The future of online alcohol marketplaces, featuring Breakthru Beverage Group

03/28/24 • 46 min

Liquid Assets: A Beverage Industry Podcast

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.

For more on this topic, be sure to read our latest report: Why Drizly never delivered.

Previous Episode

Neo-prohibitionism, Ozempic, and the end of the tequila boom?

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!

Next Episode

Brewers resilient despite a wrench in the COGS

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

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