Home Podcasts Liquid Assets: A Beverage Industry Podcast
Liquid Assets: A Beverage Industry Podcast

Liquid Assets: A Beverage Industry Podcast

Rabobank 100 Episodes Sep 23, 2026

Rabobank's global beverage team offers insights, analysis, and a bit of entertainment for your morning commute. Liquid Assets will help you tackle the latest trends, introduce you to industry leaders, and prepare you for what's next in the beverage world.

Episodes

Will beer distributors become the only kind of distributor?
Will beer distributors become the only kind of distributor? Sep 23, 2026 46:39 In what is easily one of the most candid conversations we've had in years, Joe Davis and Michael Corrigan from KEG 1 and K1 Management Services discuss the impact of Sazerac's move into beer networks, the future of contract negotiations and margins for wine and spirit brands, the risks of a bloated portfolio to the beer wholesaler playbook, and the very difficult path ahead for mature, small, and
How KEG 1 and K1MS are building a national beer distributor
How KEG 1 and K1MS are building a national beer distributor Sep 15, 2026 58:26 In the first of two episodes featuring Joe Davis and Michael Corrigan, we discuss the history of KEG 1 and the formation of K1 Management Services and the work they have done to become a massive multistate operator. We focus heavily on the dynamics of M&A in US beer wholesale and the role consolidation is having on culture, diversification, and management.   Have a question, qualm, or story to tel
Southern Glazer's on the latest moves into beer and competition in wine and spirits
Southern Glazer's on the latest moves into beer and competition in wine and spirits Aug 28, 2026 01:02:47 We catch up with Mark Chaplin (Southern Glazer's Wine & Spirits President, Commercial Sales) and Devyn Dugger (Senior Vice President, NY Beer Division) to discuss their recent beer-business-buying binge, focusing on the changes that they are bringing to the beer business and how they are bringing best practices from the beer business into their broader wine and spirits operations. Have a question,
Liquid Assets: My favorite things
Liquid Assets: My favorite things Jul 31, 2026 43:47 New drinks aplenty and trends always changing. Exploring culture, with the drinks we are raising. Asking a stranger, "Why did you order that thing?" These are a few of my favorite [drink] things. Friends at a conference with gossip worth sharing. Newsletters, dailies, and podcasts worth airing. Together let's ask what all of these numbers mean. These are a few of my favorite [drink] things. For th
RNDC, Brown-Forman for sale, and Uncle Nearest crashes out: the most important stories of 2026 (so far)
RNDC, Brown-Forman for sale, and Uncle Nearest crashes out: the most important stories of 2026 (so far) Jul 14, 2026 57:07 Sarah Barrett, Managing Editor at Wine & Spirits Daily, and Chris Shepard, Senior Editor at Beer Marketer's Insights, join us to debate the most impactful stories of the year so far.   Have a question, qualm, or story to tell? Reach out via email: Bourcard.Nesin@Rabobank.com Sign up to access our written research: RaboResearch sign-up   Note: The content and opinions presented within this podcast
Beer boys solve a big mystery: Why is the on-premise so resilient?
Beer boys solve a big mystery: Why is the on-premise so resilient? Jun 25, 2026 01:20:16 For more than a year, alcohol sales in the on-premise (restaurants, bars, stadiums, and hotels) have outperformed sales in the off-premise (grocery, convenience, and liquor stores). On the surface, this trend contradicts many of our explanations for the industry's struggles. If people are broke, why are they spending money in the channel where alcohol costs the most? If people are spending more ti
How do control states work?
How do control states work? Jun 10, 2026 01:03:03 Around 25% of US spirits sales move through control states, but how do they work? How are they different from open states, and what can suppliers do to improve their performance in these markets? In this episode we speak to leadership at the National Alcohol Beverage Control Association (NABCA) about how government-run liquor businesses operate and what brands can do to better position themselves
The economic outlook amid an energy crisis three times larger than the shock from Russia's invasion of Ukraine
The economic outlook amid an energy crisis three times larger than the shock from Russia's invasion of Ukraine May 27, 2026 01:00:31 US inflation in April reached its highest level in three years, driven in part by the war in Iran. The volume of oil flows affected by the conflict is three times larger than the disruption caused by the Russian invasion of Ukraine, yet many firms – especially in the US – don't seem too concerned. According to our analysts, they should be. Join us for an enlightening, if not light-hearted, discuss
Is beer back? Maybe
Is beer back? Maybe May 15, 2026 01:14:42 This week, we review the pleasantly robust results from global beer companies during the first quarter of 2026. More importantly, we bid adieu to a dear friend and longtime contributor, Francois Sonneville.  For those wanting to thank Francois for years of fantastic industry coverage, please reach out: FSonneville@yahoo.co.uk.  We discuss individual company results at the following timestamps:  He
Will the US wine industry ever recover from the current glut?
Will the US wine industry ever recover from the current glut? Apr 21, 2026 01:06:41 Wine supplies continue to outstrip demand. Glenn Proctor of Ciatti and Jeff Bitter of Allied Grape Growers return to discuss the larger-than-(some)-expected 2025 California grape crush, the path to equilibrium in wine supply, and whether the costs of domestic production and competition from imports mean that every acre of wine grapes pulled out of production will never come back.  Topics covered i
Breaking down the potential Pernod Ricard, Brown-Forman merger of equals
Breaking down the potential Pernod Ricard, Brown-Forman merger of equals Apr 8, 2026 32:16 In late March, Brown-Forman Corporation and Pernod Ricard confirmed they were in talks about a potential merger that would bring together giant brands like Jack Daniels, Herradura, Woodford Reserve, Jameson, Beefeater, Absolut, and Chivas Regal. It would be a formidable lineup, which in terms of spirits sales would rival the scale of Diageo – long the largest spirits business in the history of the
The new world for venture capital
The new world for venture capital Mar 31, 2026 01:04:54 Many investors have abandoned the world of early-stage alcohol startups, leaving a gaping hole in the market. There is less money available to fuel startup growth, and potential buyers are demanding both scale and profitability, extending the time to achieve an exit and reshaping the optimal strategy for building a brand. Over the last five years, Jason Sherman (Top Shelf) and Nick Papanicolaou (N

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