RE:RE:Stephen Takacsy top pick on BNN:I also view wine & spirit companies as a bit of a reopening trade. Nobody wants to drink by themselves, unless you're a closet alcoholic.
Once restaurants begin to reopen, and people begin to start socializing and having house parties again, I would expect wine & spirit sales to increase... and I imagine it might be a sharp increase in the short term, as most people will likely want to celebrate an end to this wretched pandemic (you can choose your own adjectives).