Another exciting month in food! Steve Rannekleiv (of Liquid Assets fame), Maria Castroviejo, and Cyrille Filott discuss the hottest topics in food – and this time, beverages as well. They begin by exploring the latest developments shaping the industry, including geopolitics (once again) and the growing momentum behind dietary fiber as a consumer trend. They then dive into several recent RaboResearch reports, with one about the evolving landscape of alcohol distribution standing out in particular. To close, they reflect on the rapid rise of AI and debate whether artificial intelligence could become the next major influencer of consumer choices.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

The Consumer Foods-to-Go team is back with another monthly wrap-up, looking back at everything that happened in May. It was a particularly eventful month, with several major developments featured in the podcast, including Uber Eats' bid to acquire Delivery Hero. We also highlight some excellent new research, including a piece on nutrient density as an emerging consumer theme. Finally, we wrap up by answering listener questions, including one thought-provoking topic: In these turbulent times, should food companies be sharing more infrastructure?   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Every year at the Private Label Manufacturers Association trade show in Amsterdam, Sebastiaan Schreijen and Cyrille Filott sit down with industry leaders to discuss the state of private label in food. This year's podcast is especially compelling for two reasons: the turbulent global food environment, marked by high energy prices and persistent inflation, and the sharp perspectives shared by an exceptional group of guests. Tune in to hear insights from Matt Frost, Executive Director at Glacier; Jean-Manuel Lévêque, CEO of Novepan; and Jens Sievert, Director of International Design & Branding at Daymon. All three are highly experienced executives who offer thoughtful views on inflation, resilience, and whether private label's market share is nearing its ceiling.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

April served up big signals for the food industry, and we're breaking them down. In this episode, we unpack the month's headlines through three lenses: geopolitics and what it could mean for supply and trade, fresh Q1 foodservice insights and why 2026 looks more like a year of sorting than a straight recovery, and the accelerating cost-cutting wave across major food and retail players (and why it's not AI-driven... yet). Plus, in our "Specials," we clarify the note about "another ceasefire," pressure-test the latest inflation takeaways, and share an outlook on fertilizers. Finally, we tackle questions on cybersecurity.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

In this episode of Consumer Foods-to-Go Wrap, we look at a whole buffet of topics. We examine how recent geopolitical tensions in Iran are influencing global consumer confidence, purchasing behavior, and commodity-driven price movements. We also discuss the sharp uptick in M&A across the food sector, where companies are pursuing scale, capabilities, and innovation through strategic deals. Finally, we share on-the-ground insights from Natural Products Expo West and Alimentaria + Hostelco, highlighting emerging brands, breakthrough concepts, and the trends shaping the next wave of food and beverage innovation.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

A lot has been happening across the food sector, so it's the perfect moment to bring you up to speed. In our February wrap‑up, Maria Castroviejo, Tom Bailey, and Cyrille Filott take a deep dive into the major developments shaping the industry. They cover a wide range of topics – from the latest thinking on health and nutrition to key takeaways from CAGNY that are influencing corporate strategy. The team also unpacks recent strategic moves by Kraft Heinz and explores what these shifts might signal for the broader market. Finally, they look ahead at the evolving future of the packaging sector, where innovation, regulation, and sustainability continue to drive rapid change. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

A lot has been happening across the food sector, so it's the perfect moment to bring you up to speed. In our February wrap‑up, Maria Castroviejo, Tom Bailey, and Cyrille Filott take a deep dive into the major developments shaping the industry. They cover a wide range of topics – from the latest thinking on health and nutrition to key takeaways from CAGNY that are influencing corporate strategy. The team also unpacks recent strategic moves by Kraft Heinz and explores what these shifts might signal for the broader market. Finally, they look ahead at the evolving future of the packaging sector, where innovation, regulation, and sustainability continue to drive rapid change. Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

In our latest episode, Tom Bailey, Maria Castroviejo, and Cyrille Filott go beyond the headlines to unpack what January's news means for the industry. We look at the launch of GLP-1 pills and how wider access could reshape category demand – think reformulation, portion strategy, and where "better for you" might actually win. We also break down Christmas sales in the UK and France, separating signal from noise on volume and value. Plus, we spotlight a new RaboResearch report on cocoa alternatives and how blends and new inputs could help manage cost and volatility without losing the consumer. We wrap up with the geopolitical risks most likely to spill onto shelves and into shopper behavior.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

The Consumer Foods-to-Go team wraps up 2025 in a brand-new podcast episode (also available on video!). Maria Castroviejo, Tom Bailey, and Cyrille Filott reflect on the key trends and shifts in food markets across the US and Europe. It was an eventful year, marked by US-imposed tariffs, the significant impact of GLP-1s on food sales, and a K-shaped recovery. The team also looks ahead, embracing the idea that "uncertainty is the new certainty" in 2026.   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast. 

Maria Castroviejo, Tom Bailey, and Cyrille Filott wrap up the month in food. They discuss a range of topics, including taxes in the UK, private label in the US, restaurants across the globe, and RaboResearch's agricultural commodities outlook. We expect to see some interesting moves in a few sectors, including coffee and cocoa. In the made-to-order section, the team discusses questions from the audience. If you have a question you would like to be discussed on the next edition of the show, feel free to reach out to [email protected].   Disclaimer: Please refer to our global RaboResearch disclaimer at https://www.rabobank.com/knowledge/disclaimer/011417027/disclaimer for information about the scope and limitations of the material published on the podcast.