The trend is said to be declining wine- and alcohol consumption in general. But tariffs and US-Canada relations are also mentioned.
For my part, I loved a few Californian wines, but ever since Trump threatened to invade my country, I haven't bought a single bottle, and I never will.
I think that mirrors others here, those bottles seem to be going out of rotation entirely - and we generally mark whether a product comes from inside the EU now. Which, curiously, started when relations went sour.