Podcast appearances and mentions of ab inbev

A.M. Edition for July 30. Meta shares fall and Microsoft rallies after the hyperscalers sent very different signals on how they're monetizing their massive AI outlays. Plus, as some people are allowed to return to their homes in southwestern France, WSJ's Ed Ballard says a debate over aging water bombers and the country's readiness ahead of a summer of wildfires is picking up. And DoorDash secures a key certification from the FAA to use drones for deliveries. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 30. The U.S. economy grew just 1.5% last quarter, lower than the previous quarter and falling short of economists' expectations. WSJ economics reporter Harriet Torry explains why the details in the report, particularly around consumer spending, suggest things aren't as bad as the headline number makes it seem. Plus, the buzzy AI-focused hedge fund Situational Awareness, founded by AI whiz kid Leopold Aschenbrenner, sold most of its stock portfolio to investment firm Citadel. We hear from WSJ special writer Greg Zuckerman about why this happened and where the company goes from here. And a big rally in tech companies sent U.S. stocks soaring today. Alex Ossola hosts. See the new fronts in the Iran war.  Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The U.S. energy drink market is a brutal, $28.5 billion battlefield where loyalty between brands and DSD distributors rarely exist. After helping build massive energy drink brands like GHOST, CELSIUS, Alani Nu, and C4, independent beer distributors watched PepsiCo and Keurig Dr Pepper (KDP) strip the volume right off their trucks. Enter Phorm Energy...the powerhouse joint venture between Anheuser-Busch, sports nutrition brand 1st Phorm, and combat sports mogul Dana White. In this video, I'm doing a year-one "heat check" on Phorm Energy. Learn how this unique partnership bypasses traditional beverage startup growing pains, solves the independent distributor loyalty crisis, and leverages a fierce, blue-collar fitness community to challenge the beverage industry's biggest giants. I'll be breaking down the latest retail sales data, compare their trajectory to the previous AB InBev & GHOST Energy joint venture, and reveal the strategic "playbook" needed if they plan to crash the Top 10.

Rafa Flores, Chief Product and Growth Officer of Treasure AI, joins the podcast to talk about his career path from engineering recruiter to “boomerang” leader returning after six years away, and Treasure Data's rebrand to Treasure AI. Flores says the shift is an evolution based on the company's machine-learning and predictive heritage, its technical DNA of using AI internally, and a desire to create a lifestyle-like community brand. He explains Treasure AI Studio, which orchestrates CDP and activation in plain English across web and mobile, enabling faster troubleshooting, campaign deployment, and real-time insights. Flores argues first-party data remains a “goldmine” but must be activated incrementally with governed access; how AI helps answer questions quickly but requires guardrails, discusses fear and overemphasis on speed/cost versus value and predicts growth of “digital workers”.   About Treasure AI Treasure AI is the agentic experience platform helping the world's most loved brands finally activate the customer data they already have. Founded in 2011 and backed by SoftBank, the company spent 15 years quietly building the infrastructure behind some of the most recognizable names in retail, automotive, CPG, and financial services — before rebranding in 2026 to reflect what it had always been building toward. Named a Forrester Wave Leader for B2C CDPs, Treasure AI unifies fragmented first-party data into a single living customer profile and puts AI to work on it in real time, on behalf of human marketers who set the strategy and make the calls. The result for brands like Nestlé, AB InBev, Stellantis, and Condé Nast is measurable: millions in recovered media spend, significant revenue generated, and marketing teams that finally get to go home on time.   About Rafa Flores Rafa Flores is the Chief Product and Growth Officer at Treasure AI, where he leads product strategy and growth with a simple conviction: the best technology gives people their time back. A builder by nature and a father of four, Rafa has always believed that progress is personal — that the products worth building are the ones that free someone up to be more present, more creative, and more human. That belief drives everything from how he runs his teams to the unconventional call he made to give away free access to a platform traditionally reserved for Fortune 500 companies, a bet that raised eyebrows and is already showing results. He brings that same bias toward progress to every stage he walks onto.  Time Stamps 00:00 Welcome and Guest Intro 00:39 Rafa's Career Journey 01:53 Returning to Treasure Data 03:25 Move at Speed of Now 04:12 Rebrand to Treasure AI 07:22 Lifestyle Brand in B2B 09:57 AI Studio Use Cases 12:37 First Party Data Goldmine 16:29 AI Hype and Real Value 18:38 Digital Workers Ahead 20:31 SaaS Future and Guardrails 23:59 PLG Try Now Campaign 26:02 Advice and Wrap Up   Quotes "It's not just about how much time AI can save you, it's also about how much revenue it can drive for the business." Rafa Flores, CPO at Treasure AI. "Digital workers are about better supporting the human in the loop." Rafa Flores, CPO at Treasure AI. "The biggest mistake is everyone wants to rush to deploy AI."  Rafa Flores, CPO at Treasure AI.   Follow Rafa: Rafa Flores on LinkedIn: https://www.linkedin.com/in/ref2019/ Rafa Flores on Forbes: https://www.forbes.com/councils/forbestechcouncil/people/rafaelflores/ Treasure AI website: https://www.treasure.ai/ Treasure AI YouTube: https://www.youtube.com/@TreasureData   Follow Mike: Mike Maynard on LinkedIn: https://www.linkedin.com/in/mikemaynard/ Napier website: https://www.napierb2b.com/ Napier LinkedIn: https://www.linkedin.com/company/napier-partnership-limited/   If you enjoyed this episode, be sure to subscribe to our podcast for more discussions about the latest in Marketing B2B Tech and connect with us on social media to stay updated on upcoming episodes. We'd also appreciate it if you could leave us a review on your favourite podcast platform. Want more? Check out Napier's other podcast - The Marketing Automation Moment: https://podcasts.apple.com/ua/podcast/the-marketing-automation-moment-podcast/id1659211547

This week we welcome our first Belgian guest to the show: Belle Dividends (Kim). Kim's story starts almost by accident. In January 2022, after a failed attempt to become a crypto trader, he opened an account with Belgian broker Bolero and bought his first three stocks: AB InBev, Kinepolis and Umicore. A few years and a lot of YouTube and podcast listening later, he now runs a portfolio of 82 positions built around a simple goal: a 3% net dividend yield, even after Belgium's notoriously heavy dividend tax.In this episode Kim walks us through his investing journey, why dividend investing suited his personality more than growth or trading ever did, and how he deals with Belgian withholding tax (spoiler: UK stocks and a Legal & General dividend ETF both play a role). We also get into his interest in African equities, including his top position Helios Towers, plus Airtel Africa and DRC listed Texaf, and why he believes sub Saharan Africa's demographics make it one of the more interesting growth stories out there.Kim also shares the remarkable story of taking over his mother's finances after a dementia diagnosis, and how that led to a rapid, deliberate windfall investment that shaved more than a decade off his path to financial independence. We round things off with his thoughts on oil markets and macro trends, the tax friendly countries he's considering for the future, and a big batch of listener questions on portfolio strategy, UK renewable energy trusts, and more.Also in this episode: Derek and European DGI open with the Trump and FIFA controversy around the USA v Belgium match, and share an update on Greencoat UK Wind ahead of its July investor presentation.Kim's path from a frustrated would be crypto trader to an 82 position dividend portfolioNavigating Belgium's dividend tax and why she targets a 3% net yieldInvesting in Africa: Helios Towers, Airtel Africa and Texaf in the DRCTaking over his mother's finances and investing a large windfall with intentionHis macro view on oil, the Permian basin and the Iran conflictTax friendly countries on her radar for the future: Paraguay, Cyprus and GeorgiaListener questions on allocation strategy, ETFs, and UK renewable energy trusts like Greencoat UK WindWant deeper analysis, ad free episodes and more? Check out our premium service for €129 at dividendtalk.euWant to talk more about dividends and investing in general?Join the conversation in our community:Discord: https://discord.gg/xfS35ufm6HFacebook: https://www.facebook.com/groups/dividendtalkX (Twitter): https://x.com/European_DGI

