6Mês·

Thoughts on the situation of alcohol shares, same pattern as with tobacco back then?

$RI (-0,03%)
$DGE (-2,82%)
$CARL B (+0,02%)
$HEIA (+0,01%)
$ASBHY
$ABI (-0,1%)

Hey guys, I've had a look at the current situation surrounding alcohol stocks and would like your opinion on it.

The current valuation of alcohol stocks reminds me a lot of the tobacco industry a few years ago. Back then, many stocks were trading at all-time lows. Anyone who invested back then was even ridiculed.

Today, I see a similar pattern with alcohol stocks: changes in consumption, regulatory pressure, etc . The question is: is this a comparable opportunity to the one we experienced in the tobacco industry, or are the structural differences too serious this time?

6 Comentários

Ichbinak63@Ichbinak63

6Mês

I think people drink everywhere and all the time. There's always time for champagne 🥂😉. More and more hotels, cruise ships, airports with rising passenger numbers, Asian and Southeast booms, more prosperity, there's always a party. Belief in growth.

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Dividenden-Penner@Dividenden-Penner

6Mês

People have been drinking for over 4000 years. That's enough of an investment reason for me. 😎

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Billy O.@IBilly

6Mês

Regardless of what the community believes, market and volume sales are growing worldwide. Figures don't lie. There is still money to be made here for a long time to come.

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DividendHawk🦅@DividendHawk

6Mês

For me, yes! I'm in Diageo and Campari with a monthly savings plan. They are still profitable and dividends are covered. Short-term drawdowns must be taken into account when investing, but the situation is very reminiscent of the tobacco manufacturers a few years ago. Those who take the plunge should have good staying power. The turnaround in the industry will take a few years

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SheldonCooper@TaSC

6Mês

I am also invested in Diageo and will remain so 👍🏽.

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Christoph@ChrisBizz

6Mês

Very interesting post 👍🏻

If you look at the chart for $ABI, for example, you can clearly see that it has been going sideways since corona. This makes me wonder whether the young people of that time (who were said not to have learned how to party) will largely disappear as alcohol consumers in the future.

And who will replace them? The next generation? That will take time. And the older generation of consumers is gradually ageing/dying.

On the other hand, I think (to exaggerate) that a large part of society and, above all, the economy only runs at all because of alcohol (etc.), caffeine and bread and games.

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