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The Consumer Has Changed. Here Is What the Beverage and CPG Data Actually Shows.
The data coming out of beverage and CPG in 2024 is not telling a recovery story. It is telling a realignment story. Here is what the numbers actually show and what every brand builder needs to understand.
Jason Kane
Aug 5, 20243 min read
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The Energy Drink Market Hit $21 Billion. Here Is How Red Bull, Monster, Celsius, C4, Ghost, and Alani Nu Are Carving Up the New Consumer.
The US energy drink market hit $21 billion in 2024. Red Bull and Monster still dominate, but Celsius, C4, Ghost, and Alani Nu have rewritten the consumer map. Here is what changed, who is winning, and why every beverage founder should be paying attention.
Jason Kane
Jul 9, 20248 min read
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American Single Malt Whiskey Has Arrived as a Category. The TTB Just Has Not Caught Up Yet.
The American Single Malt Commission submitted its formal definition to the TTB in 2022. Nearly two years later there is still no ruling. Meanwhile Westland, Stranahan's, and St. George keep building a category that does not need permission to exist.
Jason Kane
Jun 3, 20246 min read
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George Clooney Made Tequila for Himself. Diageo Paid $1 Billion for It. The Casamigos Story Is Not What You Think.
George Clooney didn't set out to build a billion-dollar brand. He set out to make a tequila he and his friends actually wanted to drink. That distinction is exactly why Diageo paid $1 billion for it.
Jason Kane
May 6, 20245 min read
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Athletic Brewing Is One of the Fastest-Growing Brands in Beer. Here Is Why That Should Matter to Every Founder in This Industry.
Athletic Brewing would hold three of the top 30 craft beer spots in grocery if Circana's data included it. Non-alcoholic beer is now the fastest-growing segment in the channel. Here is what that shift actually means for the industry.
Jason Kane
Apr 8, 20246 min read
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Distributor Inventory Levels Are High. Here Is How Smart Brands Are Using That to Their Advantage.
Wholesale beverage alcohol inventory is running more than 20 percent above historical averages. Most brands treat that as a problem. Here is why the smart ones see it differently.
Jason Kane
Mar 11, 20246 min read
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Sidney Frank Was 78 Years Old With No Liquid, No Bottle, and No Distillery. Eight Years Later He Sold Grey Goose for $2.2 Billion.
Sidney Frank was 78 years old when he decided to build the world's most expensive vodka. He had no liquid, no bottle, and no distillery. Eight years later he sold it for $2.2 billion. This is that story.
Jason Kane
Feb 5, 20247 min read
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How the Diddy-Diageo Case Opened Up a Larger Conversation About Celebrity Brand Partnerships in Spirits
The Diddy-Diageo lawsuit is working its way through New York courts heading into 2024. The conversation it opened about how the spirits industry structures celebrity brand partnerships is bigger than the case itself.
Jason Kane
Jan 8, 20246 min read
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The 2023 Beverage Industry Year in Review. And What Smart Founders Are Doing to Get Ahead of 2024.
Modelo dethroned Bud Light. Cognac crashed. Indian single malt won best in show. The RTD category rotated. Here is what 2023 actually taught the beverage industry and what it means for 2024.
Jason Kane
Dec 4, 20236 min read
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Cognac's Softening Demand Is a Signal Worth Paying Attention To. Here Is What It Is Actually Telling You.
Cognac just had one of its worst quarters in recent memory. The data underneath that number tells a story about premium beverage demand that every founder building in the space needs to understand.
Jason Kane
Nov 6, 20236 min read
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Indian Single Malt Just Won Best in Show. Here Is What That Means for Global Whisky.
Indri just won best in show at the Whiskies of the World Awards, beating every Scotch, bourbon, and international competitor. The story behind that result is bigger than a trophy.
Jason Kane
Oct 2, 20235 min read
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The RTD Market Is Maturing. Here Is What the Data Says About Where Growth Is Heading.
The RTD category went from under 3% to nearly 12% of US beverage alcohol in ten years. The model that drove that growth is breaking down. Here is what replaces it and where the real opportunity lives.
Jason Kane
Sep 4, 20236 min read
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How Modelo Became the Best-Selling Beer in America. And What Every Challenger Brand Should Learn From It.
Modelo Especial is now the best-selling beer in America. It did not get there by outspending anyone. The strategy behind the rise tells every challenger brand founder exactly what durable market share actually requires.
Jason Kane
Aug 7, 20235 min read
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The Flavored Spirits Category Is Headed for $50 Billion. Here Is How to Position Your Brand for the Opportunity.
Agave spirits are about to overtake vodka as the US spirits leader by value. The flavored and flavored-adjacent category is reshaping every shelf in the country. Here is how to read it and where to build.
Jason Kane
Jul 10, 20235 min read
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Hard Seltzer's Shakeout Is Producing the Next Generation of Smarter RTD Brands. Here Is What the Data Shows.
Malt-based hard seltzer has lost nearly half its category share since 2021. What is replacing it is more durable, more margin-rich, and more interesting for founders paying attention.
Jason Kane
Jun 5, 20235 min read
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LVMH's Succession Planning Is a Masterclass in Long-Term Brand Thinking. Here Is What Every Beverage Founder Should Take From It.
LVMH has built the most durable brand portfolio in the history of consumer goods. The way they think about brands is something every beverage founder needs to understand before they build anything.
Jason Kane
May 8, 20235 min read
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The Dietrich Mateschitz Story.He Found a Truck Driver's Energy Drink in Thailand and Built the Most Audacious Brand in Beverage History.
He found an obscure Thai tonic, got told it would never work in the West, and built a $20 billion empire that invented an entire category. The Dietrich Mateschitz story is required reading for any founder.
Jason Kane
Apr 3, 20236 min read
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What Is Happening to Premium Wine Demand and What Every Spirits Brand Should Pay Attention To
Premium wine demand is softening and younger consumers are disengaging from the category. Here is what the data shows and what it means for every beverage brand watching the same consumer.
Jason Kane
Mar 6, 20234 min read
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How Beer Navigated Pricing Pressure and What Other Beverage Categories Can Learn From It
Beer held price while losing volume in 2023. Here is what the data shows about how the category managed through it and what every beverage brand founder should take from it.
Jason Kane
Feb 6, 20234 min read
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Dry January Is a Data Point, Not a Destiny. Here Is What the Numbers Actually Show.
Dry January participation keeps growing but the alcohol sales data tells a different story than the headlines suggest. Here is what it actually means for your brand.
Jason Kane
Jan 9, 20235 min read
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