Live Updates > Live Update Details
2025-07-28 17:12:27
[As the trade war between the United States and Europe escalates, how will the wine giants save themselves? ] ⑴ Morningstar analyst Verushka Shetty pointed out that beverage companies have the ability to cope with the impact of tariffs brought about by the US-EU trade agreement through price adjustments. ⑵ Distilled spirits companies are often victims of trade wars, but major companies have successfully mitigated the impact of tariff increases in the past. ⑶ It is still uncertain whether tariffs will affect French spirits and wines, which remains a focus of market concerns. ⑷ Major distilled spirits companies such as Diageo and Remy Cointreau have the largest sales exposure to the US market and may be the most affected. ⑸ The market has already reacted, with Remy Cointreau's stock price falling by about 3% and Diageo falling by 0.4%. ⑹ Campari and Pernod Ricard's stock prices also fell by 0.9% and 1.6%, respectively. ⑺ Despite the challenges, the pricing power and past experience of the wine giants may help them through the difficulties.
