Podcast

New dietary guidelines, endless CEO turnover, wholesale upheaval, and the growing threat of GLP-1 usage

26 January 2026 14:00 RaboResearch

In this episode, we're joined by analyst Francois Sonneville and relationship manager Jonathan Magel to discuss the biggest beverage news stories from the past 30 days, including the new US dietary guidelines for alcohol consumption, industry leadership changes, US wholesaler consolidation, and the growing implications of GLP‑1 drugs for beverage companies.

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The information and opinions contained in this document are indicative and for discussion purposes only. No rights may be derived from any transactions described and/or commercial ideas contained in this document. This document is for information purposes only and is not, and should not be construed as, an offer, invitation or recommendation. Read more