Daniel Biolsi
@Hedgeye_Staples
Consumer Staples sector head at Hedgeye. Reporting from the store aisles. Not investment advice.
加入 May 2020
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This is such a headwind for the alcohol industry, because the 80/20 rule in US alcohol is 75/10.
The number of Americans with an alcohol use disorder has fallen by 4 million over the past five years, from 10.6% of the population in 2021 to 8.9% today.
