Added to YB: 2026-06-25
Pitch date: 2026-06-23
DEO [bullish]
Diageo plc
Author Info
No bio for this author
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
N/A
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.69
P/E
18.78
EV/Sales
N/A
Sector
Beverages
Category
turnaround
Drastic Dave does Diageo Drastic
DEO: Trades 13x fwd earnings vs historical ~24x, exceptional value as market hasn't priced 'Drastic' Dave Lewis turnaround. New outsider CEO cutting costs, axing bloated old guard (heads of GB/NA/Africa/HR out), poached Unilever's Woodward. Dividend cut spooked UK market but frees cash to slash debt/reinvest. Upside obvious on re-rating.
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