From Steady to Strategic: The Supply Chain Forces Shaping 2026
The Q4 2025 Supply Chain report from Agrowgate paints a picture of a beverage industry entering 2026 with far more stability - yet no shortage of strategic inflection points.
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The Q4 2025 Supply Chain report from Agrowgate paints a picture of a beverage industry entering 2026 with far more stability - yet no shortage of strategic inflection points.
As early-stage deal flow moderates and mid-sized rounds gain share, the quarter signals a market that is stabilizing at a more sustainable pace - one defined by disciplined capital allocation, selective growth, and investor confidence in category leaders.
The CGA by NIQ Q3 2025 report reveals a dynamic on-premise market reshaping around new spending patterns and shifting category power.
Volume growth within the U.S. alcoholic RTD market has moderated since last year, but the category rose rapidly by value and is expected to continue to grow from $18.2 billion to $21.1 billion by 2027, according to a new report from IWSR Drinks Market Analysis.
Non-alcoholic beverage sales remain healthy but decelerated sequentially in the two-week period ending October 21 primarily reflecting softer pricing, according to the most recent analysis of NielsenIQ data by Godman Sachs Equity Research.
As we approach the holiday season, consumers may be pulling back on their alcohol spending.
Non-alcoholic beverage sales decelerated in the two-week period ending September 9 due to somewhat softer pricing and volumes, according to an analysis of NielsenIQ data by Goldman Sachs Equity Research.
Non-alcoholic beverage sales decelerated in the two-week period ending August 12, according to the latest analysis of NielsenIQ data by Goldman Sachs Equity Research. Total retail dollar sales in tracked channels was up 6.7% in the two-week period, compared to +7.4% in the four-weeks and +8.3% in the 12-weeks.
Growth will continue, with particularly strong prospects for beer and spirits. March 16, 2023 IWSR findings show that the long-term outlook for beverage alcohol ecommerce in the US is positive.