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…
The Just Drinks Analyst
-
-
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…
-
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…
