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Investment Insights in the Alcohol Industry with Michael Cella - 014
Manage episode 421222597 series 3501412
Inhalt bereitgestellt von Brandon Amoroso. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Brandon Amoroso oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.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
Kapitel
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)
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