Noah Sanborn Friedman
@noahsfriedman • 5,098 subscribers
Co-Founder of @getoutersignal @Topshelfvc Ironman | Actor | Traveller 🤙
Videos
WATCH: Bud Light just released this new commercial with Shane Gillis. This is likely the first of many Bud Light commercials we'll see with Shane through the rest of football season. Old school beer ads are back! I have a feeling Bud Light is about to have a huge year.
Noah Sanborn Friedman4,994,923 görüntüleme • 2 yıl önce
My perhaps somewhat controversial thoughts on the non-alcoholic beverage market: I think it's an interesting market, and I think it will continue to grow. But I just don't think it's nearly as big as many of the articles, media coverage, and pitch decks I'm seeing are indicating. Many of the narratives I'm seeing are ones that indicate non-alc will replace or dramatically eat into the share of booze. I think this is complete nonsense. The booze market is remarkably resilient and has proven generation after generation that it's not going anywhere anytime soon. I have a lot of respect for the brands trailblazing within the non-alc category and I think there will be a small, niche market for these kinds of alcohol replacements. But at the moment, I just don't see a future where there's a huge market for these kinds of beverages at scale. I believe much of the current hype around the category is a result of a bullwhip effect post-covid where people are regulating their consumption after drinking way too much. I predict that the hype will dramatically level out in the years to come as drinking levels return back to pre-covid normals. Don't bet against booze!
Noah Sanborn Friedman10,392 görüntüleme • 2 yıl önce
Daha fazla içerik yok.