Core Idea - 21SEEDS, a female-founded infused tequila brand, has launched the Shot Callers game in collaboration with media personality Danielle Robay to celebrate Women's History Month, aiming to foster connections and meaningful conversations among friends over cocktails [1][2]. Group 1: Product Launch - The Shot Callers game features 49 thought-provoking questions designed to encourage conversation and connection among players [5]. - The game is inspired by Danielle Robay's popular podcast game, aiming to create a fun and engaging experience for women [1][4]. - The game is available at participating locations and on the 21SEEDS website [5]. Group 2: Brand and Founders - 21SEEDS was founded in 2019 by Kat Hantas, Nicole Hantas-Emmanuel, and Sarika Singh, focusing on creating a smooth, flavor-rich tequila infused with real fruit juice [9]. - The brand emphasizes diversity, inclusivity, and the joy of gathering, aiming to create lasting memories through its cocktails [9]. Group 3: Market Insights - A OnePoll study indicates that 72% of Americans view time spent with friends as essential for mental well-being, highlighting the importance of social interactions [3]. - The game is designed specifically for women, promoting deeper connections and lasting friendships in a light-hearted manner [3].

Core Insights - The 8 Seconds Rodeo is expanding to two major cities in 2025, celebrating Black cowboys on a national stage with events in Portland, OR on June 15th and Philadelphia, PA on October 11th, each expecting 8,000 attendees [1][7] - The rodeo features a competitive lineup including Bull Riding, Bareback Bronco Riding, Barrel Racing, and Mutton Bustin', with a total prize purse of $60,000 [2][7] - The event aims to highlight Black excellence in the rodeo community and provide a platform for future generations of Black rodeo athletes [3][8] Event Details - The 2025 8 Seconds Rodeo will take place in Portland and Philadelphia, with each event accommodating 8,000 fans [1][7] - The competition includes various events with a total prize money of $60,000 [2][7] - Comedienne X Mayo will host the event, enhancing the entertainment experience [2][7] Athlete Development - The rodeo is committed to the development of young Black rodeo athletes, offering clinics in Oregon for skills improvement at no cost [7] - Notable young athletes include Jaelah and Jiyah, aged 11 and 13, who have achieved success in barrel racing [7] - Rising star Au'vion Horton (A.V.) is highlighted for his dedication to bull riding and aspirations to compete at the National Finals Rodeo [7] Sponsorship and Partnerships - Crown Royal will present a $10,000 award to organizations supporting Black cowboys at each event [7] - Tecovas, a supporter of the rodeo, emphasizes its commitment to promoting Western culture and heritage through sponsorship [7]

Core Insights - Guinness aims to celebrate St. Patrick's Day by sharing real stories of community connections and experiences through the "Lovely Day Project" [1][2] - The brand encourages participation by inviting people to share their St. Patrick's Day moments via social media and a dedicated website [1][2] Company Initiatives - Guinness is hosting a 40 Days of Guinness Giveaways leading up to St. Patrick's Day, with daily prizes including a grand prize trip to the Open Gate Brewery in London [4] - The company is partnering with Dermot Kennedy for the Misneach Festival, celebrating Ireland's music history [4] - Guinness will participate in numerous parades across major cities like New York, Boston, and Chicago [4] - The brand is sponsoring the Chicago River dyeing event on March 16, continuing its tradition of involvement in local festivities [4] - Special events and offerings will be available at the Guinness Open Gate Brewery locations in Chicago and Baltimore, including live music and themed merchandise [4] Product Offerings - Guinness is introducing a limited-edition cream cheese schmear in collaboration with PopUp Bagels, available from March 13 to March 19 [4] - The brand is promoting its non-alcoholic option, Guinness 0, for those who wish to celebrate without alcohol [2] Brand Popularity - Guinness is recognized as the world's most popular stout, brewed in 49 countries and sold in over 150, with nearly 9 million glasses consumed daily [5]

Core Insights - The investment philosophy emphasizes the importance of financial performance and valuation in identifying potential investments [1] - Companies are classified based on their Return on Invested Capital (ROIC) into long-term, medium-term, and value traps [1] - The long-term investment criterion is a ROIC greater than 9%, while medium-term investments have a ROIC between 6% and 9%, and value traps have a ROIC of less than 6% [1] - The investment strategy is influenced by Warren Buffett's focus on long-term value creation and Peter Lynch's growth opportunities [1] - The goal is to acquire value opportunities at a 30% discount to intrinsic value with an expected return on equity (ROE) of over 9% [1] Investment Classification - Long-term investments are characterized by a ROIC greater than 9% and the ability to grow intrinsic value [1] - Medium-term investments have a ROIC between 6% and 9% and can maintain intrinsic value [1] - Value traps are identified by a ROIC of less than 6% and an inability to meet their cost of capital [1] Growth Estimation - Growth is viewed as a subjective variable that can be estimated through retained earnings and the company's return on equity [1] - The variability of both retained earnings and return on equity over the past decade is acknowledged [1]

