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Global beer results prove why diversification is so important

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Manage episode 513764296 series 2168566
Content provided by Julio Pijnappel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julio Pijnappel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We 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 American Latinos, the struggles of European brewers to push costs onto consumers, and the urgency and surprising success of global beer businesses betting big on non-alcoholic beverages.

Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: [email protected]

Check out the rest of our written research: rabobank.com/knowledge

Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

  continue reading

111 episodes

Artwork
iconShare
 
Manage episode 513764296 series 2168566
Content provided by Julio Pijnappel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julio Pijnappel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We 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 American Latinos, the struggles of European brewers to push costs onto consumers, and the urgency and surprising success of global beer businesses betting big on non-alcoholic beverages.

Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: [email protected]

Check out the rest of our written research: rabobank.com/knowledge

Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are that of the individuals and not Rabobank or its affiliates and should not be considered a solicitation or offer to sell or provide services.

Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

  continue reading

111 episodes

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