## Summary of "How Donald Trump’s Migrant Crackdown Threatens America Inc" **News Title:** How Donald Trump’s Migrant Crackdown Threatens America Inc **Report Provider:** The Economist **Publication Date:** August 31st, 2025 **Topic:** Donald Trump, Immigration, Business ### Main Findings and Conclusions: The article argues that dismantling the country's legal migration system, as potentially pursued under a Donald Trump administration, could have more severe negative consequences for American businesses than mass deportations. ### Key Trends and Concerns: * **Impact on Consumer Behavior:** Constellation Brands, the owner of the popular beer brand Modelo in America, is reportedly experiencing a decline in sales. This is attributed to Hispanic customers, who constitute half of its customer base, reducing their consumption due to fears of being caught in federal government mass deportations. * **"Rightward Lurch" Affecting Businesses:** The article suggests that a broader "rightward lurch" in the country is negatively impacting businesses, using the Modelo example to illustrate how consumer sentiment and behavior are being influenced by political shifts and immigration policies. * **Comparison to Bud Light Controversy:** The article draws a parallel to the 2023 controversy where Bud Light alienated conservative consumers with a "woke" social media campaign featuring a trans woman. While this led to a shift in consumer preference towards Modelo, the current immigration climate is now creating a new set of challenges for the brand. ### Notable Risks: The primary risk highlighted is the potential for the unwinding of the legal migration system to be more detrimental to American businesses than mass deportations, suggesting a systemic disruption to labor and consumer markets. ### Material Financial Data: * **Modelo's Customer Base:** Hispanic customers make up 50% of Modelo's total customer base. ### Critical Statements: * "Unwinding the country’s legal migration system could be worse than mass deportations." ### Contextual Interpretation: The article connects the political climate surrounding immigration, particularly under the potential influence of Donald Trump, to tangible economic impacts on businesses. The Modelo beer example serves as a specific case study to illustrate how a significant demographic group (Hispanic consumers) is reacting to perceived government policies on immigration. The fear of mass deportations is presented as a direct cause for reduced consumer spending within this demographic, impacting companies that rely on their patronage. The broader implication is that restrictive immigration policies, beyond direct deportations, can create an atmosphere of uncertainty and fear that chills economic activity.
How Donald Trump’s migrant crackdown threatens America Inc
Read original at The Economist →Business | Immigration consternationUnwinding the country’s legal migration system could be worse than mass deportationsPhotograph: Getty Images Aug 31st 2025|New York|4 min readModelo has been America’s favourite beer ever since Bud Light enraged conservative imbibers in 2023 with a “woke” social-media campaign featuring a trans woman.
Now Constellation Brands, which owns the Modelo brand in America, also finds itself a victim of the country’s rightward lurch. According to the company, Hispanic customers, who make up half its total, are staying home and drinking less as they fear being swept up in the federal government’s mass deportations.
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