Every month, Ian Shackleton, just-drinks’ resident analyst, takes a look at the drinks industry through an investor lens. Here, he considers whether the Brazilian approach to business has had its day, whether Pernod Ricard will finally follow its spirits peers out of the wine category, and whether global trade wars will dent the concept of provenance.
- The Brazilian model under pressure – the consumer industry breaths a sigh of relief
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US Tariffs are shifting - will you react or anticipate?
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