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



Why 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 Feb 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 Jan 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.


Has 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 Nov 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?


Will 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 Oct 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?


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 Sep 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.


How 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 Aug 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.


Here come the numbers, there goes sustainability and where is South Africa's alcohol industry? - The just-drinks Analyst 21 Jul 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.


Why 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 Jun 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.


Why '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 Apr 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.


What the stock market free-fall means for the drinks industry today and tomorrow, and PepsiCo's hopes to become a rock star - The just-drinks Analyst 17 Mar 2020

As stock markets go into meltdown, our in-house analyst, Ian Shackleton, is here to walk us through the madness. This month, Ian looks at what the coronavirus effect will be for listed drinks companies, as well as considering the longer-term fall-out. He also turns his attention to PepsiCo's recent acquisition in the energy drinks area.


Beer big guns on the move, Suntory's buy into Edrington and running the rule over results - The just-drinks Analyst 18 Feb 2020

The lively start to 2020 for the global drinks industry has given just-drinks' in-house analyst plenty to think about. In his latest outing, Ian Shackleton looks at two senior management changes in beer, Suntory Holdings' purchase of a stake in Edrington and the latest round of company results that we've reported on.


Where you should invest in 2020, what's the worst ever beer deal and why Vimto could be a 2020 no-no - The just-drinks Analyst 23 Jan 2020

In his first just-drinks outing of 2020, in-house analyst Ian Shackleton shares his drinks stock tip, flags what could be the worst beer transaction of all-time and considers what could be a tough 12 months for one of the UK's more curious soft drinks players.


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

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

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.


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