100 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.

Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html

Liquid Assets: A Beverage Industry Podcast RaboResearch F&A

    • News
    • 5.0 • 122 Ratings

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.

Please read our disclaimer here: https://research.rabobank.com/far/en/footer/disclaimer.html

    Without enough oranges, the juice industry gets squeezed

    Without enough oranges, the juice industry gets squeezed

    The global orange juice industry is in crisis. The Florida industry has all but disappeared, and Brazilian groves are plagued by disease, rising costs, and unfavorable growing conditions, leaving global orange juice supplies at their lowest point in decades. Prices are skyrocketing, consumer demand has been falling for years, and operators across the value chain are left wondering what’s next. Listen in as Rabobank’s citrus expert, Andrés Padilla, shares the takeaways from his latest report on the global orange juice industry and its future. For more on this topic, be sure to read the report: Global Orange Juice Outlook 2024/25
    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.
    Sign up for research (free for clients): Research.Rabobank.com

    • 43 min
    US wine and spirits sales: How bad is it, really?

    US wine and spirits sales: How bad is it, really?

    SipSource analysts Dale Stratton and Danny Brager are two of the most influential and respected experts in the US wine and spirits industry. In an expansive discussion, Danny and Dale help us dissect the drivers behind falling wine and spirits sales and whether things will get worse before they get better.
     
     
    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.

    • 46 min
    Brewers resilient despite a wrench in the COGS

    Brewers resilient despite a wrench in the COGS

    In a recent and much anticipated report, Senior Analyst Francois Sonneville modeled the spot market and actual prices paid among public beer companies in North America, Europe, and China. We discuss his findings and his ideas on how brewers can better control production costs and where future cost pressure may come from.
    Be sure to download Francois’ report: Beer COGS dashboard Q4 2023

    Clients can sign up for research here: Research.Rabobank.com

    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.

    • 37 min
    The future of online alcohol marketplaces, featuring Breakthru Beverage Group

    The future of online alcohol marketplaces, featuring Breakthru Beverage Group

    At this year’s Access LIVE conference in Las Vegas, we sat down with Breakthru Beverage Group’s Head of Digital and E-commerce Mike Boswell for an impromptu conversation on alcohol marketplaces. We explore the relevance and value of marketplaces at different levels of the value chain, discussing Drizly on the consumer-facing side and Provi for a business-to-business perspective. 
    For more on this topic, be sure to read our latest report: Why Drizly never delivered.
     
    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.

    • 46 min
    Neo-prohibitionism, Ozempic, and the end of the tequila boom?

    Neo-prohibitionism, Ozempic, and the end of the tequila boom?

    Is neo-prohibitionism a threat to the alcohol business? Will GLP-1 agonists decrease alcohol sales? Are soft drinks companies losing interest in their effort to develop alcohol brands? To debate these and other controversial topics, the RaboResearch Beverage team plays one of our favorite games: Buy, Sell, Hold!
     
     
     
    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. 

    • 53 min
    Southern Glazer’s talks industry trends, inventory, and digitalization

    Southern Glazer’s talks industry trends, inventory, and digitalization

    As the largest wine and spirits distributor in North America, Southern Glazer’s Wine & Spirits has a unique perspective on the US alcohol market. Senior leaders David Chaplin (Chief Growth Officer), John Wittig (Chief Commercial Officer), and Alan Wizeman (Chief Digital Officer) share their views on the health of the US alcohol market, consumer trends, distributor inventories, and the fast evolving world of business-to-business e-commerce.
     
     
    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. 

    • 1 hr 12 min

Customer Reviews

5.0 out of 5
122 Ratings

122 Ratings

Nikolai Zeinikov ,

A Must for Alc Bev Professional

I honestly haven’t heard of any C-suite Alc Bev Executive who’s NOT aware of this awesome and insightful podcast. Great variety of topics, thought-provoking, smart and sharp. If you’re in the industry (or want to get into Alc Bev) - follow and listen immediately.

Smiley5137 ,

Loved the podcast with Danny Wirtz

Super relatable podcast with Danny Wirtz really loved hearing about industry trends, and what’s on the horizon for Breakthru Beverage

RobbKrist ,

Top notch insights

All in on the Liquid Assets podcast: always on top of key industry trends and presented in a professional yet fun manner. Keep up the great work!

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