Diageo
Note: This is a daily stock update and the information stands true as of 19/05/25, 09:00 CET.
Company Update:
Expert Opinion:
This is good news. The sector has been hammered for the last couple of years. If organic growth is back on the agenda, our expert expects we could see a market reaction similar to that of brewers in Q1 25 when growth also turned positive. Probably an entry point to play a long term reappreciation of the sector.
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Company Update:
Diageo Q3 sales came in substantially better than expected with organic sales up 5.9% vs 2.9% for the consensus.
FY guidance reiterated: Sequential improvement of organic growth (-0.6% in 2024).
The group also provided an initial estimate of tariffs at $150m.
Expert Opinion:
This is good news. The sector has been hammered for the last couple of years. If organic growth is back on the agenda, our expert expects we could see a market reaction similar to that of brewers in Q1 25 when growth also turned positive. Probably an entry point to play a long term reappreciation of the sector.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
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