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![ACIPartnerhship Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1236001592752705543.png) James East [@ACIPartnerhship](/creator/twitter/ACIPartnerhship) on x 1402 followers
Created: 2025-06-20 20:14:18 UTC

@LeverageValueP Investors are still unclear if this is a 'changing consumer' issue, or just an over supply issue.

The over supply is well know by key player themselves $DEO $BF.B and a plethora of boutique players.

In my home town, at least X new distilleries have opened in the last X years.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1936155671126233421/c:line.svg)

**Related Topics**
[$deo](/topic/$deo)
[stocks consumer defensive](/topic/stocks-consumer-defensive)
[$bfb](/topic/$bfb)

[Post Link](https://x.com/ACIPartnerhship/status/1936155671126233421)