NYSE:DEO

Diageo PLC (DEO)

80.24
-0.19 (0.24%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Diageo PLC has faced significant challenges recently, including an 80% cut to their dividend, signaling a troubling shift in the company's trajectory. Analysts express concerns about declining consumption among younger demographics and increased competition from alternative beverages, such as cannabis. The company, known for its premium-brand focus, has seen sales decline, notably in Agave, and has faced distribution issues. Furthermore, there is skepticism about the efficacy of the new CEO's turnaround strategies. While some analysts believe there is potential for recovery, the consensus is more cautious given the current state of the business and external pressures.

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Consensus
Sell
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Valuation
Overvalued
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BUY ON WEAKNESS
Dividend of about 3%-3.25%. Growth in rising income and capital market keeps the demand in spirits on the rise. Have been looking at this one, but would like to see it come down another 10%.
WEAK BUY
It’s a good space to be in. people will always want to drink, maybe now mores so.
BUY
Liquor. In this environment, people tend to go to stories like tobacco, alcohol, etc. It is a stable business over long periods of time. Well run. Very cost conscious. Have some of the best brands in the industry. Generates lots of free cash flow.
BUY
Very good value right now. Trading at a PE multiple that is a little higher than its growth rate. Good quality stock and worth owning in the long run. Dividend growth and as the dividend grows the price will follow. Good exposure into Asia.
BUY
Likes the industry. This is the biggest player in the market. Have a strong business in both North America and Europe and are building their business in China.
TOP PICK
(All 3 Top Picks are defensive, have good dividends, solid earnings and limited downside.) Based in England and the largest liquor company in the world. Constantly increases dividends. Huge share buybacks.
HOLD
Expensive now. Yielding about 3.6%. Don’t see any slow don’t in spirits.
BUY
He is thinking of buying the stock now. At this level, you're getting a good growth story, especially in Asia because of the big expansion of high-end spirits.
BUY
There is good growth in this sector. Likes the management. They are moving into China. High margins, for drinks, in China.
PAST TOP PICK
(A Top Pick June 13/06. Up 30%.) World's largest liquor/spirits company. Extremely shareholder friendly with stock buyback and increased dividends. Throws off huge amounts of cash. Still a Buy.
BUY
Fantastically well run. Upscale drinking in the US and Asia has been beneficial. Good dividend yield of 3.7%. An attractive entry point.
BUY
Likes the booze business. Very good secular growth. Overall, the industry is growing well. Good exposure to the emerging markets.
BUY
As long as consumers have more per capita income, then spirits and distillers will do well. Dividend continues to grow because the free cash flow is strong. Have the right branding and are international.
PAST TOP PICK
(A Top Pick Oct 31/06. Up 6.2%.) Biggest liquor company in the world. If you throw in the English pound versus the Canadian dollar your return is even better. Good dividends. Long-term hold.
BUY
A very interesting company right now because its competition is under some pressure and this company has a great opportunity to speed ahead.
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