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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 ...
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 ...
Diageo sells East African Breweries stake to Asahi for $2.3 billion
Reuters· 2025-12-17 08:29
Johnnie Walker and Guinness maker Diageo has agreed to sell its 65% stake in East African Breweries to Japan's Asahi Holdings for $2.3 billion. ...
UBS Downgrades Diageo (DEO), Flags Risks in U.S. Spirits Market
Yahoo Finance· 2025-12-09 02:03
Diageo plc (NYSE:DEO) is included among the 11 Worst Performing Dividend Stocks Year-to-Date. UBS Downgrades Diageo (DEO), Flags Risks in U.S. Spirits Market On December 3, UBS downgraded Diageo plc (NYSE:DEO) to Neutral from Buy and also trimmed the stock’s price target to 1,850 GBp from 2,250 GBp. The analyst noted the stock’s share price decline this year and sees continued downside risks in the US spirits market. UBS also questions the likelihood of outperformance in the first half, highlighting weak ...
11 Worst Performing Dividend Stocks Year-to-Date
Insider Monkey· 2025-12-08 21:33
Core Insights - Dividend stocks, while popular among long-term investors, have underperformed the broader market, with the Dividend Aristocrats Index rising by nearly 4% in 2025 compared to a 16.6% return for the broader market [2] - A study indicated that non-dividend-paying companies and those that cut dividends have historically underperformed other asset classes, showing higher volatility [3] - During market declines of over 10%, dividend stocks have outperformed non-dividend stocks, with a 14.4% decline compared to nearly 20% for the broader market from 1975 to March 2025 [4] Company Performance - Diageo plc (NYSE:DEO) has seen a year-to-date decline in share price of 29.8% as of December 8, 2025, attributed to sluggish sales in Latin America and declining alcohol consumption among Gen Z [9][11] - UBS downgraded Diageo to Neutral from Buy, reducing its price target from 2,250 GBp to 1,850 GBp, citing continued downside risks in the US spirits market [10] - Despite challenges, Diageo reported flat organic net sales and a 2.9% growth in organic volume in fiscal Q1 2026, with expectations of approximately $3 billion in free cash flow in 2026 [12][13] Owens Corning Performance - Owens Corning (NYSE:OC) has experienced a year-to-date decline in share price of 32.8% as of December 8, 2025, due to challenging market conditions affecting residential trends in the US [14] - Barclays reduced its price target for Owens Corning to $130 from $131, maintaining an Overweight rating, while noting volatility in the housing market [15] - The company announced a 15% increase in its quarterly dividend to $0.79 per share and returned $278 million to investors through dividends and share repurchases [16][17]
Americans Shift from High-End Booze to Cheaper Bottles
Investopedia· 2025-12-04 23:10
Industrywide, the number of $100-plus bottles sold has fallen 18% in the past three months, according to the market research firm NielsenIQ. Why This News Matters to Investors Don Julio and other high-end tequila sales have softened, Diageo PLC said. Kevin Carter / Getty Images Close Key Takeaways Fewer booze buyers are reaching for the top shelf. Americans aren't thirsting for for the high-end tequila that once flowed freely, spirits companies said, as demand for $100 spirits has dropped off. Consumers app ...
