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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.

Apr 16, 2024

In 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...


Mar 28, 2024

At 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...


Mar 7, 2024

Is 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!

 

 

 


Feb 2, 2024

As the largest wine and spirits distributor in North America, Southern Glazer’s Wine & Spirits has a unique perspective on the US alcohol market. Senior leaders David Chaplin (Chief Growth Officer), John Wittig (Chief Commercial Officer), and Alan Wizeman (Chief Digital Officer) share their views on the health of the...


Jan 9, 2024

Economic power duo Jane Foley and Christian Lawrence return to discuss the outlook for a recession, interest rates, inflation, and consumer spending and how these economic trends could impact food and beverage companies as we enter the new year.

 

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