Zomerstilte op de beurs, zo tussen twee kwartalen in. Dus verleggen we de blik naar daar waar er nog wél gestreden wordt: op het voetbalveld! Drie bedrijven die veel baat hebben bij het WK zijn Adidas (officiële FIFA-partner), Nike (dat wel wat extra omzet kan gebruiken) en natuurlijk Heineken, onze eigen bierbrouwer annex keeltjessmeerder. Wat merken zij van het WK - en hoe tijdelijk zijn de effecten? Jim Tehupuring van 1Vermogensbeheer blikt deze aflevering vooruit op de achtste finales van het WK en de impact daarvan op de aandelenmarkt. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. Te gast: Jim Tehupuring van 1Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Zomerstilte op de beurs, zo tussen twee kwartalen in. Dus verleggen we de blik naar daar waar er nog wél gestreden wordt: op het voetbalveld! Drie bedrijven die veel baat hebben bij het WK zijn Adidas (officiële FIFA-partner), Nike (dat wel wat extra omzet kan gebruiken) en natuurlijk Heineken, onze eigen bierbrouwer annex keeltjessmeerder. Wat merken zij van het WK - en hoe tijdelijk zijn de effecten? Jim Tehupuring van 1Vermogensbeheer blikt deze aflevering vooruit op de achtste finales van het WK en de impact daarvan op de aandelenmarkt. In Beurs in Zicht stomen we je klaar voor de beursweek die je tegemoet gaat. Want soms zie je door de beursbomen het beursbos niet meer. Dat is verleden tijd! Iedere week vertelt een vriend van de show waar jouw focus moet liggen. Te gast: Jim Tehupuring van 1Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Je hoort hem ook in de BNR-podcast Moerdijk: dorp van de rekening. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Los titulares de la industria del deporte, con Patricia López, de 2Playbook. El Real Madrid ha renovado sus acuerdos estratégicos con Emirates y adidas hasta 2031 y 2034, respectivamente, mientras que la Kings League ha anunciado un parón en España hasta 2027 para reorganizar su estructura tras ingresar 66 millones de euros. Por su parte, la FIFA ha integrado a Kraken como patrocinador del Mundial 2026 y ha extendido su vinculación con AB InBev hasta 2030. La Euroliga pasará a un modelo de franquicias desde a partir de 2027. ¿Quieres más podcast de la industria del deporte? Apunta: SPORTS, INSIDE by 2Playbook 2Playbook Breaking News ⁠PRO Media & Content⁠: https://open.spotify.com/show/4pXpJ3NwsyO6L7M0W3a1cQ?si=956ce22086854bf0⁠ ⁠PRO Fitness: https://open.spotify.com/show/5yDmPCCzjwuOd43wJ6P29T?si=78f0cdd11a6c48e5 ⁠PRO Deporte Inclusivo: https://open.spotify.com/show/46tEMEcA5qg1QhAW0DCyMx?si=e173f9087ebf49e6 ⁠PRO Women in Sport: https://open.spotify.com/show/2d40NKSP1eFhN9YkmTTzNA?si=1f53010f4e8d4d4fContacto, sugerencias y feedback: podcast@2playbook.com

Zum SpaceX-Livestream von Christian Röhl und Scalable Capital: https://www.youtube.com/watch?v=yHUq95TUJhM Tech-Aktien unter Druck. OpenAI reicht IPO-Dokumente ein. GSK kauft Nuvalent. AB InBev profitiert von WM-Biernachfrage. Meta baut Handwerker-Akademie mit CBRE. Isar Aerospace holt 270 Mio. €. Iceye holt halbe Milliarde. Intel x Cadence. Applied x Hyper. Die Allianz (WKN: 840400) ist auf Einkaufstour in Asien und automatisiert mit Anthropic die Schadensprüfung. Rekordgewinn im Q1, KGV von 12 und fast 5% Dividendenrendite. SpaceX, OpenAI, Anthropic: Bis zu 350 Mrd. $ werden aus dem Markt gezogen. Kommt SpaceX in den S&P 500? Nein. In den NASDAQ 100? Ja. Christian Röhl erklärt, was das für uns alle bedeutet. Diesen Podcast vom 10.06.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ahead of the World Cup, FIFA President Gianni Infantino and AB InBev CEO Michel Doukeris discuss their revenue expectations for the event, hotel booking trends and ticket prices. Then, we bring you all the details on OpenAI confidentially filing to go public. Also, we break down the street's reaction to Apple WWDC.   Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our guest for this episode is Thomas “Tom” Russo, a respected global value investor and the managing member of Gardner, Russo & Quinn in the US. Tom has over 40 years of track record as a professional investor and is known for his focus on consumer goods and companies with the capacity to reinvest and the capacity to suffer. In the conversation, Tom brings up two classic books: “Common Stocks and Uncommon Profits” by Phil Fisher, and “Richer, Wiser, Happier” by William Green.—————————————Our interview with Tom Russo was recorded on 8 May 2026. Leading the conversation is Christian Billinger, investment manager of Billinger Förvaltning. Christian heads his family office Billinger Förvaltning and has done a number of interviews on this podcast, including episode 8 with Lawrence Cunningham and episode 55 with Edward Chancellor.—————————————For more info about the podcast, make sure to follow us on X: https://x.com/IB_Redeye. We love to hear your thoughts, so please rate and review us. And feel free to tell us about great authors, books, and investors. Thank you. /Eddie with team—————————————Episode Chapters(00:00) Intro by Eddie(01:09) Christian welcomes Tom (01:36) Introducing the books for this episode(02:29) Common Stocks and Uncommon Profits(04:07) Richer, Wiser, Happier (and Money Masters)(07:37) Takeaways from Omaha 2026(13:27) Consumer goods investing(20:27) Consumer goods concerns today vs late 1990s(23:49) Underinvestments or fundamental behavior shifts?(25:57) Kit Kat brand example, and good flow in AB InBev (28:41) Consumers talk lean but eat fat – misperceptions?(30:56) Coping as an investor in a tough market (Heineken example)(35:36) When to give up as an investor(41:32) Focus and brand equity (Campari, Diageo)(43:31) International growth and competition (Brown-Forman, Unilever)(47:59) Expanding the investable universe (Alphabet, Eurofins Scientific, Sunbelt Rentals)(51:59) Netflix case(55:19) Selling a great business?(57:46) Bad stewards of capital (Adelphia Communications)(01:00:06) Good stewards of capital (Richemont)(01:04:06) Tom's investment research process(01:08:02) Most important questions to ask management(01:10:40) Capital cycle (01:12:57) Supply vs. demand(01:14:54) Capital cycle of the spirits industry (01:17:16) Investment philosophy – Phil Fisher vs. Ben Graham (01:20:06) Highlights from 40+ years of investing(01:23:03) How to give back(01:27:31) Thank you—————————————Books MentionedCommon Stocks and Uncommon Profits – Phil FisherRicher, Wiser, Happier – William GreenMoney Masters – John Train—————————————Companies MentionedAmazonBerkshire HathawayGen ReNestléEstée LauderDiageoWeetabixHarley DavidsonBrown-FormanGuinnessGrand MetropolitanHeinekenAB InBevKirinSnow BeerBaiduPernod RicardSazerac CompanyCampari GroupUnileverMartin Marietta MaterialsAlphabetEurofins ScientificSunbelt RentalsVisaNetflixThe E.W. Scripps CompanyComcastAdelphia CommunicationsRichemontUber DoorDashOracleAnthropicJim Beam (Suntory Global Spirits)Freddie Mac Fannie Mae—————————————About the PodcastIntro episode: https://www.redeye.se/podcast/investing-by-the-books/817383/0-intro-to-investing-by-the-books—————————————What is Investing by the Books?Investing by the Books was founded by Henrik Andersson, Bo Börtemark, Mats Larsson and Michael Persson. It has published hundreds of book reviews in the past 10 years and operates on a non-profit basis. Visit the website: http://www.investingbythebooks.com/Follow on Twitter/X: https://twitter.com/Investbythebook—————————————What is Redeye?Redeye is a research-centered boutique investment bank from Stockholm. Founded in 1999, Redeye cultivates investors through timeless knowledge, a humble attitude, and a strong focus on quality. Visit the website: https://www.redeye.se/Follow on Twitter/X: https://twitter.com/Redeye_—————————————DisclaimerNotice that the content in this podcast is not, and shall not be construed as investment advice. This information is meant to be informative and for general purposes only. For full disclaimer, visit Redeye.se

