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What will be Carlsberg's priorities for the years ahead? – Analysis

21 Mar 2019

Following on from just-drinks' analysis this month of Carlsberg's performance over the last five years, beer commentator Stephen Beaumont considers the takeaways for the wider brewing industry.

Heineken Performance Trends 2014-2018 - results data

19 Mar 2019

In early-2018, Heineken reported its results for the year prior. Sales in the 12 months of the year came in 6% up on 2017, with all reporting regions posting volumes increases.  Here, just-drinks considers Heineken's performance over the last five years to see what the wider beer category can learn from the brewer.

Who won in results season, how to read the warning signs and will UK beer ever stop consolidating? - The just-drinks Analyst

19 Feb 2019

The just-drinks analyst returns! This month, Ian Shackleton runs his investor eye over the latest set of drinks companies' results. He also considers what to look out for before the flames take hold of a company and how the UK brewing category remains a consolidatory hotbed.

Has Fuller's sold up or sold out? - just-drinks thinks

25 Jan 2019

"Immortalised in the name of one of our famous ales, 1845 is a year that will forever be Fuller’s," reads the London Pride owner's website. "It was then that the partnership papers of Fuller, Smith & Turner were officially signed, marking the start of something very special for London’s brewery scene."

Asahi Group snaps up Fuller's beer business for US$326m

25 Jan 2019

Asahi's European unit has agreed to purchase London-based Fuller, Smith & Turner's beer unit, in a deal worth GBP250m (US$326m).

How the global beer category will face the growth challenges of the future - Comment

6 Dec 2018

Bringing the curtain down on 2018, our resident beer commentator, Stephen Beaumont, looks at the growth-driving strategies of the past and predicts how these strategies will morph in the coming years.

The beer category in 2019 - just-drinks predicts

6 Dec 2018

In just-drinks' beer review of 2018, we looked back at the year just passed. But what is in store for 2019? We take a peek into our crystal ball to predict the biggest news and trends for the year ahead.

The end of the Anheuser-Busch InBev affair, the sale of Diageo's tail and the success of C&C Group in 2018 - The just-drinks Analyst

28 Nov 2018

Ian Shackleton is about to put the lid on his 2018, but not before, in his guise as just-drinks' resident analyst, he ponders the investor view of Anheuser-Busch InBev, Diageo and his tip at the start of this year, C&C Group.

Anheuser-Busch InBev lifts lid on alleged price-fixing cartel in India - report

25 Oct 2018

Anheuser-Busch InBev has reportedly turned whistleblower against two of its rivals after accusing Heineken and Carlsberg's operations in India of price fixing.

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.

Anheuser-Busch InBev reveals extent of Africa price ladder overhaul in wake of SABMiller buy

9 Aug 2018

Anheuser-Busch InBev's Africa head has outlined how the company's SABMiller takeover has allowed the group to reach more consumers by greatly expanding its price ladder on the continent.

"In any integration, we've always talked about three kinds of synergies. With SABMiller, there was a fourth" - just-drinks meets Anheuser-Busch InBev CEO Carlos Brito - Part I

13 Jun 2018

Late last week, just-drinks editor Olly Wehring met with Anheuser-Busch InBev's CEO in London. A notoriously-reluctant interviewee, Carlos Brito talked for over an hour about the brewer's learnings from SABMiller, the trends set to shape the future for the beer category and which bets the group has put down on potential growth opportunities going forward.

Carlyle Group closes Accolade Wines buy, recruits former SABMiller executive as chairman

4 Jun 2018

The new owner of Accolade Wines has appointed a former senior executive with SABMiller as the chairman of its wine business.

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.

What can the brewing industry learn from Anheuser-Busch InBev? - Comment

29 May 2018

If there is a single overriding lesson to be learned from just-drinks' analysis of Anheuser-Busch InBev's performance over the last five years, it is one more obvious than a pint of IPA at a Champagne tasting. Put bluntly, that lesson is: Global expansion + cost reduction = increased profitability.

Anheuser-Busch InBev Performance Trends 2013-2017 - results data

10 May 2018

In early-March, Anheuser-Busch InBev released its full-year results for 2017. The group posted a 5.1% lift in sales from the year, thanks in part to a bumper final quarter. Here, just-drinks considers A-B InBev's performance over the last five years.

Health & wellness "good for beer" - Asahi Europe CEO

10 May 2018

The head of Asahi Europe has calmed concerns that younger consumers are more likely to hit the gym than their local bar, telling just-drinks that the health & wellness trend is "good for beer".

