Liquid Assets: A Beverage Industry Podcast

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.

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

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.

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.

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.

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.

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.

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.

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

SipSource 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 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.