I think is just cyclical downturn, tariffs will be over as long as they hike price and diageo owns a lot of premium brands which gave them the ability to pass on cost. Less people drinking I think it is a trend over the world but they also have 0% Guinness And they working on premiumsation, so people drink less but drink better.
I think is an industry wide issue, constellation, brown Forman and etc all not doing so well. So, go for the strongest alcohol company and wait for the industry to recover. Drinking has been in human society for thousand years..Pls dyodd.
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