Pernod Ricard – US Business Update & Structural Headwinds Review

  • Public Equity
  • Consumer
  • North America


Former general manager & managing director, chain customers & go-to-market at Pernod Ricard SA


  • Update on Pernod Ricard’s (PAR: RI) US trading and H2 2022 outlook amid cost inflation and potential premiumisation plateau
  • Competition vs players such as Diageo (LON: DGE)
  • Portfolio analysis and growth strategy, including Absolut turnaround, Jameson’s growth sustainability and structural weakness in tequila
  • Innovation, execution and M&A update and opportunities


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