Diageo plc Sponsored ADR (DEO)
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.
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Will Diageo update leave investors nursing a hangover?
Diageo PLC (LSE:DGE) imminent update looks set to leave investors nursing a hangover. Citi expects the drinks group's first-quarter organic sales growth to fall 1.8%, worse than the consensus forecast of a 0.7% decline, prompting the broker to trim its outlook for the year.
Seneca House Advisors Dumps 35,000 Diageo (DEO) Shares in $3.5 Million Exit
Seneca House Advisors fully exited its position in Diageo (DEO 0.39%), selling 35,043 shares for an estimated $3.53 million in Q3 2025, according to an SEC filing dated October 10, 2025.
Diageo: Time To Take Advantage Of The Short-Sighted Market
Diageo's stock is down by nearly a third for the past 18-month period, and value investors should take notice. A potential turnaround is likely to take a few years, but the share price is now priced at levels that assume a highly unlikely scenario. The issue of deleveraging is still a major risk overhang that could soon be resolved if management sticks to their targets.
Diageo should fund buybacks by selling assets like Captain Morgan and Seagram's, says analyst
Diageo PLC (LSE:DGE) could unlock between $5 billion and $8 billion from asset sales as part of plans to streamline its portfolio and accelerate deleveraging, according to UBS. The Swiss bank, which maintained a 'buy' rating and 2,450p price target on the shares, believes proceeds from potential disposals could strengthen the Smirnoff and Guinness maker's balance sheet and fund new share buybacks.
