Food & Agribusiness
Supporting global beverage clients in soft drinks, beer, wine, spirits and coffee with research, analysis, M&A planning, Global Financial Market products and Risk Management.
Meet the sector team
In a world where consumers can get anything they want, however they want, the spirits industry is at a real disadvantage. Direct-to-consumer (DtC) shipments and e-commerce have driven growth in the wine category, but spirits face restrictive rules around shipping and retail that limit distillers’ ability to operate online. As we approach the holiday season – the most important time of year for wine and spirits sales – we want to highlight the structural challenges facing spirits in a world increasingly defined by e-commerce.
In 2019/20, global orange juice supply should rebound with better conditions in São Paulo and stability in production elsewhere. Meanwhile, demand is expected to continue declining in developed markets while emerging markets will be unable to make up for the lost volume. Global buyers will continue demanding and paying more for premium not-from-concentrate (NFC) variants, but the rebound in Florida’s crop during 2018/19 is likely to impact some of the US demand for imported NFC.
With continuous expansion and growing sales, sentiment in the specialised-coffee-bar industry is positive. However, industry players are confronted with many crossroads in the diverse and evolving European landscape.
The beverage market is more crowded and fragmented than ever, and building a long term relationship with consumers can feel, well, impossible. In this episode we explore two companies that beat the competition and built a dedicated consumer base doing something innovative: let people buy-in to their business… literally.
Tequila has been on a tear in recent years, with growth in international demand...
Rabobank’s global beverage team offers insights, analysis, and a bit of...
It’s time for the wine industry to find new owners. The latest RaboResearch Wine...
RaboResearch Food & Agribusiness