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European Beverages: US NielsenIQ: Weakening trends; Diageo share losses continue in Spirits-20260818
摩根大通· 2026-08-18 21:11
In the latest four-week period, all alcoholic beverage categories excluding RTDs were again in decline, and all categories other than Hard Seltzer deteriorated sequentially. Spirits sales excl. RTDs worsened to -4.1% (prior 4wks -2.8%) with volumes also decelerating further to -4.3% (prior 4wks -3.6%). Spirits sales incl. RTDs grew +0.5% y/y, but slowed versus the previous period (prior 4wks +2.5%), with RTDs growing at +17.6% in the period (prior 4wks +21.4%). Across our coverage, the best performer within ...