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$DEODiageo plc · Beverages - Alcoholic · $52.6B
Street Buy · PT $99 (+0.0%)
$94.62
+0.8%
Event thread
Key events, in time order
10 items
AnalystBull
Diageo reiterated Buy by Jefferies, PT 2200p
Jefferies sees genuine strategic shift in annual report, supporting Buy
D1 +2.1% · since +1.9%
Earnings
Diageo Reports FY2026 Results and $1B Cost-Cutting Plan
FY26 results show organic sales down 2% with weakness in North America and Asia Pacific, offset by growth in Europe, etc., and a $1B cost-saving program initiated.
D1 +4.9% · +5d +2.4%
›2 waves of this story
2026-08-06 Multiple sources confirm FY26 results with 2% organic sales decline, $1B savings plan, and North America turnaround strategy.
2026-08-06 FY26 results show organic sales down 2% with weakness in North America and Asia Pacific, offset by growth in Europe, etc., and a $1B cost-saving program initiated.
8 earlier events›
Earnings
Earnings report
D1 +4.9% · +5d +2.4%
CompanyBull
Diageo Unveils $1B Cost-Cutting Plan and $8B Cash Target
CEO Lewis outlines three-year strategic priorities including $8B cash target, with North America sales expected to decline mid-single digits.
D1 +4.9% · +5d +2.4%
›2 waves of this story
2026-08-06 CEO Lewis sets 3-year strategic priorities; underlying profit rises despite lower sales; shares jump 6.3%
2026-08-06 CEO Lewis outlines three-year strategic priorities including $8B cash target, with North America sales expected to decline mid-single digits.
产品Bull
Diageo's China YunTuo whisky wins gold at World Whisky Masters
YunTuo, Diageo's first China distillery, wins Gold in New Make category, validating its system
D1 +0.7% · +5d +6.3%
CompanyBear
Diageo's Moet Hennessy partnership yields shrinking returns, adding to new CEO's challenges
Reuters reports decades-old partnership now delivers shrinking returns, amid weak US/China demand and tariffs
D1 +0.5% · +5d +9.7%
Earnings
Diageo to Report Earnings on August 6
H2 2026 results expected before market open, EPS estimate $2.55
D1 -0.1% · +5d +4.2%
CapitalBull
Altshuler Shaham builds new stake of 500k shares in Diageo
Institutional investor discloses new position via 13F filing
D1 +0.3% · +5d -0.8%
AnalystBear
Deutsche Bank Downgrades Diageo to Hold, Shares Fall
Downgrade due to recent outperformance, shares fell 2.3%
D1 +0.3% · +5d -0.8%
›2 waves of this story
2026-07-29 Deutsche Bank cuts rating ahead of results, shares fall 2.3%
2026-07-29 Downgrade due to recent outperformance, shares fell 2.3%
Analyst
TD Cowen upgrades to Buy
D1 +1.1% · +5d -2.2%
①
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
10 items
AnalystBull
Diageo reiterated Buy by Jefferies, PT 2200p
Jefferies sees genuine strategic shift in annual report, supporting Buy
D1 +2.1% · since +1.9%
Earnings
Diageo Reports FY2026 Results and $1B Cost-Cutting Plan
FY26 results show organic sales down 2% with weakness in North America and Asia Pacific, offset by growth in Europe, etc., and a $1B cost-saving program initiated.
D1 +4.9% · +5d +2.4%
›2 waves of this story
2026-08-06 Multiple sources confirm FY26 results with 2% organic sales decline, $1B savings plan, and North America turnaround strategy.
2026-08-06 FY26 results show organic sales down 2% with weakness in North America and Asia Pacific, offset by growth in Europe, etc., and a $1B cost-saving program initiated.
Earnings
Earnings report
D1 +4.9% · +5d +2.4%
CompanyBull
Diageo Unveils $1B Cost-Cutting Plan and $8B Cash Target
CEO Lewis outlines three-year strategic priorities including $8B cash target, with North America sales expected to decline mid-single digits.
D1 +4.9% · +5d +2.4%
›2 waves of this story
2026-08-06 CEO Lewis sets 3-year strategic priorities; underlying profit rises despite lower sales; shares jump 6.3%
2026-08-06 CEO Lewis outlines three-year strategic priorities including $8B cash target, with North America sales expected to decline mid-single digits.
产品Bull
Diageo's China YunTuo whisky wins gold at World Whisky Masters
YunTuo, Diageo's first China distillery, wins Gold in New Make category, validating its system
D1 +0.7% · +5d +6.3%
5 earlier events›
CompanyBear
Diageo's Moet Hennessy partnership yields shrinking returns, adding to new CEO's challenges
Reuters reports decades-old partnership now delivers shrinking returns, amid weak US/China demand and tariffs
D1 +0.5% · +5d +9.7%
Earnings
Diageo to Report Earnings on August 6
H2 2026 results expected before market open, EPS estimate $2.55
D1 -0.1% · +5d +4.2%
CapitalBull
Altshuler Shaham builds new stake of 500k shares in Diageo
Institutional investor discloses new position via 13F filing
D1 +0.3% · +5d -0.8%
AnalystBear
Deutsche Bank Downgrades Diageo to Hold, Shares Fall
Downgrade due to recent outperformance, shares fell 2.3%
D1 +0.3% · +5d -0.8%
›2 waves of this story
2026-07-29 Deutsche Bank cuts rating ahead of results, shares fall 2.3%
2026-07-29 Downgrade due to recent outperformance, shares fell 2.3%
