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Brewers should offload value assets as worst-case COVID scenario fails to materialise - comment

10 Jul 2020

In the same way that sports fans might jump at the pre-game offer of a draw against feared opponents, Carlsberg management would probably have been happy if - when the coronavirus lockdown started - a benevolent angel granted them a guaranteed half-year sales slide of 'only' 12%.

Nestle agrees sale of Canadian Nestle Pure Life assets

3 Jul 2020

The Canadian unit of Nestle is to divest its Nestle Pure Life bottled water business in the country to Ice River Springs as part of the group's global switch to premium brands.

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.

Nestle considers sale of North American bottled water operations

12 Jun 2020

Nestle is exploring a sale of its North American bottled water brands as the group looks to focus on higher-value brands and functional products.

Nestle buys majority stake in US collagen business

11 Jun 2020

Nestle has taken a majority stake in US nutrition business Vital Proteins, which makes food & drink products using collagen.

Beverage rivals join forces for US$76m Brazil retail relief effort

10 Jun 2020

Beverage companies in Brazil including The Coca-Cola Co, PepsiCo and Heineken are collaborating on a BRS370m (US$76m) rescue plan for small business owners.

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 the coronavirus paves the way for e-commerce, omnichannel push - consumer trends

12 May 2020

COVID-19 continues to affect consumer trends in all markets, throwing some off course and speeding others up - including the shift to e-commerce. As more FMCG companies look at direct-to-consumer options, retailers will need to pivot to an omnichannel presence when lockdown is lifted, says consumer trends commentator Lucy Britner.

Nestle unveils NesQino personalised drinks machine - video

27 Apr 2020

Nestle has launched a "superfood" drinks maker that blends a selection of smoothies or milkshakes with functional benefits.

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.

Nestlé Pure Life gives US$1m to US child hunger charity

21 Apr 2020

Nestlé Waters is to donate US$1m through the Pure Life bottled water brand to a charity fighting child hunger in the US.

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.

The soft drinks category in 2019 - just-drinks' Review of the Year, Part II - FREE TO ACCESS

11 Dec 2019

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, Lucy Britner picks out the highs and lows for the soft drinks category.

Nestle Waters launches Perrier Artxtra cans

6 Dec 2019

Nestle Waters has partnered with Los-Angeles-based visual artist team Dabsmyla to create limited-edition packaging for Perrier water cans.

Nestle Waters split into regional units as Nestle targets local focus

4 Nov 2019

Nestle is to break apart the global bottled water unit, Nestle Waters, and merge the division into its three geographic zones.

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.

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.

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