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The premium spirits sector is experiencing a structural inventory correction driven by post-pandemic overproduction and declining high-end consumer demand. Production lags inherent to barrel aging mean current supply gluts will naturally resolve into scarcity within five to ten years.

Impact: Legacy distillers must implement immediate production cuts to stabilize margins, while investors can leverage compressed valuations for long-term contrarian positioning.

— from Institutional Capital Shifts and Market Corrections · Alles auf Aktien – Die täglichen Finanzen-News· May 25, 2026