Stimulation, Intoxication, Relaxation…What do you drink for? Brandy Rand - Thirstwell
The beverage landscape isn't just evolving—it's completely transforming. Today's consumers aren't thinking "I'll have a beer" but rather "How do I want to FEEL right now?" Fascinating insights from beverage expert Brandy Rand on the future of drinking. #BeverageTrends
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37:24
Kaumil Gajrawala, Beverage Guru at Jeffries; A Professional Approach to Investing
An Analyst’s Guide to Beverage StocksClimb inside the mind of a pro for a road map to understanding the beverage industry. We journey through the eras of global expansion (creation of beer giant ABI) and volume-at-any-price ($0.89 2-liters) to the newer driver of value creation, namely “revenue growth management”, i.e., the skill of managing price, package, channel and brands to deliver profitable growth. Learn about the birth of modern sodas, non-alc adult beverages and protein drinks. We will get you thinking about GLP-1s, food-as-medicine and much more. Some companies discussed: KO, PEP, KDP, ABI, MNST, Red Bull, Liquid Death, Olipop, SAM, Athletic Brewing Co., Bellring Brands
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47:24
Bill Shufelt, Co-founder of Athletic Brewing - Building the Non-Alcoholic Beer Category
In this episode, we discuss the tribulations of selling distributors and retailers on a new category, the value of having a co-founder with opposite talents, and the advantage of investors with long horizons.
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35:55
The Business of Branding featuring Mike Cessario - Founder of Liquid Death
Marketing maestro, Mike Cessario describes Liquid Death as an entertainment company.He calls Amazon the great equalizer, and articulates his goal to build a multi-category, healthy beverage platform.His advice to entrepreneurs is “to de-risk the offer” and “pursue something you know better than anyone else.”
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51:02
The Business of Beer featuring Beer God - Harry Schuhmacher
Caroline's first guest is investor's long-time favorite, no-holds-barred beer industry expert, Harry Schuhmacher. In this episode, Harry opines on the growing power of beer distributors, gets bullish on Anheuser-Busch, and predicts that non-alcoholic beer will hit a 5% share of the giant U.S. market.
Caroline Levy, a veteran Wall Street analyst, delves deep into the world of beverages with some of her hero's. Caroline’s quick wit, empathetic approach, and vibrant personality allow leaders to be vulnerable and speak truths not typically heard outside of closed-door conversations.
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