Core Viewpoint - Constellation Brands, Inc. is a significant player in the beverage industry, focusing on beer, wine, and spirits, with a diverse portfolio of well-known brands and a presence in multiple countries [1] Stock Performance - The average target price for Constellation Brands has increased slightly from $156.57 to $158, indicating a modest positive sentiment among analysts in the short term [2] - The current target price is lower than last year's $188.11, reflecting a more cautious outlook over the past year [2] Future Outlook - Despite challenges anticipated in 2025, Constellation Brands is focusing on cost-cutting and expects a resurgence in beer demand among Hispanic consumers [3] - Analyst Lauren Lieberman from Barclays has set a price target of $281, indicating optimism about the company's future performance [3] Earnings Report - The upcoming third-quarter earnings report is expected to show strong performance with a double-beat in revenue and earnings per share, which could positively influence analyst target prices and investor sentiment [4] Strategic Initiatives - Market trends and strategic initiatives, such as new product launches or partnerships, are crucial factors that could impact Constellation Brands' stock outlook as the company navigates its challenges [5]

THC beverage company Jeng has received a “strategic investment” from Quench Ventures, a drinks industry-focused venture capital firm. The details of the deal, including financial terms, were not disclosed. Jeng, based in Montauk in New York state, describes itself as a “premium, hemp-derived, sparkling, cocktail brand”. The company positions its range as an alcohol alternative, particularly targeting women looking for different options for social occasions and relaxation. In a statement announcing the ...

Core Insights - Tilray Brands, Inc. is redefining mindful drinking with a new collection that includes hemp-derived delta-9 THC cocktails, zero-proof spirits, and non-alcoholic beers, aiming to make moderation feel indulgent rather than limiting [1][4] - The sober curious movement is driving consumer demand for flavorful and sophisticated drinks, and Tilray's Dry January lineup is positioned to meet this demand with innovative offerings [2][4] Company Overview - Tilray Brands, Inc. is a leading global lifestyle and consumer packaged goods company with operations in multiple regions including Canada, the United States, Europe, Australia, and Latin America, focusing on cannabis, beverage, wellness, and entertainment [5] - The company supports over 40 brands in more than 20 countries, offering a diverse range of products including cannabis offerings, hemp-based foods, and craft beverages [5] Market Trends - Non-alcoholic beer sales increased by over 20% last year, indicating a growing trend towards mindful drinking, with THC-infused beverages also gaining popularity as functional alternatives [4] - The Dry January initiative is not just a seasonal trend but reflects a broader shift in consumer preferences towards healthier drinking options [4] Product Offerings - The Dry January Collection includes: - Happy Flower: Sparkling THC cocktails infused with hemp-derived Delta-9 THC [8] - Fizzy Jane's: THC seltzers with refreshing flavors [8] - Mock One: Premium zero-proof spirits designed to replicate traditional spirits [8] - Runner's High: Non-alcoholic beer for active lifestyles [8] - Montauk Brewing: Non-alcoholic craft brews including N.A IPA and N.A. Golden [8] - 10 Barrel Brewing: NA Apocalypse IPA, a non-alcoholic version of their original IPA [8]

Sports nutrition company Cizzle Brands has acquired the manufacturing operations of Canadian water producer Flow Beverage. The deal sees Cizzle Brands purchase all issued and outstanding shares in Flow Water for around C$83.75m ($60.8m) from RI Flow Sub, a statement from the Cwench Hydration brand owner said. In its own statement, Flow Beverage said its brand-related assets have been carved out into a new entity, Flow Canada, which is wholly owned by US-based family office Rucker Investments. Rucker In ...

Core Viewpoint - The recent performance of Moutai's iMoutai app and the fluctuating prices of its products highlight the brand's ongoing transformation and the challenges it faces in maintaining its market position amidst changing consumer behaviors and regulatory pressures [5][8][10]. Group 1: iMoutai App Performance - The iMoutai app has seen significant user engagement, reaching over 76 million registered users, with the app topping the Apple App Store's free shopping chart shortly after its launch [6][8]. - The app's sales strategy, which includes limiting purchases to six bottles per day, has led to rapid sell-outs of Moutai products, indicating strong demand [5][6]. Group 2: Pricing Dynamics - On January 4, 2023, the wholesale price of Moutai's flying Moutai fell to 1490 yuan per bottle, marking the second time it has dropped below the official guidance price of 1499 yuan [5][8]. - The price drop reflects a broader trend in the market where Moutai's financial attributes may not be sustainable, leading to concerns about the future profitability of the brand [9][10]. Group 3: Market Strategy and Consumer Behavior - Moutai's new marketing strategy emphasizes consumer-centric approaches, aiming to provide fair and quick access to genuine products while preventing price speculation [8][10]. - The brand's focus on family and friendship consumption indicates potential growth areas, particularly among middle-class consumers and small business owners [8][10]. Group 4: Challenges and Future Outlook - The transition to a direct sales model through the iMoutai app may undermine traditional distributors, leading to potential conflicts as Moutai seeks to reclaim pricing power from middlemen [11][12]. - Despite the high demand indicated by the app's performance, the overall market dynamics suggest that Moutai's pricing strategy and consumer perceptions may need to adapt to ensure long-term sustainability [13][16].

