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Aug 22, 2024 | 
research.rabobank.com | Francois Sonneville |Jim Watson
2023 was a difficult year for the beer industry due to inflation. Brewers faced a tough choice between protecting volumes or margins – and different brewers chose different paths. For the next 12 months we expect that the situation will improve, but costs are unlikely to come down. Our Food & Agribusiness research is now available on our new website: knowledge.rabobank.com. This website will no longer be updated after September 5, 2024.
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Aug 6, 2024 | 
research.rabobank.com | Stephen Rannekleiv |Bourcard Nesin |Jim Watson
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.
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Jul 10, 2024 | 
research.rabobank.com | Stephen Rannekleiv |Bourcard Nesin |Jim Watson
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.
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Jun 26, 2024 | 
albanyherald.com | Jim Watson
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Jun 19, 2024 | 
research.rabobank.com | Bourcard Nesin |Jim Watson
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.
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Jun 10, 2024 | 
research.rabobank.com | Jim Watson
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Cold coffee matters to the future of the coffee industry.
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May 21, 2024 | 
research.rabobank.com | Stephen Rannekleiv |Andrés Padilla |Jim Watson |Bourcard Nesin
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.
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Apr 16, 2024 | 
research.rabobank.com | Bourcard Nesin |Francois Sonneville |Jim Watson
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.
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Mar 26, 2024 | 
research.rabobank.com | Stephen Rannekleiv |Nicholas Fereday |Jim Watson |Tom Bailey
Many economists expected the US consumer to slow down in 2023, amid a loosening labor market, lingering core inflation, and prospects of a technical recession. While many of these assumptions came to fruition, US consumers have proven far more resilient than expected, and a recession did not materialize. Beneath the top-line economic data is a nuanced picture of how different consumer groups are being impacted by – and responding to – economic changes.
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Mar 26, 2024 | research.rabobank.com | Stephen Rannekleiv |Nicholas Fereday |Jim Watson |Tom Bailey
Many economists expected the US consumer to slow down in 2023, amid a loosening labor market, lingering core inflation, and prospects of a technical recession. While many of these assumptions came to fruition, US consumers have proven far more resilient than expected, and a recession did not materialize. Beneath the top-line economic data is a nuanced picture of how different consumer groups are being impacted by – and responding to – economic changes.
