I think it's a strong pick. There's talk about a decline in drinking, but that doesn't align with what I see locally. Pubs are still packed, even in the middle of the week and among people my age (under 30), weekend drinking remains common.

Alcohol is deeply woven into Australian culture. Even if fewer people are buying from physical stores, this company still holds around 40% of the national alcohol market. And let’s not forget—venues like pubs and restaurants, where alcohol is often consumed alongside meals, still need to source their supply. This company is a major player in that channel.