By The Way: Headlines You Should See

Summary

This lifestyle-focused episode covers three headlines: Gen Z's shift away from carbonated drinks is reshaping canned cocktails and bubbly water; Gen Z is speaking less, with possible cognitive and social effects; and the US Open is increasingly a food and drink festival. The conversation is casual and consumer-focused, with no named public securities or clear investment theses.

• Gen Z is drinking less bubbly alcohol, shifting from hard seltzer to still canned cocktails like vodka water and tequila water.
• Brands Surfside, Stateside, and Sun Cruiser are gaining popularity, and large alcohol companies are starting similar products.
• Bubbly water/seltzer sales are also declining as Gen Z consumers avoid carbonation.
• The episode discusses Gen Z speaking fewer words daily and possible social and cognitive implications.
• The US Open is highlighted as a food and drink event, led by the Honey Deuce cocktail selling over 700,000 units.
• No public tickers or direct investment vehicles were discussed.