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Ian Shackleton

The future of the US three-tier system, Diageo's progress and Q1 results season - The just-drinks Analyst

16 April 2019 | Ian Shackleton

Every month, Ian Shackleton, just-drinks' resident analyst, takes a look at the drinks industry through an investor lens. Here, he examines whether recent news from US wholesalers could spell changes to the country's three-tier system, he revisits his stock of the year and tells us what to expect from forthcoming results.... read more


The end for ZBB, the end of the wine & spirits combo and the end of provenance - The just-drinks Analyst

19 March 2019 | Ian Shackleton

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.... read more


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

19 February 2019 | Ian Shackleton

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.... read more


Choosing between beer & spirits in 2019, my drinks stock of the year and activist investors - The just-drinks Analyst

24 January 2019 | Ian Shackleton

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.... read more


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 November 2018 | Ian Shackleton

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.... read more


Investors' tobacco fears for cannabis, why companies should ask their shareholders first and the Q3 results season so far - The just-drinks Analyst

23 October 2018 | Ian Shackleton

Ian Shackleton, just-drinks' resident analyst, has some sage advice for those listed drinks companies out there who are sniffing around the cannabis sector. He also considers the growing importance of corporate governance, while preparing the ground for a lively few days of third-quarter results.... read more


Coca-Cola Co's race to embrace everything, where the Costa sale will leave Whitbread and Coca-Cola European Partners' guide to hosting a successful Capital Markets event - The just-drinks Analyst

27 September 2018 | Ian Shackleton

This month, just-drinks' in-house analyst, Ian Shackleton, has a lot on his plate. What will Ian drink to wash it all down? He'll probably have a Coke. Lots and lots (and lots) of Coke.... read more


How Heineken is causing concern, why China still offers challenges and what future for PepsiCo's drinks operations - The just-drinks Analyst

28 August 2018 | Ian Shackleton

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.... read more


Revisiting C&C Group, Q2s and the benefits looking long term - The just-drinks Analyst

24 July 2018 | Ian Shackleton

This month, former analyst Ian Shackleton shares his thoughts on C&C Group's progress, the Q2 season and why more companies will drop quarterly results in favour of a long-term outlook. ... read more


Summer's here! So is a global trade war - The just-drinks Analyst

28 June 2018 | Ian Shackleton

In his latest missive from the investor coal-face, former analyst Ian Shackleton shares his thoughts on how the second quarter is shaping up, the prospects of a trade war between the US and, well, everybody else and how drinks companies are starting to think longer-term than the next three months.... read more


The winning ownership model, SABMiller lives and the CEO's money worries - The just-drinks Analyst

31 May 2018 | Ian Shackleton

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.... read more


How Q1 results have panned out, the ongoing appeal of Pernod Ricard and a refined approach to social media - The just-drinks Analyst

26 April 2018 | Ian Shackleton

Our in-house analyst is back, fresh from a raft of first-quarter results announcements. This month, Ian Shackleton runs the rule over the drinks companies' recent performances, while also praising Pernod and trolling Twitter.... read more


The clouds surrounding Conviviality, The Coca-Cola Co's booze move and Pernod Ricard's spirited performance - The just-drinks Analyst

27 March 2018 | Ian Shackleton

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.... read more


Alcohol's ethical quandary, Pernod Ricard's time in the spotlight and a drinks stock update - The just-drinks Analyst

1 March 2018 | Ian Shackleton

just-drinks' resident analyst, Ian Shackleton, is back for his monthly look at the drinks industry from an investor's point of view. And, he's just in time for results season.... read more


C&C Group the one to watch in 2018, too many analysts and not enough research and finding a favourite between beer and spirits - The just-drinks Analyst

1 February 2018 | Ian Shackleton

Starting the year as he means to go on, just-drinks' resident analyst, Ian Shackleton, considers where we should put our investment spend in 2018. Ian also looks at how the analyst community is reacting to the introduction of MiFiD II and explains the reasons behind his favourite drinks category.... read more


