Oscar Lucero

May 2024 Control States results are here! Total Control States spirits sales 9L volume declined by -0.9% compared to May of last year generating a 0.3% $Vol growth and a positive a 1.2% price mix reflecting a continuing deceleration of premiumization. Over the past 12 months the 9L volume declined by -0.4% with a 1.4% gain in $Vol. During May there were 4 additional selling days overall with 5 additional days in Utah, 3 additional days in New Hampshire and 4 fewer days in Pennsylvania. There was a mixed result across the spirit categories in May with Tequila 5.0% and Cocktails 7.9% in 9L volume led by Canned RTDs 18.0%. Cordials posted a positive 0.7% in 9L volume with 3.5% in $Vol. All other major categories were negative with the largest 9L volume declines being Scotch -8.1%, Brandy/Cognac -7.4%, Rum -6.9% and Irish -3.5%. Wines declined at -8.4% in 9L Volume with -6.6% in $Vol returning a positive price mix -1.8% heavily influenced by Pennsylvania at -150,600 9L cases due to the reduced number of selling days. Rolling 12-month 9L volume was -5.1% with $Vol at -0.5% resulting in a 4.6% price mix. The on-premise spirits channel declined by -0.6% in 9L volume and was flat in $Vol resulting in a positive 0.6% price mix. The declines were across the board in all categories with only Tequila posting a positive 9L volume result of 2.0%. The on-premise wine channel also declined in 9L volume by -4.7% but with a positive $Vol result of 1.0%. In 9L volume New Hampshire was 7.7%, Mississippi 2.4%, Utah 19.6%. The total result was impacted by the reduced number of selling days in Pennsylvania (47% share of the control state 9L volume on-premise wine) with -15.2%. Full details by state are available at https://lnkd.in/eeCcx-yH. Behind the Categories: The chart below outlines the 9L volume and $Vol growth for varietals by price tier with greater than 10,000 9L cases over the last 12 months vs the previous 12 months. Interesting to note that the top 3 are all in the Super Luxury tier and all are imported.

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