just-drinks authors and correspondents

Ian Shackleton

Columns by Ian Shackleton

The just-drinks AnalystThe just-drinks Analyst

With over 25 years of experience as a beverages analyst, Ian Shackleton provides a monthly view of the drinks industry from an investor's perspective

Articles by Ian Shackleton

Is Heineken's move for Punch a shout to the past?Why analysts are going ga-ga over Diageo, Heineken's & C&C Group's on-premise plays and why you need just-drinks - The just-drinks analyst 14 September 2017

Former analyst Ian Shackleton returns this month with a consideration of the 'Buy' position among analysts for Diageo, some further thoughts on the attractions of vertical integration in UK beer and pubs, and a warning that financial regulatory change will dramatically change corporate communications – and increase the value of just-drinks.


Have drinks companies got carried away with digital marketing?Digital marketing's over-hyped status, the quarterly results bonanza and the local spirits investment opportunity - The just-drinks analyst 18 August 2017

This month, former beverage analyst Ian Shackleton takes a long, hard look at marketing spend in the digital world, a better-than-expected results season and the return of green shoots for local spirits.


Shackleton said a move by Diageo for Fever-Tree may not be How to grow organically, results season approaches and how my stock is faring - The just-drinks analyst 12 July 2017

This month, our former beverage analyst Ian Shackleton considers how best to grow your top-line, considers that the next round of results will throw up and looks at how his stock picks have performed so far.


Theresa May's Conservative Party remains the biggest in the UK parliament, albeit with a reduced majorityThe UK General Election, the younger drinker (or not) and the paucity of experts - The just-drinks analyst 13 June 2017

Our former beverage analyst Ian Shackleton has focused his attention this month on the post-election outlook in the UK and how macro uncertainty diminishes the role of the analyst. He also examines the latest data from The IWSR and laments that young people seem to be drinking less.


As well as Brexit, the UK is having to deal with a General Election on 8 JuneIs the UK not OK? - The just-drinks analyst 10 May 2017

This month, our former beverage analyst, Ian Shackleton, is confined to base and has focused his attention on the tough trading outlook in the UK, which is also limiting M&A opportunities. For private beverages companies in the country, however, the outlook looks much rosier.


Bell Pottinger's survey of Asia's key financial markets found investors increasingly looking to raise their exposure to the UKWhat role will Asia play in the future of beer, spirits and soft drinks? - The just-drinks Analyst 11 April 2017

Having focused (virtually) on Brazil in his last piece, this month our correspondent Ian Shackleton travels to Asia. Here, the former analyst shares a few thoughts on how the region might take on the West when it comes to beverages.


The politics of M&A, the end of Anheuser-Busch InBev's affair and Britvic's Brazilian ballroom - The just-drinks Analyst 24 March 2017

In his latest commentary for just-drinks, former drinks analyst Ian Shackleton heads to Brazil to look at 3G's burned fingers, the future worries for Anheuser-Busch InBev and Britvic's samba moves.


Tobacco's hopes for drinks, stock of the year and the death of the analyst - The just-drinks Analyst 15 February 2017

In his latest commentary for just-drinks, former drinks analyst Ian Shackleton considers the tobacco model for drinks companies. He also gives us his tip of the stock to watch in 2017.


UK-listed drinks companies like Diageo are going to have to start talking more directly to investors soon, warns Ian ShackletonDrinks as investments, Heineken's UK pub play and the growing workload for listed companies - The just-drinks Analyst 10 January 2017

Former Nomura analyst Ian Shackleton returns today for his first look at the drinks industry in 2017. How well-buffed is his crystal ball?


Former analyst Ian Shackleton has joined just-drinks' bank of industry commentatorsThe President-Elect Trump effect on alcohol, the draw of local spirits and the vital role of the IR director - The just-drinks Analyst 2 December 2016

just-drinks is thrilled to welcome a new industry commentator to the fold. Until earlier this year, Ian Shackleton spent over 25 years as a beverages analyst with several major banks, including Credit Suisse, Lehman Brothers and Nomura. Now a principal at financial communications company Bell Pottinger, Ian will cast an analyst's eye each month over developments and issues affecting the drinks industry. This month, he looks at what the Trump effect could be, the prospects for the local spirits sector and the importance of the IR point-of-contact.


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