All articles by Ian Shackleton

The Just Drinks analyst

Coke and alcohol finally mixing, questions ahead for consolidated beer – and is spirits bubble about to burst?

So, do you want the good news or the bad news? I am not sure which it is but this…
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…