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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.

Kweichow Moutai takes seat among FMCG elite with top 50 entry

8 Jul 2019

Baijiu distiller Kweichow Moutai has muscled its way onto a list of the world's leading FMCG companies after boosting sales by 25% last year.

Dull Diageo - Ideal for investors - Analysis

7 Jun 2019

Diageo's biennial Capital Markets Day this year, held in New York late last month, saw the drinks group attempt to impress investment analysts with its plans for future growth. Much as the event provided plenty of content for just-drinks, the analyst community appeared unexcited by the day-long set of sessions.

Nestle Waters North America takes Poland Spring nation-wide in US Origin launch

2 May 2019

Nestle Waters' North America unit has revealed plans to make its Poland Spring water brand available throughout the US market.

Why drinks brands must move beyond comfortable consensus on climate change - Sustainability Spotlight

25 Apr 2019

Ben Cooper looks at the impact the recent increase in environmental activism might have on how consumers judge drinks companies' actions in relation to climate change.

Nestle CEO admits bottled water struggles, turns to functional waters

18 Apr 2019

Nestle has expressed concerns at its bottled water performance and is looking to expand into functional waters to boost sales in the category.

Why drinks companies must respond to consumer demands for transparency - Sustainability Spotlight

28 Mar 2019

The Coca-Cola Co's admission earlier this month that it produces 3m tonnes of plastic packaging per year was a landmark moment for the soft drinks giant, though clearly not one it was hastening to greet. This is not only a significant moment in the campaign to address plastic waste, Ben Cooper writes, but points to the shifting ground on what companies must disclose and what is acceptable for them to keep to themselves.

Nestle Waters' Poland Spring Sparkling flavours - Product Launch

26 Feb 2019

Nestle Waters' North America unit has lined up six new flavours for its Poland Spring Sparkling water brand.

How important is the plastic crisis? More important than Brexit - Sustainability Spotlight

20 Feb 2019

Public policy and corporate action in relation to plastic packaging were always likely to remain much-discussed topics in 2019. Less than two months into the year, this is proving to be the case. Ben Cooper reports.

Nestle to swap plastic straws for paper on cartons

13 Feb 2019

Nestle is to use a new paper straw on cartons in response to consumer concern over plastic waste.

What will be the biggest sustainability trends in 2019? - Sustainability Spotlight

1 Feb 2019

Already the most significant long-term trend affecting drinks companies, climate change will top the 2019 agenda with an acceleration in greenhouse gas (GHG) emission reductions urgently needed. Agricultural supply chains will be a prime focus as companies come under pressure to reduce their indirect 'Scope 3' emissions. Ben Cooper investigates.

Coca-Cola European Partners, Danone, PepsiCo sign up to 'Loop' global recycling programme

25 Jan 2019

A raft of food and drinks companies have signed up to a global environmental initiative to combat the use of plastics in packaging.

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.

What's coming up in soft drinks in 2019? - Predictions for the Year Ahead - Comment

8 Jan 2019

Over the coming weeks, just-drinks' category commentators will share with us their thoughts on how 2019 will shape their respective sectors. First up, Richard Corbett looks at the soft drinks and bottled water categories.

The soft drinks & bottled water categories in 2018 - just-drinks' Review of the Year, Part II - FREE TO ACCESS

17 Dec 2018

The past year has seen significant change in the soft drinks and water sectors, precipitated by that immutable force - necessity. A look back over the past 12 months reveals how environmental and health concerns are shaping company strategy, investment decisions and new product development.

Why the soft drinks category is trapped in a plastic corner - Sustainability Spotlight

29 Nov 2018

Faced with relentless campaigning and mounting public concern about plastic pollution, soft drinks companies have no choice but to act to mitigate the environmental impact of their packaging. As new research is published underlining the increasing importance of sustainable packaging to consumers, Ben Cooper assesses the soft drinks sector's engagement with a recently-launched global initiative on plastic use.

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.

Nestle Waters unveils functional water Levissima + in Italy

14 Aug 2018

Nestle Waters has announced the roll-out of Levissima +, an extension of the Levissima mineral water brand, to the Italian market.

Nestle, Kraft Heinz, Coke 'eyeing GSK's Horlicks' - report

18 Jun 2018

The Coca-Cola Co, Nestle and Kraft Heinz are reportedly among the companies to have held early talks on a possible move to buy the food and drinks brand Horlicks, owned by UK-based pharmaceutical group GlaxoSmithKline.

Nestle Waters acquires majority stake in UK's Princes Gate Spring Water 

4 Jun 2018

Nestle Waters has purchased a major share in Welsh water firm Princes Gate Spring Water, as it looks to cater for bottled water demand in the UK market.

Why consumers don't yet know about your sustainability efforts - Sustainability Spotlight

30 May 2018

A recently-published study suggests consumers may not be as drawn to Anheuser-Busch InBev's new 100% renewable electricity icon as the brewer might hope for. But, Ben Cooper writes, there are factors other than consumer sentiment driving the beverage sector's investment in renewable energy.

Why Deposit Return Schemes are the ultimate option for soft drinks - Comment

24 May 2018

Our soft drinks commentator returns! This month, Richard Corbett considers the Deposit Return Scheme concept and flags why the soft drinks industry should welcome it with open arms.

Nestle Waters' Sanpellegrino + Tea - Product Launch

18 May 2018

Nestle Waters has rolled out its range of organic sparkling flavoured teas to the UK market, as it looks to tap into the trend for low- and no-sugar options.

Nestle Waters to spend US$25m on Swiss bottled water facility

10 May 2018

Nestle Waters has lined up a CHF25m (US$24.9m) investment at its Henniez mineral water facility in Switzerland.

Nestle unveils 2025 recycled packaging target

10 Apr 2018

Nestle has announced plans to hit 100% recyclable or reusable product packaging by 2025.

Nestle makes taste pledge with launch of stevia-based Sanpellegrino in UK

7 Mar 2018

Nestle UK has promised that its new stevia-sweetened Sanpellegrino tastes the same as previous versions as the company continues to cut sugar from its portfolio.

Nestlé offloads Sweet Leaf Tea and Tradewinds to private-equity group

18 Dec 2017

Nestlé Waters North America has agreed to sell its Sweet Leaf Tea and Tradewinds RTD tea businesses. 

Nestlé Waters expands water conservation plan

25 Oct 2017

Nestlé Waters has signed up 16 more of its global bottling plants to an industry-led water conservation scheme.

Is yours one of the drinks companies failing the water management challenge? - Sustainability Spotlight, Part II

9 Oct 2017

In the second part of this month's Sustainability Spotlight, Ben Cooper continues his review of the findings from a new report from Ceres on water stewardship, which identifies the leaders and the laggards in the beverage sector, as well as flags the issues that require particular attention.

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