SpaceX comes to market on 12 June at a $1.75 trillion valuation — 94 times sales, where Amazon trades at four. Simon walks through where to actually buy it (Robinhood, Charles Schwab, Fidelity), why xAI is a rounding error in the AI race, and why Tesla is likely to be rolled into SpaceX within two to three years. Plus the Dow Jones turns 130, Moody's lifts South Africa's outlook from stable to positive, Balwin delists at below NAV with Calgro M3* potentially next, and stocks on the move including Shoprite*, AB InBev, Impala Platinum, and Gold Fields. Topics: SpaceX IPO, Dow Jones, Moody's, Balwin delisting, Calgro M3, Canal Plus, Pope Leo XIV on AI, oil, Shoprite, AB InBev, Implats, Gold Fields, Anglo Gold Ashanti. WorldWideMarkets is part of JustOneLap.com.

De AI-race draait om geheugen, maar het aanbod van dat geheugen is krap, waardoor de koersen van geheugenchipmakers de wind in de zeilen hebben. Danny Reweghs geeft inzicht in de dynamiek van de geheugensector. Daarna bespreekt hij de recente resultaten bij AB Inbev en Novo Nordisk. --- Trends Beleggen is een podcastkanaal van de redactie van https://www.trends.be Meer info en advies over beleggen vind je op https://trends.be/beleggen/  --- Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters --- Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville.  For those wanting to thank Francois for years of fantastic industry coverage, please reach out: FSonneville@yahoo.co.uk.  We discuss individual company results at the following timestamps:  Heineken (7:32): Results are stable heading into a leadership transition. AB InBev (15:44): Revenue, volumes, and EBITDA are all well ahead of expectations. RTDs, Michelob, and Busch are filling the gap left by Bud Light.  Constellation Brands (24:20): Business is stabilizing following a tough year in 2025. Royal Unibrew (32:22): Despite strong results from a highly diversified business, the headline was the loss of the PepsiCo business in Denmark, Finland, and the Baltic states, which account for nearly one-sixth of company revenue.   Carlsberg (38:40): Both volume and revenues grew, with strong performance in the UK as the integration of Britvic goes forward. The headline is the switch from Coca-Cola to PepsiCo in Denmark and Finland and taking on the Baltic states from Royal Unibrew.  Molson Coors (48:20): Volume is down, but revenues are flat with improved EBITDA, though costs pressures – aluminum in particular – remain a headache.      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.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Les marchés financiers donnent parfois l'impression d'être limpides… mais la réalité est bien plus nuancée. Dans ce nouvel épisode de Trends Bourse, Gaële Poncelet et Guy Lefrand décryptent une semaine marquée par des chiffres de l'emploi américains solides… mais trompeurs, une tech américaine toujours en pleine explosion et des signaux contrastés du côté de la Bourse de Bruxelles avec Umicore et AB InBev. Cet épisode nous rappelle qu'en Bourse, ce n'est pas le chiffre principal qui fait la tendance… mais les détails que peu regardent. Trends Bourse est une chaîne podcast de Trends-Tendances. Plus d'informations et de conseils pour vos investissements sur www.tendances.be/bourse. Vous désirez recevoir chaque jour des conseils d'investissements dans votre boîte électronique, enregistrez-vous gratuitement sur www.tendances.be/newsletters.   Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Twee aandelenanalisten aan tafel en daar maken we dankbaar gebruik van door een hele rits aandelen te bespreken. Aandelen die kansrijk zijn, aandelen die deze week met cijfers kwamen, aandelen die duizelingwekkend hard stijgen en aandelen waar zich kleine en grote koersdrama's afspelen. Ook de Straat van Hormuz komt - even - ter sprake, maar we spreken af de naam van een bepaalde wereldleider deze week eens niet te noemen... De onderwerpen in deze aflevering van de IEX Beleggerspodcast:  Een nieuw AEX-record en all time highs op Wall Street'Hyperbolische' stijgingen van chipaandelen en op de beurs van Zuid-KoreaDilemma van de week: long of short in chipaandelen?Waarom Shell werd afgevoerd van de High Conviction ListCSG ligt onder vuur van shortsellers. Terecht?Rheinmetall: opvallende achterblijverWinnaar en verliezer van de week: Aalberts en PharmingRondje kwartaalcijfers: Adyen, Philips, Ahold Delhaize, DSM-Firmenich, AMG, AB Inbev en Novo NordiskWaarom kreeg Martin een 1 voor zijn analyse van Novo N?IEX Premium: 400 kooptips, 80% met winst afgesloten!De favorieten van onze analistenLinks uit deze podcast:Waar eindigt de razende chiprally?Implosie aandeel CSG: wat is er aan de hand?Shell wachten enkele lastige kwartalenDe Q1-analyses van Aalberts, Adyen, Ahold Delhaize, DSM-Firmenich, AMG, AB Inbev en Novo Nordisk

#839: Coinbase sheds 14% of its workforce as it accelerates its AI efforts. AB InBev reports its first sales growth in 3 years, providing a bubbly outlook for the beer empire. Alberta separatist group gathers enough signatures to be one step closer to gaining independence from Canada. The Roomba inventor introduces a cute and cuddly emotional support robot pot. It's the end of times.  Explore connectivity solutions that can transform your business at https://www.att.com/smallbusiness Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here:⁠ ⁠⁠https://www.swap.fm/l/mbd-note⁠⁠⁠  Watch Morning Brew Daily Here:⁠ ⁠⁠https://www.youtube.com/@MorningBrewDailyShow⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

En el episodio de esta semana, Susana Sáenz acompaña a René para platicar sobre la ronda de inversión de Sofía, los short sellers en Nike, la cerveza sin alcohol, el crecimiento de la industria de elevadores y el ahora principal negocio de BlackBerry.05:26 - Sofía11:07 - Nike18:18 - AB InBev22:57 - elevadores28:38 - movimientos clave37:41 - BlackBerryCompra tu gorra o ilustraciones de Whitepaper aquí⁠Escucha nuestro newsletter diario "Whitepaper Hoy" en Spotify⁠Recomendaciones: EP 106: How Bill Shufelt (CEO, Athletic Brewing) Built Athletic BrewingLosing the Signal: The Untold Story Behind the Extraordinary Rise and Spectacular Fall of BlackBerry BLACKBERRY: EL INICIO DE LA HISTORIA⁠

