Liquid Assets: A Beverage Industry Podcast

Rabobank

RaboResearch Food & Agribusiness

  • 1 hour 12 minutes
    The third annual Quiz of the Year

    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 show!

     

    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 affiliates and should not be considered a solicitation or offer to sell or provide services

    20 December 2024, 12:00 pm
  • 51 minutes 19 seconds
    Your marketing is boring and too expensive, feat. Liquid Death

    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 favorite marketing programs, and, of course, price pack architecture. 

     

    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 affiliates and should not be considered a solicitation or offer to sell or provide services

    3 December 2024, 12:00 pm
  • 59 minutes 42 seconds
    Is the drop in alcohol sales a permanent problem or a short-term slump? 

    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 affiliates and should not be considered a solicitation or offer to sell or provide services.

    19 November 2024, 12:00 pm
  • 1 hour 8 minutes
    What is driving wholesaler consolidation? Featuring Republic National Distributing Company

    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 distribution report: National Alignment: How US wine and spirits brands can get the most out of their wholesaler

    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 affiliates and should not be considered a solicitation or offer to sell or provide services

    24 October 2024, 11:00 am
  • 32 minutes 42 seconds
    Maker's Mark and Fever-Tree make a cocktail

    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 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 affiliates and should not be considered a solicitation or offer to sell or provide services.

     

    30 September 2024, 11:00 am
  • 1 hour 11 minutes
    How to outgrow the market, featuring Deutsch Family Wine & Spirits

    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 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 affiliates and should not be considered a solicitation or offer to sell or provide services.

    10 September 2024, 11:00 am
  • 45 minutes 20 seconds
    Lightweighting – an elegant path to better margins and lower emissions

    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 Davis, Executive Vice President – Operations at Jackson Family Wines

     

    Rabobank clients can read the original RaboResearch report on lightweighting on our website: Wine Quarterly Q4 2023: Why weight? Wine’s biggest sustainability problem is also the easiest to fix and 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 affiliates and should not be considered a solicitation or offer to sell or provide services.

    20 August 2024, 11:00 am
  • 51 minutes 32 seconds
    How much do mixers really matter? featuring Fever-Tree

    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 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.

    31 July 2024, 11:41 am
  • 1 hour 7 minutes
    The big beer distribution draft feat. Harry Schuhmacher and Sarah Barrett

    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 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.

    10 July 2024, 11:00 am
  • 48 minutes 7 seconds
    Economic update: Are things getting better or worse?

    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 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.

    19 June 2024, 11:00 am
  • 43 minutes 32 seconds
    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

    17 May 2024, 1:12 pm
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