecular Sawdust Drying System (MSDS) to a leading U.S. sawmill in August 2025, utilizing proprietary molecular energy wave technology for efficient sawdust drying, aimed at wood pellet production [1][2] Company Overview - MDWerks, Inc. is a forward-thinking company focused on sustainable technology and energy wave technologies, committed to developing innovative solutions that reduce costs and enhance business value [3] Product Details - The MSDS units provide several benefits including: - Quality, uniform results - Faster drying times - Lower costs - Greater productivity - Modular, scalable, and flexible design - Less downtime - High capacity [6] Growth Opportunities - The introduction of the MSDS system is expected to create a new revenue stream and significant growth potential for MDWerks, complementing the existing Spirits Rapid Aging System [2] - Anticipation of follow-on orders from the initial customer as the MSDS unit exceeds certain capacity levels [2]

Core Viewpoint - Beeline Holdings, Inc. has disposed of its majority ownership in Bridgetown Spirits Corp. for $367,404, reaffirming its focus on proptech and mortgage sectors while strengthening its balance sheet [1][2]. Group 1: Transaction Details - The transaction closed on July 25, 2025, with Beeline selling its common stock in Spirits to a group led by former CEO Geoffrey Gwin [2]. - As part of the deal, Beeline will write off certain accounts payable and eliminate the need to fund Spirits, while also providing a $75,000 senior secured term loan to Spirits [2]. Group 2: Strategic Focus - Beeline aims to capitalize on new products and an emerging platform in a market expected to recover in 2026, with strong quarterly revenue growth outpacing industry averages [3]. - The divestiture allows Beeline to focus exclusively on its core business, while Bridgetown Spirits can operate as a private company [3]. Group 3: Market Position and Future Outlook - Beeline is set to report its second-quarter earnings on August 14, 2025, with Ladenberg Thalman & Co. initiating coverage and issuing a "Buy rating" with a $4.50 price target [3]. - The closing price of Beeline's stock on July 28, 2025, was $2.14 [3].

Financial Data and Key Metrics Changes - Tilray achieved record annual revenue of $821 million, a 4% increase year over year on a constant currency basis, and $834 million, a 6% increase year over year [7][36] - The company reported a gross profit of $241 million, an 8% increase year over year, and the highest gross margin at 29%, up from 28% in the prior year [8][42] - A net loss for fiscal year 2025 increased to $2.2 billion, or $2.46 per share, compared to a loss of approximately $220 million in the prior year [43][44] Business Line Data and Key Metrics Changes - International cannabis revenue reached $22.4 million in Q4, up 71% year over year, with a full year growth of approximately 20% [7][13] - The Canadian cannabis revenue totaled $186 million, with a market share of 9.3% in the adult recreational segment [18][19] - Beverage revenue increased by 19% year over year, but was impacted by SKU rationalization, resulting in a revenue reduction of $20 million [25][40] Market Data and Key Metrics Changes - The international cannabis business saw significant growth, particularly in Germany, where revenue grew 134% year over year in Q4 [14][17] - The Canadian market is stabilizing, with more retail stores opening and consumers shifting from the illicit market [66][67] - The wellness segment reported net revenue of over $60 million, representing a 9% growth year over year [31][32] Company Strategy and Development Direction - The company is focused on solidifying its global leadership in cannabis and expanding its beverage and wellness business through innovation and strategic acquisitions [6][11] - Tilray aims to strengthen its balance sheet through further strategic debt restructuring in fiscal year 2026 [8][48] - The company is well-positioned to expand its market share across Europe, supported by vertically integrated operations and EU GMP cultivation facilities [14][17] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, despite the non-cash impairment charges, emphasizing confidence in the intrinsic value of assets and long-term strategy [10][45] - The company anticipates continued growth in international markets and is focused on addressing regulatory challenges to capitalize on opportunities [73][76] - Management highlighted the potential for regulatory reforms in Canada that could enhance market conditions and reduce excise taxes [67][68] Other Important Information - The company has reduced its debt by approximately $100 million and improved its net debt to EBITDA ratio to 0.3 times from 1.7 last year [8][48] - The beverage segment is undergoing a transition with the integration of craft brands and a focus on operational optimization [24][27] Q&A Session Summary Question: What is the current status of import rights and delays? - Management indicated that issues with legal permits in Portugal are being resolved, and they expect to see a pickup in shipments within the first and second quarters [61][62] Question: How is the Canadian market evolving? - Management noted that the Canadian market is stabilizing with more retail stores opening and consumers increasingly purchasing from legal sources rather than the illicit market [65][66] Question: What are the growth expectations for international markets next year? - Management highlighted that there are significant opportunities in Europe and other international markets, with plans for substantial growth built into their strategy [75][76]

Core Insights - Five Farms Irish Cream and Holladay Bourbon showcased their unique heritages at the Tales of the Cocktail 2025, emphasizing authenticity and craftsmanship in the vibrant setting of New Orleans [1][2][7] Company Highlights - Five Farms Irish Cream is recognized as the world's first farm-to-table Irish cream liqueur, made from single batches of cream sourced from five family-owned farms in County Cork, Ireland, featuring ten times more Irish whiskey than competitors [9] - Holladay Bourbon, crafted at the historic Holladay Distillery in Weston, Missouri, has a legacy dating back to 1856, utilizing the same mash bill and natural limestone spring water, appealing to modern whiskey drinkers with its well-balanced and robust expressions [8] Event Activities - Five Farms hosted an immersive showcase at the Irish House at Mambo's, highlighting the evolution of Irish spirits through innovative cocktails and international collaboration [3] - Holladay Bourbon featured multiple activations, including a creative Happy Hour at The Vue, where bartenders presented unique twists on Southern classics using both Ben Holladay Bourbon and Soft Red Wheat Bourbon [5] Signature Cocktails - The Frozen Irish Coffee, made with Five Farms' whiskey-forward cream liqueur, became a signature drink at the event, blending tradition with innovation [4] - The Holladay Bourbon Smash, a refreshing cocktail combining Holladay Soft Red Wheat Bourbon, honey-cinnamon syrup, and lemon juice, was highlighted as a favorite during the event [6]

Group 1 - Pernod Ricard is a leading player in the spirits industry, claiming to be the number one international premium spirits maker with 94 production sites across 24 countries and distribution in 160 countries [1] - The company focuses on rewarding shareholders through healthy dividends while also aiming for capital appreciation, indicating a strategy that seeks undervalued shares relative to fundamentals, peers, and historical levels [1] - There is an emphasis on identifying companies with high odds for capital appreciation, preferably driven by foreseeable catalysts, which aligns with the investment philosophy of seeking businesses that provide returns in multiple ways [1] Group 2 - The article does not provide any specific financial metrics or performance data related to Pernod Ricard or the spirits industry [2][3]