RaboResearch F&A

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2월 9일
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2024. 07. 01.
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5일 전

Breakthru's Danny Wirtz on suppliers' shift to a "best athlete" strategy

Danny Wirtz, Co-Chairman of Breakthru Beverage Group, discusses how brands are rethinking national agreements and what success looks like when performance, not footprint, are the primary concern for suppliers' route-to-market strategy. Themes from the episode: How did Breakthru shift strategy after a planned merger with Republic National Distributing Company was terminated in 2019? What does geographic expansion look like in the current market? What is driving decisions about footprint? Are suppliers deprioritizing a national footprint? Are there still benefits from those national partnerships? How is the push from beer wholesalers and Reyes Beverage Group changing the strategies of wine and spirits wholesalers? What are Danny's thoughts, as CEO of the Chicago Blackhawks, about the boost his sport has received from the international phenomenon Heated Rivalry? 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.

5일 전

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26분
2일 전

How to become the biggest wine brand in the Midwest… or at least Indiana

Oliver Winery is one of the largest wine businesses in the United States. It is located in Indiana. In this episode, CEO Pat Brown shares how the unusual origins of the business have helped the company capture consumers who would otherwise be overlooked by the wine business, as well as the advantages of operating a winery outside the West Coast. 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.

2일 전

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32분
2월 19일

US wine and spirits wholesalers are all in on hemp and other updates from WSWA

We caught up with Francis Creighton, President and CEO of Wine & Spirits Wholesalers of America, on the floor at this year's Access Live conference in Las Vegas. In addition to helping its members navigate a very difficult business environment, the lobbying group representing US wine and spirits wholesalers in the US has a full advocacy agenda. Francis quickly brings us up to date on its legislative priorities and how wholesalers are dealing with the tough times. 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.

2월 19일

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41분
2월 10일

What's next for US beer distribution? featuring Harry Schuhmacher and Jenn Litz-Kirk

The team from Beer Business Daily and Beernet Radio offer candid coverage of the tumult and upheaval in the US beer wholesaler business. In this episode, we touch on the following topics: How are big brands (AB InBev, Molson Coors, Constellation Brands) applying pressure differently to their wholesaler networks? What is the outlook for hemp beverages (né marijuana edibles)? Will they be legal in 2027, and are they actual profit drivers for wholesalers? Will wholesalers continue to diversify away from beer? Should this concern the biggest brands in their portfolio? Are wholesalers seeing a clear impact from the Trump administration's immigration crackdown? Should beer wholesalers move more aggressively into wine and spirits? Should those businesses be run separately from their beer business? 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.

2월 10일

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1시간 16분
2월 3일

The 2026 economic outlook

Economics power duo Jane Foley and Christian Lawrence return to discuss the first 12 months of the Trump administration and the 2026 outlook for economies in the US and Europe. As always, the conversation is far-reaching, touching on: The AI boom and its impact on business operations and economic growth. Inflation and the legacy of higher food, housing, and healthcare prices. Interest rates, currencies, and the threats to an independent Federal Reserve. The waning predictive power of consumer confidence surveys. The incomplete and lasting impact of tariffs and Trump's challenge to the geopolitical order. The impact of immigration policies on population growth and economic activity. 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.

2월 3일

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1시간 15분
2025. 12. 17.

The biggest beverage stories of the last decade

The end of 2025 marks the end of an era. Our dear friend and cohost Jim Watson returns for one last episode. We celebrate 10 years of ingenious, unparalleled drinks industry coverage with a very special episode, discussing the biggest story from each year of the past decade. And if you've appreciated Jim's work over 125+ episodes of this show, you should thank him directly at: JCWatson334@gmail.com. Tune in to learn something and remember some pivotal beverage industry moments as we break down: 2016: The Anheuser-Busch acquisition of SABMiller 2017: Marijuana legalization in Canada and the US 2018: The Keurig Dr Pepper merger and the broader category blurring in soft drinks 2019: The year hard seltzers and RTDs took craft beer's momentum 2020: Ugh… nothing in particular 2021: The year of revenge spending and crazy valuations 2022: The year inflation took over the world 2023: The fallout from the anti-trans backlash against Bud Light 2024: The year of plummeting valuations and the wine and spirits industry starting to panic 2025: Trump Tariffs and RNDC pulling out of California Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Check out the rest of our written research: Rabobank.com/knowledge 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.

