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



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.


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.


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