The FMCG Guys

348. Laurence Whyatt, Head of EU Beverages Research at Barclays Investment Bank: Drinking Habits, GenZ, Affordability, India & China

September 12, 2026·55 min
Episode Description from the Publisher

Laurence Wyatt is Head of EU Beverages Research at Barclays Investment Bank, where he analyses the forces shaping the global alcoholic beverages industry. In this episode, we challenge some of the biggest assumptions around drinking today, from whether Gen Z is really turning away from alcohol to the role of affordability, demographics and changing health perceptions. Tune in to hear about: Are people really drinking less? The myth (or not) of the sober Gen Z Affordability and the economics of alcohol consumption China's decline and India's growth opportunity Demographics and the future of global demand Premiumisation, non-alcoholic drinks and new growth avenues Watch on YouTube: https://youtu.be/Drh2ZMPRNoU  Audio Mixing by Modest Ferrer Voice Acting by Jason Martorell Parsekian Disclaimer The views and opinions expressed in this podcast are those of the individual guests and do not necessarily reflect the views of The FMCG Guys (Dwyer Partners SL) or its partners. The FMCG Guys make no representations or warranties about the accuracy, completeness, or suitability of any information discussed, and accept no responsibility for any decisions or outcomes based on this content. Listeners are encouraged to seek their own professional advice before acting on any of the topics covered.

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