Wine “Shortage” Is Bull: Here’s Why | Wine Industry Insight

A very interesting contrary position to that of the previous Morgan Stanley analysis cited on this blog.

Wine “Shortage” Is Bull: Here’s Why | Wine Industry Insight

The widely touted global wine “shortage” arises from naivety among Citi and Morgan Stanley analysts and their failure to assess the global industry as a whole — especially the agriculture and vineyard aspects (Reality Check: Global Wine Supply & Gullible Brokerage Analysts).

Analysts may also have been fed partial information by their sources as part of a spin campaign to prime the pump for Treasury Wine Estates to dump its U.S. assets — the former Beringer Wine company.

For more details and references, see here Wine “Shortage” Is Bull: Here’s Why | Wine Industry Insight.

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