In the Spotlight
Who's reporting what on the latest issues in the drinks industry.
In the Spotlight - SABMiller in Decent Shape, but Challenges Loom
20 January 2012
Emerging markets are still doing the business for SABMiller, but the brewer faces myriad challenges that could define its progress in 2012.
In the Spotlight - Rumours mount on PepsiCo strategy
6 January 2012
Speculation this week that PepsiCo is looking to cut thousands of jobs in the US has increased the focus on the soft drinks firm's strategic review and on what the company needs to change.
In the Spotlight - Counting the Cost of Obesity
25 November 2011
Pressure around the economic cost of obesity is growing, raising the spectre of how long governments, such as the Conservative-Liberal Democrat Coalition in the UK, will allow self-regulation to dominate policy.
Spotlight - Is Anheuser-Busch InBev Sitting on a Distribution Goldmine?
11 November 2011
Who needs to sell more beer when you can sell the same amount for more profit? It's a theory that Anheuser-Busch InBev and MillerCoors are having to grapple with in the US, and it's one that has more longevity than you might think, according to Morgan Stanley analysts.
In the Spotlight - Constellation Brands H1
7 October 2011
Just how well is Constellation Brands doing in its first year without those troublesome Australian wine assets? The group raised profits guidance after a strong first-half at the bottom line, but some analysts remain concerned about wine sales.
In the Spotlight - PepsiCo puts North America back on the agenda
30 September 2011
Two major US announcements from PepsiCo in the last few weeks have set tongues wagging in the industry as to the motivation behind the decisions and what the firm's next move might be.
In the Spotlight - SABMiller to Create Lean, Mean Foster's Group Cash Machine?
22 September 2011
Three months of turning the screw on Foster's Group's management has paid off for SABMiller; at least, that's if you agree with the acquisition in the first place. Here, just-drinks takes a look at the early market reaction.
In the Spotlight - Drinks Firms Dive for East Exit
9 September 2011
PepsiCo's CFO issued a frank but ultimately fair warning this week about the increasingly dire state of economies across the developed world. As drinks firms of all colours increase their efforts to step back from the West, just-drinks looks at the issue in more detail.
In the Spotlight - Pernod Ricard Set to Party On
2 September 2011
Pernod Ricard has added the final sprig of zest to a cheerful week for the multinational spirits makers, and the party shows no sign of fizzling out just yet.
In the Spotlight - Diageo: You See? We're Still GREAT
26 August 2011
Diageo has kissed and made up with analysts after producing a solid set of full-year results and some pretty bullish guidance on years to come. Here, just-drinks takes you through the market reaction.
In the Spotlight - Carlsberg gets a Roasting
19 August 2011
Carlsberg has suffered something of a mauling this week, its share price having fallen off a cliff following disappointing half-year results in Russia. Here, just-drinks looks at the market reaction.
In the Spotlight - Less is More for Anheuser-Busch InBev
12 August 2011
Does it matter that Anheuser-Busch InBev did not sell any more beer in the first half of 2011 than it did in the first half of 2010? Here, just-drinks examines the market reaction to the Budweiser brewer's latest figures.
In the Spotlight - PepsiCo, The Coca-Cola Co battle into H2
22 July 2011
The battle between the blue and the red intensified this week as PepsiCo and The Coca-Cola Co published their second-quarter and first-half results.
In the Spotlight - Heineken, Carlsberg at Risk from Barley Drought
10 June 2011
Concern is growing that brewers with high exposure to Western Europe are going to face worse-than-expected cost pressure due to shortages of malting barley. Here, just-drinks looks at what the market observers are saying.
In the Spotlight - Life after Champagne for Rémy Cointreau
1 June 2011
Rémy Cointreau may use proceeds from the sale of its Champagne business to pursue acquisitions in key markets, according to some analysts, although the group has been touted as a takeover target by others. Here, just-drinks takes a look at the market reaction to the Piper-Heidsieck deal.
In the Spotlight - Diageo Shakes and Stirs
27 May 2011
President Barack Obama this week became one of a dying breed by ordering a Guinness in an Irish pub, a trend that has prompted brand owner Diageo to launch a global review of the way it allocates resources. Here, just-drinks looks at the market reaction.
In the Spotlight - UK Wine: State of the Nation
20 May 2011
Is it time to put a cork in the UK wine market and seek a fortune in The Orient? just-drinks' State of the Nation debate at this week's London International Wine Fair sought answers from some of the wine industry's leading lights.
In the Spotlight - D-Day Arrives for Foster's Group
11 May 2011
Foster's Group has finally pushed through the demerger of its beer and wine divisions, but the takeover offers have yet to come flying in.
In the Spotlight - Soft Drinks Firms Look To Tough Year Ahead
4 May 2011
The close of the first quarter has brought with it a raft of financial results from the soft drinks industry, with most pointing to rising commodity costs and a sluggish North American market.
In the Spotlight - Dr Pepper Snapple's Early Fizz
28 April 2011
Dr Pepper Snapple Group's (DPSG) first quarter results were greeted by a 3.7% lift in the drinks maker's shares, after it beat analysts' estimates. Michelle Russell takes a closer look at the market reaction.
