Covid Brought Booze to Your Door, Making Delivery Worth Billions

The lockdowns early last year were like a cruel reversal of “a guy walks into a bar” jokes for the alcohol industry. Instead of fun scenarios where anything could happen, people were stuck at home, bars were closed, and in the U.S. most consumers had no idea how to buy booze online. Financial results for alcohol companies were constrained, and their supply chains had to be redirected away from bars, sporting events, and concerts to whatever homebound consumers they could reach. There was even a shortage of the aluminum cans needed for some beers as they scrambled to adjust.

Then, ...