Pernod Earnings Decline Moderated by At-Home Shift

The transcript discusses the impact of the pandemic on consumer behavior, highlighting increased home consumption and virtual gatherings. It explores the uncertainty surrounding the return to pre-pandemic social activities and market recovery, particularly in travel retail. The conversation also covers regional recovery insights, with a focus on the resilience of certain brands like tequila. Additionally, it touches on M&A activities and strategic focus during the pandemic, emphasizing agility and resource allocation.

How has consumer confidence been affected during the pandemic?

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What are the long-term trends in consumer preferences for alcohol brands post-pandemic?

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What are the implications of the pandemic on the restaurant business globally?

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What role does agility play in a company's response to market changes during a crisis?

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