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PODCAST

Liquid Assets: A Beverage Industry Podcast

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

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All Episodes

01:31:36

How to negotiate a better distribution agreement

Liquid Assets: A Beverage Industry Podcast ·

2025/01/27

Over the last 25 years, distribution contracts in the US have shifted from handshake agreements to carefully negotiated legal documents. What do these contracts contain? As a brand, what is negotiable, what can you leverage to get a better deal, and what aspects of your business should never be compromised? Ed LeMay and Dale Stratton of Azur Associates join us to help answer these questions, sharing insights from decades of experience pioneering distribution strategy and sitting across the

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51:31

The 2025 economic outlook

Liquid Assets: A Beverage Industry Podcast ·

2025/01/15

Economics power duo Jane Foley and Christian Lawrence return to discuss the outlook for economic growth and the potential impact of tariffs and the Trump presidency in 2025. 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

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01:12:52

The third annual Quiz of the Year

Liquid Assets: A Beverage Industry Podcast ·

2024/12/20

In a show packed with passion, Kate Bernot and Bryan Roth of Sightlines and hosts of The Gist by Sightlines podcast help us identify the year’s most important stories from the world of beer. Things then turn competitive as we go head-to-head in our third annual Quiz of the Year. Will our guests remember how much alcohol a hamster can drink or how many nonalcoholic beer consumers play video games? You’ll have to tune in to find out. Happy holidays and thank you for tuning in to another year of the

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51:19

Your marketing is boring and too expensive, feat....

Liquid Assets: A Beverage Industry Podcast ·

2024/12/03

They sold skateboards colored with paint containing Tony Hawk’s actual blood. They bought a Superbowl ad and hired a witch to attend and influence the outcome of the game. They auctioned off a seven-foot, casket-shaped Yeti cooler that sold for USD 68,000. However you might feel about these stunts, the folks at Liquid Death know how to get attention. On this episode, the company’s CFO Karim Sadik-Khan and Chief Strategy Officer Marisa Bertha talk about the processes behind the brand’s success, their

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59:42

Is the drop in alcohol sales a permanent problem or a...

Liquid Assets: A Beverage Industry Podcast ·

2024/11/19

In this episode, the research team gets to the bottom of the biggest mystery confounding brands, investors, retailers, and distributors in 2024: Is the recent drop in US alcohol sales a short-term blip or the start of a more long-lived, structural decline? Sign up for our research via this link: Knowledge.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

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01:08:06

What is driving wholesaler consolidation? Featuring...

Liquid Assets: A Beverage Industry Podcast ·

2024/10/24

Consolidation has transformed the world of wine and spirits distribution in the US. While everyone knows that consolidation happened, far fewer people understand the trends that pushed a few US wholesalers to achieve scale. Dave Lane and Tracy Aldworth, senior leaders from Republic National Distributing Company, discuss the drivers behind the structural changes to the middle tier and how their company is responding to remain competitive far into the future. Link to the latest RaboResearch

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32:42

Maker's Mark and Fever-Tree make a cocktail

Liquid Assets: A Beverage Industry Podcast ·

2024/09/30

KK Hall, Global Brand Vice President for Maker’s Mark, and Charles Gibb, Fever-Tree’s North America CEO, joined forces to create a blood orange ginger beer formulated especially to pair with Maker's Mark. So far, it seems like the project has exceeded expectations, bringing bourbon into new consumption occasions that appeal to broader audiences and helping both brands grab the attention of retailers and distributors alike. Rabobank clients can sign up for our research via this

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01:11:07

How to outgrow the market, featuring Deutsch Family...

Liquid Assets: A Beverage Industry Podcast ·

2024/09/10

Josh Cellars is arguably the most successful wine brand of this generation, and Deutsch did much of that work while the overall industry was struggling. How did they do it? The company’s President, Tom Steffanci, and Chief Brand Officer, Dan Kleinman, discuss their unique approach to brand building, distribution, the positioning of the wine category, and the meticulous measurements they use to maximize the return on their marketing spending. Rabobank clients can sign up for our research via this

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45:20

Lightweighting – an elegant path to better margins...

Liquid Assets: A Beverage Industry Podcast ·

2024/08/20

Adapted from a live webinar hosted by Rabobank in July, this unique episode brings together experts from The Wine Group, Jackson Family Wines, and Crimson Wine Group, who joined forces to share best practices on lightweighting or “right-weighting” glass packaging. The panel includes: Tony Maan, Vice President of Supplier Development at The Wine Group Colleen Fitzgerald, chenin blanc viognier winemaker and Chair of the Greenhouse Gas Emissions Measurement Committee at Crimson Wine Group Mitch

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51:32

How much do mixers really matter? featuring Fever-Tree

Liquid Assets: A Beverage Industry Podcast ·

2024/07/31

Charles Gibb, CEO of Fever-Tree North America, offers an update on the mixers market, exploring how this fast-growing segment intersects with consumer trends, retailer objectives, and distribution. And, of course, we discuss the strategy that propelled a premium mixer brand into a billion-dollar company. Rabobank clients can sign up for our research via this link: Knowledge.Rabobank.com Note: The content and opinions presented within this podcast are not intended as investment advice, and the

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01:07:45

The big beer distribution draft feat. Harry...

Liquid Assets: A Beverage Industry Podcast ·

2024/07/10

With help from industry icons Harry Schuhmacher and Sarah Barrett, the folks responsible for publications like Beer Business Daily and Wine & Spirits Business Daily, we use a fitting format, a draft, to debate the toughest and the most helpful trends and topics facing beer distributors in 2024. Rabobank clients can sign up for our research via this link: knowledge.rabobank.com Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions

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48:07

Economic update: Are things getting better or worse?

Liquid Assets: A Beverage Industry Podcast ·

2024/06/19

Rabobank’s senior market strategist, Christian Lawrence, returns for his record-setting tenth appearance on the podcast to discuss major economic trends like inflation, labor markets, consumer spending, credit card debt, and the potential impact of elections and geopolitics around the globe. Rabobank clients can sign up for our research via this link: Research.Rabobank.com Note: The content and opinions presented within this podcast are not intended as investment advice, and the opinions

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43:32

Without enough oranges, the juice industry gets squeezed

Liquid Assets: A Beverage Industry Podcast ·

2024/05/17

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

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46:46

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

Liquid Assets: A Beverage Industry Podcast ·

2024/04/30

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

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37:25

Brewers resilient despite a wrench in the COGS

Liquid Assets: A Beverage Industry Podcast ·

2024/04/16

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

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46:33

The future of online alcohol marketplaces, featuring...

Liquid Assets: A Beverage Industry Podcast ·

2024/03/28

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

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53:23

Neo-prohibitionism, Ozempic, and the end of the...

Liquid Assets: A Beverage Industry Podcast ·

2024/03/07

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

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01:12:24

Southern Glazer’s talks industry trends, inventory,...

Liquid Assets: A Beverage Industry Podcast ·

2024/02/02

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

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42:32

2024 economic outlook

Liquid Assets: A Beverage Industry Podcast ·

2024/01/09

Economic power duo Jane Foley and Christian Lawrence return to discuss the outlook for a recession, interest rates, inflation, and consumer spending and how these economic trends could impact food and beverage companies as we enter the new year. Rabobank clients can sign up for our research via this link: 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

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57:21

Soft drinks boom, spirits hungover, and consumers...

Liquid Assets: A Beverage Industry Podcast ·

2023/12/13

For the first time in more than a year, the Liquid Assets team gets to do a recording in the same room. They take turns picking news stories that speak to wider trends impacting the beverages industry. Rabobank clients can sign up for our research via this link: 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

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133 results

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