Podcast appearances and mentions of francois sonneville

In this episode, we're joined by analyst Francois Sonneville and relationship manager Jonathan Magel to discuss the biggest news stories from the past 30 days, including: The US issues new dietary guidelines for alcohol consumption. Will it impact consumption or regulatory pressure? The CEO of Heineken will be stepping down later this year. Virtually every major alcohol business has seen executive turnover in the last 18 months. Does this signal a shift in our expectations for a quick return to growth or a resignation that the problems are more structural?  Recent reports suggest Republic National Distributing Company, the second-largest wine and spirits wholesaler in the US, will sell operations in seven states to Reyes Holdings, famously not a wine and spirits distributor. Could this signal an end or just the beginning of upheaval in the US wholesaler landscape?  The advent of GLP-1s in pill form and the lower pricing will inevitably lead to higher uptake. Should beverage companies have a "GLP-1 strategy"?  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. 

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.  

De Nederlandse biermarkt neemt niet toe of af. Toch zijn er interessante ontwikkelingen gaande. Francois Sonneville, specialist bij RaboResearch laat zijn licht schijnen over alcoholvrij bier, bierbrouwen, craft bier, prijsontwikkeling en reclame.

In this episode, we're joined by Rabobank analysts Francois Sonneville and Maria Afonso as well as Brent Atthill, CEO of RMI Analytics and former global procurement director at SAB Miller and AB InBev, to take a look upstream at the malting barley supply chain, how it is evolving, and how it is linked to the overall health of the beer industry around the globe. To learn more: Rabobank’s Malting Industry Outlook Podcast: What Will Australia Do With All of Its Barley?

The beer market was one of the first categories in food & beverages to be disrupted by start-ups and by craft brewers. The change started some 20 years or so ago and is still in full motion. Big Beer initially watched the disruption from the sidelines, but then it started to act. In this episode,senior beverages analyst Francois Sonneville discusses his perspective with Consumer Foods to Go host Cyrille Filott. A lot of lessons for food companies this time around, given the current rise of small brands across the globe.

David Bier, Policy Analyst for the Cato Institute, on border wall standoff and whether President Trump's wall and immigration proposals are the best for national security. Tom Atteberry, Partner and Portfolio Manager at FPA (First Pacific Advisers), discusses why investors aren't being compensated for credit and duration risk. James McCormack, Global Head Global Sovereigns and Supranational at FitchRatings, on why they issued a warning for U.S. sovereign debt. Francois Sonneville, Senior Beverage Analyst at Rabobank, on Anheuser-Busch InBev considering an initial public offering of its Asian operations. Hosted by Pimm Foxx and Lisa Abramowicz.

Rabobank’s resident beer guru Francois Sonneville and the rest of the team sit down to discuss the future of beer and how breweries can deliver for stakeholders and consumers in the face of stagnating volumes. This episode features: Stephen Rannekleiv, Global Strategist for Beverages; Francois Sonneville, Senior Beverage Analyst; Jim Watson, Senior Beverage Analyst; and Bourcard Nesin, Beverage Analyst.

What are the challenges bottlers face in the light of more dispersed soft-drink portfolios? And how can they be solved? Charlie Clack talks to Francois Sonneville about his latest report, which shows that recently observed consolidation and outsourcing trends are likely to continue.