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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

01:00:47

Outgunned and outspent: How independent RTD brands...

Liquid Assets: A Beverage Industry Podcast ·

2025/10/30

The odds are stacked against them. They have less money, less influence with distributors, and fewer R&D resources to alchemize the perfect drink, yet smaller RTD brands are going toe-to-toe and often winning the race to capture the fastest-growing space in the beverage alcohol business. In this episode, Evan Burns, CEO at The Finnish Long Drink, and Clement Pappas, cofounder and CEO of Stateside Brands – the company that owns Surfside – explain how, against all odds, they built successful brands in

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58:06

Global beer results prove why diversification is so...

Liquid Assets: A Beverage Industry Podcast ·

2025/10/15

We look back at the results from the first half of 2025 and check in on the performances of the world’s largest global beer companies (Heineken, Carlsberg, AB InBev, Molson Coors, Constellation Brands, and Royal Unibrew). We also look at three major themes affecting the beer business in 2025: the dramatic impact of harsh immigration policies on American Latinos, the struggles of European brewers to push costs onto consumers, and the urgency and surprising success of global beer businesses betting

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54:48

Southern Glazer‘s on competition from beer...

Liquid Assets: A Beverage Industry Podcast ·

2025/09/25

Southern Glazer’s Wine & Spirits is the largest alcohol wholesaler in the United States. We caught up with Mark Chaplin, John Wittig, and David Chaplin, three of Sourthern’s senior executives, to discuss the toughest issues facing alcohol distribution in 2025 and increasing pressure to become a total beverage distributor. Note: This episode was recorded only a few days prior to Southern’s acquisition of AB InBev’s wholly owned New York City distribution operations. In the coming weeks, we will have

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45:55

How are importers managing tariffs and declining demand?

Liquid Assets: A Beverage Industry Podcast ·

2025/09/18

With tariffs, falling demand, and an unfavorable exchange rate, it can feel as though the cosmos are conspiring to make life hard for US importers. However, many import brands and bulk products remain very competitive in the US market. In this episode, we discuss how importers are adjusting to survive and if not thrive in the current operating environment. This is episode two from our discussion with Ryan O’Hara, CEO of MHW, and Serena Campell, Operations Director for USA Wine West. Check out

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55:41

How to import wine and spirits into the US

Liquid Assets: A Beverage Industry Podcast ·

2025/09/08

Winning in the US market is the holy grail for many brands around the world, but how do you get started? What type of importer should you use, what should you expect from them, and what should you be prepared to bring to the table? What gets an importer excited to support your brand? In this episode we speak with Ryan O’Hara, CEO of MHW, and Serena Campbell, Operations Director for USA Wine West, for a crash course on how to maximize your chance of succeeding in the competitive, confusing, and

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01:15:23

Everything you need to know about hemp

Liquid Assets: A Beverage Industry Podcast ·

2025/08/22

It seems unthinkable that a simple legal loophole for hemp would lead to the de facto legalization of marijuana edibles in the United States, but here we are. Intoxicating hemp products are everywhere, and everyone seems to be excited about them. But the story of hemp-derived THC's rise and the greatest threat to its future are inexorably linked to its legal status. In this episode, we speak to two legal experts, Marc Hauser and Rebecca Stamey-White, about how the intoxicating hemp business came to

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47:40

Inside the boardroom: What a company board really...

Liquid Assets: A Beverage Industry Podcast ·

2025/07/30

Caroline Levy and Carol Reber know a lot about being on a board. Between them, they sit on the board of six different companies that include Celsius Holdings, Far Niente Wine Estates, Health-Ade, Arterra Wines Canada, Rack & Riddle, and Athletic Brewing Company. On today’s episode, Carol and Caroline share their journeys and bring us up to speed on what a company board of directors actually does, who should be on them, and what characteristics distinguish a good board from a bad one. Want to sign up

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01:07:04

Every diversification strategy, ranked

Liquid Assets: A Beverage Industry Podcast ·

2025/07/17

In this episode, we discuss all the ways a beverage firm can diversify its business and the consequences when things go wrong. Whether it is geographical expansion, vertical integration, moving into adjacent categories, or route to market, we debate the merits, downsides, and myriad real-world examples of seven different diversification strategies and runway for each strategy to be successful going forward. Read our report on diversification strategies: Beverage market buzz: Balancing

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56:09

How to save money on ingredients (and still taste...

Liquid Assets: A Beverage Industry Podcast ·

2025/06/30

What happens when you move a production plant from Europe to the United States or switch from Florida oranges to Brazilian oranges? Does your product still taste the same? Has technology made it possible to replace 50% of the sugar in a beverage with zero-calorie sweetener and avoid a nasty aftertaste? John Kelly and Paul Villis from Kerry Group join us to talk through how beverage brands are changing ingredients and deciding to focus on either reformulation (i.e., cost savings) or innovation (i.e.,

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01:08:18

What’s wrong with the alcohol industry? Featuring the...

Liquid Assets: A Beverage Industry Podcast ·

2025/06/18

It’s not a fun time to work in the alcohol business. Demand is down in almost every segment and in almost every geography. Costs are rising. And most every category is in some state of oversupply. How on earth did we get here? Erica Duecy and Scott Rosenbaum, hosts of the Business of Drinks podcast, join the RaboResearch team to debate what is driving the recent declines in the alcohol industry using our favorite debate format: a draft! Want to sign up for our written research? Have a question,

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57:20

Why are so many young men quitting alcohol?

