2025 was the year the beverage and CPG industry stopped being able to blame external disruption for structural problems. The data was clear, the consumer had changed, and the brands that acted on that clarity built something durable. Here is what the year produced.

A softening market does not compress opportunity equally across every brand in a category. It concentrates it. The brands that understand what a contracting environment actually makes possible are the ones that come out of it with more than they had going in.

Hispanic households formed 43% of all new US households in 2024 and outpaced every other demographic in CPG spending growth. Then 2025 happened. Here is what the data shows and what it means for every brand that built its growth model around demographic tailwinds.

Constellation Brands spent two decades acquiring some of the most recognizable wine brands in America. In early 2025 it began selling all of them. Here is what that decision reveals about the beverage landscape every founder is building into.

Constellation Brands brews 100% of its beer in Mexico. When tariffs hit in March 2025, that single-source dependency became a critical vulnerability overnight. Here is what every beverage founder should take from what happened.