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

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. 


Ian Shackleton offers his investor perspective on the drinks industryThe future of the US three-tier system, Diageo's progress and Q1 results season - The just-drinks Analyst 16 April 2019

Every month, Ian Shackleton, just-drinks' resident analyst, takes a look at the drinks industry through an investor lens. Here, he examines whether recent news from US wholesalers could spell changes to the country's three-tier system, he revisits his stock of the year and tells us what to expect from forthcoming results.


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.




Forgot your password?