Research
FORUM TRANSCRIPT

Diageo – Q3 2022 US Spirits Update & Growth Outlook

  • Public Equity
  • Consumer
  • Europe
PREMIUM

Specialist

Former senior executive at Diageo plc

Agenda

  • US spirits industry trends, including category dynamics, on-premise recovery and potential slowdown of premiumisation amid inflationary pressures
  • Diageo (LON: DGE) US portfolio overview across mezcal and tequila, vodka and rum, noting RTD (ready-to-drink) spirits potential and core portfolio growth
  • Competitive landscape review, including positioning vs Pernod Ricard (PAR: RI), Bacardi, Brown-Forman (NYSE: BF.A) and Beam Suntory
  • Company outlook – market share positioning, margin expansion potential and robustness of portfolio amid a potential recession

Questions

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