The Art of Slowing Down

136: Gen Z, GLP-1s, and Why ICE Raids Aren’t the Full Story (Transcript)

In this interview, I spoke with a former Director at Constellation Brands with over 20 years of experience across retail, on-premise, and chain execution roles. We covered a wide range of topics impacting the U.S. alcohol industry today, from shifting consumer behavior and GLP-1 weight loss drugs to price elasticity and the rising threat of THC beverages and RTDs.

While Constellation’s recent earnings call attributed beer sales declines to immigration crackdowns and cautious Hispanic consumers, this expert says the full picture is much broader: from economic anxiety to new forms of competition that most industry analysts aren’t even tracking yet.

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.