Sudip Kumar Sinha

Jan 31, 2024 | research.rabobank.com | Sudip Kumar Sinha

The traditional tea value chain is being challenged by the emergence of ready-to-drink tea products led by coffee or soft drink companies. With this emerging shift in power, where are the opportunities for investment? Tea innovation is largely being led by companies outside the traditional tea value chain, such as Starbucks and The Coca-Cola Company.

Dec 26, 2023 | research.rabobank.com | Francois Sonneville |Sudip Kumar Sinha |Stephen Rannekleiv

Scotch whisky is booming, and production must expand to meet the growing demand, but consideration of the effects of past production peaks and troughs suggests that producers would benefit from targeting a more sustainable growth rate. Premiumisation and growing demand have led to a dramatic decline in inventories, particularly of malt whiskey aged more than nine years, which fell more than 25 percent from 2007 to 2012, with no signs of slowing demand.

Mar 16, 2023 | research.rabobank.com | Stephen Rannekleiv |Jim Watson |Sudip Kumar Sinha |Andrés Padilla

March 2023 Inflation will continue to create challenges for beverage companies in 2023. Even barring the economic slowdown that many economists predict, the hedges that have protected beverage companies from input cost inflation have run out, and the savings that many consumers used as a buffer have been drawn down.

Feb 28, 2023 | research.rabobank.com | Sudip Kumar Sinha |Francois Sonneville |Jim Watson

The question for 2023 is whether input costs will see additional increases, level off, or decline from where they ended in 2022. The latest Rabobank Beer Quarterly looks at what that means for hedging strategies and margins and talks about the challenges of taking additional pricing to cover costs.