Rabobank's global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what's next in the beverage world. Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html
…
continue reading
Softdrinks Podcasts
1
Outgunned and outspent: How independent RTD brands are gaining a foothold in the US
1:00:47
1:00:47
Play later
Play later
Lists
Like
Liked
1:00:47The odds are stacked against them. They have less money, less influence with distributors, and fewer R&D resources to alchemize the perfect drink, yet smaller RTD brands are going toe-to-toe and often winning the race to capture the fastest-growing space in the beverage alcohol business. In this episode, Evan Burns, CEO at The Finnish Long Drink, a…
…
continue reading
1
Global beer results prove why diversification is so important
58:06
58:06
Play later
Play later
Lists
Like
Liked
58:06We look back at the results from the first half of 2025 and check in on the performances of the world's largest global beer companies (Heineken, Carlsberg, AB InBev, Molson Coors, Constellation Brands, and Royal Unibrew). We also look at three major themes affecting the beer business in 2025: the dramatic impact of harsh immigration policies on Ame…
…
continue reading
1
Southern Glazer's on competition from beer distributors, national contracts, and pricing strategy
54:48
54:48
Play later
Play later
Lists
Like
Liked
54:48Southern Glazer's Wine & Spirits is the largest alcohol wholesaler in the United States. We caught up with Mark Chaplin, John Wittig, and David Chaplin, three of Sourthern's senior executives, to discuss the toughest issues facing alcohol distribution in 2025 and increasing pressure to become a total beverage distributor. Note: This episode was rec…
…
continue reading
1
How are importers managing tariffs and declining demand?
45:55
45:55
Play later
Play later
Lists
Like
Liked
45:55With tariffs, falling demand, and an unfavorable exchange rate, it can feel as though the cosmos are conspiring to make life hard for US importers. However, many import brands and bulk products remain very competitive in the US market. In this episode, we discuss how importers are adjusting to survive and if not thrive in the current operating envi…
…
continue reading
1
How to import wine and spirits into the US
55:41
55:41
Play later
Play later
Lists
Like
Liked
55:41Winning in the US market is the holy grail for many brands around the world, but how do you get started? What type of importer should you use, what should you expect from them, and what should you be prepared to bring to the table? What gets an importer excited to support your brand? In this episode we speak with Ryan O'Hara, CEO of MHW, and Serena…
…
continue reading
1
Everything you need to know about hemp
1:15:23
1:15:23
Play later
Play later
Lists
Like
Liked
1:15:23It seems unthinkable that a simple legal loophole for hemp would lead to the de facto legalization of marijuana edibles in the United States, but here we are. Intoxicating hemp products are everywhere, and everyone seems to be excited about them. But the story of hemp-derived THC's rise and the greatest threat to its future are inexorably linked to…
…
continue reading
1
Inside the boardroom: What a company board really does and how to do it better
47:40
47:40
Play later
Play later
Lists
Like
Liked
47:40Caroline Levy and Carol Reber know a lot about being on a board. Between them, they sit on the board of six different companies that include Celsius Holdings, Far Niente Wine Estates, Health-Ade, Arterra Wines Canada, Rack & Riddle, and Athletic Brewing Company. On today's episode, Carol and Caroline share their journeys and bring us up to speed on…
…
continue reading
1
Every diversification strategy, ranked
1:07:04
1:07:04
Play later
Play later
Lists
Like
Liked
1:07:04In this episode, we discuss all the ways a beverage firm can diversify its business and the consequences when things go wrong. Whether it is geographical expansion, vertical integration, moving into adjacent categories, or route to market, we debate the merits, downsides, and myriad real-world examples of seven different diversification strategies …
…
continue reading
1
How to save money on ingredients (and still taste good), featuring Kerry Group
56:09
56:09
Play later
Play later
Lists
Like
Liked
56:09What happens when you move a production plant from Europe to the United States or switch from Florida oranges to Brazilian oranges? Does your product still taste the same? Has technology made it possible to replace 50% of the sugar in a beverage with zero-calorie sweetener and avoid a nasty aftertaste? John Kelly and Paul Villis from Kerry Group jo…
…
continue reading
1
What's wrong with the alcohol industry? Featuring the Business of Drinks podcast
1:08:18
1:08:18
Play later
Play later
Lists
Like
Liked
1:08:18It's not a fun time to work in the alcohol business. Demand is down in almost every segment and in almost every geography. Costs are rising. And most every category is in some state of oversupply. How on earth did we get here? Erica Duecy and Scott Rosenbaum, hosts of the Business of Drinks podcast, join the RaboResearch team to debate what is driv…
…
continue reading
1
Why are so many young men quitting alcohol?
57:20
57:20
Play later
Play later
Lists
Like
Liked
57:20Young people are drinking less, but virtually all those declines are driven by men. If they do consume alcohol, men drink twice as much as women. In this episode, we speculate on what could be changing in the culture and in the lives of young men that is pushing them away from alcohol. Link to our report on Gen Z drinking habits: Click here. Want t…
…
continue reading
1
Recession risk, Trump's objectives, and the beginning of a new world order
56:11
56:11
Play later
Play later
Lists
Like
Liked
56:11Economics power duo Jane Foley and Christian Lawrence return to give context to the first 100 days of the Trump administration, its impact on global economics, and the long-term impact of the US' changing relationship with the rest of the world. Have a question, qualm, or story to tell, reach out via email: [email protected] Sign up to ac…
…
continue reading
In 2024, wine production far outstripped demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers help us understand the unique challenges of the current crisis and how it is shaping the future of the wine business in the US and beyond. Contact us via email: [email protected] Sign up for our research via this link: Knowledg…
…
continue reading
1
Do wine and spirits wholesalers need to be more like beer distributors?
40:12
40:12
Play later
Play later
Lists
Like
Liked
40:12The RaboResearch team discusses the implications of Brown-Forman and Tito's Handmade Vodka moving to a beer distributor in California. Do wine and spirits wholesalers need to change, or will change erode their competitive advantage? Will the beer guys buy wine and spirits distributors, or is the wine and spirits opportunity too limited? For brands,…
…
continue reading
1
Latest spirits industry earnings: Trade wars, falling consumption, and excess inventories
56:47
56:47
Play later
Play later
Lists
Like
Liked
56:47In this episode, we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard, Brown-Forman, Campari, Rémy Cointreau, Becle, and MGP Ingredients). Alongside individual company results, we discuss the impacts of declining sales in the US, the surprising health of the European market, the challenges created by aging inventor…
…
continue reading
1
What we learned from the latest round of beer company earnings reports
50:13
50:13
Play later
Play later
Lists
Like
Liked
50:13As the first quarter comes to a close, we look back at the results from the largest global beer companies (Heineken, Carlsberg, AB InBev, Molson Coors, Constellation Brands, Royal Unibrew) and what they tell us about the health of the beer industry in the US, Europe, and the rest of the world. Later in the episode, we breakdown the potential impact…
…
continue reading
1
How to monitor and verify retail execution, featuring GoSpotCheck
40:11
40:11
Play later
Play later
Lists
Like
Liked
40:11For distributors, managing and verifying execution and incentive programs is a complicated task. For brands, it can feel impossible. In this episode, we speak to Cory Knopp from GoSpotCheck by FORM to discuss how distributors, brands, and retailers are using their photo-based technology to bring data and transparency to one of the most hard-to-meas…
…
continue reading