"The key debate in the sector is whether consumption softness is structural or cyclical," said Drew Levine, JP Morgan's new lead analyst on Constellation, Molson Coors and Brown-Forman in his initial report. "While management teams remain firmly in the 'cyclical' camp, we see most investors leaning more into the 'structural'...
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With 2 Yrs of "Well Below Trend Growth," It's "Hard to Ignore Some Structural Underpinnings to the Slowdown," Sez JP Morgan's Drew Levine
Publishing Info
- Year: 2025
- Volume: 27
- Issue #: 237
- Issue Date: 11/07/2025
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INSIGHTS Express