Liquid Assets: A Beverage Industry Podcast

Follow Liquid Assets: A Beverage Industry Podcast
Share on
Copy link to clipboard

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.

Rabobank


    • May 30, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 44m AVG DURATION
    • 124 EPISODES

    5 from 120 ratings Listeners of Liquid Assets: A Beverage Industry Podcast that love the show mention: industry podcast, cbd, alcohol, spirits, wine, space, commentary, analysis, business, well done, interested, relevant, great content, engaging, learn, excellent, conversation, wish, informative, great podcast.


    Ivy Insights

    The Liquid Assets: A Beverage Industry Podcast is an incredible resource for anyone working in or interested in the alcoholic beverage industry. The podcast covers a wide range of topics and provides insightful discussions that are both thought-provoking and informative. Whether you're already a C-suite executive or looking to break into the industry, this podcast is a must-listen.

    One of the best aspects of The Liquid Assets podcast is its variety of topics. The hosts cover everything from industry trends to mergers and sell-offs, providing a comprehensive look at the beverage industry as a whole. The episodes are well-researched and include interviews with industry experts, adding depth and insight to the discussions. Additionally, the hosts have a conversational approach that makes the content relatable and easy to understand.

    Another great aspect of this podcast is its professionalism combined with a fun atmosphere. The hosts do an excellent job of presenting complex information in an engaging manner. They also bring a sense of humor and enthusiasm to their discussions, making it enjoyable to listen to each episode. This balance between professionalism and entertainment keeps listeners engaged throughout.

    While it's challenging to find any negative aspects of this podcast, one potential criticism might be that some episodes could go more in-depth on certain topics. However, given the wide range of subjects covered, it's understandable that not every episode can dive deep into every aspect. Nonetheless, the overall quality of the discussions and interviews more than compensates for any minor shortcomings.

    In conclusion, The Liquid Assets: A Beverage Industry Podcast is a top-notch resource for anyone involved in the alcoholic beverage industry. From its wide variety of topics to its professional yet fun presentation style, this podcast delivers valuable insights into industry trends and news. Whether you're a seasoned industry veteran or just starting out, this podcast is sure to educate and entertain you with its well-researched content and engaging discussions.



    More podcasts from Rabobank

    Search for episodes from Liquid Assets: A Beverage Industry Podcast with a specific topic:

    Latest episodes from Liquid Assets: A Beverage Industry Podcast

    Why are so many young men quitting alcohol?

    Play Episode Listen Later May 30, 2025 57:20


    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.     Want to sign up for our written research? Have a question, qualm or story to tell, reach out via email: Bourcard.Nesin@Rabobank.com   Check out the rest of our written research:  Rabobank.com/knowledge 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.

    Recession risk, Trump's objectives, and the beginning of a new world order

    Play Episode Listen Later May 12, 2025 56:11


    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.     Have a question, qualm, or story to tell, reach out via email: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up   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.

    How bad is wine's oversupply problem?

    Play Episode Listen Later Apr 24, 2025 48:59


    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.  Contact us via email: bourcard.nesin@rabobank.com Sign up for our research via this link: Knowledge.Rabobank.com You can find the Ciatti newsletter here: Ciatti Company | Substack 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. Ciatti Company is not a part of Rabobank Group. Please read our disclaimer here: https://www.rabobank.com/knowledge/disclaimer/011410028/disclaimer

    Do wine and spirits wholesalers need to be more like beer distributors?

    Play Episode Listen Later Apr 7, 2025 40:12


    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?  Contact us via email: bourcard.nesin@rabobank.com 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   

    Latest spirits industry earnings: Trade wars, falling consumption, and excess inventories

    Play Episode Listen Later Mar 19, 2025 56:47


    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.  Contact us via email: bourcard.nesin@rabobank.com 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 This episode was recorded on March 6, 2025. Things may have changed by the time you are listening to this podcast.

    What we learned from the latest round of beer company earnings reports

    Play Episode Listen Later Mar 12, 2025 50:13


    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.  Contact us via email: bourcard.nesin@rabobank.com 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. This episode was recorded on March 6, 2025, and as such, things may have changed by the time you listen to this podcast. 

    How to monitor and verify retail execution, featuring GoSpotCheck

    Play Episode Listen Later Mar 4, 2025 40:11


    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.   Contact us via email: bourcard.nesin@rabobank.com 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 

    Using data-driven execution to eliminate out-of-stocks and more, feat. Jenda

    Play Episode Listen Later Feb 27, 2025 28:28


    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.   Contact us via email: bourcard.nesin@rabobank.com 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   

    US wholesalers are looking more European, from point of sale to online selling, featuring Hyble

    Play Episode Listen Later Feb 24, 2025 36:51


    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. Contact us via email: bourcard.nesin@rabobank.com 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 

    The WSWA agenda: Tariffs, taxes, and dietary guidelines

    Play Episode Listen Later Feb 19, 2025 30:27


    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. Contact us via email: bourcard.nesin@rabobank.com 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. 

