Liquid Assets: A Beverage Industry Podcast RaboResearch F&A

In a recent and much anticipated report, Senior Analyst Francois Sonneville modeled the spot market and actual prices paid among public beer companies in North America, Europe, and China. We discuss his findings and his ideas on how brewers can better control production costs and where future cost pressure may come from.
Be sure to download Francois’ report: Beer COGS dashboard Q4 2023

Clients can sign up for research here: Research.Rabobank.com

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.

At this year’s Access LIVE conference in Las Vegas, we sat down with Breakthru Beverage Group’s Head of Digital and E-commerce Mike Boswell for an impromptu conversation on alcohol marketplaces. We explore the relevance and value of marketplaces at different levels of the value chain, discussing Drizly on the consumer-facing side and Provi for a business-to-business perspective. 
For more on this topic, be sure to read our latest report: Why Drizly never delivered.
 
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.

Is neo-prohibitionism a threat to the alcohol business? Will GLP-1 agonists decrease alcohol sales? Are soft drinks companies losing interest in their effort to develop alcohol brands? To debate these and other controversial topics, the RaboResearch Beverage team plays one of our favorite games: Buy, Sell, Hold!
 
 
 
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. 

As the largest wine and spirits distributor in North America, Southern Glazer’s Wine & Spirits has a unique perspective on the US alcohol market. Senior leaders David Chaplin (Chief Growth Officer), John Wittig (Chief Commercial Officer), and Alan Wizeman (Chief Digital Officer) share their views on the health of the US alcohol market, consumer trends, distributor inventories, and the fast evolving world of business-to-business e-commerce.
 
 
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. 

Economic power duo Jane Foley and Christian Lawrence return to discuss the outlook for a recession, interest rates, inflation, and consumer spending and how these economic trends could impact food and beverage companies as we enter the new year.
 
Rabobank clients can sign up for our research via this link:
research.rabobank.com.
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. 

For the first time in more than a year, the Liquid Assets team gets to do a recording in the same room. They take turns picking news stories that speak to wider trends impacting the beverages industry.
Rabobank clients can sign up for our research via this link: Research.Rabobank.com
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.