Rabobank's expertise in Consumer Foods is as diverse as our global client base in confectionery, bakery, frozen food manufacturing, chilled food manufacturing, ambient food manufacturing, biscuits, breakfast cereals and snacks.
Plant-Based Foods – A Banker’s View
Plant-based foods are top-of-mind for consumers and food companies alike. The market for plant-based products is not steady by any means — a lot of change and growth is ahead of us. In this episode of Consumer Foods-to-Go, Maria Castroviejo and Cyrille Filott interview Lindsay McCorkle, lead banking officer for plant-based protein at Rabobank, on these changes. She will talk about many trends, including new technologies and declining prices. In the second part of the conversation, Lindsay will discuss funding trends, including equity and debt, as the money coming into the sector will, at least partly, determine the future success of plant-based foods. Lindsay will talk about this fundraising and how plant-based companies are being valued.
How E-Commerce Is Changing Fresh Food Shopping in China
During the pandemic, online purchases of fresh food really took off in China. While there are some similarities with how US and European consumers buy fresh food online, we notice some distinct differences. First and foremost, Michelle Huang, analyst at Rabobank, expects 30% of all fresh food will be bought online. This is at least partly to do with the fact that food retail in China is not as developed as other markets. Secondly, some very interesting new models are appearing, including community buying. Sufficient reason for Maria Castroviejo and Cyrille Filott to interview Michelle on the prospects.
Direct to Consumer – Are You Doing It All Wrong?
One of the key developments on the back of the current Covid-19 pandemic is the accelerated adoption of e-commerce. One part of e-commerce that has grown is direct-to-consumer e-commerce, in which food and beverage producers ship directly to the consumer. Direct-to-consumer means that large platforms, aggregators of products, and retailers are being bypassed. However, many questions have been raised about the viability and the economics of direct-to-consumer. In this episode, Maria Castroviejo and Cyrille Filott question Rabobank analyst Bourcard Nesin about the value of direct-to-consumer e-commerce. Hint: it is not about money!
Commodities in 2021… and the Impact on Food Companies
In this episode, Maria Castroviejo and Cyrille Filott discuss our 2021 global commodity outlook and the impact potential price changes (spoiler alert: they’re going up!) will have on the food sector. And we’re joined by a special guest this time: Stefan Vogel, Global Strategist – Grains & Oilseeds at RaboResearch.
Can Bars and Restaurants Recover by 2022? (featuring the Liquid Assets podcast)
This week we partnered with our sister podcast, Liquid Assets, to discuss how bars, restaurants, and manufacturers have survived Covid-19 thus far and how quickly they can recover (fingers crossed) once the pandemic is over.
Listeners of Consumer Foods to Go will love the work done by the team at Liquid Assets. If you are interested in the latest trends in the beverage industry, you can subscribe to the show on your favorite podcast app.
The Economics of Food Delivery
During the current pandemic, ordering food for consumption at home has taken off beyond anyone’s wildest dreams. However, the delivery platforms through which consumers order food (still) do not make money. In this episode of Consumer Foods-to-Go, Maria Castroviejo and Cyrille Filott question Marjolein Hanssen on how the economics of these platforms work and what she expects platforms to do in the next few years in terms of scale, IT, and data monetization.