    How to negotiate a better distribution agreement

    Play Episode Listen Later Jan 27, 2025 91:36


    Over 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 Associates join us to help answer these questions, sharing insights from decades of experience pioneering distribution strategy and sitting across the negotiating table with wholesalers.  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 

    The 2025 economic outlook

    Play Episode Listen Later Jan 15, 2025 51:31


    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: Bourcard.Nesin@rabobank.com Sign up to access our written research: RaboResearch sign-up 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 third annual Quiz of the Year

    Play Episode Listen Later Dec 20, 2024 72:52


    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 many nonalcoholic beer consumers play video games? You'll have to tune in to find out. Happy holidays and thank you for tuning in to another year of the show!   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

    Your marketing is boring and too expensive, feat. Liquid Death

    Play Episode Listen Later Dec 3, 2024 51:19


    They 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 attention. On this episode, the company's CFO Karim Sadik-Khan and Chief Strategy Officer Marisa Bertha talk about the processes behind the brand's success, their favorite marketing programs, and, of course, price pack architecture.    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

    Is the drop in alcohol sales a permanent problem or a short-term slump? 

    Play Episode Listen Later Nov 19, 2024 59:42


    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.

    What is driving wholesaler consolidation? Featuring Republic National Distributing Company

    Play Episode Listen Later Oct 24, 2024 68:06


    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

    Maker's Mark and Fever-Tree make a cocktail

    Play Episode Listen Later Sep 30, 2024 32:42


    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.  

    How to outgrow the market, featuring Deutsch Family Wine & Spirits

    Play Episode Listen Later Sep 10, 2024 71:07


    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.

    Lightweighting – an elegant path to better margins and lower emissions

    Play Episode Listen Later Aug 20, 2024 45:20


    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.

    How much do mixers really matter? featuring Fever-Tree

    Play Episode Listen Later Jul 31, 2024 51:32


    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.

    The big beer distribution draft feat. Harry Schuhmacher and Sarah Barrett

    Play Episode Listen Later Jul 10, 2024 67:45


    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.

    draft rabobank schuhmacher big beer beer distribution sarah barrett
    Economic update: Are things getting better or worse?

    Play Episode Listen Later Jun 19, 2024 48:07


    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.

    Without enough oranges, the juice industry gets squeezed

    Play Episode Listen Later May 17, 2024 43:32


    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

    US wine and spirits sales: How bad is it, really?

    Play Episode Listen Later Apr 30, 2024 46:46


    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.

    Brewers resilient despite a wrench in the COGS

    Play Episode Listen Later Apr 16, 2024 37:25


    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 from. Be sure to download Francois' report: Beer COGS dashboard Q4 2023 Clients can sign up for research here: 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 future of online alcohol marketplaces, featuring Breakthru Beverage Group

    Play Episode Listen Later Mar 28, 2024 46:33


    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 consumer-facing side and Provi for a business-to-business perspective.  For more on this topic, be sure to read our latest report: Why Drizly never delivered.   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.

    Neo-prohibitionism, Ozempic, and the end of the tequila boom?

    Play Episode Listen Later Mar 7, 2024 53:23


    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!       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. 

    Southern Glazer's talks industry trends, inventory, and digitalization

    Play Episode Listen Later Feb 2, 2024 72:24


    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 US alcohol market, consumer trends, distributor inventories, and the fast evolving world of business-to-business e-commerce.     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. 

    2024 economic outlook

    Play Episode Listen Later Jan 9, 2024 42:32


    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.   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. 

    Soft drinks boom, spirits hungover, and consumers reach an inflection point

    Play Episode Listen Later Dec 13, 2023 57:21


    For the first time in more than a year, the Liquid Assets team get to do a recording in the same room. They take turns picking news stories that speak to wider trends impacting the beverages industry. 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 history of bourbon, as told by Heaven Hill

    Play Episode Listen Later Nov 20, 2023 66:50


    Bourbon has been booming for years, but that growth was preceded by a half century of hardship, hard work, and good luck that laid the groundwork for the soaring category we see today. Heaven Hill's Max Shapira and Kate Latts lived through the good times and the bad. We tap that experience to understand the winding path that has led American whiskey to its current zenith and what more recent trends could mean for the future of this “distinctively” American spirit. 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.

    Sports marketing 101

    Play Episode Listen Later Oct 31, 2023 48:47


    David Broughton, a journalist and director of research for Sports Business Journal, discusses the history of sports advertising, how it is evolving, and what recent changes to the industry mean for building brands on the back of humanity's most beloved pastimes.   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.

    What Kind of M&A Deals Will We See in 2024?

    Play Episode Listen Later Sep 22, 2023 64:05


    With one of our favorite guests, consumer foods specialist Maria Castroviejo, and one of our favorite formats (a draft!), we debate the strategies that will drive beverage M&A deals over the next 12 to 18 months.     Rabobank clients can read our report The New Deal Environment by logging in to our website. 

