Heineken ne UK ke pubs ko alert kiya hai ki weight-loss drugs (GLP-1) ke badhte use se log ab pehle se **13.5%** kam alcohol kharch kar rahe hain, jo brewers ke liye ek badi chinta hai.
Beer sales par weight-loss drugs ka grahan
Heineken ne apne UK partners ko ek bada alert bheja hai. Ozempic aur Wegovy jaisi GLP-1 weight-loss meds lene wale log ab alcohol se doori bana rahe hain. Iska seedha asar pubs aur bars mein bikne wali beer ki volume par pad raha hai.
Kya kehta hai data?
Industry data provider Circana ki report ke mutabik, jo log ye weight-loss drugs le rahe hain, wo 2 saal ke andar apne alcohol ka monthly kharcha 13.5% tak kam kar dete hain. Ye brewers ke liye ek long-term threat hai kyunki purane 'heavy drinking' style ke bajaye log ab moderate options choose kar rahe hain.
Heineken ka naya plan
Revenue bachane ke liye Heineken ab pub operators ko suggest kar raha hai ki wo apne business model mein badlav layein. Company ab non-alcoholic aur low-alcohol options ka menu badhane par zor de rahi hai. Saath hi, chote portions (jaise half-pints) ko promote kiya ja raha hai taaki customer engagement bana rahe.
Investors ke liye kya hai insight?
Sirf Heineken nahi, balki Diageo aur Carlsberg jaise players bhi is trend par nazar rakh rahe hain. Investors ko ab ye dekhna hoga ki kya ye badi companies apne non-alcoholic portfolio ko itna strong bana sakti hain ki traditional beer ke volume loss ki bharpayi ho sake. Aage chalkar quarterly filings mein in companies ka 'zero-alcohol' segment ka growth hi asli game changer hoga.