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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How to negotiate a better distribution agreement
1:31:36
1:31:36
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1:31:36Over 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 Associ…
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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: [email protected] Sign up to access our written research: RaboResearch sign-up Note: The content and op…
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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 m…
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Your marketing is boring and too expensive, feat. Liquid Death
51:19
51:19
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51:19They 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 attentio…
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Is the drop in alcohol sales a permanent problem or a short-term slump?
59:42
59:42
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59:42In 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 opinion…
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What is driving wholesaler consolidation? Featuring Republic National Distributing Company
1:08:06
1:08:06
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1:08:06Consolidation 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 struc…
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Maker's Mark and Fever-Tree make a cocktail
32:42
32:42
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32:42KK 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…
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How to outgrow the market, featuring Deutsch Family Wine & Spirits
1:11:07
1:11:07
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1:11:07Josh 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 categor…
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Lightweighting – an elegant path to better margins and lower emissions
45:20
45:20
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45:20Adapted 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 Gro…
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How much do mixers really matter? featuring Fever-Tree
51:32
51:32
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51:32Charles 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 researc…
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The big beer distribution draft feat. Harry Schuhmacher and Sarah Barrett
1:07:45
1:07:45
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1:07:45With 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…
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Economic update: Are things getting better or worse?
48:07
48:07
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48:07Rabobank’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 li…
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Without enough oranges, the juice industry gets squeezed
43:32
43:32
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43:32The 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 t…
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US wine and spirits sales: How bad is it, really?
46:46
46:46
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46:46SipSource 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 w…
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Brewers resilient despite a wrench in the COGS
37:25
37:25
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37:25In 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 Francoi…
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The future of online alcohol marketplaces, featuring Breakthru Beverage Group
46:33
46:33
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46:33At 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 bu…
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Neo-prohibitionism, Ozempic, and the end of the tequila boom?
53:23
53:23
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53:23Is 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 prese…
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