It is selling sophistication, social identity, and cultural participation… and it is succeeding.
Hello, Reader.
We’ve officially entered the “ber” months – September, October, November, and December. That means football, tailgates, fall/winter festivities, and holiday cheer.
And that means seasonal beverages, usually made with warming spirits.
A decade ago, few drinkers gave much thought to what mixers went into their gin and tonic or Moscow mule. Spirits commanded the spotlight; mixers stood in the wings like stagehands.
But the company I want to tell you about today has changed that script. By using natural ingredients, elegant packaging, and the aura of connoisseurship, this London-based firm has elevated mixers to costar status.
That repositioning coincided with the rise of the “drink less, but better” ethos. Millennials and Gen Z’ers drink more selectively, favoring higher-quality products with lower alcohol content, or none at all.
The result was a revolution in cocktail culture. Mixers are now mainstage, and this company – Fevertree Drinks PLC (FEVR.L) – has become the brand that successfully delivers them.
On Thursday, the company released its interim earnings report for fiscal year 2025. On the earnings call, CEO Tim Warrillow cited three global trends shaping the brand’s trajectory: premiumization, moderation, and the rise of longer, lighter drinks. Each trend fuels demand for Fever-Tree products – a portfolio that spans tonics, ginger beer, and sodas.
The real headline from the report, however, was the U.S. market. Fever-Tree’s partnership with Molson Coors Beverage Co. (TAP) is no longer a theoretical growth lever; it is an operational reality. The transition into Molson’s 400 distributors is well underway, and while the second half will still be a handover period, early results are strong.
Now, Fever-Tree’s first-half results were not perfect. But analysts minimized cyclical headwinds to cheer the company’s newfound U.S. growth engine. They correctly recognized that the U.S. transformation and margin resilience bode well for future profit growth.
Shares spiked as much as 11% on the results, with RBC, Jefferies, Goodbody, Citi, and JPMorgan all highlighting the U.S. momentum.
Shares have popped nearly 20% since.
This is great news for my subscribers at The Speculator. I recommended the company to readers at my elite-trading service after my new Apogee system signaled a “Buy” alert on it.
Fever-Tree had passed through all of Apogee’s 10X Factors, which means it has the opportunity to reach 1,000% gains.
Over the past week here at Smart Money, I’ve detailed many more details about my Apogee trading system and revealed several other companies that it has identified. (And you can learn even more about it here at my free broadcast.)
Now, let’s get to this week’s Roundup of this week’s Smart Money issues.
And then I’ll tell you more about what I expect for Fever-Tree’s future…
Smart Money Roundup
September 10, 2025
Why Settling for “Tiny Catches” Dooms Investors
The Tanners Creek Super Tournament is a notoriously awful bass fishing competition. The season-ending event has become known as a “grinder tournament” for its challenging conditions and small catches.
Today, many professional AI investors likely feel the same way about the stocks they own. But, as Thomas Yeung explains, you have an investing “superpower.” Here’s what it is…
September 11, 2025
What Sandy Koufax’s Perfect Game Taught Me About Investing
As a native Californian and avid Dodgers fan, it may not come as a surprise that Sandy Koufax is my all-time favorite baseball player. But that’s not the only reason I’m mentioning his historic perfect game 60 years later.
My new stock-picking system, Apogee, hunts for a different kind of perfection: potential 1,000% winners. And it’s already found a stock that looks headed toward 1,000% gains… and I already recommended it. Let me explain…
September 13, 2025
Oracle Delivered Big… but This Stealth AI Stock Could Deliver Even Bigger
Oracle may be a legendary tech “old-timer,” but thanks to savvy, forward-looking strategic planning, it has become a dynamic AI play. For starters, it provides industry-leading cloud infrastructure solutions.
And it falls into the first of four AI categories that I use to filter and group stocks. Now, let’s take a look at why Oracle is set to continue on its multiyear course of outsized gains… and I’ll share a free Apogee stock pick that also falls into one of my four key AI categories…
September 14, 2025
Broadcom’s $10 Billion Mic-Drop: A Turning Point in AI Investing
Every once in a while, Wall Street gets a wake-up call that signals the next chapter of a megatrend. Broadcom just rang that bell. It’s $10-billion custom chip deal marks a turning point in AI hardware, signaling that hyperscalers are moving beyond Nvidia’s GPUs toward specialized XPUs.
Luke Lango details why Broadcom’s announcement is the spark of a new era in AI investing… and where the real profit opportunities could emerge as XPUs rise.
A Growth Story Worth Toasting
Fever-Tree’s recent earnings momentum demonstrates the growing strength of its “cultural moat.”
CEO Warrillow spoke repeatedly of “social occasions” – barbecues, sports events, dinner parties – where Fever-Tree has become embedded. Remember, we’ve recently entered the festive “ber” months.
This cultural embedding is what makes the brand resilient. Competitors can imitate packaging, copy flavors, or undercut on price, but they cannot easily dislodge a brand that has become a cultural default.
Now, the path ahead will not be linear. Spirits categories ebb and flow; weather affects European demand, and execution with Molson will be complex.
But the strategic direction and brand potential are clear: Fever-Tree is becoming a structurally stronger, globally diversified, cash-generative brand.
I expect Fever-Tree to flourish over the coming years.
To stay up-to-date on this intoxicating company, join me at The Speculator today.
Fever-Tree is my most recent Apogee recommendation, but it is far from the last. In fact, all of my recommendations at The Speculator will now come from this breakthrough trading system – with my final vetting, of course. Apogee and I always work together.
That means each new recommendation has the opportunity to reach 1,000% gains, just like Fever-Tree.
Click here to learn more.
Regards,
Eric Fry