Venture: UK Consumer

Issue 72

The pandemic brought on a thirst, causing the major drink brands to surge. A hangover followed, and share prices have slumped since. Some believe alcohol consumption is on the wane, as the young seek healthier pastimes, but there are still plenty of people who favour a tipple. Growth expectations during the lockdowns were too high, and the sector has been derated.

Major Spirits Companies

Source: Bloomberg

This company has become a value opportunity.