The podcast that's interested in everything drinks. If you can drink it, sell it, and make money from it, we'll talk about it, though we're (mostly) fascinated by beverage alcohol. It's all about the intersection of drinks and commerce.
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The podcast that's interested in everything drinks. If you can drink it, sell it, and make money from it, we'll talk about it, though we're (mostly) fascinated by beverage alcohol. It's all about the intersection of drinks and commerce.
Ep 40: Ed Mundy From Jefferies on Alcohol's 27 Head Winds
Drinks Insider
55 minutes 22 seconds
3 weeks ago
Ep 40: Ed Mundy From Jefferies on Alcohol's 27 Head Winds
Jefferies beverage analyst Ed Mundy unpacks why alcohol’s post-pandemic slowdown isn’t a single story but a whole world of pressure. There are the macro shocks like tariffs and foreign exchange. The health and wellness trend. The shifting social role of alcohol.
And a big question about whether the industry is doing itself any favours in its approach to marketing and innovation.
In this conversation, Ed gets specific about what’s working and what isn’t; why some of the fastest-growing US products are cheap and fun; why GLP-1 drugs show a measurable but not catastrophic drag on alcohol; and why non-alcoholic beer has cracked taste and stigma while wine and spirits are still wrestling with the physics of flavour and mouthfeel.
Meet your host:
Felicity Carter is an award-winning wine and drinks journalist, editor, speaker trainer and content strategist. She led Meininger’s Wine Business International to become the world’s most must-read wine trade magazine, and was founding Executive Editor of The Drop/Pix, which the Wall Street Journal named one of the most trusted sources of wine information. A regular keynote speaker at international events, she was named a 2024 Industry Leader by WineBusiness Monthly.
And Drinks Insider is an award-winning podcast! It has won the 67 Pall Mall Global Wine Communicator Award in Audio.
Drinks Insider
The podcast that's interested in everything drinks. If you can drink it, sell it, and make money from it, we'll talk about it, though we're (mostly) fascinated by beverage alcohol. It's all about the intersection of drinks and commerce.
