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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.

International Women's Day in the drinks industry - Focus

8 Mar 2019

Today, 8 March, is International Women's Day. Here, just-drinks takes a look at what drinks companies are doing to mark the occasion and champion women in our industry.

Brown-Forman will "weather storm" as whiskey tariffs on track to cost US$125m

7 Mar 2019

Brown-Forman has said it expects to "weather the storm" as retaliatory trade tariffs continue to challenge American whiskey exports.

How did Brown-Forman perform in YTD fiscal-2019? - results data

6 Mar 2019

Brown-Forman is running behind its 6%-to-7% sales growth target for fiscal-2019, with sales in the nine months of the year so far coming in 5% up on the corresponding period a year earlier.

Brown-Forman's The GlenDronach 1993 Master Vintage - Product Launch

22 Feb 2019

Brown-Forman has added a 1993 vintage to its GlenDronach Highland single malt Scotch whisky brand.

Jim Beam goes global in latest ad campaign - segment data

6 Feb 2019

Beam Suntory has released details of a new worldwide marketing push for the Jim Beam brand.

A tentative start for spirits at the Super Bowl - just-drinks thinks

4 Feb 2019

Last week, in the just-drinks pre-game round-up of the beverage industry's Super Bowl ads, we noted that this year's offerings threw up little in the way of surprise. Once again, there were the usual suspects supporting their biggest brands inside the most expensive real estate in marketing.

Brown-Forman takes Jack Daniel's to Super Bowl for first time - video

1 Feb 2019

Brown-Forman is to advertise its Jack Daniel's whiskey brand at the Super Bowl for the first time in a pre-game ad.

"We've still got a job to do" - just-drinks speaks to Diageo CEO Ivan Menezes

1 Feb 2019

Earlier this week, Diageo released its results for the second half of 2018. The group posted a 7.5% increase in sales from the six months to the end of December. Late yesterday, just-drinks spoke to Diageo CEO Ivan Menezes as he travelled between media interviews in London.

Proximo Spirits names Brown-Forman's Michael Keyes as CEO

30 Jan 2019

Proximo Spirits has appointed a new president & CEO.

Where are all the female CEOs? Ask again in 2029 - Comment

29 Jan 2019

Last year saw a raft of CEOs from global drinks firms announce their intentions to either move on or retire. As the stories unfolded, it became clear that those of us hoping for more female leaders in the industry would potentially have to wait another ten years.

The spirits category in 2018 - just-drinks' Review of the Year, Part III - FREE TO ACCESS

19 Dec 2018

As the year draws to a close, just-drinks takes a look back at the stories that have made the headlines across the global drinks industry over the last 12 months. Here, deputy editor Lucy Britner picks out the highs and lows for the spirits category.

Should Pernod Ricard dump wine and bunk up with Brown-Forman? - Analysis

14 Dec 2018

It's been a tough week for Pernod Ricard. On Wednesday, activist investor Elliott Management, which has built up a 2.5% stake in the French drinks group, took aim at several aspects of the business. In turn, Pernod was moved to issue a 700-word statement, defending both its financial record and its family values.

How did global tariffs affect Brown-Forman's H1? - results data

5 Dec 2018

Brown-Forman has said it is on course for as much as 7% underlying sales growth in the fiscal year despite disruption from global tariffs on US spirits.

Who could buy Brockmans Gin? - What just-drinks thinks

1 Nov 2018

Brockmans Gin is reportedly up for sale, and could be set to go the same way as many of its gin start-up peers, snapped up by international spirits companies keen to jump aboard the gin boom.

Brown-Forman to launch rolling experimental Jack Daniel's whiskey series

16 Oct 2018

Brown-Forman has launched a new line for its Jack Daniel's Tennessee Whiskey brand that will focus on limited-release experimental launches.

Production starts at Brown-Forman's Slane Irish whiskey distillery

4 Sep 2018

Brown-Forman's Slane Distillery has filled its first cask with new-make Irish whiskey produced on-site at the US$50m facility in the grounds of Slane Castle, near Dublin.

Optimistic Brown-Forman holds back on price increases as US tariff talks continue

30 Aug 2018

Brown-Forman will wait to push through price increases on its North American exports in case ongoing trade talks successfully roll back new tariffs.

How did Brown-Forman perform in its fiscal-2019 Q1? - results data

29 Aug 2018

Brown-Forman has got off to a strong start in its current fiscal year, with Q1 organic sales up 9% despite declines for Finlandia vodka and a raft of international challenges.

Brown-Forman targets UK on-premise for single malt Scotch stable with Mangrove Global tie-up

23 Aug 2018

Brown-Forman has added its three single malt Scotch whisky brands to the existing UK distribution arrangement with Mangrove Global.

Brown-Forman targets on-premise violence with Chambord training sessions

7 Aug 2018

Brown-Forman has partnered its Chambord liqueur brand with a programme designed to counter drink-related violence in the US on-premise channel.

Brown-Forman lines up Jack Daniel's Tennessee Rye TV push - video

26 Jul 2018

Brown-Forman has launched a new advertising campaign for its recently-released rye whiskey brand.

Brown-Forman looks to buy back US$200m of shares

16 Jul 2018

Brown-Forman has launched a share repurchase push, hoping to acquire around US$200m of its own stock over the next 12 months.

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.

Retaliatory tariffs "wild card" for Brown-Forman – Analysis

11 Jun 2018

In the same week as reporting its fiscal full-year results, Brown-Forman saw its share price fall by around 5%. The problem, analyst said in notes to clients afterwards, is the overhanging question of retaliatory tariffs from US trading partners.

Brown-Forman CEO-elect eyes European levers amid EU retaliatory tariff threat

7 Jun 2018

Brown-Forman's incoming CEO has said the company's in-house distribution in the EU should give it "flexibility and control" if Europe invokes retaliatory taxes on American whiskey.

Brown-Forman fiscal-2018 - results data

6 Jun 2018

In early-June, Brown-Forman reported results for its fiscal-2018. The group saw sales in the 12 months to the end of April rise by 6%, with fourth-quarter sales increasing by 5%. Here, just-drinks takes a closer look at the company's sales performance in the 12-month period.

Brown-Forman ends fiscal-2018 on a high - results

6 Jun 2018

A mid-single-digit lift in sales for both the final quarter and full-year fiscal-2018 has given Brown-Forman the confidence to forecast healthier growth in its current year.

Brown-Forman fiscal-2018 results - Preview

5 Jun 2018

On Wednesday, Brown-Forman will release its results for the final quarter and the full year of its fiscal-2018. Here, just-drinks looks back the events that will have affected the group's performance in its final quarter, the three months to the end of March.

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.

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