Bacardi's possible resurgence, how Q3 panned out and how my drinks stock tips have performed in 2017 - The just-drinks Analyst

21 November 2017 | Ian Shackleton

Rounding off his first full year with us, just-drinks resident analyst Ian Shackleton prepares for Christmas with a look at recent developments at Bacardi, a review of results from the third quarter and a look at how his stock tips have done this year. He also has a future tip for the top of his own.... read more


Why Brown-Forman is on to a winner, how Coca-Cola Hellenic can kick on and why the AGM must return - The just-drinks Analyst

10 October 2017 | Ian Shackleton

just-drinks' resident analyst returns. This month, Ian Shackleton believes he has picked out a gem in the US spirits category. He also looks at one possible root to growth for Coca-Cola Hellenic, while bemoaning the sad demise of the Annual General Meeting.... read more


Why analysts are going ga-ga over Diageo, Heineken's & C&C Group's on-premise plays and why you need just-drinks - The just-drinks analyst

14 September 2017 | Ian Shackleton

Former analyst Ian Shackleton returns this month with a consideration of the 'Buy' position among analysts for Diageo, some further thoughts on the attractions of vertical integration in UK beer and pubs, and a warning that financial regulatory change will dramatically change corporate communications – and increase the value of just-drinks.... read more


Digital marketing's over-hyped status, the quarterly results bonanza and the local spirits investment opportunity - The just-drinks analyst

18 August 2017 | Ian Shackleton

This month, former beverage analyst Ian Shackleton takes a long, hard look at marketing spend in the digital world, a better-than-expected results season and the return of green shoots for local spirits.... read more


How to grow organically, results season approaches and how my stock is faring - The just-drinks analyst

12 July 2017 | Ian Shackleton

This month, our former beverage analyst Ian Shackleton considers how best to grow your top-line, considers that the next round of results will throw up and looks at how his stock picks have performed so far.... read more


The UK General Election, the younger drinker (or not) and the paucity of experts - The just-drinks analyst

13 June 2017 | Ian Shackleton

Our former beverage analyst Ian Shackleton has focused his attention this month on the post-election outlook in the UK and how macro uncertainty diminishes the role of the analyst. He also examines the latest data from The IWSR and laments that young people seem to be drinking less.... read more


Is the UK not OK? - The just-drinks analyst

10 May 2017 | Ian Shackleton

This month, our former beverage analyst, Ian Shackleton, is confined to base and has focused his attention on the tough trading outlook in the UK, which is also limiting M&A opportunities. For private beverages companies in the country, however, the outlook looks much rosier.... read more


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

11 April 2017 | Ian Shackleton

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.... read more


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

24 March 2017 | Ian Shackleton

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.... read more


Tobacco's hopes for drinks, stock of the year and the death of the analyst - The just-drinks Analyst

15 February 2017 | Ian Shackleton

In his latest commentary for just-drinks, former drinks analyst Ian Shackleton considers the tobacco model for drinks companies. He also gives us his tip of the stock to watch in 2017.... read more


Drinks as investments, Heineken's UK pub play and the growing workload for listed companies - The just-drinks Analyst

10 January 2017 | Ian Shackleton

Former Nomura analyst Ian Shackleton returns today for his first look at the drinks industry in 2017. How well-buffed is his crystal ball?... read more


The President-Elect Trump effect on alcohol, the draw of local spirits and the vital role of the IR director - The just-drinks Analyst

2 December 2016 | Ian Shackleton

just-drinks is thrilled to welcome a new industry commentator to the fold. Until earlier this year, Ian Shackleton spent over 25 years as a beverages analyst with several major banks, including Credit Suisse, Lehman Brothers and Nomura. Now a principal at financial communications company Bell Pottinger, Ian will cast an analyst's eye each month over developments and issues affecting the drinks industry. This month, he looks at what the Trump effect could be, the prospects for the local spirits sector and the importance of the IR point-of-contact.... read more