Erfahre hier mehr über unseren Partner Scalable Capital - dem Broker mit einem der besten YouTube-Kanäle zu Aktien & Investments. https://www.youtube.com/@scalable.capital/videos Fresenius Medical Care crasht nach schwachen US-Zahlen. Shopify wächst 30%, enttäuscht aber beim Ausblick. PayPal baut 4.500 Jobs ab. Intel steigt 10% auf Apple-Gerüchte. HSBC verliert wegen Betrugsfall. UniCredit mit Übernahmeangebot für Commerzbank. AB InBev verkauft wieder mehr Bier. Vodafone hat größten UK-Anbieter. Adidas (WKN: A1EWWW) bricht Marathon-Rekorde und das Running-Segment wächst 30%. Retro-Hype flacht ab, aber CEO Gulden baut mit Adizero ein neues Franchise auf. KGV bei 17. Dazu steht die Fußball-WM an. Nikotinbeutel boomen in den USA. Philip Morris (WKN: A0NDBJ) dominiert mit ZYN. Turning Point Brands (WKN: A2AKAM) greift mit zwei jungen Marken an, und wächst stark durch Ex-Fox-News-Moderator Tucker Carlson. Aber die Behörde FDA bleibt ein Risiko. Diesen Podcast vom 06.05.2026, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kea Nonyana of PrimeXBT discusses AB InBev's Q1 numbers that saw beer volumes higher, plus insights on Aspen starting production of insulin at its sterile facility in Gqeberha. Marriott CIO Duggan Matthews weighs in on how they're using AI in their investment process. And, Stonehage Fleming Investment Management SA's CIO Bryn Hatty talks about how the rand's outlook reversed and where to next.

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Beleggers hebben erop moeten wachten, maar na 3 jaar van volumedalingen is het zover. ABInBev laat weer groei zien. Ook Palantir kwam met sterke Q1-resultaten, maar een hoerastemming blijft uit. We bespreken het met huisanalist Danny Reweghs. --- Trends Beleggen is een podcastkanaal van de redactie van https://www.trends.be Meer info en advies over beleggen vind je op https://trends.be/beleggen/  --- Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters --- Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Topman Alex Karp van Palantir houdt met hart en ziel van de oorlog die Trump in het Midden-Oosten heeft ontketend. Zijn bedrijf is hofleverancier van software aan het Pentagon, en scoort dus enorme inkomsten ermee. In de Verenigde Staten verdubbelde de omzet zelfs. En volgens Karp zit er nog veel meer in het vat. Die defensie-industrie moet de kern van Palantir worden. En hij voorspelt dat die omzetgroei nog lang zal aanhouden. Maar toch geloven beleggers hem niet en vluchten ze, weg van het aandeel. Waarom? Dat zoeken we in deze aflevering voor je uit. Verder hebben we het ook over luchtigere zaken. We kijken naar de blijdschap onder beleggers van bierbrouwer AB InBev. Het merk achter Stella Artois (het lekkerste pils ter wereld), Corona en Budweiser ziet dat hun bier vooral aanslaat in landen als Brazilië en Zuid-Afrika. Maar, ironisch genoeg, zit de grootste groei juist in alles dat minder met bier te maken heeft. Moet de brouwer zich in de toekomst dan maar op Radler en cocktails in blik gaan focussen? Je hoort ook nog over alweer een rechtszaak met Elon Musk. Of ja, hij weet eronderuit te komen. Dan doelen we op de zaak rondom de overname van Twitter. Musk zou de prijs van het aandeel beïnvloed hebben voorafgaand aan die overname. Maar hij hoeft daar nu maar een fractie van de mogelijke boete voor te betalen. We vertellen je ook nog over Apple, dat ervoor zorgt dat de koers van chipmaker Intel alweer een enorme zet krijgt. En over PayPal, waar beleggers juist minder blij worden. En dat allemaal door één enkele misser bij de kwartaalcijfers. Te gast: Robbert Manders van het Antaurus Europe Fund BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en is redacteur bij de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille.See omnystudio.com/listener for privacy information.

Chantal Marx of FNB Wealth and Investment unpacks how markets remained positive today despite US government messaging around the Strait of Hormuz, highlights the key winners in today's company results including Aspen, Vodacom and AB InBev, and explains that the rand has not lost ground against other currencies compared to last year, with recent movements largely driven by the oil price. SAfm Market Update - Podcasts and live stream

En este episodio de Value Investing FM, Adrián y Paco tenemos el placer de volver a entrevistar a Alirio Sendrea, de Invexcel, que ya estuvo con nosotros en el episodio 221. Nos explicará cómo han vivido este último año y algunos movimientos destacables entre las empresas de cartera, cómo ve la situación actual en la economía y los mercados y repasaremos algunas de sus tesis de inversión y sus errores, antes de las preguntas cortas finales. Tesis de inversión: Actualización AB Inbev (presentada en el Gran Evento 2023) Colonial Smurfit Westrock Cirsa C&C Group

Adam, Joanna, and Zach are joined by VinePair contributing editor Dave Infante to discuss a spate of news regarding the wholesale sector, from Southern Glazer's expanding ownership of AB InBev distributorships to further moves by Reyes Beverage Group to take over states from Republic National Distributing Company. Does RBG really have interest in becoming a major player in wine distribution? Why does Southern want in on the beer and RTD business? Do we even have antitrust laws anymore? Please remember to subscribe to, rate, and review The VinePair Podcast on Apple Podcasts, Spotify, or wherever you get your episodes, and send any questions, comments, critiques, or suggestions to podcast@vinepair.com. Thanks for listening, and cheers!Zach is reading: New Report Ranks Most Popular Spirits Brands for Shots on American MenusJoanna is reading: Martini Madness 2026Adam is reading: At Banshee, Jen Murphy Goes All-In on Martinis, Guinness, and Neighborhood HospitalityInstagram: @adamteeter, @jcsciarrino, @zgeballe, @vinepair Hosted on Acast. See acast.com/privacy for more information.

What does it take to turn innovation from a string of promising pilots into a repeatable growth engine that finance leaders can actually believe in? In this episode of the Innovation Storytellers Show, I sit down with Alice Ponti, Senior Vice President of Innovation and Strategy at VentureFuel, to talk about why so many innovation teams are being restructured, absorbed into the business, or quietly shut down altogether. Drawing on leadership roles at L'Oréal, Diageo, AB InBev, and now at VentureFuel, Alice shares what she has learned about building systems that connect strategy, governance, execution, and adoption to deliver measurable business value. Our conversation examines the growing pressure on innovators to speak the CFO's language and prove their relevance through repeatable, sustainable growth. Alice explains why great ideas alone are never enough, why innovation fails when teams keep reinventing the wheel, and how the strongest organizations build playbooks that can scale across markets, functions, and product categories. She also reflects on the importance of bringing R&D and marketing together early, so technical brilliance can be translated into products people actually want. We discuss AI, and why so many organizations are now repeating the same failure patterns that have haunted corporate innovation for years. Alice offers a sharp view on why most AI pilots stall, what leaders should actually be measuring, and how companies can move faster from experimentation to enterprise adoption. This is a conversation about discipline, storytelling, execution, and the very real opportunity for innovators to reclaim their place by showing how their work drives growth in terms that the wider business can respect. If you care about the future of innovation, the role of AI in scaling ideas, and what it really takes to earn support from the people holding the budget, this episode will give you plenty to think about.  

