EPISODE · Jul 29, 2026 · 5 MIN
Sazerac's $32 a Share, and RNDC Suppliers Last in Line
from AlcBev in Five
Report Details Terms of Sazerac's $15B Brown-Forman Bid. Forbes and other outlets report new detail on an unconfirmed $15 billion approach whose terms, if pursued, would redraw the American whiskey map. (Forbes, Yahoo! Finance, The Courier-Journal) RNDC Files Chapter 11, Leaving Suppliers in Line. BevNET and Brewbound report the top-three distributor's bankruptcy filing puts suppliers already months without payment behind other creditors, turning distribution risk into a receivables problem. (BevNET, Brewbound) Canadian Whisky Faces 50% U.S. Tariff as Scotch Goes Duty-Free. Forbes reports two brown spirits now cross the same U.S. border on opposite terms, with the timing of any shelf-price move still unsettled. (Forbes) Craft Beer Dollars Down 3.7% in Latest Circana Read. Brewbound reports craft's four-week decline narrowed versus prior periods, a data point buyers are weighing against occasion-driven segments. (Brewbound) Also moving today: LVMH expects “moderate” growth for wine and spirits for rest of 2026 (Just Drinks, The Spirits Business) Price sensitive: is depremiumisation the future? (The Spirits Business) Louis Roederer enters Burgundy with Domaine Pierre Damoy acquisition (The Drinks Business, Harpers Wine & Spirit Trade News) How Tequila brands hope to recharge sales growth in the US (Just Drinks) Pressure on Italy wine exports continues (Just Drinks) Louis Roederer seals deal to enter Burgundy (Just Drinks) Get AlcBev in Five in your inbox every weekday: https://alcbevinfive.com
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What this episode covers
Forbes reports new detail on Sazerac's May 1 approach to Brown-Forman, a $15 billion proposal at $32 a share in cash with a tax-efficient roll-over option for Class A holders, alongside a post-merger plan to shift Brown-Forman's premium portfolio onto Sazerac's US route to market; the Courier-Journal, citing a letter it obtained, reports Sazerac stands ready to improve terms and that no substantive discussions have occurred in two months. BevNET and Brewbound report that suppliers unpaid for months in the Republic National Distributing Chapter 11 now sit at the back of the line, while Forbes examines how the 50% duty on Canadian whisky compounds through each tier to the shelf, days after Scotch became eligible to enter tariff-free. Circana's monthly report, via Brewbound, puts craft beer dollars down 3.7% in the latest four weeks with signs of improvement, and Louis Roederer has acquired Domaine Pierre Damoy in its first move into Burgundy.
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Sazerac's $32 a Share, and RNDC Suppliers Last in Line
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