Coke and alcohol finally mixing, questions ahead for consolidated beer – and is spirits bubble about to burst?
So, do you want the good news or the bad news? I am not sure which it is but this…
All articles by Ian Shackleton
Ian Shackleton
After qualifying as an accountant and spending a few years in the drinks industry, Ian followed the global beverages sector for over 25 years as an analyst with several leading banks.
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Investors take to drink, Campari Group hits the radar and brand owners count cost of Russia exit – The Just Drinks analyst
Market correction and the beverage fall-back It's more than fair to say we're in the middle of a serious market…
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Leaving Russia, renewing ethics and worrying about Q1 – The Just Drinks analyst
Revisiting Russia Last month, I flagged how the individual stock analyst becomes somewhat redundant when there are big macro-economic games…
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The Russian damage to brand owners, the end of globalisation and the ongoing margin pummelling – The Just Drinks analyst
The beverage reaction to Russia's invasion There are times when analysts feel very important. There are also times when they're…
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Sales results too high, spirits prices too low and who’s up for leading Diageo next? – The Just Drinks analyst
Getting used to faster sales growth One thing that has struck me in the reporting season so far is how…
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Why 2021 was only okay, why 2022 will be about price and why M&A is on its way – The Just Drinks Analyst
Farewell to 2021 Looking back at my start-the-year comments at the beginning of 2021, I asked whether investors would be…
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The hurdles in Scotch whisky’s path, the COVID lessons for investor relations and the Fok Hing wonderful drinks industry – The Just Drinks analyst
Scotch whisky – Is everything really looking rosy? I remember talking to an analyst who covered banking and hearing him…
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Boring, boring PepsiCo, sustainability favours the large & Anheuser-Busch InBev on the brink? – The Just Drinks analyst
PepsiCo blows the lights out, but uncertainty remains across the market It starts to get a bit dull for analysts…
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From public to private ownership, sensitive times for investors & should you buy into wine? – The Just Drinks analyst
Stock Spirits - continuing the public to private trend Back in 2013, I played a (professional) part in the IPO…
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The changing face of health & wellness, the rise of the English wine category and the brand owner winners of Q2 – The Just Drinks analyst
PepsiCo – a case study in how health & wellness evolves Having spent over 30 years following financial markets, you…