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Diageo Community
LSE:DGE Community
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Diageo
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Guinness And Johnnie Walker To Lead Global Market Expansion
Key Takeaways Strong brand performance and innovation, especially in the U.S., are driving Diageo's revenue and margin enhancement across key markets. Strategic investments and cost-saving measures are expected to improve operational efficiency and sustain earnings growth despite input cost challenges.
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UK£24.02
FV
17.7% undervalued
intrinsic discount
3.15%
Revenue growth p.a.
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3 days ago
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Diageo
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Emerging Middle Class And Wellness Trends Will Favor Premium Spirits Demand
Key Takeaways Accelerating premium brand growth and digital innovation position Diageo for long-term margin expansion and stronger returns through portfolio mix and operating leverage. Emerging market premiumization and health-focused product leadership enhance Diageo's pricing power, volume potential, and strategic advantage with younger consumers.
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UK£28.48
FV
30.6% undervalued
intrinsic discount
5.83%
Revenue growth p.a.
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3 days ago
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Diageo
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Declining Consumption And Regulation Will Undermine Premium Spirits Industry
Key Takeaways Shifting consumer preferences, demographic trends, and increased competition threaten Diageo's volume growth and pricing power in core markets. Regulatory pressures and overexposure to premium spirits heighten risks of margin compression and subdued long-term profitability.
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UK£17.75
FV
11.3% overvalued
intrinsic discount
3.32%
Revenue growth p.a.
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Your Valuation for
DGE
DGE
Diageo
Your Fair Value
UK£
Current Price
UK£19.76
16.3% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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24b
2015
2018
2021
2024
2025
2027
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Revenue US$24.0b
Earnings US$4.3b
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