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Has COVID vaccine turned us from bears to bulls, have company presentations lost their fun and has 'innovation' become a dirty word? - The just-drinks Analyst

17 Nov 2020

The recent announcements of a vaccine for COVID-19 have got in-house analyst Ian Shackleton all a-flutter. Should we be concerned, though, that he's now worried about the end of bears, the end of company pizzazz and the end of innovation efforts in the beverages industry?

Why bottled water should tap into more drinking occasions - comment

6 Oct 2020

Our soft drinks category commentator, Lucy Britner, turns her attention this month to bottled water - and spies some burgeoning growth opportunities.

Amazon reviews can fuel beverage NPD - Nestle Waters digital head

30 Sep 2020

Consumer reviews on Amazon are a goldmine for beverage companies looking to create the next market-beating product, according to Nestle Waters' head of digital.

Mental health concerns to drive functional beverages in Europe - Nestle Waters

29 Sep 2020

Functional beverages that support mental health will find growth in Europe as they move across from the US, a Nestle Waters innovation expert has forecast.

Nestle lines up China bottled water assets sale to Tsingtao Brewery

2 Sep 2020

Nestle is to offload its China bottled water business to Tsingtao Brewery as the Swiss group expands on a plan to divest its value assets.

The Coca-Cola Co, Nestle among US plastics pledge signatories

27 Aug 2020

The Coca-Cola Co, Nestle and Danone are among 60 organisations across the private and public sectors to have joined a new "pact" on plastics in the US.

Nestle unveils coffee-bean-based bottled water Plant+Water by Buxton

27 Jul 2020

Nestle has launched a flavoured bottled water under the UK Buxton brand that contains extracts from green coffee beans.

Nestle Waters’ Nestle Pure Life Fruity Water - Product Launch

24 Jul 2020

Nestlé Waters North America unit has launched a sugar- and calorie-free flavoured water aimed at children.

Nestle Waters takes Sanpellegrino Tastefully Light to UK TV screens

20 Jul 2020

The UK division of Nestlé Waters has lined up a TV debut in the country for the 'Tastefully Light' line from its Sanpellegrino sparkling water brand.

Sanpellegrino Classic Italian Taste returns to UK

13 Jul 2020

The UK division of Nestlé Waters has relaunched the 'Classic Italian Taste' line from its Sanpellegrino flavoured water brand in the country.

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.





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