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cover of episode GLP-1s, Gen Z dent Jack Daniel’s sales

GLP-1s, Gen Z dent Jack Daniel’s sales

2025/6/6
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Wall Street Breakfast

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Lawson Whiting
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Lawson Whiting: 我认为GLP-1s、大麻和Z世代是影响我们公司业绩不佳的三大原因。这种情况已经持续了一年半,我仍然坚持认为,消费者的钱包里的钱变少了。当人们去杂货店购物时,他们会减少对酒类的消费。尽管如此,烈酒的市场份额正在从啤酒和葡萄酒中夺取。

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Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand). (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions) with Musk. (01:18) Circle (CRCL) stock surges) after strong public debut. (02:12)Episode transcripts seekingalpha.com/wsb).Show links: Biggest stock movers Friday: TSLA, DOCU, and more)Amazon set to test AI-powered humanoid robots for deliveries - report)Rent the Runway's refreshed inventory lures in new shoppers)DocuSign crashes as company lowers full-year billings guidance)Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).