Ozempic, Wegovy, and Mounjaro are reshaping alcohol consumption. Forecast how Big Six earnings calls, volume guidance, and retail data shift.
Every major spirits CEO now fields GLP-1 questions on earnings calls. The clinical data is real, the consumer behavior is messier, and the long-term volume impact is the most-debated number on Wall Street. These markets put a probability on the next twelve months of guidance and disclosure.