Without enough oranges, the juice industry gets squeezed

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.     Rabobank clients can sign up for our research via this link: Research.Rabobank.com 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.

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. Listen in as Rabobank’s citrus expert, Andrés Padilla, shares the takeaways from his latest report on the global orange juice industry and its future. For more on this topic, be sure to read the report: Global Orange Juice Outlook 2024/25 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. Sign up for research (free for clients): Research.Rabobank.com

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.     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.

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. Be sure to download Francois’ report: Beer COGS dashboard Q4 2023 Clients can sign up for research here: Research.Rabobank.com 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.

At this year’s Access LIVE conference in Las Vegas, we sat down with Breakthru Beverage Group’s Head of Digital and E-commerce Mike Boswell for an impromptu conversation on alcohol marketplaces. We explore the relevance and value of marketplaces at different levels of the value chain, discussing Drizly on the consumer-facing side and Provi for a business-to-business perspective.  For more on this topic, be sure to read our latest report: Why Drizly never delivered.   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.

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? To debate these and other controversial topics, the RaboResearch Beverage team plays one of our favorite games: Buy, Sell, Hold!       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. 

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.     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. 

Economic power duo Jane Foley and Christian Lawrence return to discuss the outlook for a recession, interest rates, inflation, and consumer spending and how these economic trends could impact food and beverage companies as we enter the new year.   Rabobank clients can sign up for our research via this link: research.rabobank.com. 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. 

For the first time in more than a year, the Liquid Assets team gets to do a recording in the same room. They take turns picking news stories that speak to wider trends impacting the beverages industry. Rabobank clients can sign up for our research via this link: Research.Rabobank.com 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.  

Bourbon has been booming for years, but that growth was preceded by a half century of hardship, hard work, and good luck that laid the groundwork for the soaring category we see today. Heaven Hill’s Max Shapira and Kate Latts lived through the good times and the bad. We tap that experience to understand the winding path that has led American whiskey to its current zenith and what more recent trends could mean for the future of this “distinctively” American spirit. Rabobank clients can sign up for our research via this link: Research.Rabobank.com 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.