LONDON, Ingila – Diageo plc (NYSE:DEO) da Constellation Brands, Inc. (NYSE:STZ), manyan kamfanonin giya da abin sha na duniya, sun nuna halayen kasuwa masu kyau a cikin shekarar 2024, duk da kalubalen da ke fuskantar masana’antar. Kamfanoni biyu sun ci gaba da samun ci gaba a kasuwanninsu, yayin da masu sayar da gajeriyar hannu ke kallon su a matsayin zaɓuɓɓuka masu kyau.
Diageo, kamfanin Burtaniya wanda ke da alaƙa da samfuran kamar Johnnie Walker da Guinness, ya ci gaba da kasancewa mai ƙarfi a cikin kasuwar giya ta duniya. A cikin shekarar 2024, kamfanin ya sami ci gaban tallace-tallace na kashi 14% a cikin kasuwancin giya, musamman saboda karuwar buƙatar Guinness. Hakanan ya ci gaba da ba da kyautar rabo mai ƙarfi, inda ya ƙara rabonsa na shekara-shekara na kashi 5%.
A gefe guda, Constellation Brands, wanda ke da alaƙa da samfuran kamar Modelo Especial da Corona, ya ci gaba da samun nasara a kasuwar Amurka. Kamfanin ya sami ci gaban tallace-tallace da kashi 6% a cikin kasuwancin giya a cikin Q2 na 2025, tare da Modelo Especial yana nuna ci gaban kashi 11%.
Duk da haka, masana’antar giya tana fuskantar kalubale daga ra’ayoyin lafiya da kuma tasirin haraji. A cikin 2024, likitan firamare na Amurka, Vivek Murthy, ya ba da shawarar sanya alamun gargaɗi kan cutar kansa a kan kayan sha na barasa, wanda ya haifar da faduwar hannun jari a cikin wasu manyan kamfanonin giya. Hakanan ana sa ran za a ƙara haraji kan shigo da giya daga Mexico, wanda zai iya shafar Constellation Brands saboda dogaro da shigo da giya daga wannan ƙasa.
Paul Gilbert, farfesa a Jami’ar Iowa, ya bayyana cewa, “Ba za a iya canza halayen sha nan da nan ba, amma rahoton na iya haifar da canji a yadda mutane ke fuskantar haɗarin sha.”
Duk da waɗannan kalubalen, Diageo da Constellation Brands sun ci gaba da nuna ƙarfin kasuwa, tare da masu sayar da gajeriyar hannu suna kallon su a matsayin zaɓuɓɓuka masu kyau a cikin masana’antar giya.
