Competitor Strategies in Alcoholic Drinks

October 2024

The alcoholic drinks industry is contending with persistent macroeconomic challenges, while ongoing changes in consumption behaviour, such as shifts in purchase channels and moderation trends, bring both risks and opportunities. Key themes in a strategic direction are emerging as brand owners respond and adapt, notably with an acceleration of product diversification moves, digital transformation, and – with the long term in mind – continued commitment to premiumisation.

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Key findings

The unfavourable macroeconomic backdrop takes its toll 

Alcoholic drinks’ resilience has been put to the test over the last few years, with severe pressure on household finances driving a reduction in discretionary spending. In 2023, many brand owners recorded flat volumes or decline, and while there is now cause for cautious optimism, economic uncertainty and geopolitical tensions continue to present risks to growth.

Total beverage ambitions accelerate

Portfolio diversification is a rising priority given the maturity of core categories in key markets, moderation trends, and variable consumer tastes governed by occasions. Cross-category M&A is accelerating, RTDs are attracting attention from all angles, and the overlap between alcoholic and soft drinks is increasingly evident in co-branded launches and acquisitions.  

Confidence in premiumisation remains largely unshaken

Consumers’ ability to trade up or opt for their preferred premium choices is weakening under sustained cost of living pressures, illustrating the risks of a narrow strategic focus on the highest price brackets. A flexible approach is key, but premiumisation retains long-term relevance; demand is ultimately still tilted towards aspirational consumption and drinking “less but better”.

Digital transformation reaches across multiple pillars of strategy

The industry is exploring the array of possibilities presented by the underdeveloped digital space. The disruptive potential of AI extends across production, marketing, sales channels, and innovation. Effective online platforms and digital engagement approaches will often provide practical benefits or add value with an elevated, interactive experience – or both.

Sustainability moves further into the spotlight

Alcoholic drinks companies are stepping up their environmental ambitions. Changing legislation and the need to improve supply chain resilience are key motivations. Importantly, so is brand image. Ingredients, production, and location are already important talking points, especially in the premium space. Clear and open sustainability communication can enhance that messaging.

Scope
Key findings
Companies at a glance
Macroeconomic factors weigh on company performance
Economic volatility accentuates the advantages of a broad portfolio
Shared priority markets emerge, but geographic ambitions are wide-ranging
Companies look further afield in the search for M&A targets
Location, location, location? Assessing domestic vs imported lager production
The strength of brand names leaves little space for private label
Internal reorganisations shed light on total beverage ambitions
Brewers set their sights beyond beer: Recent M&A examples of note
All roads lead to RTDs: The category becomes a key intersection of diversification strategies
Brand extensions gain ground in no/low alcohol expansion
Faith in premiumisation remains largely unshaken by current setbacks
Prices are raised as protecting margins is deemed paramount
Divestments help to refine a premium focus
Craft producers seek cost-savings as the challenges pile up
Treasury Wine steps back from key brands in search of more fertile ground
Navigating change: Companies adapt to the rise of retail while not neglecting the on-trade
Innovating for the on-trade
Moët Hennessy’s Cravan bar in Paris: A luxury approach to experiential consumption
Digital transformation takes hold: E-commerce and beyond
Diageo’s Johnnie Walker Blue Label: AI-powered personalisation in action
Environmental responsibility and supply chain resilience climb the agenda
Sustainability moves into the spotlight as consumers expect more
Environmental targets: Key focus areas
Sustainability takes centre stage for Telmont champagne house
Growth opportunities
Key findings

Alcoholic Drinks

Alcoholic drinks is the aggregation of beer, wine, spirits, cider/perry and RTDs.

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