Young people are drinking less, but virtually all those declines are driven by men. If they do consume alcohol, men drink twice as much as women. In this episode, we speculate on what could be changing in the culture and in the lives of young men that is pushing them away from alcohol. 

Link to our report on Gen Z drinking habits: Click here.

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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.

Economics power duo Jane Foley and Christian Lawrence return to give context to the first 100 days of the Trump administration, its impact on global economics, and the long-term impact of the US' changing relationship with the rest of the world.  

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In 2024, wine production far outstripped demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers help us understand the unique challenges of the current crisis and how it is shaping the future of the wine business in the US and beyond. 

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The RaboResearch team discusses the implications of Brown-Forman and Tito's Handmade Vodka moving to a beer distributor in California. Do wine and spirits wholesalers need to change, or will change erode their competitive advantage? Will the beer guys buy wine and spirits distributors, or is the wine and spirits opportunity too limited? For brands, what is the appeal of working with a beer wholesaler, and what are the risks and limitations? 

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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. 

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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 This episode was recorded on March 6, 2025. Things may have changed by the time you are listening to this podcast.

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. 

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

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.

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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.

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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 

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.

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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 

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.

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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.