Diageo: Leadership Change, Accelerating Self-Help Measures, Still A Buy
Post-Q3 and CEO transition, Diageo management is progressing well with self-help measures. DEO's new CEO brings a strong turnaround track record, emphasizing cost control, and brand building. The US and China remain soft in the near term, but Guinness capacity, RTD innovation, and more accessible price points underpin an expected H2 improvement.
Diageo gains likely to be limited until after Lewis joins, says analyst
Diageo PLC (LSE:DGE) shares got a boost after naming Sir Dave Lewis as its next chief executive, with Citi analysts backing the appointment of a "well-known and well-respected executive in the consumer good industry". Analysts at the bank said the news deserved to be taken well, but that upside for the shares was likely to be capped, due to "debates around potential changes to future strategy, personnel and targets under Sir Dave".
Diageo bounces as ex-Tesco boss Dave Lewis hired as CEO
Diageo PLC (LSE:DGE) shares frothed 7.1% higher to 1,849p after the Guinness maker appointed former Tesco boss Sir Dave Lewis as chief executive officer, starting in January. Lewis, who led the grocery group from 2014 to 2020, also brings three decades of experience at Unilever.
Diageo Appoints Dave Lewis as CEO
Diageo has appointed Dave Lewis as chief executive officer, after the beverage company parted ways with its former CEO Debra Crew in July.
Diageo hires ex-Tesco boss Dave Lewis as CEO
Diageo PLC (LSE:DGE) has appointed former Tesco boss Sir Dave Lewis as chief executive officer, starting in January. Lewis, who led the grocery group from 2014 to 2020, also brings three decades of experience at Unilever.
Diageo investors struggle to raise a glass
Guinness maker Diageo PLC (LSE:DGE) has delivered a small win, but investors may struggle to raise a glass. First-quarter trading came in ahead of expectations, yet a gloomier outlook for the US and China and a softer second quarter could keep the fizz out of the shares.
Diageo plc (DEO) Q1 2026 Shareholder Analyst Call Transcript
Diageo plc ( DEO ) Q1 2026 Shareholder Analyst Call November 6, 2025 4:30 AM EST Company Participants Sonya Ghobrial - Global Head of Investor Relations Manik Jhangiani - Interim CEO & Director Deirdre Mahlan - Interim Chief Financial Officer Conference Call Participants Simon Hales - Citigroup Inc., Research Division Sanjeet Aujla - UBS Investment Bank, Research Division Andrea Pistacchi - BofA Securities, Research Division Mitchell Collett - Deutsche Bank AG, Research Division Jean-Olivier Nicolai - Goldman Sachs Group, Inc., Research Division Sarah Simon - Morgan Stanley, Research Division Trevor Stirling - Sanford C. Bernstein & Co., LLC.
Diageo faces analyst calls for 'more dramatic action' after wider downgrade than expected
Guinness maker Diageo PLC (LSE:DGE) poured slightly better quarterly results than feared, but the booze maker still disappointed investors by cutting its full-year sales and profit guidance. First-quarter organic revenue was flat – ahead of forecasts for a 1.3% decline – but the company now expects sales to be “flat to slightly down” for the year to June 2026, with operating profit is only expected to rise by a low-to-mid-single-digit percentage.
Diageo's Share Price Slips 2% As Weak Q1 Prompts Guidance Cut
Shares in Diageo have extended their long-running slump on Thursday, after the Guinness maker cut guidance due to fresh sales troubles.
Diageo sales hold firm as Guinness maker expects to offset half of tariff impacts
Diageo PLC (LSE:DGE) reported flat organic net sales in the first quarter of its new financial year, as lower demand in China and a weaker US consumer environment offset growth in Europe, Latin America and Africa. The FTSE 100-listed maker of Guinness, Smirnoff and Johnnie Walker said it expects to be able to mitigate "around half" of the impact of US and European tariffs on operating profit.
Diageo faces flat year as sales growth stalls
Citi's latest note on Diageo PLC (LSE:DGE), maker of Guinness and Smirnoff vodka, makes for a sober read. The broker expects first-quarter organic sales growth to fall 1.3%, in line with consensus, and warns that full-year guidance is likely to be cut to “flattish” when the company updates investors.
