President Trump’s border security promise is paying dividends in ways nobody expected.
One industry that flourished under Biden’s open borders is now facing a reckoning.
And Trump’s immigration crackdown just delivered a crushing blow to Mexican beer sales that has American breweries celebrating.
Mexican Beer Sales Tank as ICE Raids Ramp Up
The numbers don’t lie – and they’re painting a stark picture of what happens when America finally gets serious about border security.
During the Biden administration’s immigration policies, Mexican beer brands like Modelo Especial gained significant market share in America. The connection between demographics and consumer preferences created new market dynamics.
Now that President Trump has ICE conducting deportation operations across the country, sales of Mexican beers are declining significantly.¹
Constellation Brands CEO Bill Newlands said during an April earnings call that Hispanic consumers are spending less due to their concerns over Trump’s immigration policies and possible job losses in industries which have high Latino employment.
During an earnings call earlier this month, Newlands specifically noted that ICE raids are making it difficult to predict consumer behavior.² The uncertainty is creating challenges for companies that relied heavily on Hispanic consumer spending.
The financial results are already showing up on Wall Street. Constellation Brands missed both earnings and revenue estimates in the second quarter, with company officials noting that roughly half of their beer sales come from Hispanic shoppers.³
Shares in Constellation fell over 20% just weeks before President Trump took office.⁴
"The fact is, a lot of consumers in the Hispanic community are concerned right now," Newlands said during the April call. "And what does that do? That has tended to mean that the consumer has pulled back on spending on a number of categories."
He continued: "As you know, Modelo is over 50% Hispanic in terms of its demographic base. So, this decline in efforts to go to restaurants, to have social gatherings, things that are very much beer occasions have softened in the more recent term."⁵
The challenges are visible in retail. Walmart and other retailers currently have Modelo on sale for up to 30%.⁶
American Beer Industry Experiences Renaissance Under Trump
While Mexican beer companies scramble to contain the damage, American breweries are experiencing something they haven’t seen in years – genuine optimism and real growth.
America’s oldest brewery, Yuengling, continues its expansion strategy. The Pennsylvania-based company, which partnered with Molson Coors in 2020 to extend beyond their traditional 22-state footprint, is planning to expand to Michigan in August after entering Illinois earlier this year.⁷
The expansion represents more than just business growth – it’s a symbol of American manufacturing coming back to life under Trump’s America First agenda.
Anheuser-Busch’s Michelob Ultra brand saw 34% revenue growth in the first quarter of 2025.⁸ This growth occurred alongside broader industry changes in consumer preferences.
Missouri Governor Mike Kehoe recently signed legislation reducing taxes on American-made beer in his state. The Republican governor designed the bill to strengthen manufacturing in Missouri and across the United States.⁹
This represents exactly the kind of pro-American policy framework that Trump’s presidency has unleashed at the state level. Governors are finally free to support American businesses without facing federal government hostility.
America First Economic Policy Delivers Real Results
The beer industry transformation perfectly illustrates what happens when America gets a president who actually puts American workers and businesses first.
Anheuser-Busch announced a $300 million investment in manufacturing operations across the United States in May.¹⁰ This follows nearly $2 billion in investments across the company’s facilities nationwide to enhance operations and technology.
These aren’t just corporate press releases – they represent real jobs for real Americans in communities that Democrats wrote off as yesterday’s news.
The contrast with the Biden years couldn’t be more dramatic. Under Biden, American companies were encouraged to ship jobs overseas while foreign competitors were handed every advantage possible. Mexican beer companies thrived while American breweries struggled with regulations, taxes, and an administration that viewed domestic manufacturing as an embarrassment.
Trump’s immigration enforcement isn’t just about border security – though that’s critically important. It’s about restoring an economic environment where American businesses can compete fairly and American workers can prosper.
The beer industry provides a perfect case study in how immigration policy affects every aspect of the American economy. When millions of illegal aliens flood the labor market and create entire parallel economic systems, it distorts consumer markets in ways that hurt American businesses and workers.
Now that Trump is restoring order to our immigration system, normal market forces are reasserting themselves. American consumers are choosing American products, American companies are investing in American facilities, and American workers are getting the opportunities they deserve.
Mexican beer companies that built their business model around Biden’s immigration disaster are learning a hard lesson about what happens when America elects a president who actually loves this country.
The beer industry transformation is just the beginning. As Trump continues dismantling Biden’s anti-American policies and rebuilding our economy around America First principles, expect to see similar reversals across every sector that benefited from the previous administration’s assault on American workers and businesses.
¹ Tyler Durden, "Mexican Beer Sales Go Flat, American Brands Fizz As Trump Tightens Border," ZeroHedge, July 25, 2025.
² Ibid.
³ Ibid.
⁴ Ibid.
⁵ Ibid.
⁶ Ibid.
⁷ Ibid.
⁸ Ibid.
⁹ Ibid.
¹⁰ Ibid.
