Diageo Could Take More Sober Approach to American Spirits Profits -- Market Talk

Dow Jones

01/07

1045 GMT - Diageo might be making too much profit on its U.S. spirits business to the detriment of sales growth, UBS analysts Sanjeet Aujla and Ella Hong write in a note. The British drinks company is probably taking an operating margin of some 40% on sales of spirits such as Smirnoff vodka, Don Julio tequila and Johnnie Walker whisky in the U.S. market, according to UBS's estimates. Given weak trends in revenue growth, new boss Dave Lewis might decide to put a greater focus on boosting the top line through changes to pricing, as well as other measures, Aujla and Hong say. UBS trims its target price on Diageo stock to 17.80 pounds, keeping a neutral rating. (joshua.kirby@wsj.com; @joshualeokirby)

(END) Dow Jones Newswires

January 07, 2026 05:45 ET (10:45 GMT)

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(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 07, 2026 05:45 ET (10:45 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4107","symbol_name":"財產與意外傷害保險","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2601874617","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2601874617","pubTimestamp":1767782700,"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":"1045 GMT - Diageo might be making too much profit on its U.S. spirits business to the detriment of sales growth, UBS analysts Sanjeet Aujla and Ella Hong write in a note. The British drinks company is probably taking an operating margin of some 40% on sales of spirits such as Smirnoff vodka, Don Julio tequila and Johnnie Walker whisky in the U.S. market, according to UBS's estimates. Given weak trends in revenue growth, new boss Dave Lewis might decide to put a greater focus on boosting the top line through changes to pricing, as well as other measures, Aujla and Hong say. UBS trims its target price on Diageo stock to 17.80 pounds, keeping a neutral rating. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4107":"财产与意外伤害保险","BK4585":"ETF&股票定投概念","BK4588":"碎股","DEO":"帝亚吉欧","BK4117":"多元化保险","BK4559":"巴菲特持仓","AFG":"美国金融集团有限公司","BK4169":"酿酒商与葡萄酒商","DGE.UK":"帝亚吉欧"},"translate_title":"帝亚吉欧可能会对美国烈酒利润采取更冷静的态度——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AFG":1.5,"DGE.UK":0.6,"DEO":0.9},"content_text":"1045 GMT - Diageo might be making too much profit on its U.S. spirits business to the detriment of sales growth, UBS analysts Sanjeet Aujla and Ella Hong write in a note. The British drinks company is probably taking an operating margin of some 40% on sales of spirits such as Smirnoff vodka, Don Julio tequila and Johnnie Walker whisky in the U.S. market, according to UBS's estimates. Given weak trends in revenue growth, new boss Dave Lewis might decide to put a greater focus on boosting the top line through changes to pricing, as well as other measures, Aujla and Hong say. UBS trims its target price on Diageo stock to 17.80 pounds, keeping a neutral rating. (joshua.kirby@wsj.com; @joshualeokirby) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 07, 2026 05:45 ET (10:45 GMT)\n\n\n  Copyright (c) 2026 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}