Diageo Could Win Again by Focusing on Mainstream -- Market Talk

Dow Jones01-06

0712 GMT - Diageo can get back on track by refocusing on its mainstream drinks business, RBC Capital Markets says, lifting its rating on the U.K.-based drinks group to outperform from sector perform. The maker of Guinness beer and Smirnoff vodka--which has appointed veteran Dave Lewis as chief executive--should now lessen its focus on the luxury end of its portfolio, which is an important, but limited, part of the whole," RBC's analysts say. Margins will likely fall this year as the group lowers prices in a bid to boost volumes, but should recover thereafter, they say. "We think that reviving the neglected mainstream is the key to Diageo rediscovering sustainable volume growth," the bank says, keeping a 20-pound target price on Diageo stock. Shares last closed at 16.34 pounds. (joshua.kirby@wsj.com; @joshualeokirby)

(END) Dow Jones Newswires

January 06, 2026 02:12 ET (07:12 GMT)

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Margins will likely fall this year as the group lowers prices in a bid to boost volumes, but should recover thereafter, they say. \"We think that reviving the neglected mainstream is the key to Diageo rediscovering sustainable volume growth,\" the bank says, keeping a 20-pound target price on Diageo stock. Shares last closed at 16.34 pounds. (joshua.kirby@wsj.com; @joshualeokirby) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 06, 2026 02:12 ET (07:12 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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 Could Win Again by Focusing on Mainstream -- 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 Could Win Again by Focusing on Mainstream -- 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\">2026-01-06 15:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0712 GMT - Diageo can get back on track by refocusing on its mainstream drinks business, RBC Capital Markets says, lifting its rating on the U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>.-based drinks group to outperform from sector perform. The maker of Guinness beer and Smirnoff vodka--which has appointed veteran Dave Lewis as chief executive--should now lessen its focus on the luxury end of its portfolio, which is an important, but limited, part of the whole,\" RBC's analysts say. Margins will likely fall this year as the group lowers prices in a bid to boost volumes, but should recover thereafter, they say. \"We think that reviving the neglected mainstream is the key to Diageo rediscovering sustainable volume growth,\" the bank says, keeping a 20-pound target price on Diageo stock. Shares last closed at 16.34 pounds. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4559":"巴菲特持仓","BK4169":"酿酒商与葡萄酒商","DGE.UK":"帝亚吉欧","DEO":"帝亚吉欧","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"translate_title":"帝亚吉欧可以通过专注于主流市场再次获胜——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DGE.UK":0.6,"DEO":0.9},"content_text":"0712 GMT - Diageo can get back on track by refocusing on its mainstream drinks business, RBC Capital Markets says, lifting its rating on the U.K.-based drinks group to outperform from sector perform. The maker of Guinness beer and Smirnoff vodka--which has appointed veteran Dave Lewis as chief executive--should now lessen its focus on the luxury end of its portfolio, which is an important, but limited, part of the whole,\" RBC's analysts say. 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