Core Insights - Investors in the Beverages - Alcohol sector should consider Molson Coors Brewing (TAP) and Diageo (DEO) for potential undervalued stock opportunities [1] Group 1: Zacks Rank and Earnings Outlook - Molson Coors Brewing has a Zacks Rank of 1 (Strong Buy), indicating a positive earnings outlook, while Diageo has a Zacks Rank of 4 (Sell) [3] - The Zacks Rank emphasizes stocks with positive revisions to earnings estimates, suggesting TAP has an improving earnings outlook [3] Group 2: Valuation Metrics - TAP has a forward P/E ratio of 9.48, significantly lower than DEO's forward P/E of 16.49 [5] - TAP's PEG ratio is 1.51, while DEO's PEG ratio is 2.36, indicating TAP is more favorably valued in terms of expected earnings growth [5] - TAP's P/B ratio is 0.93, compared to DEO's P/B of 4.78, further highlighting TAP's undervaluation [6] Group 3: Value Grades - TAP has earned a Value grade of A, while DEO has a Value grade of C, suggesting TAP is the better option for value investors [6]

Core Insights - Diageo plc reported a decline in pre-exceptional earnings per share by 9.6% year over year to 97.7 cents, attributed to lower contributions from Moët Hennessy and unfavorable currency rates [1] - The company experienced a slight decline in net sales of $10.9 billion, down 0.6% year over year, despite a 1% increase in organic net sales, marking a return to organic sales growth [2][4] Financial Performance - Organic net sales growth was driven by gains in four out of five regions, with North America showing a 0.2% increase, Europe 0.7%, Africa 8.9%, and Latin America and the Caribbean (LAC) 5%, while Asia Pacific saw a decline of 2.6% [4] - Reported operating profit decreased by 4.9% year over year, influenced by lower organic operating profit and negative currency impacts, with the operating margin contracting by 132 basis points [5] - Organic operating profit fell by 1.2% year over year, with the organic operating margin contracting by 69 basis points due to increased overhead investments, offset by lower marketing spending and positive gross margin expansion [6] Cash Flow and Capital Allocation - Diageo generated net cash from operating activities of $2.3 billion and reported a strong free cash flow of $1.7 billion, reflecting disciplined working capital management [9] - The company maintained its interim dividend at 40.50 cents per share, indicating strong liquidity and confidence in long-term business health [9] Future Outlook - For fiscal 2025, Diageo expects capital expenditure to be between $1.3 billion and $1.5 billion [10] - The company anticipates improved organic net sales growth in the second half of fiscal 2024, although tariffs may impact this momentum, and expects organic operating income to decline slightly in the second half [11]

Diageo plc (NYSE:DEO) F25 Interim Results Q&A Conference Call February 4, 2025 4:30 AM ET Company Participants Sonya Ghobrial - Global Head of Investor Relations Debra Crew - Chief Executive Officer Nik Jhangiani - Chief Financial Officer Conference Call Participants Simon Hales - Citi Sanjeet Aujla - UBS Andrea Pistacchi - Bank of America Mitch Collett - Deutsche Bank Gen Cross - BNP Paribas Edward Mundy - Jefferies Celine Pannuti - JPMorgan James Edward Jones - RBC Operator Good morning and welcome to Dia ...

The spirits market is experiencing one of the darkest times in its recent history, and the price per share of the major companies in this industry is plummeting precipitously. Diageo plc (NYSE: DEO ) still does not seeHi there, welcome to my profile. My name is Eugenio Catone, I live in Italy and I am 26 years old. In 2023 I graduated in Business Administration and I am completing my studies. My interest in financial markets started about 5 years ago when I accidentally came across a video about trading. Th ...

DIAGEO Interim Results Fiscal 25 Debra Crew, CEO & Nik Jhangiani, CFO 4 February 2025 Cautionary statements concerning forward-lookinq statements and non-GAAP financial measures The fibewing gnesentation contains, Yoward-Kooking's catements can be identified by the foct that they do not relebe only to historical or current tracks and may careerdy. of words such as "will", "anticipates", "atrould", "would", "would", "traqest", "dim", "noy", "expect", "intends" or simillar expressions ar sotements include it ...

Spirits maker Diageo said Tuesday that it is taking measures to deal with the potential impact of U.S. tariffs and has removed its medium-term guidance due to macroeconomic and geopolitical uncertainty."We are taking a number of actions to mitigate the impact and disruption to our business that tariffs may cause, and we will also continue to engage with the U.S. administration on the broader impact that this will have on everyone supporting the U.S. hospitality industry, including consumers, employees, dist ...