Introducing the Consumer Trends 2026 Alcohol Special

Is alcohol really the new tobacco?

I’m excited to share a new Consumer Trends special(!) report, my latest collaboration with Coefficient Capital.

This latest Consumer Trends report is a 50-slide presentation that you can view and download for free.

It’s the latest in our ongoing Consumer Trends series, which has now generated 17 reports. (All of this continues to be inspired, of course, by analyst and investor Mary Meeker’s legendary Internet Trends report.)

Topics include:

• Is alcohol really the new tobacco? (Is the industry collapsing?)
• Is Gen. Z causing the decline in drinking?
• Are health concerns — or GLP-1s, or cannabis — causing people to drink dramatically less?
• More results from our 15th original Consumer Trends survey of 3,000 US consumers, conducted in February, in partnership with Toluna.

I’ll be exploring many of these topics further for members. More Consumer Trends reports coming soon — thanks for reading.

Questions? Feedback? Want me to present this at your event or to your team? I’m at dan@newconsumer.com.

(One more link to the report!)

• Alcohol
• Beverage
• Booze
• Cannabis
• Coefficient Capital
• Consumer Trends 2026
• Consumer Trends Reports
• Featured
• GLP-1s
• Non-Alc
• Ozempic