The Just Drinks Analyst
Investors take to drink, Campari Group hits the radar and brand owners count cost of Russia exit – The Just Drinks analyst
Market correction and the beverage fall-back It's more than fair to say we're in the middle of a serious market…
Leaving Russia, renewing ethics and worrying about Q1 – The Just Drinks analyst
Revisiting Russia Last month, I flagged how the individual stock analyst becomes somewhat redundant when there are big macro-economic games…
The Russian damage to brand owners, the end of globalisation and the ongoing margin pummelling – The Just Drinks analyst
The beverage reaction to Russia's invasion There are times when analysts feel very important. There are also times when they're…
Sales results too high, spirits prices too low and who’s up for leading Diageo next? – The Just Drinks analyst
Getting used to faster sales growth One thing that has struck me in the reporting season so far is how…
Why 2021 was only okay, why 2022 will be about price and why M&A is on its way – The Just Drinks Analyst
Farewell to 2021 Looking back at my start-the-year comments at the beginning of 2021, I asked whether investors would be…
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The hurdles in Scotch whisky’s path, the COVID lessons for investor relations and the Fok Hing wonderful drinks industry – The Just Drinks analyst
Scotch whisky – Is everything really looking rosy? I remember talking to an analyst who covered banking and hearing him…
Boring, boring PepsiCo, sustainability favours the large & Anheuser-Busch InBev on the brink? – The Just Drinks analyst
PepsiCo blows the lights out, but uncertainty remains across the market It starts to get a bit dull for analysts…
From public to private ownership, sensitive times for investors & should you buy into wine? – The Just Drinks analyst
Stock Spirits - continuing the public to private trend Back in 2013, I played a (professional) part in the IPO…
The changing face of health & wellness, the rise of the English wine category and the brand owner winners of Q2 – The Just Drinks analyst
PepsiCo – a case study in how health & wellness evolves Having spent over 30 years following financial markets, you…
Should spirits brand owners buy into Alcoholics Anonymous, has PepsiCo set the bar for reporting season and how can we stop growing old? – The Just Drinks Analyst
Tobacco's reinventing itself - Will spirits follow? In this column last month, I wrote about how there's an increased focus…