This was indeed "the summer that got away" for US beer biz, as Jefferies analyst Kaumil Gajrawala headlined in latest report. Combo of "poor weather (heavy June rain/less sunshine) and money concerns hindered consumption," he wrote. And "this leads us to lower numbers across the board ahead of C3Q results,...
Read more...
Beer's "Summer That Got Away" Drove Jefferies' Kaumil Below Consensus on STZ, MC & More
Publishing Info
- Year: 2025
- Volume: 27
- Issue #: 205
- Issue Date: 09/29/2025
Newsletter
INSIGHTS Express