"All of us feel a great deal of responsibility" - just-drinks meets Hector Gorosabel, Asahi Europe CEO - Part II

10 May 2018

After leading the sell-off of SABMiller's European beer brands to Asahi, Hector Gorosabel was then hired by the Japanese group to take them to a new audience, as CEO of its European office. In the second of just-drinks' two-part interview (click here for part I), Gorosabel discusses how the old SAB playbook is still in use, the challenges of brewing Asahi Super Dry in Europe, and why the health & wellness trend shouldn't frighten the beer industry.

"At SABMiller, we went through a bit of disbelief and almost denial" - just-drinks meets Hector Gorosabel, Asahi Europe CEO - Part I

8 May 2018

As the man in charge of Peroni Nastro Azzurro, Grolsch and SABMiller's other European brands sold off after its takeover, Hector Gorosabel had a front-row seat for the dismantlement of one of the world's major brewers. Then, Asahi came calling and offered him the chance to lead his former charges in a fresh direction for the Japanese giant. In a two-part interview with just-drinks, Gorosabel discusses how he came to accept his new role, and reveals the behind-the-scenes emotions as SABMiller went out of existence.

What can the beer industry learn from Molson Coors? - Comment

5 Apr 2018

Without question one of the more interesting drinks companies to watch over the past few years has been Molson Coors. From the 14% drop in sales posted in 2015 to the boost provided by the acquisition of the 58% of MillerCoors it didn't already own in 2016, from the surprisingly-high cost savings of US$200m in 2017, to the loss in share price value of 21% during the same year, the past half-decade has been nothing short of a rollercoaster for the world's third-largest brewer by value and fifth-largest by volume.

Molson Coors Performance Trends 2013-2017 - results data

5 Apr 2018

In February, Molson Coors released its full-year results for the 12 months of 2017, its first full year since taking control of the MillerCoors joint-venture in the US. The top-line came in flat on the corresponding period a year earlier, with the final quarter pulling up the rest of 2017. Here, just-drinks considers the brewer's performance over the last five years.

How Anheuser-Busch InBev and Diageo are revolutionising drinks marketing - Consumer Trends

4 Apr 2018

There was a time, not so long ago, when occasion-based drinks marketing meant advertising your lager brand in an ad during a World Cup football match. Not anymore - things have become a lot more complicated since then.

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.

Will Keurig Green Mountain, Dr Pepper Snapple Group merger spark M&A boom? - Analysis

30 Jan 2018

What should we make of yesterday's announcement of the merger between Dr Pepper Snapple Group and Keurig Green Mountain? The market response so far has been mixed - an initial share spike for the listed DPSG soon receded as the agreement was digested.

Where is Molson Coors today and where will it be tomorrow? - Comment

24 Aug 2017

Following on from just-drinks' analysis of Molson Coors' performance over the last five years, just-drinks' beer commentator Stephen Beaumont, considers the takeaways for the wider brewing industry.

Anheuser-Busch InBev, Anadolu Efes to challenge Carlsberg with Russia merger

9 Aug 2017

Anheuser-Busch InBev is to create Russia's second-largest beer producer by combining its operations in the country with those of Turkey's Anadolu Efes.

Molson Coors performance trends 2012-2016 - results data

17 Jul 2017

In February 2017, Molson Coors released its full-year results for 2016; the year in which the brewer took full control of the MillerCoors joint-venture in the US. While the transaction has skewed the numbers for 2016 - full details of which can be found here - the results from the four years prior provide an interesting guide to Molson Coors' longer-term performance.

Anheuser-Busch InBev targets synergies with Nigerian brewers' merger

7 Jun 2017

Anheuser-Busch InBev has proposed a merger of the three Nigerian beer companies in which it holds majority control.

What role will Asia play in the future of beer, spirits and soft drinks? - The just-drinks Analyst

11 Apr 2017

Having focused (virtually) on Brazil in his last piece, this month our correspondent Ian Shackleton travels to Asia. Here, the former analyst shares a few thoughts on how the region might take on the West when it comes to beverages.

The politics of M&A, the end of Anheuser-Busch InBev's affair and Britvic's Brazilian ballroom - The just-drinks Analyst

24 Mar 2017

In his latest commentary for just-drinks, former drinks analyst Ian Shackleton heads to Brazil to look at 3G's burned fingers, the future worries for Anheuser-Busch InBev and Britvic's samba moves.

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