Stephen Rannekleiv

New York

Host at Liquid Assets: A Beverage Industry Podcast

Analyst at Rabobank, views expressed are my own.

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Podcast: How much do mixers really matter? featuring Fever-Tree

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

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.
Podcast: Without enough oranges, the juice industry gets squeezed

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

Apr 30, 2024 | research.rabobank.com | Stephen Rannekleiv |Bourcard Nesin

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. SipSource analysts Dale Stratton and Danny Brager are two of the most influential and respected experts in the US wine and spirits industry.
Premium wine and spirits and the US consumer

Apr 23, 2024 | research.rabobank.com | Stephen Rannekleiv

For many alcoholic beverage suppliers, 2023 was a difficult year. Bloated wholesaler inventories, a “rich-cession,” and a shift in spending priorities weighed on alcoholic beverage sales – wine in particular – and the reversal of premiumization trends was notable. We expect trends will eventually improve, but the trends affecting older and wealthier consumers present downside risks to the recovery process.
The US consumer: Beyond the headlines

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.
The US consumer: Beyond the headlines

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

Mar 7, 2024 | research.rabobank.com | Stephen Rannekleiv |Jim Watson |Bourcard Nesin

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?
Boring or Bling

Feb 4, 2024 | research.rabobank.com | Stephen Rannekleiv

The US brandy market is currently marked by extremes—‘bling’ at one end and ‘boring’ at the other—with an enormous gulf in between. Cognac has recently witnessed considerable success, and it achieves excellent pricing in the super-premium segment (bling). But the rest of the brandy category skews quite heavily towards the value end, and has seen little growth (boring).
Podcast: Southern Glazer’s talks industry trends, inventory, and digitalization

Feb 2, 2024 | research.rabobank.com | Stephen Rannekleiv |Bourcard Nesin

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.