Liquid Assets: A Beverage Industry Podcast ·

2025/05/30

Young people are drinking less, but virtually all those declines are driven by men. If they do consume alcohol, men drink twice as much as women. In this episode, we speculate on what could be changing in the culture and in the lives of young men that is pushing them away from alcohol. Link to our report on Gen Z drinking habits: Click here. 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

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56:11

Recession risk, Trump’s objectives, and the beginning...

Liquid Assets: A Beverage Industry Podcast ·

2025/05/12

Economics power duo Jane Foley and Christian Lawrence return to give context to the first 100 days of the Trump administration, its impact on global economics, and the long-term impact of the US' changing relationship with the rest of the world. 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

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48:59

How bad is wine’s oversupply problem?

Liquid Assets: A Beverage Industry Podcast ·

2025/04/24

In 2024, wine production far outstripped demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers help us understand the unique challenges of the current crisis and how it is shaping the future of the wine business in the US and beyond. Contact us via email: bourcard.nesin@rabobank.com Sign up for our research via this link: Knowledge.Rabobank.com You can find the Ciatti newsletter here: Ciatti Company | Substack Note: The content and opinions presented within this podcast are not

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40:12

Do wine and spirits wholesalers need to be more like...

Liquid Assets: A Beverage Industry Podcast ·

2025/04/07

The RaboResearch team discusses the implications of Brown-Forman and Tito's Handmade Vodka moving to a beer distributor in California. Do wine and spirits wholesalers need to change, or will change erode their competitive advantage? Will the beer guys buy wine and spirits distributors, or is the wine and spirits opportunity too limited? For brands, what is the appeal of working with a beer wholesaler, and what are the risks and limitations? Contact us via email: bourcard.nesin@rabobank.com Sign up

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56:47

Latest spirits industry earnings: Trade wars, falling...

Liquid Assets: A Beverage Industry Podcast ·

2025/03/19

In this episode, we review the latest earnings results from the spirits industry (Diageo, Pernod Ricard, Brown-Forman, Campari, Rémy Cointreau, Becle, and MGP Ingredients). Alongside individual company results, we discuss the impacts of declining sales in the US, the surprising health of the European market, the challenges created by aging inventory and wholesaler inventory, an evolution in pack and pricing strategy, the severe impact of a retaliatory Chinese anti-dumping investigation into cognac,

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50:13

What we learned from the latest round of beer company...

Liquid Assets: A Beverage Industry Podcast ·

2025/03/12

As the first quarter comes to a close, we look back at the results from the largest global beer companies (Heineken, Carlsberg, AB InBev, Molson Coors, Constellation Brands, Royal Unibrew) and what they tell us about the health of the beer industry in the US, Europe, and the rest of the world. Later in the episode, we breakdown the potential impact of Trump administration tariffs for companies across the beverage alcohol industry. Contact us via email: bourcard.nesin@rabobank.com Sign up for our

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40:11

How to monitor and verify retail execution, featuring...

Liquid Assets: A Beverage Industry Podcast ·

2025/03/04

For distributors, managing and verifying execution and incentive programs is a complicated task. For brands, it can feel impossible. In this episode, we speak to Cory Knopp from GoSpotCheck by FORM to discuss how distributors, brands, and retailers are using their photo-based technology to bring data and transparency to one of the most hard-to-measure and burdensome parts of the business. This is the final of four episodes recorded on-site at Access LIVE, the annual conference hosted by Wine &

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28:28

Using data-driven execution to eliminate...

Liquid Assets: A Beverage Industry Podcast ·

2025/02/27

Jenda is a US-based tech company that uses retailer website data to offer real-time updates on out-of-stocks, competitive set, and pricing at an outlet level. Jenda’s Amanda Wolff and Harry Shulman share how they are helping brands and distributors solve some of the industry’s most persistent and frustrating problems. This is the third of four episodes recorded on-site at Access LIVE, the annual conference hosted by Wine & Spirits Wholesalers of America. Contact us via email:

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36:51

US wholesalers are looking more European, from point...

Liquid Assets: A Beverage Industry Podcast ·

2025/02/24

Craig Letton and his company, Hyble, spent a decade refining the art of creating menus and point-of-sale materials across Europe. As his business expands across the US, Craig shares how Hyble is modernizing the production and design of point-of-sale materials and explains why so many of the strategies and technologies being adopted in the US have been standard practice among European brands and wholesalers for years. This is one of four episodes recorded onsite at Access LIVE, the annual conference

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30:27

The WSWA agenda: Tariffs, taxes, and dietary guidelines

Liquid Assets: A Beverage Industry Podcast ·

2025/02/19

We caught up with Francis Creighton, President and CEO of WSWA, to get their take on Trump tariffs, how the industry should react to the growing pressure from public health organizations, and a range of other topics including taxes, cannabis, and a fun little anecdote involving Breaking Bad actor, Bryan Cranston. This is the first of four episodes recorded on-site at Access LIVE, the annual conference hosted by Wine & Spirits Wholesalers of America. Contact us via email: bourcard.nesin@rabobank.com

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133 results

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