Campari CEO on 1H Earnings, M&A

The video discusses the concept of 'revenge conviviality' and its impact on the spirits industry, highlighting growth trends and consumer behavior post-lockdown. It explores the role of M&A in industry growth, partnerships with LVMH, and addresses acquisition rumors. The video also examines inflationary pressures affecting production costs, particularly in tequila production, and how the company plans to manage these challenges.

What is the significance of the two-year growth mentioned in the conversation?

What is the current relationship between Campari and LVMH as discussed in the interview?

How does the company plan to address the expected increase in costs due to inflation?