Liquid Assets: A Beverage Industry Podcast

Rabobank

RaboResearch Food & Agribusiness

  • 56 minutes 47 seconds
    Latest spirits industry earnings: Trade wars, falling consumption, and excess inventories

    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, and, of course, the fallout from the Trump-initiated trade wars with the US, Mexico, Canada and the European Union. 

    Contact us via email: bourcard.nesin@rabobank.com 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 This episode was recorded on March 6, 2025. Things may have changed by the time you are listening to this podcast.

    19 March 2025, 2:32 pm
  • 50 minutes 13 seconds
    What we learned from the latest round of beer company earnings reports

    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 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. This episode was recorded on March 6, 2025, and as such, things may have changed by the time you listen to this podcast. 

    12 March 2025, 3:49 pm
  • 40 minutes 11 seconds
    How to monitor and verify retail execution, featuring GoSpotCheck

    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 & Spirits Wholesalers of America.

     

    Contact us via email: bourcard.nesin@rabobank.com

    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 

    4 March 2025, 12:00 pm
  • 28 minutes 28 seconds
    Using data-driven execution to eliminate out-of-stocks and more, feat. Jenda

    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: bourcard.nesin@rabobank.com

    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 

     

    27 February 2025, 12:00 pm
  • 36 minutes 51 seconds
    US wholesalers are looking more European, from point of sale to online selling, featuring Hyble

    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 hosted by Wine & Spirits Wholesalers of America.

    Contact us via email: bourcard.nesin@rabobank.com 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 February 2025, 12:00 pm
  • 30 minutes 27 seconds
    The WSWA agenda: Tariffs, taxes, and dietary guidelines

    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 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 February 2025, 12:00 pm
  • 1 hour 31 minutes
    How to negotiate a better distribution agreement

    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 negotiating table with wholesalers. 

    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 

    27 January 2025, 12:00 pm
  • 51 minutes 31 seconds
    The 2025 economic outlook

    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

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    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.

    15 January 2025, 12:00 pm
  • 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
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