Diageo: Guinness Is Doing Well, But It Is Not Enough
Diageo plc remains a Hold as macro headwinds and weak spirits demand persist, despite Guinness emerging as a strong growth driver. Guinness, especially Guinness 0.0, is expanding its consumer base and driving higher frequency through pairing and cultural embedding. For DGEAF, North America continues to be the largest drag, with no signs of stabilization in spirits demand and persistent negative price/mix trends.
Diageo to Sell Kenyan Drinks Stakes to Japan's Asahi for $2.3 Billion
The deal gives East African Breweries an enterprise value of $4.8 billion, according to Diageo.
Diageo: Built For Premiumization, With A New CEO And A Clear Path To Recovery
Diageo is rated Buy, trading at decade lows but poised for recovery via market improvements, cost savings, and a new CEO with turnaround expertise. Despite US and China weakness, DEO expects $3B free cash flow in FY26, aided by CAPEX cuts and a resilient premium brand portfolio. Accelerated cost savings target raised to $625M; dividend yield stands at 4.65%, though future policy under new leadership remains uncertain.
Diageo feels the tequila hangover as leading bank downgrades
Diageo PLC (LSE:DGE) slipped 1% to 1,733p in morning trading after UBS cut the stock to 'neutral', slicing its price target to 1,850p from 2,250p. The Swiss bank flags a sharp turn in the US tequila cycle, where category sales are now falling and Diageo is losing share, with September and October sell-out data down 9%.
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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.
