"Are Higher Gas Prices Finally Starting to Bite?" CA "Pain Point"; Cinco Timing; "Weaker" Scan Data

Latest 4 weeks of scanner data "much weaker than expected," noted Bernstein's Nadine Sarwat, citing a set of Nielsen data that shows a 6% drop in beer for 4 weeks thru 5/2. (Recall, Circana more like -4% for 4 wks thru 5/3.) "The incremental weakness in beer/FMB/cider appears to be...
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Publishing Info

  • Year: 2026
  • Volume: 28
  • Issue #: 106
  • Issue Date: 05/12/2026