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REAL-TIME GLOBAL RESEARCH

-European Staples: Distilled and Packaged: Our take on the sector, Essity, China Retail Sales, Q2 Previews, and more...

Published: 2026-07-20Institution: JPMorganPages: 35Original language: EnglishEvidence page: 5

Research evidence excerpt

-European Staples: Distilled and Packaged: Our take on the sector, Essity, China Retail Sales, Q2 Previews, and more...

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by reforestation and conservation initiatives. The deal, subject to regulatory

approval and other closing conditions, is intended to support RainForest Water’s

expansion into new markets. Link to Article.

• AB InBev commissions economic study on the social and economic impact

of bars (14th July 2026) | An Oxford Economics study commissioned by AB

InBev has assessed the social and economic impact of bars across Brazil,

Mexico, South Korea, the UK and the US, finding that 77% of respondents say

bars bring people together, 72% say they contribute positively to local

economies, and 69% say they help build social connections. Across the five

markets, the study estimates that bars support more than 2m jobs and contribute

about $126bn in gross value added, and 58% of respondents think local

governments should do more to support them.Link to Article.

• Diageo’s head of GTR outlines trends shaping whisky and tequila in travel

retail (14th July 2026) | In an interview, Diageo Global Travel Retail MD

Andrew Cowan said whisky remains a core travel retail category in 2026, with

opportunities across both premium trade-up and entry-level discovery. He

emphasized that activations and immersive experiences are increasingly

important to win attention in busy duty-free environments, particularly for

younger shoppers seeking experimentation, cocktails and digital-first

engagement. On tequila, Cowan said the category continues to attract new,

increasingly knowledgeable travelers, and noted Diageo’s plan for more than

100 FIFA World Cup 2026-related airport activations across 34 airports to drive

visibility for Don Julio and Casamigos. Link to Article.

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