The Good Craft Co. Caps Off a Remarkable Debut Year with a Win at ProWine Mumbai
BusinessLine· 2025-11-21 06:37
Core Insights - The Good Craft Co. (TGCC) by Diageo India has received an award for Excellence in Creating a World-Class Platform to Promote Indian Craft Spirits at ProWine Mumbai 2025, marking a significant achievement in its first year [1][2] Company Overview - TGCC was launched in September 2024 to provide a platform for Indian craft spirits, connecting makers with consumers and fostering a vibrant community [3] - The platform has hosted various educational sessions at The Flavour Lab in Bangalore, focusing on sustainability, food circularity, and India's liquid heritage [4] Community Engagement - TGCC has collaborated with independent craft brands and hosted workshops led by experts, enhancing its role as a collaborative space for the Indian craft community [5] - The platform has showcased over 60 live ferments and innovative cocktail techniques, contributing to the exploration of India's diverse craft landscape [5] Future Plans - TGCC plans to open the Good Craft Co. Flavour Market in Ponda, Goa in 2026, which will be one of the largest destinations for Indian craft spirits, featuring a craft distillery, nanobrewery, and immersive experience center [6] - The Flavour Lab will continue to expand its offerings into other craft spaces such as coffee and chocolate, further enriching India's flavour narrative [6] Diageo India Overview - Diageo India is a leading beverage alcohol company with a strong portfolio of premium brands and a significant manufacturing presence across the country [7][8] - The company focuses on sustainability and responsible consumption, contributing to the growth of the alcobev ecosystem in India [8]
Top Sin Stocks to Buy Now for Power, Predictability & Long-Term Gains
ZACKS· 2025-11-20 15:41
Core Insights - Sin stocks represent companies in controversial industries such as alcohol, tobacco, gambling, and cannabis, which have historically provided high returns due to stable demand even during economic downturns [2][5] - The consistent consumer behavior towards sin products leads to reliable cash flows and resilient business models, making these stocks attractive to investors [3][5] - Sin stocks often trade at attractive valuations due to reduced competition from institutional investors who avoid these sectors for ethical reasons [3][6] Industry Overview - Sin stocks benefit from inelastic demand, allowing companies to maintain profitability through pricing power and brand loyalty [5][8] - Regulatory barriers create a protective moat for established players, reducing the threat of new entrants and enhancing market stability [8][9] - Trends in the sin stock sectors include premiumization in alcohol, transformation towards reduced-risk products in tobacco, and rapid expansion in the cannabis market [10][11][12] Company Highlights - Philip Morris International is transitioning towards reduced-risk products like IQOS and ZYN, capitalizing on strong pricing power and expanding its smoke-free portfolio [7] - Diageo Plc leverages regulatory protections and strong brand loyalty to generate consistent cash flows, with a focus on premium alcoholic beverages [9] - Turning Point Brands is focusing on modern oral products and expanding its production capabilities, positioning itself for long-term growth [15] - Las Vegas Sands is enhancing its integrated resort offerings in Asia, supported by strong cash generation and disciplined capital deployment [18] - Universal Corporation is diversifying beyond leaf tobacco into adjacent ingredients, emphasizing cost control and supply-chain reliability for steady growth [20]
Warren Buffett's Portfolio Includes 10 High-Yield Dividend Stocks -- Here's My Top Pick
The Motley Fool· 2025-11-20 09:07
Core Viewpoint - Diageo is considered significantly undervalued with a forward dividend yield of approximately 4.5%, making it an attractive investment opportunity for long-term gains [1][5][10] Company Overview - Diageo is the world's leading spirits company, owning iconic brands such as Johnnie Walker, Crown Royal, and Captain Morgan [3] - The company has over 200 brands generating $20 billion in annual revenue, showcasing its tremendous distribution capabilities and global scale [8] Financial Performance - Diageo's stock has fallen around 26% this year, reflecting broader industry trends of weakening demand [3] - Management expects adjusted (non-GAAP) net sales to remain flat or slightly decline for the year, while cost savings are anticipated to drive an increase in adjusted operating profit [7] - The company is projected to generate approximately $3 billion in full-year free cash flow, with an average of 85% of free cash flow allocated to dividends over the last three years, indicating a sustainable payout [7] Investment Potential - The stock is currently trading at a forward price-to-earnings multiple of 13.8, which is half of its valuation from two years ago, suggesting potential for significant appreciation if the stock is rerated [9] - Berkshire Hathaway's small $21 million stake in Diageo, held for nearly three years, reflects confidence in the company's long-term prospects [9] Dividend Information - Diageo has a consistent history of growing its bi-annual dividend payments over the last 25 years, although it does not increase its dividend every year [5] - The current forward dividend yield of approximately 4.5% is supported by the company's consistent free cash flow generation, making it an opportune time to invest [5][10]
Jim Cramer Discusses Diageo (DEO)’s Organic Growth
Yahoo Finance· 2025-11-13 16:30
Company Overview - Diageo plc (NYSE:DEO) is an alcoholic beverage company known for brands such as Johnnie Walker and Smirnoff [2] - The company is facing challenges as younger consumers are drinking less, indicating a secular shift in the alcoholic beverages industry [2] Performance Insights - Jim Cramer highlighted that Diageo's organic growth is currently at minus 7.5%, which is a significant decline [3] - Cramer has previously described Diageo as a "horrendous stock" and expressed a preference for other investment opportunities over Diageo [2][3] Market Trends - There is a notable decrease in alcohol consumption in both the US and China, which is impacting Diageo's performance [3] - The overall sentiment in the market suggests that some AI stocks may offer better investment potential compared to Diageo [3]