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

Heineken CEO Dolf van den Brink is making Ian Shackleton feel his ageWhy Diageo needs to work on its presentation skills, Heineken's CEO is just so young and UK pubs ain't what they used to be - The just-drinks Analyst 16 February 2021

just-drinks' in-house analyst joins us again this month with perfect timing. Company results are flooding in and Ian Shackleton runs his beady eye over the latest numbers (and presentation skills) from Diageo as well as the figures (and young-ness of CEO) from Heineken. Ian also looks at the UK on-premise channel, once a healthy stomping ground for investors.


Was 2020 what investors expected and will 2021 be what they expect? - The just-drinks Analyst 19 January 2021

Back for his first just-drinks outing of 2021, former beverages analyst Ian Shackleton considers how his stock of the year fared in 2020, who gets his backing this year and what the wider drinks industry will look like, come December.


Pernod Ricard's Opn at-home cocktail concept was retired earlier this monthHas COVID vaccine turned us from bears to bulls, have company presentations lost their fun and has 'innovation' become a dirty word? - The just-drinks Analyst 17 November 2020

The recent announcements of a vaccine for COVID-19 have got in-house analyst Ian Shackleton all a-flutter. Should we be concerned, though, that he's now worried about the end of bears, the end of company pizzazz and the end of innovation efforts in the beverages industry?


The Coca-Cola Co unveiled its Topo Chico alcoholic sparkling water in the SummerWill Q3 bring an end to 2020's hangover, are the softs going hard and would Stock Spirits fancy a beer? - The just-drinks Analyst 20 October 2020

The timing of Ian Shackleton's latest consideration of the drinks industry couldn't be better. With the latest results season breaking all around us, who better to survey the situation than just-drinks' in-house analyst?


Diageo bought majority control of Seedlip last year, but is the no-alcohol spirits category as opportunity-laden as drinks companies claim?Has Diageo opened the door to a takeover, will alcohol-free spirits really take off and is Anheuser-Busch InBev looking for a new leader? - The just-drinks Analyst 22 September 2020

In his latest just-drinks outing, former beverages analyst Ian Shackleton ponders Diageo's next move, the opportunity (or otherwise) of 0%-abv spirits and the likelihood of a new CEO at Anheuser-Busch InBev.


Former analyst Ian Shackleton is worried about the on-premiseHow the second quarter has played out, how the on-premise has been performing and how South Africa has stepped back from the brink - The just-drinks Analyst 18 August 2020

In his latest report from the investment front-line, just-drinks in-house analyst, Ian Shackleton, reviews second-quarter performances, bemoans the troubled return after lockdown of the on-premise channel and cheers his recent predictions in South Africa.


South Africa has reinstated its ban on alcohol sales - the effect on the country's drinks industry could be devastatingHere come the numbers, there goes sustainability and where is South Africa's alcohol industry? - The just-drinks Analyst 21 July 2020

As we embark on the latest round of companies results, resident analyst Ian Shackleton returns to set the scene on what investors are considering when looking at the drinks industry. Ian also shares his thoughts on drinking Scotch from a paper bottle while sounding South Africa's alarm bells.


Whisper it, but just-drinks analyst Ian Shackleton might be missing the pub a bitWhy everyone's crying out for a beer, why spirits is causing sleepless nights and why COVID could kill off conferences - The just-drinks Analyst 16 June 2020

Ian Shackleton may no longer be an investment analyst by profession, but it's the only way he can look at the drinks industry. This month, he returns to just-drinks with thoughts of yesterbeer, some cautionary words for spirits and a telling-off for conference organisers.


Late last month, The Coca-Cola Co CEO James Quincey talked of an 'L'-shaped trajectory for the global economyWhy 'stuck at home' means 'goodbye premiumisation', how to strip out the stock market jargon and whither 'Environment, Social & Governance'? - The just-drinks Analyst 19 May 2020

just-drinks' resident analyst, Ian Shackleton is back with us to run his eye over the drinks industry from an investor's perspective. This month, he looks at why drinks brand owners are struggling to keep the premiumisation trend afloat. Ian also walks us through the relevant stock market definitions for drinks and mulls the current CSR calm.


 Why stock markets are strong while companies are weak, how best to keep investors informed and why Q1 doesn't matter so much - The just-drinks analyst 21 April 2020

None of us - not even just-drinks' in-house analyst, Ian Shackleton - has seen anything like this. The coronavirus pandemic has thrown us all into panic. As the need for calm heads grows, allow Ian to talk you down.




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