This newsletter is a collaboration between Duncan McFadzean of Noble & Co, and Martin Purvis. In this newsletter we leverage our experience, contacts and market intel to provide meaningful analysis that speaks to relevant issues for you.
A pit-stop check in on trends
This week we take a slight detour away from the data and try and draw trends from what we are seeing and hearing in the industry. We talk every week to multiple owners, investors, buyers of distilleries, sellers of distilleries, cask brokers, bulk brokers, valuers, cooperages, operational teams in distilleries, banks, private equity, suppliers, marketing teams etc. – so we have a good sense of the current mood and reality. What parts of the industry are holding up well? And what parts are in rapid decline? Read on for our take.