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帝亚吉欧空降新CEO,铁腕求逆转|跨国酒企变局2025
21世纪经济报道肖夏 2026年1月1日,酒业巨头帝亚吉欧正式迎来了新任CEO。 新任CEO戴夫·刘易斯(Dave Lewis)年满60,去年11月获得帝亚吉欧董事会任命。 去年7月,帝亚吉欧史上首位女性CEO黛博拉·克鲁(Debra Crew)在任仅两年后宣布离职,首席财务官Nik Jhangiani临时肩负起CEO职务,直到董事会请来 的"外援"正式到位。 戴夫·刘易斯曾在联合利华工作长达27年,后担任乐购(Tesco)CEO超过6年,绰号"铁腕戴夫(Drastic Dave)",原因是他在联合利华、乐购期间,大刀阔 斧采取裁员、收缩业务、出售资产等举措迅速控制成本,从而扭转经营形势。 (帝亚吉欧新任CEO Dave Lewis今年1月1日正式上任) 当前的帝亚吉欧,正需要一位新帅掌舵,来抵挡席卷全球酒业的下行压力。 前两年刚创下新高的帝亚吉欧,近年已经感受到寒意——2025财年(2024年7月至2025年6月)虽然净销售额保持在超过200亿美元的相对高位,但其净利润 同比大幅下滑39.1%。2026财年一季度(即2025年三季度),帝亚吉欧净销售额同比下滑2.2%,美国市场持续疲软和中国市场白酒等业务下 ...
Kenyan beer firm asks court to block Diageo's $2.3 billion EABL sale to Asahi
Reuters· 2026-01-07 08:39
A Kenyan beer distribution firm has filed a case at Kenya's High Court seeking to block Diageo's $2.3 billion sale of its local subsidiary EABL to Japan's Asahi Holdings over pending litigation, a law... ...
World Class India 2026 Returns, Bringing South Asia’s Top Bartenders Together
BusinessLine· 2026-01-06 08:59
BANGALORE, India, Jan. 5, 2026 /PRNewswire/ -- World Class India by Diageo 2026 is back for its 12th edition, expanding its platform to include bartenders from across South Asia for the first time. This regional growth comes at a moment when India’s cocktail culture has diversified rapidly. Alongside established hotel and fine-dining bars, neighbourhood cocktail spots, listening bars, and bartender-owned spaces are shaping a new, experience-driven bar scene. Across formats, the emphasis is on flavour clarit ...
5 Relatively Secure And Cheap Dividend Stocks, Yields Up To 8% (January 2026)
Seeking Alpha· 2026-01-03 13:00
Core Insights - The "High Income DIY Portfolios" service aims to provide high income with low risk and capital preservation for DIY investors, particularly targeting income investors such as retirees [1] - The service offers a total of 10 model portfolios, including various strategies for income generation and risk management, with a focus on sustainable yields [2] Group 1: Portfolio Strategies - The service includes seven portfolios: three buy-and-hold, three rotational portfolios, and a conservative NPP strategy portfolio designed for low drawdowns and high growth [1] - The investment approach emphasizes dividend-growing stocks and aims for a 30% reduction in drawdowns while targeting a 6% current income [2] Group 2: Additional Features - The service provides buy and sell alerts, live chat, and strategies for portfolio management and asset allocation to help investors achieve stable, long-term passive income [2]
The M&A that shaped the drinks industry in 2025
Yahoo Finance· 2025-12-30 11:19
Since then, the business, co-founded by Allison Ellsworth and her husband Stephen, built what has become one of the more recognisable names in the growing market for ‘better-for-you’ sodas in the US. In 2024, the company generated annual sales of “north of $500m”, a Poppi spokesperson said.Poppi, formerly known as Mother Beverage, was set up in 2015 and, after receiving funding on US business reality TV show Shark Tank three years later, relaunched under its current brand in 2020.Among the deals announced i ...
Multiple Headwinds Affected Diageo plc (DEO) in Q3
Yahoo Finance· 2025-12-29 15:18
Core Viewpoint - The Artisan Value Fund's third-quarter 2025 performance was negatively impacted by stock selection, particularly in the consumer staples sector, despite a broader equity market rally driven by strong corporate earnings and economic support measures [1][3]. Group 1: Fund Performance - The Artisan Value Fund's Investor Class ARTLX, Advisor Class APDLX, and Institutional Class APHLX returned 0.83%, 0.91%, and 0.90% respectively in Q3 2025 [1]. - The Russell 1000 Value Index had a return of 5.33% during the same period, indicating underperformance by the Artisan Value Fund [1]. Group 2: Stock Highlights - Diageo plc (NYSE:DEO) was highlighted in the fund's investor letter, with a one-month return of -6.53% and a 52-week loss of 31.87% [2]. - As of December 26, 2025, Diageo plc's stock closed at $86.32 per share, with a market capitalization of $47.74 billion [2]. Group 3: Sector Performance - The consumer staples sector was identified as the biggest source of underperformance for the Artisan Value Fund, with notable laggards including Diageo plc, Kerry Group, and Philip Morris International [3].
Morgan Stanley Cuts Target on Diageo (DEO) as Growth Pressures Persist
Yahoo Finance· 2025-12-29 08:16
Diageo plc (NYSE:DEO) is included among the 15 Global Dividend Stocks to Diversify Your Portfolio. Morgan Stanley Cuts Target on Diageo (DEO) as Growth Pressures Persist On December 18, Morgan Stanley lowered its price target on Diageo plc (NYSE:DEO) to 1,530 GBp from 1,595 GBp and kept an Underweight rating on the shares. A day earlier, Diageo announced a major asset sale as it works to bring down its debt. The company agreed to sell its stake in its Kenyan business to Asahi in a deal valued at $2.3 bi ...
Jim Cramer on Diageo: “I See A Lot of Their Lines of Business Not Doing Well”
Yahoo Finance· 2025-12-21 15:07
Diageo plc (NYSE:DEO) is one of the stocks Jim Cramer shed light on. Inquiring about the stock, a caller noted that the company might have a “new CEO turnaround story.” Here’s what Mad Money’s host had to say in response: “Okay, let me give you my, I think that the dividend at 5.6 can keep it here. They have to come up with something very special because I see a lot of their lines of business not doing well. Okay, I’m going to throw in Constellation and Brown-Forman, downgraded again, too. I don’t own sto ...
Diageo: Guinness Is Doing Well, But It Is Not Enough
Seeking Alpha· 2025-12-17 13:45
Core Viewpoint - The analyst has assigned a hold rating to Diageo PLC (DGEAF) in June, indicating a desire for more signs of recovery in the core spirits segment before making further investment decisions [1]. Company Analysis - The investment approach focuses on identifying undervalued companies with long-term growth potential, emphasizing a blend of value investing principles and long-term growth [1]. - The strategy involves purchasing quality companies at a discount to their intrinsic value and holding them to allow for compounding of earnings and shareholder returns [1].
Asahi moves for Diageo’s Kenya business in $2.3bn deal
Yahoo Finance· 2025-12-17 10:46
Asahi Group Holdings is to pay $2.3bn for Diageo’s business in Kenya, which includes the UK group’s majority stake in East African Breweries. The Super Dry brewer is buying Diageo’s 65% stake in East African Breweries (EABL) and its 53.7% shareholding in Kenyan spirits group UDVK. Earlier this year, it was reported Diageo had hired banking advisers to carry out a review of EABL, which markets beer brands including Tusker and Serengeti Lager. Asahi said the business “offers high growth potential and sta ...