Matthias Tesi Baur

Premium boxed wine is the most important category in the wine industry right now. Here's why: It represents a tectonic shift in consumer behavior; one that EVERYONE in the wine industry needs to take seriously. For decades, boxed wine has been a massive category, but it's largely been relegated to more discount style, lower-end options. The notion that consumers would spend $50 on a box of wine largely felt like a pipe dream. Until a few years ago when a new cohort of players entered the market and began changing the game. Now you have brands like Gratsi , which has exploded to hundreds of thousands of 9L cases a year proving that consumers will indeed spend real dollars on boxed wine. Many of the largest wine producers are struggling with excess inventory and softening sales in their core SKU's. And headlines are (wrongly) claiming that the wine industry faces a systemic crisis. My personal opinion is that the wine business will be just fine in the long run, but the dynamics are changing. Asset-light, hyper-efficient brands likeGratsii Stephen VlahososJULIETTE WINENELauren De Niro Pipherer), @Ami Ami wineWoody Hambrechtht and many others are proving not only that explosive growth is possible, but that it can and will be found in entirely new ways. Consumers have finally realized that boxed wine offers BEAUTIFUL wine with a more sustainable, practical, simple, and (often) enjoyable experience. Expect to see every large wine player make some aggressive moves in the boxed wine space in the years to come. The space is exploding and will only continue to grow. CTop Shelf VentureseJason Shermanan

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What’s next for a wine merchant that isn’t standing still? In part two of his feature on Jeroboams Group, The Buyer’s Richard Siddle discusses with Lucie Parker and Matt Tipping what’s driving our next chapter, from refining our Trade offer and investing in Private Client services, to reinforcing the role of retail in our business. It’s a look at how a 40-year-old company can continue to grow by focusing not on scale, but on doing what it does best: • Strong producer partnerships • A people-first approach • Hyper-local retail • Clear commercial focus If part one was the “what,” this is the “what’s next.” Read the full piece here: https://lnkd.in/e3rYk3u3 Thank you again to Richard for the thoughtful write-up. #Jeroboams #WineTrade #RetailEvolution #PrivateClient #OnTrade #GrowthStrategy #TheBuyer #WineBusiness #PeopleFirst

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Value Means More Than Price The wine industry has spent a lot of time talking about premiumisation. Rob McMillan’s latest report shows it has delivered stronger margins for producers, but it has also left wine more exposed to shifting cultural currents. At the same time, the New York Times highlights how Gen Z are redefining the way they spend. They are willing to invest in small indulgences that deliver emotional lift and shared connection. The Wall Street Journal describes how casual dining chains like Chili’s are thriving by leaning into that same instinct: reliable, affordable moments that feel good and bring people together. The lesson across all three is that value is about more than price. Value is defined by the meaning created in the moment. Gen Z are less interested in owning things and more interested in experiences that give them a sense of joy and belonging. A Margarita at Chili’s is not competing on luxury, it is competing on how it makes you feel and who you share it with. This is where wine has every opportunity, yet often misses it. So what does this mean for wine? First, premiumisation only works when it aligns with the consumer’s sense of value. A bottle that costs more because it carries heritage, craft, and story has a place, but only if that story connects with a moment people actually want to live in. Otherwise, price without perceived value becomes invisible. Second, moments matter more than categories. Consumers are not thinking “I want a Napa Cabernet.” They are thinking “I want to celebrate my friend’s promotion” or “I want something that makes Tuesday feel lighter.” That is the true competitive set. Third, accessibility builds loyalty. Chili’s shows that consistency and approachability can turn routine visits into cultural relevance. Wine can learn from this without lowering quality, by framing itself as the drink that makes the everyday feel meaningful. How do we apply this? We start by mapping the occasions that matter in people’s lives and designing wines, formats, and activations around them. Single-serve cans for a park concert. Half bottles for a weeknight dinner. Simple label language that speaks to flavour and mood instead of leaving consumers guessing. Pricing ladders that allow people to trade up confidently when the moment calls for it. Communications that put the focus on the “we” and the “why” rather than technical descriptors alone. If the future of spending is in little treats that make people feel something, then wine already has the raw material to win. It carries history, place, and craft. The task is to channel those qualities into experiences that resonate today. That is how wine will remain relevant across generations. Value is defined at the table, in the glass, and in the company we keep. #Wine #ConsumerInsights #GenZ #Premiumisation #Hospitality #FutureofWine

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The growth we've seen from Thailand's wine market from last year following the tariff removal has carried into 2025, as the latest customs data shows. This could suggest a healthy depletion on the ground. More encouragingly, 8 of Thailand’s top ten suppliers posted growth in both volume and value. Seven saw double-digit — and in some cases triple-digit — gains. #news #thailand #wine #imports #trade #growth #Asia #tariff https://lnkd.in/guj5jaBA

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