Added to YB: 2026-06-23
Pitch date: 2026-06-20
DEO [neutral]
Diageo plc
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
N/A
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.69
P/E
18.78
EV/Sales
N/A
Sector
Beverages
Category
turnaround
The Curious Investor | June 2026 update - Part 1 - Diageo plc
DEO (holding update): UK spirits giant down 5% YTD at £15.30. Dividend halved + slight FY26 sales/op profit guidance cut, FCF maintained, as new CEO Dave Lewis arrives. Full strategic review at Aug 6 FY26 results; margin reset possible but not in 2027/28 consensus. World-class brands, ~7% FCF yield. Asset sales (East African Breweries, IPL team via 56% United Spirits) aid deleveraging. Holding, awaiting potential further 'kitchen sinking.'
Read full article (1 min)