Target is expanding its food and beverage footprint with new store concepts and larger grocery sections – potentially creating more space for emerging brands. In this episode, the hosts discuss what it means for startups and also spotlight notable trends and brands from Expo West. We also revisit interviews from our Miami meetup, including a conversation with angel investor Spencer Slaine on what he looks for in early-stage brands. Show notes: 0:20: Expo Energy. IRL All Year. Nom News. Bullseye, Babe. Mez & The Gang. Citrus Boost. – The hosts recap the energy and standout trends from Expo West and preview upcoming industry events, including BevNET Live and Taste Radio meetups. Melissa highlights a Nombase Podcast episode that features insights from investors who launched their own CPG brand and revealed how they think about pricing, ingredients, and growth. The hosts also discuss Target's expanding focus on food and beverage and how founders can take advantage, highlight a major funding round for protein bar brand Mezcla and reflect on brands born during the COVID era. They sample several new products, including espresso sodas, probiotic mouthwash (yep) and cocoa-flavored bone broth. 32:27: Interviews from Taste Radio's Miami Meetup – We kick things off with Spencer Slaine, a founding member of The Angel Group, who explains how the early-stage investment network helps early-stage CPG brands bridge the funding gap with both capital and operator expertise. He is followed by Little Saints founder and CEO Megan Klein who shares how her functional, non-alcoholic cocktail brand was born out of  a personal shift toward moderation and has become an anchor in the fast-growing adult non-alcoholic beverage category. Rounding out the discussion is AB InBev's Conrad Barrett who talks about PerfectDraft, a countertop system designed to bring bar-quality draft beer into the home, highlighting how consumer feedback and AI-driven insights are shaping its growth.  Brands in this episode: Little Saints, PerfectDraft, Stella Artois, Guinness, Athletic Brewing, Lucky Energy, Kate Farms, Trip, Mingle Mocktails, Cadooz, Mezcla, Poppi, Fishwife, B.T.R. Nation, Unite Foods, Folkland, Farmwell, Painterland Sisters, One Degree Organics, Moozy, Singing Pastures, Esspo, Manhattan Special, Basicase, Pikora, PWR UP, Good & Gather

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über einen Warnschuss für Novo Nordisk, Amazons Mega-Emission und eine Dividendenperle mit Deindustrialisierungsgefahr. Außerdem geht es um Oracle, Verizon, AB Inbev, CVS, Microsoft, Meta, Nvidia, Vertiv, GE Vernova, Pershing Square, Berkshire Hathaway, Eli Lilly, NIO, Hugo Boss, Lufthansa, Bristol Myers Squibb, Astellas, Volkswagen, Audi, Stellantis, Ferrari. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Jithen Pillay – Portfolio Manager, Allan Gray SAfm Market Update - Podcasts and live stream

In 55 jaar groeide een Belgische brouwerij uit tot de grootste ter wereld. Het is wellicht het meest spraakmakende succesverhaal in de Belgische economische geschiedenis. Wolfgang Riepl vertelt ons er vandaag meer over. Trends is een podcastkanaal van de redactie van Trends. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode is sponsored by Phaedon.Download their 2026 research paper on Humanizing Loyalty here now.This episode is available in audio format on the Let's Talk Loyalty podcast and in video format on www.Loyalty.TV.In this episode, we explore how beer culture, category dynamics, and customer loyalty have evolved in the decade following AB InBev's acquisition of SABMiller — one of the most significant moments in the global beer industry.Our guest is DeWet Bisschoff. He has spent more than two decades harnessing the power of business strategy, talented people, and disruptive technology. More recently, he has worked alongside AB InBev across markets and brands, with deep exposure to how loyalty, culture, and customer experience operate at global scale.The conversation reflects on how loyalty in the beer category extends beyond products or transactions. It is shaped by heritage, local pride, shared rituals, and everyday moments of connection. As global scale and complexity increase, we explore what it takes to protect these emotional loyalty drivers while evolving operating models and customer engagement behind the scenes.We also discuss how the beer category has changed over the past decade — from digital commerce and personalization to non-alcoholic innovation and more conscious consumption — and what these shifts mean for sustaining relevance and loyalty across generations and geographies.This episode offers a thoughtful perspective on how global brands can evolve without losing the cultural foundations that loyalty is built on.This episode is hosted by Nyeleti.Show Notes:1) DeWet Bisschoff2) Lekker Lees 3) The Beer Monopoly

"Deze reorganisatie is vooral watertrappelen, de winst op peil proberen te houden in een markt die voor hen gewoon moeilijk is", zegt Robbert Manders van het Antaurus Europe Fund. Die reorganisatie werd tegelijk met de jaarcijfers aangekondigd. "In veel markten heeft Heineken een nummer 2 of 3 positie. Ze hebben best veel brouwerijen." AB-Inbev, de grote concurrent brouwt efficiënter in minder, maar grotere brouwerijen. Wim Zwanenburg van Stroeve Lemberger constateert ook: "Het dalende biervolume, dat is het grote probleem, de productiviteit moet worden opgekrikt." Dat dalende biervolume raakt natuurlijk ook AB-Inbev, maar Heineken heeft er meer last van. AB-Inbev profiteert van grotere schaalvoordelen. Bij Unilever gaat het een stuk beter dan bij Heineken. Het bedrijf zag op een aantal fronten de volumes toenemen en het aandeel doet het goed, dit jaar al 12 procent in de plus. Wim Zwanenburg, die in het verleden kritisch was over Unilever, krijgt nu meer waardering voor het bedrijf. Concurrent Nestlé zit in een moeilijke fase, wellicht is dit het Unilevermoment. Verder in de podcast aandacht voor (on)houdbare staatsschuld van Frankrijk, de problemen in de softwaresector en veel cijfers. Zo bespreken we onder anderen Philips en Adyen. Ook de luisteraarsvragen komen aan bod en de experts geven hun tips. Wim geeft een algemene tip, Robbert tipt een Nederlandse financiële instelling en geeft daar een zeer uitgebreide analyse bij. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

The team from Beer Business Daily and Beernet Radio offer candid coverage of the tumult and upheaval in the US beer wholesaler business.  In this episode, we touch on the following topics:  How are big brands (AB InBev, Molson Coors, Constellation Brands) applying pressure differently to their wholesaler networks? What is the outlook for hemp beverages (né marijuana edibles)? Will they be legal in 2027, and are they actual profit drivers for wholesalers?  Will wholesalers continue to diversify away from beer? Should this concern the biggest brands in their portfolio? Are wholesalers seeing a clear impact from the Trump administration's immigration crackdown? Should beer wholesalers move more aggressively into wine and spirits? Should those businesses be run separately from their beer business?    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.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Greg and Sorcerer Chromatic drink and review beers (3:10) from Ridgeway Brewing (Oxfordshire, England) and Spoetzl Brewing (Shiner, TX). In our Beer News (11:06), we discuss AB-InBev's Megabrands' strategy for 2025 and into 2026. For our Cöld Brüe List (16:07), Sorcerer Chromatic runs down the list of celebrities that died in 2025. We rate our beers on Untappd (49:10). And in our Drunken Shenanigans (52:34), we talk about episodes two and three of Fallout Season 2, the Stranger Things finale, Greg talks about two movies he saw, and we talk about our New Year's Eves.

