Pernod Ricard
Note: This is a daily stock update and the information stands true as of 19/06/25, 09:00 CET.
Company Update:
Expert Opinion:
This is good news as the company is facing conjunctural headwinds. Valuation is now back to attractive levels, especially if the company is acting on its cost base. Our expert still likes Diageo better as he is afraid Cognac is likely to remain a drag for the time being, but the momentum on Pernod could eventually shift to more positive newsflow.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
Company Update:
According to Reuters, that had access to documents presented to workers representatives, Pernod Ricard is currently undertaking the development of a more agile organizational structure, which includes job cuts in select geographic regions—most notably in China, where the company has been impacted by anti-dumping duties. In addition, Pernod Ricard plans to achieve approximately €1 billion in cost savings by FY 2029.
As part of this strategic shift, the company intends to reorganize its brand portfolio into two newly created business units: Gold and Crystal. The Gold division will encompass premium categories such as Champagne, Cognac, and Irish Whiskey, while the Crystal division will comprise the remainder of the company’s portfolio.
We believe this announcement will offer some relief to the stock, which has been under pressure, and anticipate a positive reaction from the market in response to these proactive measures.
This is good news as the company is facing conjunctural headwinds. Valuation is now back to attractive levels, especially if the company is acting on its cost base. Our expert still likes Diageo better as he is afraid Cognac is likely to remain a drag for the time being, but the momentum on Pernod could eventually shift to more positive newsflow.
For daily updates, subscribe to our newsletter and for detailed information, reach out to us at sales@alphavalue.eu
Subscribe to our blog
