The Art of Slowing Down

138: From Modelo to Moët: Behind the Decline of Big Booze (Transcript)

In this conversation, I spoke with a longtime industry consultant who has worked across some of the biggest names in the alcohol space, from LVMH and Diageo to Constellation Brands. We covered how Gen Z is reshaping drinking habits, the steep decline in beer sales, and the growing pressure on wine and spirits giants like LVMH as tariffs and health consciousness reshape consumer preferences. He also shared candid views on Constellation’s management, legacy brand missteps, and why he believes a massive industry shift, and potential asset selloff is inevitable.

This transcript is part of a growing series of expert calls typically reserved for institutional investors who pay 1.200€ /hr. Paid subscribers gain access to full interviews like this one each month.