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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Financials 
Technical Analysis 0
Investor Insights
Jun 8, 2026, 12:00 amThis 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.
Consensus
Sell
Valuation
Overvalued
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PAST TOP PICK
(A Top Pick April 30/08. Down 34.69%.) Has exposure to both top brands and lower brands. Margins are less on lower brands. Parent company is in England and trades in pounds sterling, which has affected the share price. Cash machine. Good long-term hold. 3.2% yield.
Norman LevineOwned
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TOP PICK
Bought brands from Seagram’s. We drink in good times and in bad. Strong discipline on cost reductions and share money with shareholders and increased dividends. Some of their brands are the cheaper ones if you move down to cheaper brands.
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(A Top Pick Aug 25/08. Down 41.6%.) (He hedged on the sterling, so only down 25%.) The key is to buy these names in their native exchange and to hedge out the rest. Will recover with the market.
Kevin O'LearyOwned
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BUY
Alcohol. Surprisingly it has come down 36%. 5.5% dividend so you get paid to wait. Probably a fairly safe place to stay on a relative basis. Good balance sheet.
Gavin GrahamOwned
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PAST TOP PICK
(A Top Pick Aug 25/08. Down 28%.) Actually outperformed the S&P 500 by 32%. 6% yield. He holds it in British £ and hedged it back to Cdn $’s so has been a pretty good performer for him.
Kevin O'LearyOwned
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PAST TOP PICK
(A Top Pick Aug 25/08. Down 14%.) Still adding to his position. Market is down 30% plus and this is only down 14%. Dividend yield is secure and strong. A great China play. The one commodity that you have to love in a downturn is alcohol.
Kevin O'LearyOwned
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Worlds biggest alcoholic drink company. Strong positing. Lots free cash flow, grows dividends steadily (6-7%/year), very stable business. Stock a bit weak because of concerns about switch people may make to lower brands. Growing demand in China, Africa, and Asia. Excellent balance sheet, no debt.
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PAST TOP PICK
(Top Pick Aug 25/2008, Down 6%) Good play on international growth. Stable cash flow and wonderful yield. Thinks dividends will grow. Can’t find a better commodity than alcohol when the middle class is growing, such as in China and India.
Kevin O'LearyOwned
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Earnings are growing by 14%. A good stock to own in a flat market. If inflation hits, sin stocks have pricing power. Good yield.
Kevin O'LearyOwned
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4.3% yield is getting very attractive. Trading near its lows because it is a consumer's discretionary and people are starting to cut back. Starting to show very good guy you at these levels.
David DriscollOwned
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Norman LevineOwned
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Biggest liquor company in the world. Very investor friendly. Pays out a big share of its earnings in dividends or does massive share buybacks. The major scotch player in the world.
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