Ep. 345 Nadine Sarwat of Bernstein

Today the gang speaks with veteran bev-alc/cannabis analyst Nadine Sarwat of Bernstein, where she argues that today's bev-alc weakness is mostly cyclical rather than structural, walking through the industry's wave of c-suite turnover, the collapsed Brown-Forman–Pernod Ricard tie-up, and why pricing architecture and perceived value—not tobacco-style price hikes or blanket cuts—are the real levers for producers meeting consumers "where they're at."=================================Our 3 Daily Bev-Alc Trade Publications: https://beernet.com/Watch on Youtube: https://www.youtube.com/@BeerNetRadio/videosPodcast feeds - Audio: https://creators.spotify.com/pod/beernetradio=================================About Us:Beer Business Daily / Wine & Spirits Daily publisher Harry Schuhmacher joins his editors and bev-alc industry guests once a week as they grok the beer and beverage business issues of the day. Like and subscribe; it's free.-Our Three Daily Bev-Alc Trade Publications: https://beernet.com/-Twitter: @beerbizdaily#beernews #beerindustry #beer #beerbusiness