
Diageo's Capital Markets Day 2019 - Round-up
By: Olly Wehring
In May, Diageo held its biennial Capital Markets Day investor conference, in New York. Here's a round-up of just-drinks' content from the event.
By: Olly Wehring
In May, Diageo held its biennial Capital Markets Day investor conference, in New York. Here's a round-up of just-drinks' content from the event.
Dull Diageo - Ideal for investors - Analysis
7 Jun 2019
Diageo's biennial Capital Markets Day this year, held in New York late last month, saw the drinks group attempt to impress investment analysts with its plans for future growth. Much as the event provided plenty of content for just-drinks, the analyst community appeared unexcited by the day-long set of sessions.
Diageo bemoans three-tier "barrier" to e-commerce in the US - Diageo Capital Markets Day 2019
6 Jun 2019
Diageo has flagged the three-tier system for selling alcohol in the US as a major hindrance to the prospects for e-commerce in the country.
Diageo has noted the recent success of Campari Group's Aperol in North America and is looking to target the brand's performance in the pre-dinner consumption occasion with a slew of recently-released brand extensions.
"Tiny" Shuijingfang gives Diageo grounds for Chinese optimism - Diageo Capital Markets Day 2019 31 May 2019
Diageo has voiced its satisfaction at having secured majority control of Shuijingfang in recent months, despite the baijiu brand accounting for only a "tiny" part of the sector's higher-end.
No need for irresponsible consumption, cannabis one to watch - Diageo Capital Markets Day 2019 30 May 2019
The head of Diageo has reiterated the group's ambition that consumers drink less but drink better, with the chief of North America operations admitting the company is keeping an eye on cannabis legalisation in Canada.
Casamigos, Don Julio both in growth in the US - Diageo Capital Markets Day 2019 29 May 2019
Diageo has hailed the US success of Casamigos, despite the Tequila brand's price proximity to stablemate Don Julio in the country.
Remain wary of longer-term generational trends among consumers - Diageo Capital Markets Day 2019 24 May 2019
Diageo's North America head has warned that consumer trends do not always hold for the long term and that beverage companies need to remain flexible when assessing demand.
Every month, Ian Shackleton, just-drinks' resident analyst, takes a look at the drinks industry through an investor lens. Here, he covers the possibility of peak gin, the future of Anheuser Busch InBev and Diageo's Capital Markets Day.
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