Industry: Food, Beverage & Tobacco
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GeneralHave all the beers gone woke? An investigation
While we were travelling in America, one business story seemed to pop up again and again: American beer companies going ‘woke’.24th May, 2023
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Global rice shortage is set to be the biggest in 20 years
Rice production in 2023 will record its largest shortfall in two decades. It feels like we are seeing more and more of these stories these days.16th May, 2023
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GeneralUncovered: Rare Foods Australia
We uncover Western Australian abalone producer, Rare Foods Australia (ASX:RFA). Known as "white gold" abalone is one of the world's most expensive seafoods and Rare Foods Australia farm the seafood with their unique sea ranch.18th Feb, 2023
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General"The greenest company on Earth" - Darling Ingredients | Summer Series
Today we’re chatting about Darling Ingredients and we’re joined by Anthony Doyle from Firetrail.
2 FebruarySponsored by Sharesies
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Have we reached peak soft drink? - Coca-Cola | Summer Series
Today we’re chatting about Coca Cola, and we're joined by Will Liu from Wilson Asset Management.26 JanuarySponsored by Sharesies
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$3 for Guac, $1,500 for a share - Chipotle | Summer Series
Today we’re chatting about Chipotle, and we’re joined by Emma Henderson from Magellan. Thanks to Sharesies for sponsoring the Equity Mates Summer Series.2 JanuarySponsored by Sharesies
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How Budweiser salvaged its World Cup campaign
Today Darcy and Sascha discuss how Budweiser managed this change of events.17 December -
![Cutting-edge tech made this tiny country a major exporter of food]()
GeneralCutting-edge tech made this tiny country a major exporter of food
When you think of giant farming countries you might think of the green fields of Australia and New Zealand. Or you might think of the massive tracts of land in the United States or Russia.28th Nov, 2022
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![Starbucks opens its 6,000th store in China]()
GeneralStarbucks opens its 6,000th store in China
Starbucks opens its 6,000th store in China, now easily its second biggest market after North America, will the coffee chain be able to succeed where so many other American companies have failed? Will Starbucks be able to make it in China?15th Nov, 2022
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Lessons from FinFest: the bull case for net zero & investing in wine
We are buzzing from FinFest and are excited today to share with you two of our biggest take-aways from the day. The first is related to the biggest investing opportunity since the internet… Aka the transition to net zero. We discuss how you can greenify your investments and benefit financially at the same time.25 October -
Four trends that just disrupted two-party politics
What would the weekend's election look like through the eyes of Warren Buffett? Why did the wages data wrongfoot the RBA, why has India banned wheat exports, and what happens now the last McDonald's in Moscow is closed? All this and more on this week's Comedian v Economist.25 May -
First energy, now food: Why supermarket prices keep rising
If you’ve gone food shopping lately, it’s hard to ignore the ever-climbing prices. And if you haven’t seen it on the shelves, you’ve probably heard about it on the news. While there's been escalating prices across the board, there’s actually a number of food stuffs where there’s been more pronounced increases. Wheat is one of them, and it's... kind of everywhere. It's used for cereal, bread, pasta, noodles, biscuits, cakes… but it's also used in animal feed… meaning high wheat prices also leads to higher meat prices.24 May -
How the CEO of Maggie Beer thinks about investing in the food industry | Chantale Millard
This episode Maddy and Sophie speak to CEO and Managing Director of Maggie Beer Holdings, Chantale Millard. Listed on the ASX with ticker MBH, Maggie Beer Holdings invests in food, beverages, and technology companies as a way of sharing their passion for making and curating quality, premium Australian food and beverage products, with the finest ingredients. We loved this conversation with Chantal! (PS. make sure you've got a snack before you listen - you'll get hungry).3 May -
![For food delivery apps, private label is the next battleground]()
GeneralFor food delivery apps, private label is the next battleground
Food delivery apps have been one of the biggest winners from the pandemic, as people around the world were locked down and ordering food from our phones become a staple of day-to-day life. Now it seems some of these food delivery apps are following a path well-worn by food retailers before them, moving into private label.21st Sep, 2021
