Added to YB: 2026-01-19
Pitch date: 2026-01-15
DGE.L [neutral]
Diageo plc
-2.26%
current return
Author Info
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Company Info
Diageo plc, together with its subsidiaries, engages in the production, marketing, and distribution of alcoholic beverages in North America, Europe, the Asia Pacific, Latin America and Caribbean, and Africa.
Market Cap
GBP 49.3B
Pitch Price
GBP 16.63
Price Target
N/A
Dividend
4.67%
EV/EBITDA
11.12
P/E
20.96
EV/Sales
3.62
Sector
Beverages
Category
special_situation
Diageo (DGE UK): portfolio discipline sharpens as China assets come under review
DGE.L (update): Appointed Goldman Sachs/UBS to review China assets incl Swellfun baijiu brand after $4.8bn East African Breweries disposal. China contributes low single-digit % revenue but absorbs disproportionate mgmt attention amid weakened demand. Exit would simplify portfolio, reduce volatility, free resources for supply chain/balance sheet repair while retaining China exposure via Moët Hennessy.
Read full article (2 min)