RaboResearch F&A

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Kanaal • 8 programma’s

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Bijgewerkt 9 feb
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Bijgewerkt 01-07-2024
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29 APR

Is there a global food crisis coming?

Since the war in Iran began, fertilizer prices have been climbing steadily. US Gulf urea prices alone are up around 40% since the start of the conflict and nearly 80% year‑to‑date, putting intense pressure on farm economics. In several regions, farmer margins are now razor‑thin – or outright negative – raising the risk of reduced fertilizer use and significant cuts in planted wheat area ahead of the upcoming Southern Hemisphere wheat planting season. Join Carlos Mera and Sam Taylor as they discuss how the conflict in the Middle East and the effective double blockade of the Strait of Hormuz are reshaping fertilizer markets and key crops – and what that could mean for global agricultural production and food prices. 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.

29 apr

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23 min.
2 FEB

FrieslandCampina en Milcobel fuseren. Waarom?

Onlangs besloten FrieslandCampina en Milcobel te gaan fuseren. Er ontstaat een concern waar ongeveer 10 miljard kilogram melk wordt verwerkt, afkomstig van ongeveer 16.000 melkveebedrijven. Wat betekent deze fusie voor de bedrijven, voor de boeren, voor de merken, voor het duurzaamheidsbeleid. Hierover een gesprek met Tom Booijink van Rabo Research. Raadpleeg onze disclaimer op https://www.rabobank.nl/kennis/disclaimer/011417260/disclaimer voor informatie over de voorwaarden en beperkingen van de inhoud die in de podcast wordt gepubliceerd.

2 feb

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18 min.
15 MEI

Is beer back? Maybe

This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville. For those wanting to thank Francois for years of fantastic industry coverage, please reach out: FSonneville@yahoo.co.uk. We discuss individual company results at the following timestamps: Heineken (7:32): Results are stable heading into a leadership transition. AB InBev (15:44): Revenue, volumes, and EBITDA are all well ahead of expectations. RTDs, Michelob, and Busch are filling the gap left by Bud Light. Constellation Brands (24:20): Business is stabilizing following a tough year in 2025. Royal Unibrew (32:22): Despite strong results from a highly diversified business, the headline was the loss of the PepsiCo business in Denmark, Finland, and the Baltic states, which account for nearly one-sixth of company revenue. Carlsberg (38:40): Both volume and revenues grew, with strong performance in the UK as the integration of Britvic goes forward. The headline is the switch from Coca-Cola to PepsiCo in Denmark and Finland and taking on the Baltic states from Royal Unibrew. Molson Coors (48:20): Volume is down, but revenues are flat with improved EBITDA, though costs pressures – aluminum in particular – remain a headache. 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 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.

15 mei

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1 u 15 m
7 MEI · VIDEO

Consumer Foods-to-Go Wrap! Reviewing April in food

April served up big signals for the food industry, and we're breaking them down. In this episode, we unpack the month's headlines through three lenses: geopolitics and what it could mean for supply and trade, fresh Q1 foodservice insights and why 2026 looks more like a year of sorting than a straight recovery, and the accelerating cost-cutting wave across major food and retail players (and why it's not AI-driven... yet). Plus, in our "Specials," we clarify the note about "another ceasefire," pressure-test the latest inflation takeaways, and share an outlook on fertilizers. Finally, we tackle questions on cybersecurity. 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.

7 mei · Video

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39 min.
22 JAN

Renure – Wat betekent de toelating van deze meststof voor de landbouw?

Een meerderheid van de EU-lidstaten heeft ingestemd met toepassing van RENURE, een bewerkte vorm van dierlijke mest die ingezet kan worden als kunstmestvervanger. Jan Roefs van het Nederlands Centrum voor Mestverwaarding en Marijn Deckers van Rabobank gaan in op de gevolgen van dit besluit. Raadpleeg onze disclaimer op https://www.rabobank.nl/kennis/disclaimer/011417260/disclaimer voor informatie over de voorwaarden en beperkingen van de inhoud die in de podcast wordt gepubliceerd.

22 jan

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22 min.
04-12-2025

"De Eerste Duurzame Generatie": een nieuw manifest

"De Eerste Duurzame Generatie" is een initiatief met een wat andere kijk op de combinatie van welvaart en duurzaamheid dan gebruikelijk. In hoeverre kunnen technologie, vooruitgang en innovatie bijdragen aan duurzaamheid in plaats van kleinschaligheid en soberheid? Marco van der Sar, een van de initiatiefnemers komt aan het woord en Arne Bac geeft de kijk van de Rabobank op dit nieuwe narratief. Raadpleeg onze disclaimer op https://www.rabobank.nl/kennis/disclaimer/011417260/disclaimer voor informatie over de voorwaarden en beperkingen van de inhoud die in de podcast wordt gepubliceerd.

04-12-2025

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24 min.
29-04-2025

Eiwitrijke gewassen: Perspectief voor de akkerbouw!?

In 2022 tekenden 56 organisaties de Bean Deal. Deze samenwerking is gericht op de opschaling van de voedselketen van eiwitrijke gewassen in Nederland. Nu in 2025 gaan Anna van der Bijl, bestuurslid van de Producentenorganisatie Eiwitboeren van Nederland en Ramon van der Tol van de Rabobank in op de stand van zaken en het programma Plant Protein Forward.

29-04-2025

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17 min.
2 APR · VIDEO

Consumer Foods-to-Go Wrap: Wrapping up March 2026

In this episode of Consumer Foods-to-Go Wrap, we look at a whole buffet of topics. We examine how recent geopolitical tensions in Iran are influencing global consumer confidence, purchasing behavior, and commodity-driven price movements. We also discuss the sharp uptick in M&A across the food sector, where companies are pursuing scale, capabilities, and innovation through strategic deals. Finally, we share on-the-ground insights from Natural Products Expo West and Alimentaria + Hostelco, highlighting emerging brands, breakthrough concepts, and the trends shaping the next wave of food and beverage innovation. 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.

2 apr · Video

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36 min.
9 FEB

The cocoa crash explained

Cocoa futures in London and New York have had a rough start to the new year, plummeting 30% YTD following a wave of bearish fundamentals hitting the market in January. In this podcast, Carlos Mera and Oran van Dort discuss the latest crash, explaining the role of deteriorating demand, evidence of easing market tightness, favorable West African weather, and the significant influence of speculators, as well as the impact on the forward balance sheet and both the short- and long-term price outlook. 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.

9 feb

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13 min.
4 MEI

The seasonal shift shaping New Zealand dairy and livestock markets

Emma Higgins and Jen Corkran unpack the seasonal shift now reshaping New Zealand dairy and livestock markets, with topics ranging from farmgate conditions to the market signals that may define the months ahead. 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.

4 mei

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15 min.

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