    The State of the US Craft Industry

    Play Episode Listen Later Aug 22, 2023 62:41


    Margie Lehrman, CEO of the American Craft Spirits Association, and Bart Watson, Chief Economist for the Brewers Association, team up to discuss the winds of change blowing through the craft industry. Not long ago, the seas of craft beer and spirits were all smooth sailing as operators expanded into new, undiscovered territory. As costs rise, consumers shrug, and investors start to feel uneasy, many craft operators have been forced to batten down the hatches and rethink their long-term strategy, lest they should be blown off course. 

    Consumer Demand – Going Beyond the Headline Data

    Play Episode Listen Later Jul 27, 2023 46:36


    Liquid Assets hosts Stephen Rannekleiv and Jim Watson sit down with Rabobank economists Christian Lawrence and Jane Foley to dig beneath the headline consumer data and provide a clearer view on where demand (and the economy) is heading in the second half of 2023.

    A Liquid Assets Celebration

    Play Episode Listen Later Jun 20, 2023 1:51


    Steve and Jim invite Liquid Assets listeners to join them in congratulating Bourcard for becoming a father… on Father's Day. Congrats Buki!!!

    Can Changes to Ingredients Help Fight Inflation? Kerry on Innovation vs. Reformulation

    Play Episode Listen Later Jun 15, 2023 45:37


    There are two major ways that beverage companies are changing their ingredients to fight inflation. Some brands are looking to cut costs by replacing their more expensive ingredients with cheaper ones. Others brands are developing new products or modifying existing products to increase revenues by adding more functional ingredients or making healthier versions of those products. We are joined by John Kelly and Paul Villis from the Kerry Group. They help us better understand what drives these decisions and share their experiences from helping brands manage this process.

    How Is a New Brand Supposed to Find Distribution in the US?

    Play Episode Listen Later Jun 1, 2023 32:49


    As the big get bigger, many new brands and foreign brands are wondering how to get attention in the massive and complicated US distribution landscape? Sara Harmelin, Vice President – Digital & Innovation at Allied Beverage Group, and Michael Bilello, Executive Vice President – Strategic Communications & Marketing at WSWA, are both part of Access Craft, a program from WSWA to help smaller and new-to-market brands navigate the three-tier system and get the most of out their distributors. They share some success stories, best practices, and sage advice on finding success in the US market. 

    Breakthru's Danny Wirtz on Digital, Alternative Routes-to-market, and How Brands Can Get the Most out of Distributors

    Play Episode Listen Later May 4, 2023 33:44


    We sit down with Danny Wirtz, vice chairman and a fourth-generation family leader at Breakthru Beverage Group, to discusses M&A, the digitalization of distribution, and how brands can work better with distributors in this time of uncertainty. Breakthru has a larger beer business than most other wine and spirits distributors, giving Danny unique insights into why some wine and spirits brands are choosing to work with beer wholesalers. 

    WSWA's Tom Cole and Francis Creighton on Distribution Trends, Marijuana Legalization, and More

    Play Episode Listen Later Apr 26, 2023 36:55


    Tom Cole (Chairman) and Francis Creighton (President and CEO) help lead Wine & Spirits Wholesalers of America (WSWA). We sat down with Tom and Francis at WSWA's annual conference, Access LIVE, to kick off our series on US distribution. They share their views on industry trends, competition, and their legislative agenda for the year ahead.

    How Are Beverages Performing Around the Globe?

    Play Episode Listen Later Apr 7, 2023 72:18


    To show off the global reach of the RaboResearch Beverages team, Steve and Bourcard sit down with analysts across four different continents, collecting stories about the economy and how it is affecting beverage brands around the world.  Episode breakdown: 1:23 - Jim Watson on the latest US beverage pricing data and why some brands are outperforming the competition.  18:21 - Andrés Padilla & Guilherme Morya on the Brazilian economy and how it is impacting the local coffee market. 31:31 - Sudip Sinha on how beverage brands are navigating the economy in markets across Asia. 40:53 - Francois Sonneville on the European economy and the on-premise in the UK. 48:57 -  Maria Castroviejo & Bourcard Nesin on the outlook for e-commerce sales in Europe and the US. This podcast was based on the latest edition of the Beverage Market Buzz: Click here to read the report.  

    Will Beer Be More Profitable in 2023?

    Play Episode Listen Later Mar 9, 2023 41:46


    Against all odds, most big brewers were able to grow their business and expand margins in 2022. Can they do it again in 2023, or will lagging cost pressures and backlash from recent price increases come back to bite them? The authors of Rabobank's latest Beer Quarterly report share how brewers are working to control costs, boost revenues, and present their outlook on big-brewer balance sheets for the year ahead. Click here to read Rabobank's latest Beer Quarterly report: “Have Cost Increases Finally Stopped?”

    Claim Liquid Assets: A Beverage Industry Podcast

    In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

    Claim Cancel