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 provenance becoming a millstone for brands like Brown-Forman's Jack Daniel's?The end for ZBB, the end of the wine & spirits combo and the end of provenance - The just-drinks Analyst 19 March 2019

Every month, Ian Shackleton, just-drinks' resident analyst, takes a look at the drinks industry through an investor lens. Here, he considers whether the Brazilian approach to business has had its day, whether Pernod Ricard will finally follow its spirits peers out of the wine category,  and whether global trade wars will dent the concept of provenance.


Earlier this year, Asahi bought the London Pride beer brand from Fuller, Smith & TurnerWho won in results season, how to read the warning signs and will UK beer ever stop consolidating? - The just-drinks Analyst 19 February 2019

The just-drinks analyst returns! This month, Ian Shackleton runs his investor eye over the latest set of drinks companies' results. He also considers what to look out for before the flames take hold of a company and how the UK brewing category remains a consolidatory hotbed.


Ian Shackleton offers his investor perspective on the drinks industryChoosing between beer & spirits in 2019, my drinks stock of the year and activist investors - The just-drinks Analyst 24 January 2019

Our resident analyst is back, in 2019! Ian Shackleton will share with us his investor perspective on the drinks industry throughout the year. This month's take sees Ian picking a favourite between beer and spirits, announcing his 'Stock to Watch' of 2019 and warning of the disruptive effects on a company from an activist investor.


The end of the Anheuser-Busch InBev affair, the sale of Diageo's tail and the success of C&C Group in 2018 - The just-drinks Analyst 28 November 2018

Ian Shackleton is about to put the lid on his 2018, but not before, in his guise as just-drinks' resident analyst, he ponders the investor view of Anheuser-Busch InBev, Diageo and his tip at the start of this year, C&C Group.


Among the companies set to announce their third-quarter results this week is Anheuser-Busch InBevInvestors' tobacco fears for cannabis, why companies should ask their shareholders first and the Q3 results season so far - The just-drinks Analyst 23 October 2018

Ian Shackleton, just-drinks' resident analyst, has some sage advice for those listed drinks companies out there who are sniffing around the cannabis sector. He also considers the growing importance of corporate governance, while preparing the ground for a lively few days of third-quarter results.


Coca-Cola Co's race to embrace everything, where the Costa sale will leave Whitbread and Coca-Cola European Partners' guide to hosting a successful Capital Markets event - The just-drinks Analyst 27 September 2018

This month, just-drinks' in-house analyst, Ian Shackleton, has a lot on his plate. What will Ian drink to wash it all down? He'll probably have a Coke. Lots and lots (and lots) of Coke.


How Heineken is causing concern, why China still offers challenges and what future for PepsiCo's drinks operations - The just-drinks Analyst 28 August 2018

Ian Shackleton, just-drinks' resident analyst, returns this month with a headache from Heineken. He also considers the prospects for growth in the tricky Chinese market and surveys the dangers facing PepsiCo that its next CEO will have to deal with from day one.


Our resident analyst Ian Shackleton revisits C&C Group - his stock for 2018Revisiting C&C Group, Q2s and the benefits looking long term - The just-drinks Analyst 24 July 2018

This month, former analyst Ian Shackleton shares his thoughts on C&C Group's progress, the Q2 season and why more companies will drop quarterly results in favour of a long-term outlook. 


With summer here (in the northern hemisphere), will the sun have shone on drinks companies in Q2?Summer's here! So is a global trade war - The just-drinks Analyst 28 June 2018

In his latest missive from the investor coal-face, former analyst Ian Shackleton shares his thoughts on how the second quarter is shaping up, the prospects of a trade war between the US and, well, everybody else and how drinks companies are starting to think longer-term than the next three months.


Are you a CEO? Have you had your salary wings clipped?The winning ownership model, SABMiller lives and the CEO's money worries - The just-drinks Analyst 31 May 2018

In this month's visit to our pages, just-drinks' in-house analyst, Ian Shackleton, settles the company ownership debate, finds flickering embers of SABMiller and offers sympathies to CEOs dealing with rejected salary requests.




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