Stock fell 2% following earnings that showed declining year-over-year revenue and EPS.

Presented as a potential opportunity; a company that has sold off due to negative narratives about changing consumer habits which the speaker believes are temporary.

The company faces a devastating long-term demographic shift as younger generations (Gen Z) are socializing less and consuming less alcohol, representing a fundamental, secular risk to future growth.

Experiencing headwinds from consumer health trends, highlighted by a 14% drop in wine and spirits sales.