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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
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It 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…
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Caroline 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…
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In 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 …
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What 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…
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It’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…
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Young 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…
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Economics 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…
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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…
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The 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,…
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In 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…
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As 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…
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For 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…
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Jenda is a US-based tech company that uses retailer website data to offer real-time updates on out-of-stocks, competitive set, and pricing at an outlet level. Jenda’s Amanda Wolff and Harry Shulman share how they are helping brands and distributors solve some of the industry’s most persistent and frustrating problems. This is the third of four epis…
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Craig Letton and his company, Hyble, spent a decade refining the art of creating menus and point-of-sale materials across Europe. As his business expands across the US, Craig shares how Hyble is modernizing the production and design of point-of-sale materials and explains why so many of the strategies and technologies being adopted in the US have b…
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We caught up with Francis Creighton, President and CEO of WSWA, to get their take on Trump tariffs, how the industry should react to the growing pressure from public health organizations, and a range of other topics including taxes, cannabis, and a fun little anecdote involving Breaking Bad actor, Bryan Cranston. This is the first of four episodes …
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Over the last 25 years, distribution contracts in the US have shifted from handshake agreements to carefully negotiated legal documents. What do these contracts contain? As a brand, what is negotiable, what can you leverage to get a better deal, and what aspects of your business should never be compromised? Ed LeMay and Dale Stratton of Azur Associ…
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Economics power duo Jane Foley and Christian Lawrence return to discuss the outlook for economic growth and the potential impact of tariffs and the Trump presidency in 2025. Have a question, qualm, or story to tell? Reach out via email: [email protected] Sign up to access our written research: RaboResearch sign-up Note: The content and op…
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