just-drinks authors and correspondents

Ian Shackleton

Ian ShackletonBiography

After qualifying as an accountant and spending a few years in the drinks industry, Ian spent over 25 years as a beverages analyst working for major banks in London. He covered companies not just in Europe but across the globe, including the US, which has given him unique insights into how the industry might develop and what that might mean for share prices.

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

With everyone's attention focused on the coronavirus, PepsiCo turned heads last week by buying Rockstar Energy BeveragesWhat the stock market free-fall means for the drinks industry today and tomorrow, and PepsiCo's hopes to become a rock star - The just-drinks Analyst 17 March 2020

As stock markets go into meltdown, our in-house analyst, Ian Shackleton, is here to walk us through the madness. This month, Ian looks at what the coronavirus effect will be for listed drinks companies, as well as considering the longer-term fall-out. He also turns his attention to PepsiCo's recent acquisition in the energy drinks area.


Late last month, Suntory Holdings agreed to buy a 10% stake in Edrington. What does just-drinks' analyst think of the move? Read on!Beer big guns on the move, Suntory's buy into Edrington and running the rule over results - The just-drinks Analyst 18 February 2020

The lively start to 2020 for the global drinks industry has given just-drinks' in-house analyst plenty to think about. In his latest outing, Ian Shackleton looks at two senior management changes in beer, Suntory Holdings' purchase of a stake in Edrington and the latest round of company results that we've reported on.


What has been the least successful transaction in beer? Ian Shackleton has some suggestionsWhere you should invest in 2020, what's the worst ever beer deal and why Vimto could be a 2020 no-no - The just-drinks Analyst 23 January 2020

In his first just-drinks outing of 2020, in-house analyst Ian Shackleton shares his drinks stock tip, flags what could be the worst beer transaction of all-time and considers what could be a tough 12 months for one of the UK's more curious soft drinks players.


There's a lot going on at Molson Coors at the moment - Is there even more to come?Molson Coors shapes exit strategy, the changing shape of whistleblowers and how the drinks stock tips shape up - The just-drinks Analyst 21 November 2019

just-drinks' in-house analyst, Ian Shackleton, returns this month to consider what Molson Coors has in mind for the future. Ian also looks at the whistleblowers of today and reviews which drinks stocks have performed as he'd hoped.


Does Pernod Ricard CEO Alex Ricard deserve applause yet?The tariff war squib, Pernod Ricard's activist success and the latest round of drinks companies' results - The just-drinks Analyst 22 October 2019

just-drinks' in-house analyst, Ian Shackleton, casts his eye this month over the escalating - or not - tariff row and its effect on spirits brand owners. Ian also has some warm words for Pernod Ricard and makes some cautiously upbeat sounds about the current results reporting season.


Carlsberg continues to give investors reasons to head for the barWhy Carlsberg's time is now, why Q3 is set fair for drinks and why spirits should learn from Neil Woodford - The just-drinks Analyst 17 September 2019

Our resident analyst, Ian Shackleton, is back for his regular look at the drinks industry from an investor's perspective. This month, Ian considers the recent turnaround at Carlsberg, what the third-quarter reporting season is set to look like and what drinks companies with maturing stock can take away from the events that have affected high-profile fund manager Neil Woodford.


Drinks CEOs seem to last longer in their roles than company leaders in other industries, argues Ian ShackletonWhy drinks CEOs last longer, what your head office says about you and Anheuser-Busch InBev's box of surprises - The just-drinks Analyst 20 August 2019

Our resident analyst returns! Ian Shackleton is back to give us his monthly take on recent industry developments as viewed through the eyes of an investor. This month, Ian looks at the acceptable tenure for a CEO, why a company's choice of head office location matters and what has been an up-and-down few weeks for Anheuser-Busch InBev.


 The ethical investor is here, how second-quarter reporting season is shaping up and the troubles ahead for Anheuser-Busch InBev - The just-drinks Analyst 16 July 2019

Returning to just-drinks for his monthly look at our industry from an investor's perspective, our in-house analyst, Ian Shackleton, flags the growing presence of ethical investment decisions. He also looks at what to expect from the latest round of quarterly results and the likelihood of alarm bells ringing at Anheuser-Busch InBev.


Relationships are clearly improving within the Coca-Cola systemThe Coca-Cola system on the mend, the growing reluctance to drink and the good old days for analysts- The just-drinks Analyst 18 June 2019

Every month, Ian Shackleton, just-drinks' resident analyst, takes a look at the drinks industry through an investor lens. Here, he considers the improving relationship between The Coca-Cola Co and one of its bottlers, the cooler relationship between younger consumers and alcohol and how the drinks industry used to live.


Analyst Ian Shackleton takes a closer look at the future of the gin categoryBoom or bust for gin, the future for Anheuser-Busch InBev and Diageo's Capital Markets Day - The just-drinks Analyst 21 May 2019

Every month, Ian Shackleton, just-drinks' resident analyst, takes a look at the drinks industry through an investor lens. Here, he covers the possibility of peak gin, the future of Anheuser Busch InBev and Diageo's Capital Markets Day. 




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