Diageo Isn't Immune to Challenges in U.S. -- Market Talk

Dow Jones12-04

1058 GMT - Diageo could face a challenging market environment in its key U.S. market, UBS analysts Sanjeet Aujla and Ella Hong say in a research note. The categories that helped the U.K. drinks company outperform the U.S. market are experiencing deteriorating trends, the analysts say. Tequila is no longer immune to the slowdown, they add. While risks in the U.S. might be partially offset by better results in Europe, industry softness could accelerate Diageo's levers such as disposals and potentially a Guinness spinoff or IPO, they say. The analysts await clarity from incoming CEO Dave Lewis on the group's strategic direction. UBS downgrades its rating on the stock to neutral frombuy. Shares trade 1% lower. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

December 04, 2025 05:58 ET (10:58 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2588885858?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-04 18:58","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2588885858","market":"fut","top_or_hot":-1,"title":"Diageo Isn't Immune to Challenges in U.S. -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1058 GMT - Diageo could face a challenging market environment in its key U.S. market, UBS analysts Sanjeet Aujla and Ella Hong say in a research note. The categories that helped the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. drinks company outperform the U.S. market are experiencing deteriorating trends, the analysts say. Tequila is no longer immune to the slowdown, they add. While risks in the U.S. might be partially offset by better results in Europe, industry softness could accelerate Diageo's levers such as disposals and potentially a Guinness spinoff or IPO, they say. The analysts await clarity from incoming CEO Dave Lewis on the group's strategic direction. UBS downgrades its rating on the stock to neutral frombuy. Shares trade 1% lower. (andrea.figueras@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 04, 2025 05:58 ET (10:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Diageo Isn't Immune to Challenges in U.S. -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDiageo Isn't Immune to Challenges in U.S. -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-04 18:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1058 GMT - Diageo could face a challenging market environment in its key U.S. market, UBS analysts Sanjeet Aujla and Ella Hong say in a research note. The categories that helped the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. drinks company outperform the U.S. market are experiencing deteriorating trends, the analysts say. Tequila is no longer immune to the slowdown, they add. While risks in the U.S. might be partially offset by better results in Europe, industry softness could accelerate Diageo's levers such as disposals and potentially a Guinness spinoff or IPO, they say. The analysts await clarity from incoming CEO Dave Lewis on the group's strategic direction. UBS downgrades its rating on the stock to neutral frombuy. Shares trade 1% lower. (andrea.figueras@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 04, 2025 05:58 ET (10:58 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"DEO","symbol_name":"帝亚吉欧","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2588885858","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2588885858","pubTimestamp":1764845880,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1058 GMT - Diageo could face a challenging market environment in its key U.S. market, UBS analysts Sanjeet Aujla and Ella Hong say in a research note. The categories that helped the U.K. drinks company outperform the U.S. market are experiencing deteriorating trends, the analysts say. Tequila is no longer immune to the slowdown, they add. While risks in the U.S. might be partially offset by better results in Europe, industry softness could accelerate Diageo's levers such as disposals and potentially a Guinness spinoff or IPO, they say. The analysts await clarity from incoming CEO Dave Lewis on the group's strategic direction. UBS downgrades its rating on the stock to neutral frombuy. Shares trade 1% lower. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"DEO":"帝亚吉欧","BK4559":"巴菲特持仓","DGE.UK":"帝亚吉欧","BK4169":"酿酒商与葡萄酒商","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"translate_title":"帝亚吉欧也未能幸免于美国的挑战——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DGE.UK":0.6,"DEO":0.9},"content_text":"1058 GMT - Diageo could face a challenging market environment in its key U.S. market, UBS analysts Sanjeet Aujla and Ella Hong say in a research note. The categories that helped the U.K. drinks company outperform the U.S. market are experiencing deteriorating trends, the analysts say. Tequila is no longer immune to the slowdown, they add. While risks in the U.S. might be partially offset by better results in Europe, industry softness could accelerate Diageo's levers such as disposals and potentially a Guinness spinoff or IPO, they say. The analysts await clarity from incoming CEO Dave Lewis on the group's strategic direction. UBS downgrades its rating on the stock to neutral frombuy. Shares trade 1% lower. (andrea.figueras@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 04, 2025 05:58 ET (10:58 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.10","shortVersion":"4.35.10","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2588885858","isCrawlerRequest":true}