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Why Carlsberg's time is now, why Q3 is set fair for drinks and why spirits should learn from Neil Woodford - The just-drinks Analyst

17 Sep 2019

Our resident analyst, Ian Shackleton, is back for his regular look at the drinks industry from an investor's perspective. This month, Ian considers the recent turnaround at Carlsberg, what the third-quarter reporting season is set to look like and what drinks companies with maturing stock can take away from the events that have affected high-profile fund manager Neil Woodford.

Heineken's Q3 exceeds expectations - Analysis

29 Oct 2015

Yesterday, Heineken released a strong set of Q3 numbers and the consensus from analysts seems to be: We knew it would be good, but not this good. 

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9 Jul 2015

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8 Apr 2015

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25 Feb 2015

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19 Feb 2015

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13 Jan 2015

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24 Oct 2014

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21 Oct 2014

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just Five Years Ago: Carlsberg, Heineken seal Scottish & Newcastle purchase

25 Apr 2013

It was five years ago this week that the brewing industry said its final farewell to Scottish & Newcastle. The UK-based company saw its shares cease trading on 25 April, 2008, after Carlsberg and Heineken teamed up to buy and then split up the firm.

NETHERLANDS: Heineken buys cider producer Stassen

8 Jun 2012

Heineken has further boosted its position in cider by acquiring Belgian producer Stassen from its management for an undisclosed sum.

just The Preview - Heineken FY & Q4

13 Feb 2012

Heineken is set to release its full-year and fourth-quarter results on Wednesday (15 February). Below, we take a look at the highs and lows for the company in the three months to the end of December.

INDIA: United Breweries to swallow Scottish & Newcastle unit

8 Feb 2012

United Breweries has announced that it will merge Scottish & Newcastle India Ltd into itself.

UK: Heineken faces pension investigation

21 Dec 2011

Heineken UK has said that it acted responsibly on pensions following news that the UK Pension Ombudsman will formally investigate complaints made against the brewer.

Comment - Five Reasons Why Foster's Group Fell

5 Dec 2011

Last week, we bade farewell to Foster's Group as SABMiller closed its acquisition of the Australian brewer. Although the beer sector's thirst for consolidation has been relentless, Foster's also contributed strongly to its own downfall. Here, just-drinks identifies five key factors that led to the brewer's sale to SABMiller.

Comment - C&C Group's CEO: Not the Poisoned Chalice We Thought

19 Oct 2011

The announcement that John Dunsmore is set to vacate the CEO-ship of C&C Group at the end of this year means Dunsmore has not fulfilled the destiny we here at just-drinks had in mind for him. Unless, of course, he reverts to our type in the next two months.

Comment – Carlsberg and Russia: From Golden Goose to Dead Duck?

17 Aug 2011

Okay, to call the Russian beer market a dead duck may be dramatic licence, but there can be no denying that Carlsberg's relationship with Russia's beer drinkers has taken a severe turn of late.

The Wehring Interview – Heineken – Part II

26 May 2011

In part one of my interview with Heineken's CEO, Jean-François van Boxmeer, which ran earlier this week, we took a close look at the brewer's purchase of FEMSA Cerveza last year. We also started a world tour of beer markets, discussing Europe, Russia, Brazil and Mexico.

AUS: Coca-Cola Amatil recruits ex-Scottish & Newcastle chief

1 Nov 2010

Coca-Cola Amatil has appointed the ex-CEO of Scottish & Newcastle, Tony Froggatt, as a non-executive director.

Comment - Could C&C Group be bought out?

15 Oct 2010

For all C&C Group has suggested this week that it may seek to acquire more drinks assets, there could be equally as much scope for a takeover of the cider and beer business.

The just-drinks interview - Carlsberg's CEO

16 Sep 2010

Carlsberg held its 'Capital Markets Day 2010' in Copenhagen yesterday (16 September). Michelle Russell made the journey over to Denmark, and managed to grab some time with company CEO, Jørgen Buhl Rasmussen.

BELGIUM: Heineken's Alken Maes completes Affligem merger

28 May 2010

Heineken subsidiary Alken Maes has completed the merger by acquisition of Affligem Brewery in Belgium.

In the Spotlight - Carlsberg's Q1

14 May 2010

Shares in Danish brewer Carlsberg rose 3% on Tuesday (11 May) as the firm reported first-quarter earnings that beat analysts’ estimates. The brewer also stood firm on its forecast of a strong profits rise in 2010, despite seeing first quarter sales damaged by a three-fold tax rise on beer in Russia.

Research - Global beer players under the microscope

23 Apr 2010

The wave of major consolidation activity in the beer market over 2008 was followed by weakening volume growth in 2009 as the economic downturn put a dampener on bullish tactics. With the global beer landscape and future growth opportunities realigned, Euromonitor International’s latest global briefing ‘Strategies for Growth in an Increasingly Consolidated Global Beer Market’ deciphers the measures that companies have taken in light of this new operating environment and how they fit in with long-term strategies. Spiros Malandrakis, Alcoholic Drinks Analyst at Euromonitor International, investigates.

UK: Insider trading probe includes S&N shares - report

29 Mar 2010

Authorities in the UK have arrested seven people suspected of links to a large insider trading ring, which a report has said may involve shares in Scottish & Newcastle.

UK: Heineken UK job cuts in '09

1 Mar 2010

Heineken cut nearly 15% of its UK workforce in 2009 as part of efforts to make its business in the country more profitable, the brewer has confirmed.

just the round-up - The week in drinks

26 Feb 2010

The top ten stories published on just-drinks this week:

Comment - Did Heineken get a raw deal on S&N?

24 Feb 2010

Nearly two years since Carlsberg and Heineken joined forces to buy and carve up Scottish & Newcastle, it is hard to see what the Netherlands-based brewer got from the deal.

UK: C&C Group hires another ex-Scottish & Newcastle exec

19 Feb 2010

C&C Group, the Magners cider and Tennent's lager brand owner, has appointed former Scottish & Newcastle chairman Sir Brian Stewart as its non-executive chairman.

UK: Heineken's WaverleyTBS confirms Magners exec replacements

8 Jan 2010

The wholesale arm of Heineken's Scottish & Newcastle arm in the UK has confirmed the replacement of two executives who have left to join C&C Group's Magners cider brand.

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