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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.


Tobacco's hopes for drinks, stock of the year and the death of the analyst - The just-drinks Analyst 15 Feb 2017

In his latest commentary for just-drinks, former drinks analyst Ian Shackleton considers the tobacco model for drinks companies. He also gives us his tip of the stock to watch in 2017.


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