Core Insights - Tilray Brands, Inc. is promoting cannabis-infused beverages as a mindful alternative during Dry January, emphasizing flavor and cannabinoid consistency [1][2] - The non-alcoholic beverage market in Canada has seen a significant growth of 24% year-over-year, reaching a total of $199 million, indicating a rising consumer preference for alcohol-free options [2] Product Offerings - Mollo and XMG are the two main brands under Tilray's campaign, offering a variety of cannabis-infused beverages that cater to different tastes and occasions [1][2] - Mollo Seltzer includes flavors like Blackberry, Wild Berry Açaí, Lemon, Mango, and Watermelon Lime, each containing 10 mg THC and 20 mg CBG per can [6][15] - XMG offers products such as Cream Soda Zero, Grape Ape Soda, and Tropical Cream Float, featuring 10 mg THC and varying CBG content, with some options being sugar-free [10][11][16] Market Positioning - The campaign positions cannabis beverages as a leading innovation within the non-alcoholic movement, appealing to adults looking for flavorful and mindful drinking options [2] - Tilray aims to elevate consumer experiences through its diverse product range, which includes over 40 brands across more than 20 countries, focusing on wellness and lifestyle [18]

Geopolitical Developments - The U.S. launched a military strike on Venezuela, extracting President Nicolás Maduro to face criminal charges in the U.S. [2] - President Trump stated that the U.S. would "run" Venezuela until an orderly transition is possible and that U.S. oil companies would rebuild Venezuela's oil infrastructure [2][3] Market Reactions - Investors are expected to closely monitor developments in Venezuela and seek more details from the Trump administration, particularly regarding the oil market, which may experience volatility [3] Employment and Economic Data - The Bureau of Labor Statistics is set to release the December jobs report, which could influence interest rates [6] - Federal Reserve officials indicated that a weakening labor market might lead to more interest rate cuts, with upcoming reports on job openings, private sector hiring, and jobless claims providing insights into the labor market [7] Corporate Earnings Reports - Applied Digital, a data center operator, will report on the AI industry, with investors looking for signals of strong AI spending [9] - Constellation Brands, Tilray Brands, Albertsons Companies, CalMaine Foods, and Simply Good Foods are among the companies reporting earnings this week, providing insights into consumer spending levels [10][11]

Core Viewpoint - Guizhou Moutai is set to launch the 2026 version of its flagship product, Feitian Moutai, on the iMoutai app on January 1, 2026, marking a significant shift towards market-oriented strategies in the liquor industry [1][7]. Group 1 - The official sale of Feitian Moutai will begin at 9 AM on January 1, 2026, with each user allowed to purchase a maximum of 12 bottles and a minimum of 1 bottle per day [1]. - Daily supply will be determined based on factors such as preventing speculation, supply-demand matching, and market stability, with sales ending once the daily quota is sold out [1]. - This launch is part of a broader strategy to adjust product structure, reinforcing the foundational advantage of the 500ml Feitian Moutai while strengthening premium and zodiac products [3]. Group 2 - The recent actions by Guizhou Moutai, including the launch on iMoutai and rumors of recruiting 100 distributors for aged Moutai, reflect the company's commitment to a comprehensive market-oriented transformation [7].

Core Viewpoint - The company Guizhou Moutai has launched a significant initiative by making its 53-degree 500ml Flying Moutai available for purchase on the "i Moutai" app starting January 1, 2026, with a daily purchase limit of 12 bottles per person, aiming to regain market pricing power and reduce speculation [1][4]. Group 1: Pricing Strategy - The price for the 2026 Flying Moutai is set at 1499 yuan per bottle, while prices for previous years range from 1909 yuan to 2649 yuan [1]. - Moutai management has expressed intentions to stabilize prices and prevent speculation by adjusting supply on the i Moutai platform based on market demand [4][5]. Group 2: Market Dynamics - Historically, there has been a significant discrepancy between Moutai's official pricing and actual market prices, sometimes exceeding a 100% difference due to speculation by distributors [2]. - The introduction of the i Moutai app is seen as a move towards market-oriented marketing, allowing consumers easier access to genuine Moutai products [4]. Group 3: Financial Implications - The financial attributes of Moutai have contributed to its popularity, but there are concerns that this may lead to market volatility as the company shifts focus back to consumer goods [5]. - The stock price of Guizhou Moutai has shown slight declines, indicating market apprehension regarding the potential detachment from its financial attributes and the impact on long-term performance [5].

"We're thrilled to bring back our 'Free Swig for a Year' campaign to ring in 2026 with our customers and fans," said Dylan Roeder, Chief Marketing Officer for Swig. "Our fans mean the world to us, and we wanted to craft an experience that is as playful as all the different dirty sodas that make their day. This year's Gold Tumbler giveaway offers more ways than ever to play, from Instagram DMs to collectibles, encouraging customers to connect with us and celebrate the new year by having Swig-inspired fun tog ...