公司核心业务 - 帝亚吉欧公司(Diageo plc)重点关注烈酒品类[1] 公司市场趋势预期 - 从长期趋势来看西方会有更多高端和都市化的酒精消费[1] 分析师相关披露 - 分析师持有帝亚吉欧公司股票、期权或其他衍生品的多头头寸[2] - 文章为分析师个人所写表达个人观点且未从除Seeking Alpha外获取报酬[2] - 分析师与文章提及股票的公司无商业关系[2] Seeking Alpha相关披露 - 过去业绩不保证未来结果[3] - 未给出投资是否适合特定投资者的推荐或建议[3] - 文章观点可能不代表Seeking Alpha整体观点[3] - Seeking Alpha不是持牌证券交易商、经纪商、美国投资顾问或投资银行分析师为第三方作者包括专业和个人投资者且可能未被任何机构或监管机构许可或认证[3]

Diageo (DEO) has seen its stock price plummet 8% in a month compared with the industry’s 7.8% decline and against the S&P 500’s 0.8% growth. This downturn reflects both challenging macroeconomic conditions and company-specific obstacles. Investors are currently divided on whether the stock is set for further decline or is on the verge of a recovery. Image Source: Zacks Investment Research At the current price of $124.21, the stock is hovering near its 52-week low of $119.48. Investors are left wondering, sh ...

The actor steps into next role as the steward of exceptional holiday moments in an exclusive collaboration with the iconic vodka brand NEW YORK, Oct. 30, 2024 /PRNewswire/ -- Known for toasting moments of celebration and making occasions remarkable, Ketel One Family Made Vodka is excited to announce actor and entrepreneur, Patrick Schwarzenegger as the brand's very first "Spirit Advisor," this holiday season. Through a multi-platform campaign including engaging social media content and exciting seasonal coc ...

Diageo's "Show Your HBCU Spirit" Initiative Announces Homecoming & Classic Activations and Continues its Ongoing Scholarship Distributions NEW YORK, Oct. 18, 2024 /PRNewswire/ -- Diageo North America continues to celebrate Historically Black Colleges and Universities (HBCUs) with unique and engaging activations at Homecomings and Classics throughout the 2024 fall season. Together with its brands Casamigos, Crown Royal and Guinness, Diageo is honoring HBCU culture and the longstanding traditions of Homecomin ...

Dublin, Oct. 17, 2024 (GLOBE NEWSWIRE) -- The "Glass Packaging Market Report 2024-2034" has been added to ResearchAndMarkets.com's offering. World revenue for the Glass Packaging Market is forecast to surpass US$67.7 billion in 2024. Collaboration and Partnership Between Market Players Opportunities for the Market Growth Collaboration and partnerships between market players present significant opportunities for the growth of the glass packaging market. In an increasingly interconnected global economy, strat ...

TBA (Total Beverage Alcohol) and Spirits companies are currently undergoing a rough patch for many reasons. This rough patch has made investors worry about a potential terminal decline in the category , similar to what happened to tobacco Leandro is the leader of investing group Best Anchor Stocks and along with Kris, they offer research on quality growth stocks with lower volatility in the form of regular stock picks, real money and model portfolios, news of the week, watchlists, webinars, and daily chat. ...

The Rare American Bourbon Bottling from Stitzel-Weller Distillery Will be Available in Highly-Limited Quantities in the U.S. LOUISVILLE, Ky., Oct. 3, 2024 /PRNewswire/ -- Blade and Bow has re-released its ultra-premium 22-YearOld Kentucky Straight Bourbon Whiskey at the Stitzel-Weller Distillery and Garden & Gun Club in Louisville, KY. The highly sought-after iconic American bourbon is aged and bottled at the historic Stitzel-Weller Distillery, where it will be available beginning this month, alongside sele ...

文章核心观点 - 帝亚吉欧公司(DEO)出售其在Guinness Nigeria PLC的58.02%股权给Tolaram公司,这符合DEO的轻资产啤酒运营模式,有利于Guinness品牌在尼日利亚的可持续发展 [1][2] - DEO正在加快实施新的生产力承诺,计划在2025财年至2027财年期间实现20亿美元的生产力节约,主要来自于商品成本、营销支出和管理费用的降低 [4] - DEO的价格/组合改善推动了收入增长,未来将通过供应链灵活性计划等投资来支持这一趋势 [4] 公司相关 - DEO出售Guinness Nigeria PLC股权给Tolaram,这符合DEO的轻资产啤酒运营模式,有利于Guinness品牌在尼日利亚的可持续发展 [1][2] - DEO正在加快实施新的生产力承诺,计划在2025财年至2027财年期间实现20亿美元的生产力节约 [4] - DEO的价格/组合改善推动了收入增长,未来将通过供应链灵活性计划等投资来支持这一趋势 [4] - DEO股价在过去3个月内上涨13.3%,优于行业11%的涨幅 [5] 行业相关 - Tolaram是一家主要的消费品包装公司,在该地区拥有广泛的业务 [2] - 行业内其他公司如The Chef's Warehouse、Flowers Foods和Nomad Foods也表现良好 [6][7]

文章核心观点 - 帝亚吉欧首席执行官Debra Crew表示,随着消费者环境的改善,酒类销售增长将会回归[1] - 该公司上个季度业绩不佳,主要受北美市场疲软的影响[1] - 帝亚吉欧在美国上市的股票周四上涨,但今年迄今仍下跌[1] 行业总结 - 酒类行业销售增长受到消费者支出环境的影响[1][2] - 德克萨斯路边餐厅表示,其顾客购买酒类饮料的数量有所下降,这似乎不是该公司独有的问题,而是整个行业和社会层面的问题[2] 公司总结 - 帝亚吉欧拥有吉尼斯、Crown Royal和Johnnie Walker等知名酒类品牌[1] - 帝亚吉欧在美国的存托凭证周四上涨约5%,但今年迄今下跌近4%[2] - 帝亚吉欧上个季度业绩不佳,主要受北美市场疲软的影响[1]

Diageo plc (NYSE: DEO ) is a global leader in spirits and one of the most reliable dividend payers on the FTSE 100. In recent years, it has seen its stock price suffer a prolonged decline, down nearly 40% from He is a contributing author to the investing group Wheel of Fortune where they share actionable trading ideas across all asset-classes, sectors and industries. The goal of the service is to provide a one-stop-shop for investment and portfolio ideas, while educating the vibrant community of subscribers ...