Liquid Assets: A Beverage Industry Podcast - podcast cover

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

Episodes

What Is Driving M&A in the Wine Industry?

For the third and final episode recorded onsite during the Unified Wine Symposium, we were lucky enough to sit down with the one and only Mario Zeponni to discuss all things related to wine M&A. There’s probably no one better to talk about the M&A scene in the California.

Mar 03, 202036 min

What a Tough Bulk Market Means for US Wine

Few people know the bulk wine market better than Glenn Proctor. Glenn is a partner at Ciatti, a global bulk wine brokerage firm. We bumped into Glenn at the Unified Wine Symposium in Sacramento and convinced him to sit down for an impromptu podcast recording on how the bulk wine market is affecting both growers and wineries – and how some companies are taking advantage of the current low-cost environment to innovate, build relationships, and create new brands.

Feb 26, 202023 min

Can US Wine Win Back Its Mojo?

With help from the wine industry legend, Dr. Mike Veseth, we debate how the US wine industry can overcome recent challenges and return to growth. Mike is an author, academic, lecturer, and editor of the popular blog, The Wine Economist. This is the first of three episodes we recorded on-site at the Unified Wine & Grape Symposium and features Rabobank’s Global Strategist Stephen Rannekleiv and Analyst Bourcard Nesin

Feb 18, 202036 min

E-Commerce Strategy With Constellation Brands: Part II

Wayne Duan and Ben Galvin from Constellation Brands return for the second episode in our two-part series on e-commerce. This time around, we look at the future of e-commerce in the alcohol industry – and how brands can take an active role in shaping what the industry will look like in 2025.

Jan 21, 202036 min

E-Commerce Strategy With Constellation Brands: Part I

Wayne Duan and Ben Galvin help lead Constellation Brand’s digital strategy. In this episode – the first in a two-part series – Wayne and Ben share their thoughts as we breakdown the biggest trends in alcohol e-commerce and discuss the most urgent challenges the alcohol industry faces in the digital world.

Jan 20, 202056 min

A 2020 Recession: How to Prepare for a Downturn

Rabobank’s team of economists says there is an 80% chance of a recession in 2020. For our last episode of 2019, we sat down with our Senior Market Strategist, Christian Lawrence, to talk about the economic outlook for 2020. Then we discuss what a downturn could mean for consumer behavior, investor behavior, and, ultimately, food & beverage companies. Recorded: December 10, 2019 This episode features Senior Market Strategist Christian Lawrence, Global Beverage Strategist Stephen Rannekleiv, S...

Dec 20, 201951 min

Deal and No Deal: Beverage M&A in 2019

It’s been a big year for M&A in the beverage alcohol industry. In this episode, we review the most important deals of 2019: the big, the small, and the unexpected. From the surge of craft-beer and spirits acquisitions to blockbuster, billion-dollar deals, we tell you what happened, how it affects your business, and what it means for the future of the industry. Please note: this episode was recorded on Nov. 22nd 2019. This episode features Rabobank’s global beverage strategist Stephen Rannekl...

Dec 03, 201943 min

Eric Ottaway and Brooklyn Brew Up Something Special

Brooklyn Brewery has just launched their first non-alcoholic beer in the US, called Special Effects, after its resounding success in Europe. Non-alc beer may often be seen as an alternative to traditional beer, but our guest, Brooklyn CEO Eric Ottaway, insists that Special Effects offers incremental sales, bringing “more places, more occasions, and more people” into the beer category. In the US, non-alc beer sales are tiny but growing quickly, and despite large brewers reportedly prioritizing th...

Nov 06, 201959 min

Hard Seltzer Storms the Light-Beer Fortress

Hard seltzer brands like White Claw and Truly have stormed onto the scene, injecting growth, excitement, and more than a little anxiety into the struggling US beer industry. Light and bubbly, and imminently 'sessionable,' hard seltzer has become a category unto itself. Its viral popularity offers big brewers an opportunity to draw female consumers away from the wine & spirits category – something they’ve struggled to achieve for decades. But, in order to do so, they face an unfamiliar challe...

Oct 15, 201933 min

¡Viva la Revolución! Coffee Drinkers Take to the Streets

All around the world, the growth of out-of-home coffee consumption has attracted a wave of investment from coffee players and non-coffee players alike. Coffee companies are facing new competition from all sides. Startups like Luckin’ are using tech and delivery to take new business models from zero to V60 in no time flat. Quick-service restaurants, supermarkets, and convenience stores are using coffee to attract new consumers throughout the day – often at the expense of established players. Sinc...

Sep 18, 201933 min
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