barrons.com · 11 jul

Investors Hoped for a World Cup Bump. Instead, They Got a Slump.

While Saturday's games will take place in the U.S., the excitement is mostly elsewhere, after the U.S. was knocked out of the tournament. Investors looking for a World Cup bump might be feeling similarly let down.

seekingalpha.com · 8 jul

Diageo: Valuation At Multi-Year Lows, Our Buy Is Confirmed

We expect management to reset margins for FY2027 while outlining a credible recovery path driven by improved execution, reinvestment and market share stabilization. Operational self-help provides downside protection. Rightsizing supply chain and procurement functions could generate savings exceeding $350m, broadly consistent with management's Accelerate program. Beyond the US, Diageo continues to benefit from resilient international operations, with additional upside from APAC as the baijiu market normalizes.

zacks.com · 7 jul

5 Alcohol Stocks to Watch Amid Changing Consumer Preferences

Beverages - Alcohol industry players face moderation trends and cost pressure, but premiumization, RTD cocktails and low/no-alcohol drinks offer growth paths.

proactiveinvestors.co.uk · 7 jul

Diageo's reset may not be enough to overcome US concerns, UBS warns

New Diageo PLC (LSE:DGE) boss Dave Lewis' long-awaited strategy update next month is unlikely to remove investor concerns over its biggest market, with UBS arguing expectations for a recovery in US spirits remain too optimistic. In a preview ahead of the drinks group's capital markets day in August, the bank said investors were focused on whether management would reset profit and margin expectations for the 2027 financial year as it attempts to revive sales in North America.

gurufocus.com · 29 jun

CROWN ROYAL INTRODUCES "BRING IT" -- A NEW BRAND PLATFORM INVITING EVERYONE TO SHARE WHAT BRINGS US ALL TOGETHER

CROWN ROYAL INTRODUCES "BRING IT" -- A NEW BRAND PLATFORM INVITING EVERYONE TO SHARE WHAT BRINGS US ALL TOGETHER PR Newswire

zacks.com · 26 jun

Can Innovation Efforts Help Diageo Outpace Industry Headwinds?

DEO faces weak demand, lower guidance and macro pressure, while innovation in RTDs, Guinness and new flavors aims to defend share and support recovery.

zacks.com · 25 jun

Brown-Forman Stock Outlook Hinges on Premium Growth and FY27 Risks

BF.B is banking on premium whiskey, innovation and emerging-market growth, but weak developed-market demand and profit pressure cloud fiscal 2027.

proactiveinvestors.co.uk · 24 jun

Diageo steps up US promotions as key brands continue to lose volume, says Deutsche Bank

Diageo PLC (LSE:DGE) has increased promotional activity across several of its biggest US spirits brands as it battles to stabilise sales in a challenging market, according to Deutsche Bank. Analyst Mitch Collett said the proportion of Diageo's US sales sold on promotion has been rising year-on-year since October and accelerated further in the latest four-week Nielsen data to 13 June.