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Kandungan disediakan oleh Julio Pijnappel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Julio Pijnappel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Brewers resilient despite a wrench in the COGS

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Manage episode 412821570 series 2168566
Kandungan disediakan oleh Julio Pijnappel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Julio Pijnappel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

Clients can sign up for research here: Research.Rabobank.com

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.

  continue reading

100 episod

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Manage episode 412821570 series 2168566
Kandungan disediakan oleh Julio Pijnappel. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Julio Pijnappel atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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

Clients can sign up for research here: Research.Rabobank.com

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.

  continue reading

100 episod

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