33 results in the archive - showing page 1 of 2

Molson Coors shapes exit strategy, the changing shape of whistleblowers and how the drinks stock tips shape up - The just-drinks Analyst 21 Nov 2019

Column: The just-drinks Analyst

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.


The tariff war squib, Pernod Ricard's activist success and the latest round of drinks companies' results - The just-drinks Analyst 22 Oct 2019

Column: The just-drinks Analyst

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.


Why 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 Sep 2019

Column: The just-drinks Analyst

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.


Why drinks CEOs last longer, what your head office says about you and Anheuser-Busch InBev's box of surprises - The just-drinks Analyst 20 Aug 2019

Column: The just-drinks Analyst

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 Jul 2019

Column: The just-drinks Analyst

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.


The Coca-Cola system on the mend, the growing reluctance to drink and the good old days for analysts- The just-drinks Analyst 18 Jun 2019

Column: The just-drinks Analyst

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.


Boom or bust for gin, the future for Anheuser-Busch InBev and Diageo's Capital Markets Day - The just-drinks Analyst 21 May 2019

Column: The just-drinks Analyst

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. 


The end for ZBB, the end of the wine & spirits combo and the end of provenance - The just-drinks Analyst 19 Mar 2019

Column: The just-drinks Analyst

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.


Who won in results season, how to read the warning signs and will UK beer ever stop consolidating? - The just-drinks Analyst 19 Feb 2019

Column: The just-drinks Analyst

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.


Choosing between beer & spirits in 2019, my drinks stock of the year and activist investors - The just-drinks Analyst 24 Jan 2019

Column: The just-drinks Analyst

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 Nov 2018

Column: The just-drinks Analyst

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.


Investors' tobacco fears for cannabis, why companies should ask their shareholders first and the Q3 results season so far - The just-drinks Analyst 23 Oct 2018

Column: The just-drinks Analyst

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 Sep 2018

Column: The just-drinks Analyst

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 Aug 2018

Column: The just-drinks Analyst

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.


Revisiting C&C Group, Q2s and the benefits looking long term - The just-drinks Analyst 24 Jul 2018

Column: The just-drinks Analyst

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. 


Summer's here! So is a global trade war - The just-drinks Analyst 28 Jun 2018

Column: The just-drinks Analyst

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.


The winning ownership model, SABMiller lives and the CEO's money worries - The just-drinks Analyst 31 May 2018

Column: The just-drinks Analyst

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.


How Q1 results have panned out, the ongoing appeal of Pernod Ricard and a refined approach to social media - The just-drinks Analyst 26 Apr 2018

Column: The just-drinks Analyst

Our in-house analyst is back, fresh from a raft of first-quarter results announcements. This month, Ian Shackleton runs the rule over the drinks companies' recent performances, while also praising Pernod and trolling Twitter.


The clouds surrounding Conviviality, The Coca-Cola Co's booze move and Pernod Ricard's spirited performance - The just-drinks Analyst 27 Mar 2018

Column: The just-drinks Analyst

Our analyst returns! Ian Shackleton is back to give us his monthly consideration of the latest developments in the drinks industry from an investor's perspective. This month, Ian turns his attention to the saga at Conviviality, the possibility of the Coca-Cola system venturing into alcohol and tells us why Pernod Ricard makes him feel all warm and fuzzy.


Alcohol's ethical quandary, Pernod Ricard's time in the spotlight and a drinks stock update - The just-drinks Analyst 1 Mar 2018

Column: The just-drinks Analyst

just-drinks' resident analyst, Ian Shackleton, is back for his monthly look at the drinks industry from an investor's point of view. And, he's just in time for results season.


C&C Group the one to watch in 2018, too many analysts and not enough research and finding a favourite between beer and spirits - The just-drinks Analyst 1 Feb 2018

Column: The just-drinks Analyst

Starting the year as he means to go on, just-drinks' resident analyst, Ian Shackleton, considers where we should put our investment spend in 2018. Ian also looks at how the analyst community is reacting to the introduction of MiFiD II and explains the reasons behind his favourite drinks category.


Bacardi's possible resurgence, how Q3 panned out and how my drinks stock tips have performed in 2017 - The just-drinks Analyst 21 Nov 2017

Column: The just-drinks Analyst

Rounding off his first full year with us, just-drinks resident analyst Ian Shackleton prepares for Christmas with a look at recent developments at Bacardi, a review of results from the third quarter and a look at how his stock tips have done this year. He also has a future tip for the top of his own.


Why Brown-Forman is on to a winner, how Coca-Cola Hellenic can kick on and why the AGM must return - The just-drinks Analyst 10 Oct 2017

Column: The just-drinks Analyst

just-drinks' resident analyst returns. This month, Ian Shackleton believes he has picked out a gem in the US spirits category. He also looks at one possible root to growth for Coca-Cola Hellenic, while bemoaning the sad demise of the Annual General Meeting.


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 Sep 2017

Column: The just-drinks Analyst

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.


Digital marketing's over-hyped status, the quarterly results bonanza and the local spirits investment opportunity - The just-drinks analyst 18 Aug 2017

Column: The just-drinks Analyst

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.


How to grow organically, results season approaches and how my stock is faring - The just-drinks analyst 12 Jul 2017

Column: The just-drinks Analyst

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.


The UK General Election, the younger drinker (or not) and the paucity of experts - The just-drinks analyst 13 Jun 2017

Column: The just-drinks Analyst

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.


Is the UK not OK? - The just-drinks analyst 10 May 2017

Column: The just-drinks Analyst

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.


What role will Asia play in the future of beer, spirits and soft drinks? - The just-drinks Analyst 11 Apr 2017

Column: The just-drinks Analyst

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 Mar 2017

Column: The just-drinks Analyst

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.

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