“Modelo & Budweiser Sales Crash: Is It Tariffs, N/A Beers, or Immigration Backlash?”
Modelo is falling. Budweiser is slipping. But what’s really behind Big Beer’s big decline?
In this powerful episode of Kali Kat Tap Talks, we go beyond the headlines and crack open the deeper story—one that includes tariffs, late entries into the non-alcoholic beer market, and a backlash from overlooked communities.
AB InBev’s stock plunged after reporting a steep drop in global volumes. Constellation Brands, owner of Modelo, is also seeing major declines—especially in their strongest markets: California and Texas.
But here’s the twist:
👉 Nearly half of Modelo’s U.S. sales come from Hispanic consumers.
👉 Immigration crackdowns and economic anxiety have led to fewer gatherings and declining loyalty.
👉 These communities feel unseen—and it’s starting to show in the numbers.
We also unpack:
- The impact of aluminum tariffs on margins
- Why Big Beer was late to the non-alcoholic revolution
- And how community disconnection can crush brand trust
This isn’t just about beverage trends — it’s a wake-up call for every business leader and marketer. If you’re not showing up for your core audience, don’t expect them to show up for you.
🍻 Tap in now — because the future of beer is about more than what’s in the can. It’s about who’s holding it.
💬 Join the Adventure! Love what you heard? Follow Kali Kat’s Tap Talks for more behind-the-scenes stories, brewery deep dives, and craft beer journeys.
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Kalikatbeeradventures@gmail.com
🍻 Got a brewery or taproom story to share? Reach out—I’d love to feature you on a future episode!
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