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Drinks With Caroline
Caroline Levy
10 episodes
1 week ago
Young people aren't drinking less because they're health nuts—they're just broke. New data shows Gen Z spends 30% less of their income on alcohol than millennials did at the same age. Is this the end of premiumization or just the beginning?
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Investing
Business,
Marketing,
Entrepreneurship
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All content for Drinks With Caroline is the property of Caroline Levy and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Young people aren't drinking less because they're health nuts—they're just broke. New data shows Gen Z spends 30% less of their income on alcohol than millennials did at the same age. Is this the end of premiumization or just the beginning?
Show more...
Investing
Business,
Marketing,
Entrepreneurship
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Kaumil Gajrawala, Beverage Guru at Jeffries; A Professional Approach to Investing
Drinks With Caroline
47 minutes
7 months ago
Kaumil Gajrawala, Beverage Guru at Jeffries; A Professional Approach to Investing
An Analyst’s Guide to Beverage Stocks Climb inside the mind of a pro for a road map to understanding the beverage industry. We journey through the eras of global expansion (creation of beer giant ABI) and volume-at-any-price ($0.89 2-liters) to the newer driver of value creation, namely “revenue growth management”, i.e., the skill of managing price, package, channel and brands to deliver profitable growth. Learn about the birth of modern sodas, non-alc adult beverages and protein drink...
Drinks With Caroline
Young people aren't drinking less because they're health nuts—they're just broke. New data shows Gen Z spends 30% less of their income on alcohol than millennials did at the same age. Is this the end of premiumization or just the beginning?