Drinks With Caroline

Caroline Levy
  • 5.0 (29)
  • INVESTING

Caroline Levy, a veteran Wall Street analyst, delves deep into the world of beverages with some of her hero's.  Caroline’s quick wit, empathetic approach, and vibrant personality allow leaders to be vulnerable and speak truths not typically heard outside of closed-door conversations.

Episodes

  1. Bourcard Nesin, Beverage Analyst at Rabobank - Today, young men have less income than young women - hurting alcohol sales.

    JUN 24

    Bourcard Nesin, Beverage Analyst at Rabobank - Today, young men have less income than young women - hurting alcohol sales.

    Young people aren't drinking less because they're health nuts—they're just broke. New data shows Gen Z spends 30% less of their income on alcohol than millennials did at the same age. Is this the end of premiumization or just the beginning?

    39 min
  2. Dr. Robert Lustig - Renowned Neuro Endocrinologist - How Excess Sugar Compromises Your Health and Why A Calorie Is Not Just A Calorie

    JUN 13

    Dr. Robert Lustig - Renowned Neuro Endocrinologist - How Excess Sugar Compromises Your Health and Why A Calorie Is Not Just A Calorie

    "Sugar is the 2,000-pound gorilla" says Dr. Robert Lustig. The renowned expert reveals how ultra-processed foods drive chronic disease by causing mitochondrial dysfunction. Want better health? Reducing sugar might be more effective than expensive medications. #NutritionFacts

    55 min

  3. MAY 28

    Gen Z's Shift from "We" to "Me" with Amanda Edelman - COO, Gen Z Edelman Lab

    Drinks With Caroline

    38 min

  4. MAY 9

    Andy Rothman, Founder & CEO of Sinology LLC - Expert Insights on the China-US Tariff Dispute, with Some Surprising Conclusions.

    Drinks With Caroline

    38 min
  5. Nik Modi, Consumer Analyst at RBC - How to Manage Your Life and Business for Sustainable Growth

    MAY 2

    Nik Modi, Consumer Analyst at RBC - How to Manage Your Life and Business for Sustainable Growth

    Whether you're a business leader navigating market uncertainty, an investor seeking strategic insights, or simply curious about the forces reshaping consumer behavior, this episode offers a master class in thinking beyond conventional boundaries to prepare for a rapidly changing future.

    36 min
  6. Stimulation, Intoxication, Relaxation…What do you drink for? Brandy Rand - Thirstwell

    APR 12

    Stimulation, Intoxication, Relaxation…What do you drink for? Brandy Rand - Thirstwell

    The beverage landscape isn't just evolving—it's completely transforming. Today's consumers aren't thinking "I'll have a beer" but rather "How do I want to FEEL right now?" Fascinating insights from beverage expert Brandy Rand on the future of drinking. #BeverageTrends

    37 min
  7. Kaumil Gajrawala, Beverage Guru at Jeffries; A Professional Approach to Investing

    APR 1

    Kaumil Gajrawala, Beverage Guru at Jeffries; A Professional Approach to Investing

    An Analyst’s Guide to Beverage Stocks Climb inside the mind of a pro for a road map to understanding the beverage industry. We journey through the eras of global expansion (creation of beer giant ABI) and volume-at-any-price ($0.89 2-liters) to the newer driver of value creation, namely “revenue growth management”, i.e., the skill of managing price, package, channel and brands to deliver profitable growth.  Learn about the birth of modern sodas, non-alc adult beverages and protein drinks. We will get you thinking about GLP-1s, food-as-medicine and much more.  Some companies discussed: KO, PEP, KDP, ABI, MNST, Red Bull, Liquid Death, Olipop, SAM, Athletic Brewing Co., Bellring Brands

    47 min
  8. Bill Shufelt, Co-founder of Athletic Brewing - Building the Non-Alcoholic Beer Category

    MAR 25

    Bill Shufelt, Co-founder of Athletic Brewing - Building the Non-Alcoholic Beer Category

    In this episode, we discuss the tribulations of selling distributors and retailers on a new category, the value of having a co-founder with opposite talents, and the advantage of investors with long horizons.

    36 min
  9. The Business of Branding featuring Mike Cessario - Founder of Liquid Death

    MAR 20

    The Business of Branding featuring Mike Cessario - Founder of Liquid Death

    Marketing maestro, Mike Cessario describes Liquid Death as an entertainment company. He calls Amazon the great equalizer, and articulates his goal to build a multi-category, healthy beverage platform. His advice to entrepreneurs is “to de-risk the offer” and “pursue something you know better than anyone else.”

    51 min
  10. The Business of Beer featuring Beer God - Harry Schuhmacher

    MAR 13

    The Business of Beer featuring Beer God - Harry Schuhmacher

    Caroline's first guest is investor's long-time favorite, no-holds-barred beer industry expert, Harry Schuhmacher. In this episode, Harry opines on the growing power of beer distributors, gets bullish on Anheuser-Busch, and predicts that non-alcoholic beer will hit a 5% share of the giant U.S. market.

    46 min
  • 10 Episodes

5
out of 5
29 Ratings

About

Caroline Levy, a veteran Wall Street analyst, delves deep into the world of beverages with some of her hero's.  Caroline’s quick wit, empathetic approach, and vibrant personality allow leaders to be vulnerable and speak truths not typically heard outside of closed-door conversations.

Information

  • Creator
    Caroline Levy
  • Years Active
    2K
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © 2025 Drinks With Caroline
  • Show Website
    Drinks With Caroline

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