31 episodes

Rabobank’s global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what’s next in the beverage world.

Liquid Assets: A Beverage Industry Podcast Rabobank

    • Investing

Rabobank’s global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what’s next in the beverage world.

    E-Commerce Strategy With Constellation Brands: Part II

    E-Commerce Strategy With Constellation Brands: Part II

    Wayne Duan and Ben Galvin from Constellation Brands return for the second episode in our two-part series on e-commerce. This time around, we look at the future of e-commerce in the alcohol industry – and how brands can take an active role in shaping what the industry will look like in 2025.

    • 36 min
    E-Commerce Strategy With Constellation Brands: Part I

    E-Commerce Strategy With Constellation Brands: Part I

    Wayne Duan and Ben Galvin help lead Constellation Brand’s digital strategy. In this episode – the first in a two-part series – Wayne and Ben share their thoughts as we breakdown the biggest trends in alcohol e-commerce and discuss the most urgent challenges the alcohol industry faces in the digital world.

    • 56 min
    A 2020 Recession: How to Prepare for a Downturn

    A 2020 Recession: How to Prepare for a Downturn

    Rabobank’s team of economists says there is an 80% chance of a recession in 2020. For our last episode of 2019, we sat down with our Senior Market Strategist, Christian Lawrence, to talk about the economic outlook for 2020. Then we discuss what a downturn could mean for consumer behavior, investor behavior, and, ultimately, food & beverage companies. 
    Recorded: December 10, 2019
    This episode features Senior Market Strategist Christian Lawrence, Global Beverage Strategist Stephen Rannekleiv, Senior Analyst Jim Watson, and Analyst Bourcard Nesin.

    • 51 min
    Deal and No Deal: Beverage M&A in 2019

    Deal and No Deal: Beverage M&A in 2019

    It’s been a big year for M&A in the beverage alcohol industry. In this episode, we review the most important deals of 2019: the big, the small, and the unexpected. From the surge of craft-beer and spirits acquisitions to blockbuster, billion-dollar deals, we tell you what happened, how it affects your business, and what it means for the future of the industry. Please note: this episode was recorded on Nov. 22nd 2019.

    This episode features Rabobank’s global beverage strategist Stephen Rannekleiv, senior analyst Jim Watson, and analyst Bourcard Nesin, the millennial responsible for killing everything that was fun in the 1980s. 

    • 43 min
    Eric Ottaway and Brooklyn Brew Up Something Special

    Eric Ottaway and Brooklyn Brew Up Something Special

    Brooklyn Brewery has just launched their first non-alcoholic beer in the US, called Special Effects, after its resounding success in Europe. Non-alc beer may often be seen as an alternative to traditional beer, but our guest, Brooklyn CEO Eric Ottaway, insists that Special Effects offers incremental sales, bringing “more places, more occasions, and more people” into the beer category. In the US, non-alc beer sales are tiny but growing quickly, and despite large brewers reportedly prioritizing the category, we’ve seen very little innovation in non-alc beer. In this episode, Eric sits down with the RaboResearch team to discuss his company’s surprising push into and refreshing approach to the non-alc category and whether non-alc beer can gain a meaningful foothold with US consumers.

    • 59 min
    Hard Seltzer Storms the Light-Beer Fortress

    Hard Seltzer Storms the Light-Beer Fortress

    Hard seltzer brands like White Claw and Truly have stormed onto the scene, injecting growth, excitement, and more than a little anxiety into the struggling US beer industry. Light and bubbly, and imminently 'sessionable,' hard seltzer has become a category unto itself. Its viral popularity offers big brewers an opportunity to draw female consumers away from the wine & spirits category – something they’ve struggled to achieve for decades. But, in order to do so, they face an unfamiliar challenge: Can they capture market share from 'big seltzer?'

    • 32 min

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