【中国白酒网】新任CEO上任后，帝亚吉欧的资产处置还在继续引发市场猜想。 1月13日，据报道，帝亚吉欧正在考虑对其中国资产进行处置的不同举措，包括可能出售资产，目 的是精简其全球业务组合，当中包括请投行评估其持有的水井坊股权。 对此帝亚吉欧中国方面13日对记者表示，"对此不发表评论。" 根据相关报道，帝亚吉欧已聘请高盛、瑞银协助评估其在华业务，其中包括其持有的四川水井坊股 份有限公司超过63%的股权。两家投行已开始试探性接触一些当地的战略投资者和私募股权公司，了解 初步收购意向。 不过报道也提到，相关讨论仍处于早期阶段，帝亚吉欧尚未做出最终决定，也不一定会推进任何交 易。 市场猜测水井坊被出售的已有一年，与大股东帝亚吉欧息息相关。 帝亚吉欧去年进入了资产甩卖模式，前任CEO提出了加速计划以节省成本，引发市场猜想水井坊是 否在其中。 帝亚吉欧投资水井坊二十多年并实现控股，但去年二季度以来白酒消费端调整加剧，重创 水井坊的销售。在最近几次财报中，帝亚吉欧都提到了中国白酒业务的低迷。 帝亚吉欧考虑出售水井坊？中国区："对此不发表评论" 去年6月的水井坊年度股东大会上，水井坊管理层回应记者提问时强调，中国一直是帝亚吉 ...

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 ...

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) 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。 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 ...

Core Viewpoint - Diageo has appointed Dave Lewis, former CEO of Tesco, as its new CEO effective January 1, aiming to restore sales growth after facing criticism from shareholders due to poor performance and a prolonged CEO search [1][2]. Group 1: Leadership Change - Dave Lewis will take over as CEO on January 1, succeeding the previous leadership amid shareholder criticism [1]. - Following the announcement, Diageo's stock price surged by 7% during early trading in London [1]. - Lewis has a notable background, having led Tesco from 2014 to 2020 and previously working at Unilever for nearly 30 years [1]. Group 2: Company Performance - Diageo has faced challenges, including a profit warning that caused its stock to drop to a 10-year low [1]. - The company is under pressure to improve its performance and restore sales growth [2]. Group 3: Leadership Experience - Diageo's chairman, John Manzoni, emphasized Lewis's extensive CEO experience and proven leadership skills in building and marketing leading global brands [1]. - Lewis earned the nickname "Dave the Iron Fist" during his tenure at Unilever, known for cost-cutting and transformation efforts [1]. - At Tesco, he successfully repositioned the company as a leading supermarket group in the UK through significant price reductions and a focus on core operations [1]. Group 4: Compensation - Dave Lewis will receive an annual salary of £1.5 million in his new role at Diageo [2].

Core Viewpoint - Diageo has appointed Dave Lewis, former CEO of Tesco, as its new CEO effective January 1, aiming to restore sales growth after facing criticism from shareholders due to poor performance and a prolonged search for leadership [1][2]. Group 1: Leadership Appointment - Dave Lewis will take over as CEO of Diageo on January 1, succeeding the previous leadership amid shareholder criticism [1]. - Following the announcement, Diageo's stock price surged by 7% during early trading in London [1]. - Lewis previously led Tesco from 2014 to 2020 and has nearly 30 years of experience at Unilever [1]. Group 2: Company Performance and Challenges - Diageo has faced challenges, including a profit warning that led to its stock price hitting a 10-year low [1]. - The company has been criticized by shareholders for its poor performance and the lengthy process of finding a new CEO [1]. Group 3: Leadership Experience and Strategy - Diageo's chairman, John Manzoni, emphasized Lewis's extensive CEO experience and proven leadership skills in building and marketing leading global brands [1]. - Lewis earned the nickname "Dave the Iron Fist" during his 27 years at Unilever, known for cost-cutting and transformation efforts [1]. - At Tesco, he successfully refocused the company on its core UK business through significant price reductions, employee layoffs, and the sale of international operations [1]. Group 4: Compensation - Dave Lewis will receive an annual salary of £1.5 million in his new role at Diageo [2].

Group 1 - Diageo has selected Bank of America and Goldman Sachs for a strategic review of East African Breweries Limited, with a potential sale of its beer business valued at approximately $2 billion [1][2] - East African Breweries Limited is recognized as a leading alcoholic beverage company in East Africa, headquartered in Nairobi, Kenya, with a strong portfolio including brands like Tusker, Bell, Pilsner, Guinness, WhiteCap, Senator, Serengeti, and Allsopps [2] - Diageo is seeking a light-asset model to free up capital and restore growth [2] Group 2 - Diageo's stock price has declined by 44% over the past two years, and its debt has doubled since 2017 [4] - Following the sudden death of CEO Ivan Menezes two years ago, Debra Crew took over but is now being asked to step down after only two years, with Nik Jhangiani, the current CFO, appointed as interim CEO [6] - Analysts suggest that the new CEO must immediately optimize the product portfolio by divesting categories and brands with no growth potential [6]

Summary of Conference Call Records Industry Overview - The high-end beer industry in China is experiencing significant challenges, with overall beer sales declining approximately 10% in May 2025 compared to April 2025, indicating a worsening trend in the market [2][3] - The super high-end price segment (products priced above 12 RMB) saw a decline of 5.3% in May 2025, with specific brands like Blue Girl and Corona also facing declines of 5.5% and 12% respectively [2][4] Company Performance - Budweiser's high-end products experienced a 6.7% decline in sales in May 2025, primarily due to weak performance in Guangdong, where sales dropped nearly 25% [1][3][6] - Core price products saw a significant drop of nearly 18% in May 2025, with brands like Harbin Ice Pure and Snow Beer also reporting declines of 6.1% and over 15% respectively [1][2] - The overall sales decline in the Guangdong region is attributed to increased competition and promotional activities from local brands like Zhujiang Beer, which has rapidly replaced Harbin's market share [12][15] Regional Insights - Guangdong and Northeast regions are identified as the main areas of sales decline, each accounting for approximately 40% of the total sales drop [1][2] - The sales decline in Guangdong began in Q2 2024, exacerbated by promotional activities from Zhujiang Beer and differences in distribution models [12][13] Distributor Challenges - Distributors are facing significant challenges due to a sharp decline in market demand, leading to difficulties in meeting inventory targets [9][10] - The low-profit margins on products sold in small stores are causing distributors to prefer higher-margin products, further impacting Budweiser's market share [14] Strategic Responses - Carlsberg is implementing strategies to manage inventory and optimize its distribution network, including reducing the number of distributors and enhancing brand visibility [10][19] - Budweiser is adjusting its distributor structure by incorporating small distributors as primary distributors to improve profit margins and market coverage [18] Future Outlook - Budweiser is expected to enter a low base growth phase by Q3 or Q4 2025, with potential improvements in sales performance anticipated [6][19] - The company is focusing on increasing market share and brand visibility, particularly in core channels and through innovative regional partnerships, which have shown promising results in areas like Hubei and Anhui [19][21] Key Metrics - In the first five months of 2025, sales in innovative regions increased by 11.5%, with specific growth in core products and value segments [19][21] - The overall beer sales in China from May to December 2024 showed a decline of 3.1%, with Budweiser's sales down by 3.9% during the same period [11]