RaboResearch F&A

•

Kanal • 8 Sendungen

Geldanlage

Geldanlage

Zweiwöchentlich
Geldanlage

Geldanlage

Monatlich
Geldanlage

Geldanlage

Zweiwöchentlich
Wirtschaftsnachrichten

Wirtschaftsnachrichten

Monatlich
Geldanlage

Geldanlage

Monatlich
Geldanlage

Geldanlage

Wöchentlich
Wirtschaft

Wirtschaft

Wöchentlich

vor 3 Tagen

Southern Glazer's on the latest moves into beer and competition in wine and spirits

We catch up with Mark Chaplin (Southern Glazer's Wine & Spirits President, Commercial Sales) and Devyn Dugger (Senior Vice President, NY Beer Division) to discuss their recent beer-business-buying binge, focusing on the changes that they are bringing to the beer business and how they are bringing best practices from the beer business into their broader wine and spirits operations. Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions rendered are those 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.
5. Aug. · Video

Consumer Foods-to-Go Wrap! Wrapping up July 2026 – An intense month despite the summer heat

Despite scorching heat in the Northern Hemisphere, July has been far from a dull month. In this episode, we reflect on why on-premise alcohol consumption in the US has remained resilient, even as retail alcohol sales continue to soften. Several theories may help explain both the trend and the consumer groups supporting it. Questions about consumer behavior extend beyond alcohol. Potato demand also appears to be weaker. Though perhaps too much of what is happening in the food and beverages world is being attributed to GLP-1 drugs, potatoes may be one category affected by the growing use of these medications. Still, other factors may also be contributing. At the same time, the month has been equally dynamic in terms of corporate activity. As geopolitical developments and disruptions become increasingly frequent, industries, including packaging, may be prioritizing resilience over optimization. The risk of a super El Niño provides yet another reason to do so. These pressures are unfolding against a broader backdrop of uncertainty. Yet despite ongoing cost pressures, supply chain disruptions, and heightened uncertainty, sluggish demand and limited visibility into future sales remain top concerns for food and beverage operators. We close our monthly episode with some thoughts about demand indicators and strategies to attract consumers. 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.
6. Juli

Where are all the sheep? A look at Australia and New Zealand's sheep markets

Prices remain at record highs, and lamb and sheep slaughter numbers are dropping. How low can they go, and what does this mean for future lamb and sheep production? Angus Gidley-Baird chats with New Zealand analyst Jen Corkran about the Australian, New Zealand, and global sheep markets. 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.
18. Aug.

Energy shock waves: From Hormuz to Russia

Energy prices have been both elevated and highly volatile in 2026, with Brent crude oil rising from USD 60/bbl at the start of the year to USD 88/bbl as of August 17, 2026. The war in Iran and the subsequent disruption in the Strait of Hormuz have been responsible for much of the upward pressure on energy prices, while recent attacks on Russian refineries and export infrastructure have contributed to a sharp rise in diesel prices. Join Carlos Mera and Florence Schmit as they discuss the current market environment and where energy prices might go next. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
3. Juli · Video

Consumer Foods-to-Go Wrap! – Wrapping up the food sector for June 2026

Another exciting month in food! Steve Rannekleiv (of Liquid Assets fame), Maria Castroviejo, and Cyrille Filott discuss the hottest topics in food – and this time, beverages as well. They begin by exploring the latest developments shaping the industry, including geopolitics (once again) and the growing momentum behind dietary fiber as a consumer trend. They then dive into several recent RaboResearch reports, with one about the evolving landscape of alcohol distribution standing out in particular. To close, they reflect on the rapid rise of AI and debate whether artificial intelligence could become the next major influencer of consumer choices. 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.
13. Aug.

August WASDE: Trouble in the Black Sea

In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's August WASDE. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
2. Juli

USDA Acreage and Grain Stocks: Wheat surprises

In this RaboResearch podcast, Agri Commodities Markets Research analysts Charles Hart and Andrick Payen discuss some of the highlights from the USDA's recent Acreage and Grain Stocks reports and what the reports will mean for grain and oilseed markets moving forward. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
16. Juni

Espresso economics: High production, low prices

Coffee prices have dropped by 32% in the last six months due to an increase in production. As the availability of coffee in origin increases, stocks in destination countries are still scarce, and some volatility is expected before we see even lower prices. Join Oran van Dort and Carlos Mera as they discuss these and many other topics affecting much of the world's favorite beverage. This episode was recorded on June 12, 2026. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417272/disclaimer for information about the scope and limitations of the material published on the podcast.
4. Aug.

Avocados go global: supply expansion and market diversification

In this episode, RaboResearch Senior Analysts David Magaña and Michael Harvey catch up to discuss the key findings from the latest Global Avocado Report. The conversation highlights a sector that continues to expand rapidly, driven by strong consumer demand, increasing international trade, and growing production capacity across multiple regions. 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.
10.06.2024

What does net zero mean for agriculture?

Climate and Sustainability Specialists Elizabeth Lunik and Claudia Cammack join Sustainability Analyst Anna Drake to discuss agriculture's pathway towards reaching net zero emissions. RaboResearch Disclaimer: Please refer to our Australian RaboResearch disclaimer at https://www.rabobank.com.au/knowledge/disclaimer, our New Zealand RaboResearch disclaimer at https://www.rabobank.co.nz/knowledge/disclaimer, and our Global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer for information about the scope and limitations of the Australian, New Zealand, and Global RaboResearch material published on the podcast.

Our 80+ food & agribusiness research analysts collect information and spot opportunities using local knowledge and global reach across all F&A sectors.