The Wall Street Journal’s beverage reporter, Jennifer Maloney, helps the Rabobank team unpack a busy 2018 and predict the most important trends for 2019. In this fiery episode, everyone gets to choose one major story from 2018... then the group debate how it will impact the future of the beverage industry. At the end of the episode, we vote for our 'Story of the Year.' Will it be cannabis and Constellation Brand’s USD 3.9bn investment in Canopy Growth, or will it be e-commerce, soft drinks companies entering the coffee business, or changes to beverage alcohol distribution? You’ll have to tune in to find out. This episode also features the usual crew: global strategist Stephen Rannekleiv, senior analyst Jim Watson, and analyst Bourcard Nesin.Read more
So far, January has reflected the higher risk appetite, with Brent surging and the Brazilian real gaining versus the US dollar. Charlie Clack and Carlos Mera chat about the latest ICE Coffee, Sugar, and Cotton markets, outlining Rabobank’s fundamental and price outlooks for the season ahead.Read more
Against an overall trend of stagnant consumption, online wine sales are enjoying sustained growth in all European countries. Margins are attractive due to a more premium mix than that available in brick-and-mortar stores. Online activity also offers valuable consumer insights in a particularly fragmented and complex industry.Read more
In 2019/20, global orange juice supply should rebound with better conditions in...
It’s time for the wine industry to find new owners. The latest RaboResearch Wine...