The just-drinks Analyst

The just-drinks Analyst

By: Ian Shackleton

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



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


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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.


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