Een enorme koersstijging, en daarna pas de reden geven waarom? Verdacht, vindt de Vereniging van Effectenbezitters. Bij pakketkluismaker InPost gebeurt het. Dat heeft een overnamebod in de pakketkluis ontvangen. Maar dat meldt het bedrijf pas nadat beleggers al massaal op het aandeel sprongen. Wie het wil kopen, en voor hoeveel, ook dat vertelt InPost niet. De VEB is niet blij met de gang van zaken en wil opheldering. Wat er aan de hand is, gaan we deze aflevering uitzoeken. Ook hebben we het over hét optreden waar iedereen in Las Vegas op zat te wachten. Daar kreeg Nvidia topman Jensen Huang ruim de tijd om bezoekers en beleggers warm te maken voor wat er in het vat zit. En dat zijn twee verrassingen: de nieuwe generatie chips ligt op dit moment al in de fabriek, en Nvidia zoekt de concurrentie op met Tesla. Je hoort ook of er nog wat te winnen valt voor TomTom. Het afgezakte Nederlandse techbedrijf heeft duidelijk weer wat levenslust teruggevonden. Eerder lieten ze al weten dat ze bezig zijn zich te mengen in de defensie-industrie. En nu staan ze ook trots te zwaaien met een samenwerking met Uber. Te gast: Martine Hafkamp, Fintessa VermogensbeheerSee omnystudio.com/listener for privacy information.

Business history repeats itself…first as tragedy, second as farce. But for the sake of Cizzle Brands' future, let's hope lessons were learned the first time! While the company is managed as a single operating segment, Cizzle Brands started with a flagship brand CWENCH Hydration. Then, in January 2025…Cizzle Brands launched SPOKEN Nutrition, an NSF Certified for Sport line of athlete-grade sports nutrition products. Next, the company entered the functional foods segment this past September…launching a high-protein product called Sport Pasta under the HappiEats brand. And over the trailing twelve months, Cizzle Brands reported generating revenue of slightly above $10 million. And while most will likely recognize that Cizzle Brands is (at least currently) a much smaller active nutrition company compared to typical categorical competitors highlighted within my content pieces...purely judging the edutainment value of this business story based on the current level of Cizzle Brands revenue generation would undoubtedly show your ignorance surrounding last year's “reverse takeover transaction” examination. Though, beyond the seemingly intentional (yet) eerily similar growth strategies of BioSteel and CWENCH…it's a recent M&A transaction that really has me questioning if we're in some kind of business wash cycle right now! And that's because on Christmas Eve, Cizzle Brands announced that it had completed the acquisition of Flow Beverage for an aggregate purchase price of approximately $61 million. But while John Celenza isn't (technically) purchasing that same company (or even facility) twice, the M&A strategic rationale is quite similar. According to Cizzle Brands, the acquisition secures in-house manufacturing capacity for CWENCH, materially reducing cost of goods sold as volumes scale while improving production control and reliability. Additionally, it's said to strengthen the long-term operating platform…and create meaningful synergies that should materially accelerate its path to profitability. In just about 1.5 years' time, Cizzle Brands' products are available already in close to 6000 multichannel distribution points globally. Additionally, Cizzle Brands recently entered into a distribution agreement with a Canadian subsidiary of Keurig Dr Pepper. Though, for the foreseeable future, demand levels of CWENCH Hydration wouldn't even warrant turning on the lights daily at this approximately 150,000 square foot Tetra Pak manufacturing facility. So, Cizzle Brands NEEDS to ensure its laser focused on how it can better serve current contract manufacturing customers that includes BioSteel or Joyburst. And speaking of the largest co-packing customer of Flow Beverage (aka Cizzle Brands Manufacturing), you probably saw the news by now…but it just sold to Anheuser-Busch in a deal worth more than half a billion dollars! So, if Beatbox Beverages wasn't already large enough (and assumably smart enough) to possess levels of operational buffering…it certainly is now! Consequently, we don't know fully what that could mean for Cizzle Brands Manufacturing yet…but I'd assume M&A due diligence triggered conversations with Beatbox Beverages (and AB InBev) cementing confidence that previous manufacturing agreements would be honored into (I believe) the end of the decade.

Send us a textWe start the show this week reminiscing the days of chasing beers. Brews like KBS, CBS, BCBS (I see a trend here) were hard to come by and disappeared quickly. Now, they sit on shelves getting dusty. Do we have too much good beer?We correct some bad intel we got recently. It seems that Anchor Brewing isn't leaving San Francisco and never intended to. American Craft Beer used AI to create their article and it got some info wrong. Never trust AI.We also heard of the horrible charges against the founder of Sycamore Brewing. Initial a single charge but more has been added. And it looks really, really bad.Note: Sycamore made the Top 3 in our Holiday Beer show. The show was recorded and scheduled for release prior to the news breaking.Irish Stouts seem to be having a moment. First Guinness said they're doing well and now Murphy's said things are going swimmingly. What happened that made these dry stouts have a moment?ABInBev is making some changes. They'll close some breweries and sell others. All about efficiency in a tightening sector.All that American alcohol that Canada decide not to sell? It's stuck in warehouse, taking up space, costing money. Although their reasoning may have made sense it was really more of a shooting yourself in the foot situation. Many provinces have state run liquor boards, so that alcohol was bought with taxpayer money. They should have bought it all up to get that money back in the system. Oh well.In other news... Trashed Panda is the hero we all needed, Kirin is developing beer with AI, and Gen Z is giving up on giving up. Finally.We are off next week for Christmas!Thank you all for riding along with us this year. We'll be back for one more show in 2025 before ringing in the New Year. We hope you all have a Merry Christmas, or other holiday of your choosing. Cheers!Thanks for listening to Beer Guys Radio! Your hosts are Tim Dennis and Brian Hewitt with producer Nate "Mo' Mic Nate" Ellingson and occasional appearances from Becky Smalls.Subscribe to Beer Guys Radio on your favorite app: Apple Podcasts | Google Podcasts | Spotify | Stitcher | RSSFollow Beer Guys Radio: Facebook | Instagram | Twitter | YouTube If you enjoy the show we'd appreciate your support on Patreon. Patrons get cool perks like early, commercial-free episodes, swag, access to our exclusive Discord server, and more!

Send us a textIn 2025, the beverage alcohol sector saw significant evolution across its regulatory, distribution, and investment landscapes. In this comprehensive Year in Review, Park Street Insider hosts Emmett Strack and Andres Correa sit down to analyze the year's defining moments through three key lenses: top industry news, emerging market trends, and major M&A activity.In this episode, we review the headlines that mattered most, including the implications of RNDC's exit from California, the shifting tariff environment, and notable CEO turnover among major suppliers. We also examine broader structural changes, from the complexities of the THC bill to the increasing migration of suppliers toward beer distributors, and break down the year's investment climate, highlighted by AB InBev's acquisition of Beatbox. We'll explore the practical takeaways from these developments and discuss how they set the stage for the industry in 2026.Mentioned in this episode:Navigating Beverage Alcohol Tariffs: Short-Term Tactics & Long-Term StrategiesHow Nosotros Tequila & Mezcal Navigated the RNDC CA Disruption and Returned to GrowthBeverage Alcohol Tariffs in 2025: Latest Developments & Industry ResponseWant to stay in the know about new episodes from the podcast? Fill out the form below: https://share.hsforms.com/1MEb-81x2TXi3f15qO_yEpA4tip1Learn More About Park StreetSign up for our Daily Industry Newsletter.Sign Up for our Monthly Newsletter.Check out Park Street's Guide to Getting Started in the U.S. MarketFollow us for more industry insights onLinkedIn FacebookTwitterInstagram

Adam, Joanna, and Zach debate the rumored sale of the wine-based RTD BeatBox to Anheuser-Busch InBev for $700 million. What prompted AB InBev to make this big of a commitment? What is the long-term upside for BeatBox? Why did drinks companies move away from purchasing or investing in smaller brands in favor of big purchases like this? Please remember to subscribe to, rate, and review The VinePair Podcast on Apple Podcasts, Spotify, or wherever you get your episodes, and send any questions, comments, critiques, or suggestions to podcast@vinepair.com. Thanks for listening, and cheers!Zach is reading: Did Bols Just Release a Blue Liqueur That's Actually, Well, Good?Joanna is reading: The 2025 Holiday Cocktail CountdownAdam is reading: Listener mailInstagram: @adamteeter, @jcsciarrino, @zgeballe, @vinepair Hosted on Acast. See acast.com/privacy for more information.

