Diageo: Half Full Or Half Empty?
Portfolio Pulse from
Diageo remains optimistic with positive price mix evolution and improved gross margins. H2 organic sales and EBIT are expected to rise, driven by strong innovation in North America and easier comparisons in Latin America. Potential US tariffs could impact sales, but mitigation strategies are in place.
February 05, 2025 | 4:15 pm
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POSITIVE IMPACT
Diageo is optimistic about H2 with positive price mix and improved margins. North America shows strong innovation, and Latin America benefits from easier comps. Tariff impacts on US sales are mitigated.
Diageo's positive outlook for H2, driven by strong innovation in North America and easier comps in Latin America, suggests potential growth. Although US tariffs pose a risk, the company's mitigation strategies and supply chain optimizations are expected to offset negative impacts, leading to a likely positive short-term impact on DEO's stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90