Professional
Added to YB: 2026-01-14
Pitch date: 2026-01-09
DEO [neutral]
Diageo plc
+1.77%
current return
Author Info
No bio for this author
Company Info
Diageo plc, together with its subsidiaries, engages in the production, marketing, and distribution of alcoholic beverages in North America, Europe, the Asia Pacific, Latin America and Caribbean, and Africa.
Market Cap
GBP 48.6B
Pitch Price
GBP 16.35
Price Target
N/A
Dividend
4.74%
EV/EBITDA
11.02
P/E
20.67
EV/Sales
3.59
Sector
Beverages
Category
N/A
Castlebay Investments Portfolio Holding: Diageo plc
DEO (holding update): Leading spirits brands create cornered resources via decades-maturing whisky stock & centuries of heritage that rivals can't replicate, delivering durable pricing power through cycles. Recent demand softened post-Covid surge, especially South America. New CEO Sir Dave Lewis (ex-Tesco turnaround) to restore cost discipline & position brands for evolving consumer tastes.
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