This is a few days old. I went through the thread and couldn't find this, so forgive me if I missed it.
This is a NYT times article about the Bud Light fiasco. Some of the info is wild, and the Times seems to insinuate losses are even worse than AB is reporting.
https://www.nytimes.com/2023/06/29/business/bud-light-sales.html"At this point, it's cheaper than some of the cases of water we're selling in the back," Mr. Wagner said, noting that sales of Bud Light at the store since mid-April were down 45 percent from a year ago. "It's just not moving like it used to."
"Here we are about 10 weeks into it, and we're still seeing double-digit declines in volumes nationally," said Bump Williams, who runs the consulting firm that bears his name. "This is no longer an anomaly. This is a trend of concern."
" Indeed, most larger beer distributors or wholesalers middlemen who buy brands from brewers like Anheuser-Busch and Molson Coors and then sell them to stores, restaurants and bars believe the fallout will last more than six months, according to a survey released this month by the Wall Street investment bank Jefferies. A third of distributors believe the impact on Bud Light will be permanent."