Diageo plc Sponsored ADR (DEO)
RBC sees Moët Hennessy spin-off as value unlock for LVMH and Diageo
RBC Capital has laid out a series of scenarios that could unlock value at Moët Hennessy, including a potential spin-off, as Diageo PLC (LSE:DGE) begins a strategic review under new leadership and LVMH works to turn around its underperforming Wines & Spirits unit. In a report published on Monday, analysts led by Piral Dadhania argued that the prospect of corporate action at Moët Hennessy, jointly owned by LVMH and Diageo, is now “greater than zero”; a first in over four decades of covering the two groups.
Diageo upgraded as focus shifts back to the mainstream
Diageo PLC (LSE:DGE) was upgraded on Tuesday after analysts argued the drinks group is finally confronting the strategic choices needed to revive growth, even if that means sacrificing some margin along the way. RBC Capital Markets lifted its rating to 'outperform', saying Diageo's future recovery hinges on re-energising its mainstream brands rather than leaning so heavily on premium and luxury spirits.
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.
