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Welcome in, today is Monday, September twenty-eighth, and we begin with the United States ban on Canadian alcohol, which takes effect Tuesday, and the well-known brands Morningstar reports will not be going anywhere.
The ban lands at one minute past midnight Tuesday, and the Canadian names most American drinkers could recite are largely the ones it will not touch. Morningstar reports Labatt Blue, Blue Light and Ice are brewed, canned and packaged in upstate New York by North American Breweries, the former FIFCO USA, under a spinoff traced to a Justice Department antitrust review two decades ago. Per that account, Molson Golden and Molson Ice are made in the United States by Molson Coors, while Molson Canadian is produced in Canada and could thin out if stockpiles run down. Fireball and Canadian Mist look set to use the same bulk route as Crown Royal, following our earlier report on the four-litre exemption. Sazerac declined to comment, and Molson Coors did not respond. That leaves importers and distributors working the question at SKU level, by country of production rather than brand nationality. Global News reports Canada exported one point three six billion dollars of alcoholic beverages in twenty twenty-three, ninety percent of it southbound. Reaction leans skeptical that rerouting that volume to Europe is near-term, with freight lanes and signed buyers described as years of work.
Separately, Euronews makes the case that Cognac is where Europe's trade fights come to rest. Per that reporting, ninety-eight percent of production is exported outside the European Union, and sales have slid from two hundred thirty million bottles in twenty twenty-three to one hundred forty million. The same account sets out two fronts: Beijing's retaliation against European brandy after the bloc's tariffs on Chinese electric vehicles, and the fifteen percent United States duty agreed at Turnberry, still in force while British and Irish whiskies have had theirs lifted. The trade bureau's director, quoted there, calls the sector collateral damage and wants a solidarity mechanism from Brussels; compensation promised by President Macron has not arrived. That argument is a template any export-dependent category could be asked to follow. Industry reaction leans toward treating tariffs as only the visible half, with a structural demand shift left standing either way.
Also today, Campari Group is putting its largest-ever United States launch investment behind Sarti Rosa, a pink aperitivo liqueur built for spritzes. CNN reports the rollout to retailers and bars began in June, and that Southern Glazer's calls it one of its most successful launches ever, with the sharpest pull in spritz-heavy markets like New York. Per that account, the target is younger drinkers who want a sweeter aperitivo without the bitterness, extending the occasion Aperol built rather than replacing it. Campari Group's own global aperitif sales grew four percent in the first half, and the category holding Sarti Rosa rose nearly nine percent. It arrives against the Hugo Spritz and Bacardi-owned St-Germain, and into a United States market that same reporting describes as declining faster than any other, which makes the spend a read on where supplier budgets are moving. Some in the trade read the product as export-built rather than an Italian import in spirit.
Staying with distribution, Coors Distributing Company intends to contest its supplier exits. Brewbound reports the departures of Mark Anthony Brands and Constellation Brands from the Molson Coors-owned wholesaler may not be frictionless, following our earlier report on Mark Anthony's move to a Reyes subsidiary in Denver. That account is brief, and it carries no legal grounds, timetable or list of affected territories. What it does add is Constellation, which turns one supplier's decision into two large portfolios in transit, and turns the handover into a contest whose pace neither side now sets alone.
Now, a few more headlines moving the trade today. Just Drinks reports United Kingdom exports of whisky and gin rose in the first half of the year, against an overall decline in the country's food-and-drink exports.
DRINKStuff reports AB InBev is leaning on value pack formats, functional beer and adjacent categories including ready-to-drink cocktails and energy, as global beer volumes come under pressure.
And finally, beer and ready-to-drink made the largest improvement in NIQ's latest off-premise scans, with total beverage alcohol dollar sales of eight point five billion dollars across the four weeks to September twelfth, Labor Day weekend included, per Brewbound.