Editor's Viewpoint

Editor's Viewpoint

By: Olly Wehring

The just-drinks leader, written by the just-drinks leader.

Pie in the sky, but soft drinks is running out of choices - Editor's Viewpoint 17 May 2016

In a note to clients last week, analysts at CLSA spoke to Dr Robert Lustig, an expert on endocrinology and obesity and professor at UC San Francisco. On the call, Dr Lustig discussed "the case against sugar", the title of CLSA's note.

Anheuser-Busch InBev and China's Snow – This town ain't big enough for the both of us – Editor's Viewpoint 2 Mar 2016

For a company dead set on becoming the biggest in its field – and reportedly beyond – Anheuser-Busch InBev's decision to sell off SABMiller's stake in China's CR Snow to JV partner China Resources Beer looks more like a step backwards - and a very cheap one at that.

Sell a London craft brewer, buy a London craft brewer - Confusion at Anheuser-Busch InBev? - Editor's Viewpoint 21 Dec 2015

A relatively small transaction in the beer industry today has left me confused. Why would Anheuser-Busch InBev snap up a London-based craft brewer, when it has a staggeringly-similar entity waiting in the wings, once it completes its purchase of SABMiller? That AB InBev has lined up the sale of this SAB-owned brewer confuses me yet further.

SABMiller - Where nothing is not for sale? - Editor's Viewpoint 3 Dec 2015

When you buy yourself a new toy, the first thing you want to do is to take it home and play with it. You don't want someone taking it off you, perusing it to see if it will give you too much fun or if it will upset your friends, who may be having not as much fun as you are.

Diageo and Treasury Wine Estates - How times have changed - Editor's Viewpoint 14 Oct 2015

The timing could have been better, but yesterday's divestment of much of Diageo's wine operations has been mooted for a while. What is ironic, though, is that the buyer was itself offered to Diageo as an acquisition opportunity less than seven years ago.

Anheuser-Busch InBev has SABMiller on the ropes – Editor's Viewpoint 12 Oct 2015

If I were a betting man – and, I am told on occasions like these that I'm not allowed to be, 'cos it's illegal – I'd stick the house on Anheuser-Busch InBev. The brewer has today got SABMiller, if not in a corner, then certainly on the ropes.

Anheuser-Busch InBev and SABMiller - Here's what's going to happen next - Editor's Viewpoint 7 Oct 2015

We finally have some numbers to play with in Anheuser-Busch InBev's tussle with SABMiller. Add in a deadline that is only days away, and we've got ourselves our own drinks industry cliffhanger going on.

Will a sexed-up SABMiller tempt AB InBev to reach for its wallet? - Editor's viewpoint 6 Oct 2015

It's all too much to happen on one day for this to be a coincidence, surely? Is SABMiller showing a bit of leg to Anheuser-Busch InBev while simultaneously whispering “higher, higher” in its suitor's ear? That's what two developments today suggest.

Is Brown-Forman at the end of the Southern Comfort road? - Editor's Viewpoint 5 Oct 2015

Much as Brown-Forman would not be drawn on reports last week that its Southern Comfort whiskey liqueur has been put up for sale, the brand's performances of late suggest that the end is, if not already upon it, then just around the corner.

Editor's Viewpoint - AB InBev and SABMiller – We (all) told you so 16 Sep 2015

Today's confirmation that Anheuser-Busch InBev is exploring a bid for SABMiller will have come as a surprise to precisely nobody in the global beer industry. And, while it is by no means a done-deal, there's a certain sense of inevitability about it that many have felt for quite a while now.

Editor's Viewpoint - Has Diageo added Beer to its 'Non-Core' List? 28 Jul 2015

Diageo's exit from its beer joint-venture in South Africa and Namibia comes at the same time as observers are considering what else the company defines as non-core to its business. The move suggests to many – and, initially, to me also – that beer is next on the group's non-core list.

Editor's Viewpoint - Is Diageo approaching its "Et tu, Brute" Moment? 24 Jul 2015

It would be very easy to get carried away by the latest stirrings from Diageo over in the US. Indeed, when the Securities & Exchange Commission comes knocking, it would take a particularly ignorant person to not get carried away. But, is this as big a deal as it at first seems?

Editor's Viewpoint - Diageo CFO to North America? Do the Math 1 Jul 2015

Yesterday's appointment news from Diageo has echoes of a similar HR switch at SABMiller two years ago - a question of perceived suitability.

Editor's Viewpoint - The Scotch Dilemma: The Whisky of the Ages or The Whisky of the Age? 2 Jun 2015

I remember the occasion well: It was a warm, summer's day five years ago, when Pernod Ricard's Chivas Brothers division hosted me and many of my peers at its London offices to unveil a new marketing push for its Scotch whisky range.

Editor's Viewpoint - Are Coca-Cola Co, Anheuser-Busch InBev Approaching a FIFA Crossroads? 28 May 2015

The footballing world may be in turmoil today, but the drinks companies with more than a passing interest in the beautiful game seem determined not to be swept up by the latest scandal to hit FIFA. For now.

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