Prebiotic cola, plant-based (and AI-inspired?) pulled chicken and protein-packed marshmallows. The hosts crack open Pepsi's new prebiotic cola and discuss whether a stevia-sweetened "functional" soda can win over classic cola fans. They also dig into Just Meat's big win at Walmart and what it says about the future of meat analogs, and why protein marshmallows might actually work in your next s'more. Show notes: 0:25: Rotten Roaches. The BevNET Bowls. Cloying & Fibrous. Who's Eating This Stuff? S'More, Please. – Jacqui explains why there is a bright red "biohazard" bag on her desk and the hosts joke about modern marketing tactics. They pivot to a preview of the upcoming NOSH Live, BevNET Live and  Brewbound Live events, highlighting opportunities for founders to meet retailers, investors, and strategic partners. They sample PepsiCo's newly launched Pepsi Prebiotic – a lower-calorie, stevia-sweetened soda that comes in classic cola and cherry vanilla flavors – and opine on the minimalist white cans and whether Pepsi has clearly communicated the benefits. The hosts then discuss JUST Meat's newly launched plant-based pulled chicken, which is now available in four flavors at 3,000 Walmart stores, which sparks a debate about whether mainstream shoppers truly want meat analogs, and how clean-label concerns are shaping the category. Shifting gears, Ray highlights news that BeatBox Beverages – the colorful, party-forward, wine-based cocktail brand – is rumored to be an acquisition target by AB InBev in a deal reportedly worth around $700 million. Ray introduces Primal Sweets' protein marshmallows, which contain 25 grams of protein per bag and no sugar, and Albero D'oro cocktail cherries, before Jacqui presents Flour + Water's artisanal pasta, and Mike praises Hiyo's new pineapple coconut "social tonic." Brands in this episode: Rotten Candy, Oh So Easy, Keya's, Oddball, Pepsi, Poppi, Nixie, Just Meat, Beyond Meat, BeatBox, Primal Sweets, Flour + Water, Albero D'oro, Hiyo, Poppi

Alex and Stephen celebrate 300 episodes by cracking open tried and true old money staples and one not so old money beer. Beers from Brasserie de Blaugies, Uerige Obergärige Hausbrauerei, De Ranke, and Sierra Nevada will be put through the Power Rankings treatment. In the Beer News, Schramms Meadery released a batch of The Statement Reserve to help pay off their orchard loan, Sapporo gets in the NA and light beer game in the US, and AB-InBev gets caught doing gimmick infringement with the look of their latest hard tea product line. To get involved with the  "Life" International Barleywine Collab, click the link for info about the recipe, BSG discount, and links to help raise awareness of colon cancer.  If you'd like to make a direct donation to help support Alex, head over to his GoFundMe.  For more info about colon cancer and to help support the fight against it check out the Colon Cancer Foundation.  Head to our Patreon for weekly exclusive content. Get the Malt Couture Officially Licensed T-shirt. Follow DontDrinkBeer on Instagram and Twitter.

PRE-ORDER YOUR HIGHER GRAVITY BEERVENT CALENDAR!!! http://highergravitycrafthaus.com/store **Get ready for an untold amount of nonsense. Marco and Gnome decided I should not edit this episode, and let EVERYONE hear what normally goes only to Patreon members!  I said it was a bad idea, but I was outvoted. Enjoy this minimally-edited, inappropriate, long ass show!** This week, we talked about a LOT of stuff and things, like the Higher Gravity Beervent Calendar. No one watched any of the non-live content but Julia. Hobbitses and wild cards and a multitude of DANGAAA BEERS. Hide ya beers, lock ya cellars, Matt is coming to steal your beer. The importance of Executive Assistants. Making noises with the mic stands. Bret and Mike are more professional than we are. Surfside vs ABInBev. The Cincy Pod Squad is buying a distillery. Fun-to-drink things aren't healthy for you. NFL Deathmatch picks got heated. Tiny glasses. Opening dates are full of -ishes. Alexandria Brewing purposefully picked locations that are outside of the 275 loop.  Did Gnome and Andy actually talk about the second location at all, or was it all rabbit holes? Gluten and allergens. Talking about what's on the bird cam and opossums getting scared. The Weekly Pint is a complicated show. Pears and peaches are not the same. Being honest with your customers. A less mid sip count than last week. Opossum scared by Halloween decoration video : https://www.facebook.com/watch/?v=1117067773910855 ....we did not end up getting Tower Content. :( **The music used in the NFL Deathmatch Challenge is by DonRock the Imposter on YouTube: https://www.youtube.com/watch?v=mqKSIaE_QE8 @donrocktheimposter912 Week 9 :  Gnome's Pick : Lions Marco's Pick : Ravens Julia's Pick : Rams Current points going into Week 9 :  Gnome : 7 Marco : 6 Julia : 6 ----- This episode covers the following shows : Cincy Brew Dads - Fabled Brew Works: A Journey to the Shire - From the Tap Ep 9 Barstool Perspective - 10/24/2025 The Weekly Pint - Ep 285 - Be Gnarly...Be Better! Cincy Brewcast - V11 Ep10 - Alexandria Brewing Company Is Coming To West Chester, Ohio! ----- What we drank : Mellotone Beer Project - Green and Fine - Wet Hopped IPA Fifty West Brewing - Main Street - Amber Wolf's Ridge - The Old Man and The Beer - Baltic Porter Wolf's Ridge - Buchenrauch - Smoked Lager Troegs - Mad Elf - Belgian Dark Strong Ale Rhinegeist - Ghost Pils - NA Pilsner Malort Teremano Resposado ----- Episode recorded on 10/28/2025 at our amazing podcast host, Higher Gravity Summit Park! https://highergravitycrafthaus.com/ Disclaimer: The views and opinions expressed by Truth, Beer, and Podsequences are those of the participants alone and do not necessarily reflect the views or opinions of any entities they may represent. ------  Links to everything at http://truthbeerpod.com/ or https://truthbeerpod.podbean.com/ Find us on all the social medias @ TruthBeerPod Email us at TruthBeerPod@gmail.com Subscribe, like, review, and share! Find all of our episodes on your favorite Podcast platform or https://www.youtube.com/@TruthBeerPod ! Buy us a pint!  If you'd like to support the show, you can do by clicking the "One-Time Donation" link at http://truthbeerpod.com ! If you want exclusive content, check out our Patreon!  https://www.patreon.com/TruthBeerPod If you'd like to be a show sponsor or even just a segment sponsor, let us know via email or hit us up on social media! ----- We want you to continue to be around to listen to all of our episodes.  If you're struggling, please reach out to a friend, family member, co-worker, or mental health professional.  If you don't feel comfortable talking to someone you know, please use one of the below resources to talk to someone who wants you around just as much as we do.   Call or Text 988 to reach the Suicide and Crisis Lifeline Chat with someone at 988lifeline.org http://www.988lifeline.org ----- Our Intro, Outro, and most of the "within the episode" music was provided by Gnome Creative. Check out www.GnomeCreative.com for all your audio, video, and imagery needs! @gnome__creative on Instagram @TheGnarlyGnome on Twitter https://thegnarlygnome.com/support http://gnomecreative.com http://instagram.com/gnome__creative http://www.twitter.com/TheGnarlyGnome

Colt 45 is back in a brand-new brown 40oz bottle—but the big question remains: does it still work every time? Bum Wine Bob and Roadhouse break down the taste, the buzz, the nostalgia, and whether the magic is still there. Is the flavor still the same? Has anything changed besides the bottle now that AB-InBev took over the brewing? And how does it stack up against other classics in the malt liquor hall of fame?As an added bonus, Kev The Tattoo Dude joins in and bring along a 40oz of Mickey's Fine Malt Liquor! Hit play for the taste test, malt liquor nostalgia, and all things bum wine!Tune in for:The official Colt 45 brown bottle taste testMalt liquor memories & commentaryThoughts on packaging, taste, and buzz factorUpdates from the world of bum wine and cheap boozeIf you're a fan of 40's, malt liquor culture, or just enjoy a good beer breakdown with a side of nostalgia, this one's for you.Don't forget to like, comment, and subscribe for more bumming content every week!

