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Investment Insights in the Alcohol Industry with Michael Cella - 014
Manage episode 421222597 series 3501412
Kandungan disediakan oleh Brandon Amoroso. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Brandon Amoroso 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.
Join host Brandon Amoroso as he delves into the fascinating world of the alcohol industry with Michael Cella, a seasoned expert in consumer investment banking. In this episode, Cella shares valuable insights into the macroeconomic landscape of wineries and alcohol, challenging prevailing narratives with a contrarian perspective. From the impact of COVID on online alcohol sales to the rise of experiential retail, Michael and Brandon explore the trends shaping the industry's future. With a focus on resilience and innovation, this conversation offers valuable takeaways for entrepreneurs and investors alike. Join the conversation today to stay ahead in the ever-changing landscape of the alcohol industry.
Topic timestamps
🎙️ Introduction to Michael Cella and Oppenheimer & Co. Inc. (00:00:00)
🍷 The macroeconomic environment for wineries and the alcohol industry in 2024 (00:02:07)
📉 Mistakes made during the COVID boom in online alcohol sales (00:05:30)
🛒 Inventory challenges and supply chain issues in the alcohol industry (00:07:43)
📈 Valuations and market dynamics amidst the current challenges (00:08:35)
🌱 Shifts in consumer preferences, including the rise of experiential retail and non-alcoholic alternatives (00:09:24)
🌿 The impact of cannabis as a substitute for alcohol and its regulatory landscape (00:14:06)
🍹 The opportune timing for starting an alcohol business amidst market fluctuations (00:19:49)
🍾 The fun questions (00:22:17)
Mike Cella:
LinkedIn - https://www.linkedin.com/in/michael-cella-54a49a2
Brandon Amoroso:
LinkedIn - https://www.linkedin.com/in/brandonamoroso/
Web - https://brandonamoroso.com/
Instagram - https://www.instagram.com/bamoroso11/
X - https://twitter.com/AmorosoBrandon
Bab
1. Investment Insights in the Alcohol Industry with Michael Cella - 014 (00:00:00)
2. The Future of Online Alcohol Business (00:00:04)
3. Consumer Trends in Cannabis and Alcohol (00:09:24)
4. Opportunities in the Alcohol Business (00:19:41)
16 episod
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