Will Scottish Regulations Upend the Alcohol Industry and Crimp Profits? 

We’ve seen this or something like this several times before as regulations and mandates have been put into effect to curb smoking, soda and sugar consumption to name a few. While it may be helpful to individuals, it has the making of hitting Guilty Pleasure profits at companies like Anheuser Busch Inbev, Molson Coors, or Constellation Brands to name a few.

 

The industry is concerned that regulation passed in the home of Scotch could set an international precedent that could unleash a wave of regulation and crimp profits, similar to plain-packaging moves in the tobacco industry.

Source: Alcohol Makers Await Scottish Ruling – WSJ

About the Author

Chris Versace, Chief Investment Officer
I'm the Chief Investment Officer of Tematica Research and editor of Tematica Investing newsletter. All of that capitalizes on my near 20 years in the investment industry, nearly all of it breaking down industries and recommending stocks. In that time, I've been ranked an All Star Analyst by Zacks Investment Research and my efforts in analyzing industries, companies and equities have been recognized by both Institutional Investor and Thomson Reuters’ StarMine Monitor. In my travels, I've covered cyclicals, tech and more, which gives me a different vantage point, one that uses not only an ecosystem or food chain perspective, but one that also examines demographics, economics, psychographics and more when formulating my investment views. The question I most often get is "Are you related to…."

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