Diageo

A beat built on subtraction

06/08/26 -"Diageo’s FY26 headline beat masks a weaker underlying picture. Organic profit growth was largely driven by lower marketing and overheads, while FCF benefited mainly from lower capex, reduced ..."

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64
Language
English
Published on
06/08/26
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06/08/26
Diageo used its Capital Markets Day to set out a new operating model, a $1bn savings programme, and its first medium-term guidance in years. The plan ...
06/08/26
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EXECUTIVE SUMMARY

Updates Pension Risks
Target & Opinion Governance & Management
Business & Trends Graphics : Momentum
Money Making Graphics : MACD & Volumes
Debt Graphics : Sensitivities
Valuation Sector: Performance
DCF Sector: Key data
NAV/SOTP Sector: Ratios & Valorisation
Worth knowing Sector: Peers
Financials Sector: Analysis

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