Key Takeaways DEO posted 5.9% organic net sales growth with a 3.1% boost from price/mix in Q3 FY25. North America led gains with strong tequila demand and premium restocking driving a 6.2% sales rise. DEO's $500M Accelerate program backs brand investment and premium focus amid cost and tariff pressure.Diageo plc’s (DEO) third-quarter fiscal 2025 results underscore its continued commitment to premiumization, reflected in strong organic net sales growth of 5.9% and a positive price/mix contribution of 3.1%. ...

四川名酒水井坊有一个特别的身份，是A股唯一一家外资控股的白酒企业，由全球最大的烈酒集团之一帝亚吉欧（Diageo）控股。但未来，这一身份有可 能会发生变化。 5月20日，总部位于伦敦的帝亚吉欧公布2025财年第三季度（截至2025.3.31日）业绩后，公布了一项"加速计划"，指导未来数年发展方向，其中包括成本 节约和去杠杆，宣布"要在未来几年恰当且有选择性的资产处置。" 20日晚间，分析师电话会议中，首席财务官Nik Jhangiani如此描述："通过内部和董事会评估，我们看到了一些机会，可以进行一些我认为是实质性的变 革，不只是资产组合削减……我无法透露更多，但显然，这将超出过去三年您看到的规模较小的品牌处置。" 帝亚吉欧旗下拥有约200个酒水品牌，在180多个国家及地区生产销售产品，包括知名苏格兰威士忌品牌尊尼获加（Johnnie Walker）、苏格登（The Singleton）；其他品类如百利甜酒（Baileys）、斯米诺伏特加（Smirnoff）、健力士黑啤（Guinness）等。 帝亚吉欧一直在出售表现不佳的小品牌，比如不久前出售了利口酒Safari和朗姆酒Cacique。帝亚吉欧庞大的产品体系 ...

Core Insights - Sin stocks, representing companies in industries like alcohol, tobacco, cannabis, and gambling, have consistently outperformed broader markets due to strong cash flows and inelastic demand [2][4][11] Industry Overview - The U.S. alcoholic beverages market is projected to grow from $544.19 billion in 2024 to $709.13 billion by 2029, with a CAGR of 5.4% [8] - The global tobacco market is expected to increase from $921.4 billion in 2024 to $1,198.4 billion by 2035, reflecting a CAGR of 2.3% from 2025 to 2035 [9] - The global online gambling market was valued at $78.66 billion in 2024 and is projected to grow at a CAGR of 11.9% from 2025 to 2030 [10] Company Insights - Molson Coors (TAP) is focusing on market share growth through innovation and premiumization in the alcohol sector [7] - Boyd Gaming (BYD) is enhancing growth through property upgrades and strategic investments in the gambling industry [7] - Philip Morris International Inc. (PM) is transforming towards a smoke-free future, aiming for a majority of its revenue from reduced-risk products by 2030 [13][15] - MGM Resorts International (MGM) is well-positioned to capitalize on the recovery of the gaming and tourism industries, with a strong digital strategy through BetMGM [17][18] - Diageo Plc (DEO) is focusing on premiumization and innovation, with a strong portfolio of iconic brands and a strategy to enhance direct-to-consumer engagement [20][21][22]

Diageo plc’s (DEO) recent stock performance reflects strong investor confidence in its fundamentals and strategic initiatives. The company’s shares have seen a 7.5% improvement in the past month, outpacing the industry’s 5.7% increase, the Consumer Staples sector’s 2.3% growth and the S&P 500’s 2.9% increase, suggesting resilience in a challenging market environment.DEO Stock's Price Performance In the Past MonthImage Source: Zacks Investment ResearchThis upward momentum can be attributed to several key dri ...

Today, the first powerful film made in partnership with Uncommon Creative Studio, "Guinness Presents: A Lovely Day," begins rolling out across TV, digital and social media. This anthem focuses on snapshots of Americans finding connection in everyday moments of togetherness, highlighting the simple joy of being with the people who matter most. Some of the 50 communities featured in "A Lovely Day" include: The Treme Brass Band: One of the most soulful groups in New Orleans. Between sets, this multigeneration ...