Diageo plc Sponsored ADR (DEO)
Why Diageo, Heineken and Anheuser-Busch are battling falling alcohol demand
Alcohol companies have had fewer reasons to say "cheers" in recent years. Volumes have been falling, and the entire business model is undergoing a structural shakeup as younger people drink less.
Diageo recovery hinges on affordability push, Jefferies argues
Diageo PLC (LSE:DGE) has focused too heavily on premium spirits and now needs to broaden its appeal to more price-conscious consumers, according to Jefferies, which has raised its target price on the drinks maker to £20 from £19. In a mammoth 99-page report entitled "Addressing the Premiumisation Hangover", analysts argued that while the long-term trend towards consumers drinking "less but better" remains intact, pressure on household budgets has exposed weaknesses in the FTSE 100 group's portfolio.
Diageo and BAT top picks for Citi as World Cup football approaches
Diageo PLC (LSE:DGE and British American Tobacco PLC (LSE:BATS) are among Citi's preferred consumer stocks heading into the summer, with the bank also expecting brewers and pub operators to benefit from improving trading conditions and this year's FIFA World Cup, which starts in just over two weeks. In spirits, Citi said Diageo could continue to recover after recently reaffirming its guidance for the 2026 financial year and accelerating strategic changes under chief executive Dave Lewis.
Diageo is taking 'firmer control' and tipped for upside - broker
RBC Capital Markets sees signs that Diageo PLC (LSE:DGE) is beginning to take firmer control of its underperforming brand portfolio. In a note, the Canadian bank's analysts repeated an 'Outperform' rating and 2,000p price target for the beer and spirits giant.
Diageo: A New Era Under 'Drastic Dave' Could Drive A Long-Term Re-Rating
Diageo plc remains a Buy, supported by resilient performance amid macro headwinds and a valuation offering a margin of safety. DEO's new CEO has accelerated cost-saving initiatives, cut the dividend, and is positioning the company for a turnaround and long-term premiumization trends. Despite near-term consumer weakness in North America and China, DEO's strong premium brands and strategic investments underpin long-term growth potential.
Why The Market Is Severely Underestimating Diageo
Diageo (DEO) is trading near 20-year lows, presenting a compelling value opportunity with a well-covered 4.1%+ yield and an A-rated balance sheet. DEO's premium brand portfolio and global scale provide a durable moat, with management's strategic rebasing positioning the company for higher-quality future earnings. I assign a Buy rating and a $100/share price target, reflecting 15%+ annualized upside potential even at a conservative 15x P/E valuation.
Diageo plc (DEO) Q3 2026 Sales/Trading Call Transcript
Diageo plc (DEO) Q3 2026 Sales/Trading Call Transcript
Diageo sales turn positive despite ongoing America weakness
Diageo PLC (LSE:DGE) has stated confidence in hitting full-year sales targets, as continued weakness in North America did not prevent overall sales from turning positive. The maker of Guinness, Smirnoff and Captain Morgan reported net sales of $4.5 billion for its third quarter to 31 March, up 2.3% versus a year ago, with organic growth of 0.3%.
Diageo Sales Climb as CEO Targets North America Recovery
Revenue rose as the Guinness maker said it was working to revive lackluster drinks sales in North America.
Diageo's push into canned cocktails comes with risks, says Deutsche Bank
Smirnoff and Johnnie Walker maker Diageo PLC (LSE:DGE) is increasing its focus on canned cocktails as it looks to revive growth, according to analysts at Deutsche Bank. The drinks maker is, according to an FT article, “betting big” on ready-to-drink, or RTD, cocktails, a segment that has continued to expand even as the wider spirits market slows.
Diageo lifted as Trump removes whisky tariff after Charles and Camilla 'hardly even ask'
Shares in alcoholic drinks giant Diageo PLC (LSE:DGE) rose after Donald Trump said he will remove tariffs on whisky after a chat with King Charles and Queen Camilla. Whisky is the FTSE 100 group's largest category of drinks, producing tipples under more than 100 individual Scotch brands, including Johnnie Walker, Talisker, Lagavulin and The Singleton.
Diageo preview: could quarterly sales beat expectations?
Diageo PLC (LSE:DGE) could report a smaller decline in third-quarter sales than most analysts are expecting, according to UBS and Citi, who see helpful timing effects and stronger trading outside the US. The banks expect organic sales to decline around 2% to 3%, compared with the consensus City forecast closer to 3-3.5%.
