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Food & Beverage

A Market on Ice: Alcohol M&A Cools as Shifting Tastes Bite

As consumers drink less and producers grapple with oversupply, alcohol M&A has cooled — but seasoned investors say today’s reset could mirror past downturns that produced outsized returns.
March 23, 2026
Cheryl Meyer

For as long as humans have lived on this earth, they have loved to drink – alcohol, that is. Whether it’s moonshine, a malbec or a Michelob beer, booze is rooted deep in this world’s culture. Towns across America have embraced local taverns, restaurants, brew pubs and wine bars. Drinking is often the epitome of socialization, a time when friends, colleagues or couples get together to unwind.

But the alcohol industry is enduring a sober reset. The wine and craft beer sectors are struggling; a glut of aging whiskey sits in barrels; and people are drinking less or not at all. The health-conscious younger generations like Gen Z often prefer ready-to-drink (RTD) concoctions in aluminum cans vs. a regional lager or chardonnay. Americans’ alcohol budgets have also shrunk with inflation, and the government tariffs have wreaked havoc on an already demoralized sector.