We look back at the results from the first half of 2025 and check in on the performances of the world's largest global beer companies (Heineken, Carlsberg, AB InBev, Molson Coors, Constellation Brands, and Royal Unibrew). We also look at three major themes affecting the beer business in 2025: the dramatic impact of harsh immigration policies on American Latinos, the struggles of European brewers to push costs onto consumers, and the urgency and surprising success of global beer businesses betting big on non-alcoholic beverages.  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.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.  

This week we're very excited to share with you an exciting new show we've launched this week! It's called The Brand Builder's Playbook…a special 8-part series created in partnership with our friends at BERA.ai.In a world where CMOs are expected to do more with less—drive revenue, prove impact, and keep pace with accelerating change—The Brand Builder's Playbook is your guide to what actually works.Now, here's the important part: you'll hear the very first episode right here in The CMO Podcast feed. But if you'd like to hear the rest of the series, head over and follow The Brand Builder's Playbook on YouTube, Apple Podcasts, Spotify, or wherever you enjoy your podcasts.Follow on Apple Podcasts: https://tinyurl.com/thebrandbuildersplaybook----------Welcome to the very first episode of The Brand Builder's Playbook, a new limited series hosted by Jim Stengel (Host of The CMO Podcast) and Ryan Barker (CEO of BERA.ai), and this week joined by guest co-host Lindsey Wehking (Chief Strategy Officer at Nonfiction Research).In this 8-part series, we'll build a practical playbook for 2025—designed to help brand leaders navigate an era of uncertainty, constant change, and rising expectations. Each episode tackles a critical theme in sequence, offering insights and tools to strengthen your brand as a true strategic asset.We kick things off by asking the most fundamental question: Why does brand matter?Our featured guest is Chris Burggraeve, former Global CMO of AB InBev and a longtime champion of treating brand as a financial asset. Together, we unpack how brand drives growth, profit, pricing power, and resilience—even in turbulent times.If you're a marketer, founder, or business leader seeking conviction, clarity, and a new set of plays for brand building, this episode is your starting point.---Each week we'll offer you a worksheet to follow along and continue to learn after enjoying the episode. You can download this week's worksheet here: http://bit.ly/4mZImdd –--Read about upcoming episode topics and guests here: https://bera.ai/podcast/"See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this podcast episode, Dr. Jonathan H. Westover talks with Sarah Smart and Sofia Whelan about how AI and automation are reshaping the way companies think about talent. Sarah Smart has over 20 years of leadership experience in Talent Acquisition at companies like Hilton Worldwide, Accenture, and JPMorgan Chase. During her career, Sarah has led global teams in the adoption of Generative AI-enabled technologies, new HCMS, and new processes that transform and align organizations to the new expectations in HR. In her most recent role, Sarah led the Product Organization for Talent Acquisition at JPMorgan Chase as well as leading the Chase Recruiting Organization. Sarah is also a founding member of the Human Centric AI Council, launched in 2025, shaping what human-centric AI looks like in HR. Sofia Whelan brings over 16 years of global HR transformation experience. She has a strong passion and deep focus on translating HR trends into programs that drive business value. During her time at Deloitte as a Human Capital consultant, she excelled at providing advice and implementation services related to HR Technology Strategy, Operating Models/ Org Design and Vendor Selections, as well as Transformation Execution and Change Management for a wide range of companies, including Google, Disney, Ab- Inbev, Pfizer and more. Prior to starting HorizonHuman Sofia led the design and delivery of a Product Operating Model and Skills Strategy at JPMorgan Chase.  Check out all of the podcasts in the HCI Podcast Network!

Adam, Joanna, and Zach react to a trio of stories: first, Michelob Ultra has surpassed Modelo as the best-selling beer (by volume) in the United States - is this just because of tariffs and ICE raids, or has AB InBev hit on a winning message? Then, they explore whether a recent Harris poll about beverage preferences at restaurants says anything new about generational shifts in attitudes towards alcohol. Finally, the trio ponder the sale of LALO Tequila to fellow Austin-based drinks company Fifth Generation: can they replicate their incredible Tito's success with another clear spirit? Please remember to subscribe to, rate, and review VinePair on Apple Podcasts, Spotify, or wherever you get your episodes, and send any questions, comments, critiques, or suggestions to podcast@vinepair.com. Thanks for listening, and be well.Joanna is drinking: Beer from The Second Wedge Brewing Co.Zach is drinking: Caribana at BrambleAdam is drinking: Burgundy at ClaudInstagram: @adamteeter, @jcsciarrino, @zgeballe, @vinepair Hosted on Acast. See acast.com/privacy for more information.

Southern Glazer's Wine & Spirits is the largest alcohol wholesaler in the United States. We caught up with Mark Chaplin, John Wittig, and David Chaplin, three of Sourthern's senior executives, to discuss the toughest issues facing alcohol distribution in 2025 and increasing pressure to become a total beverage distributor.  Note: This episode was recorded only a few days prior to Southern's acquisition of AB InBev's wholly owned New York City distribution operations. In the coming weeks, we will have the Southern team back on the show to discuss that transaction.  Catch up on our additional coverage of route-to-market strategy: REPORT: National alignment: How US wine and spirits brands can get the most out of their wholesaler PODCAST: How to negotiate a better distribution agreement PODCAST: What is driving wholesaler consolidation? PODCAST: Do wine and spirits wholesalers need to be more like beer distributors? 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. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.

In this episode of Tech Talks Daily, I speak with Jane Ostler from Kantar, the world's leading marketing data and analytics company, whose clients include Google, Diageo, AB InBev, Unilever, and Kraft Heinz. Jane brings clarity to a debate often clouded by headlines, explaining why AI should be seen as a creative sparring partner, not a rival. She outlines how Kantar is helping brands balance efficiency with inspiration, and why the best marketing in the years ahead will come from humans and machines working together. We explore Kantar's research into how marketers really feel about AI adoption, uncovering why so many projects stall in pilot phase, and what steps can help teams move from experimentation to execution. Jane also discusses the importance of data quality as the foundation of effective AI, drawing comparisons to the early days of GDPR when oversight and governance first became front of mind. From Coca-Cola's AI-assisted Christmas ads to predictive analytics that help brands allocate budgets with greater confidence, Jane shares examples of where AI is already shaping marketing in ways that might surprise you. She also highlights the importance of cultural nuance in AI-driven campaigns across 90-plus markets, and why transparency, explainability, and human oversight are vital for earning consumer trust. Whether you're a CMO weighing AI strategy, a brand manager experimenting with new tools, or someone curious about how the biggest advertisers are reshaping their playbooks, this conversation with Jane Ostler offers both inspiration and practical guidance. It's about rethinking AI not as the end of creativity, but as the beginning of a new partnership between data, machines, and human imagination.