2025. 12. 17.

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1시간 15분
2월 9일

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.

2월 9일

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13분
1월 26일

New dietary guidelines, endless CEO turnover, wholesale upheaval, and the growing threat of GLP-1 usage

In this episode, we're joined by analyst Francois Sonneville and relationship manager Jonathan Magel to discuss the biggest news stories from the past 30 days, including: The US issues new dietary guidelines for alcohol consumption. Will it impact consumption or regulatory pressure? The CEO of Heineken will be stepping down later this year. Virtually every major alcohol business has seen executive turnover in the last 18 months. Does this signal a shift in our expectations for a quick return to growth or a resignation that the problems are more structural? Recent reports suggest Republic National Distributing Company, the second-largest wine and spirits wholesaler in the US, will sell operations in seven states to Reyes Holdings, famously not a wine and spirits distributor. Could this signal an end or just the beginning of upheaval in the US wholesaler landscape? The advent of GLP-1s in pill form and the lower pricing will inevitably lead to higher uptake. Should beverage companies have a "GLP-1 strategy"? Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com Check out the rest of our written research: rabobank.com/knowledge 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.

1월 26일

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59분
2025. 11. 26.

Public spirits companies hope the worst is over

Special guest Richard Withagen (Equity Analyst at Kepler Cheuvreux) joins us as we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard, Brown-Forman, Campari, Rémy Cointreau, and Becle). Alongside individual company results, we discuss the broader impact of regulation on spirits sales, how long a transitory/cyclical downturn can be before it is considered structural, the sharp shift in fortunes between geographies, and the difficulty of off-loading unwanted brands when literally everyone else is doing the same thing. Want to sign up for our written research? Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Check out the rest of our written research: rabobank.com/knowledge. 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.

2025. 11. 26.

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58분
4일 전

RaboElevate Special: Mastering Negotiation with Dr. Robin Stonecash – Stepping to the other side to do the deal

In this RaboElevate episode, we turn the tables and tap into Dr Robin Stonecash's extensive experience in negotiation. Join Rabobank's Skye Ward as she uncovers the fundamental rules of negotiation, how to anchor a negotiation and why it isn't always about the "yes". Packed with practical tips, this episode discusses how preparation and an understanding of your counterparty can help get to that handshake. Disclaimer: This publication is not a RaboResearch publication and is for information purposes only. The contents of this publication are general in nature and do not take into account your personal objectives, financial situation or needs. As such, the contents of this publication do not constitute advice and should not be relied upon as a basis for any financial decisions. Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446 (collectively referred to as, 'Rabobank Australia') recommend that you seek independent financial advice from your accountant or financial adviser before making any financial decisions related in any way to the contents of this publication. The information and opinions contained in this publication have been compiled or arrived at from sources believed to be reliable. Any opinions, forecasts or estimates made are reasonably held, based on the information available at the time of publication and there can be no assurance that future results or events will be consistent with any such opinions, forecasts or estimates. All opinions expressed are subject to change at any time. No representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any information or opinions contained within the publication. You should make your own inquiries regarding the contents of this publication. Rabobank Australia does not accept any liability for any loss or damage arising out of any error or omission in the publication or arising out of any reliance or use of this publication or its contents or otherwise arising in connection therewith. This publication may not be reproduced or distributed in whole or in part, except with the prior written consent of © Rabobank Australia Limited ABN 50 001 621 129 AFSL 234700 and Coöperatieve Rabobank U.A. (Australia Branch) ABN 70003917655 AFSL 238446, as part of the Rabobank Group.

4일 전

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22분

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