Diaageo removes medium -term guidelines about American definition uncertainty

Johnnie Walker Red Label Red Label bottles in a supermarket at Celmsford, UK, on ​​Tuesday, January 28, 2025.

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Spiritual maker Diago He said on Tuesday that he takes steps to deal with the potential impact of American definitions on the main supply chain areas and has removed its medium -term guidelines due to the overall economic and geopolitical uncertainty.

CEO Dibera Crowe said that the possibility of definitions could hinder the company’s efforts to restore sales of low sales and that it added “more complicated” to its ability to provide updated guidelines.

Diago has already expected medium -term organic sales growth between 5 % and 7 %.

Diaageo shares fell about 3.3 % by 8.43 in the morning London time, with colleagues drink makers David Campry and Burnoud Ricard It also decreased by more than 2 %.

“We are taking a number of measures to alleviate the impact and disrupt our actions that may be caused by the customs tariff, and we will also continue to deal with the American administration about the broader influence that this will happen to every person who supports the American hospitality industry, including Crowe said in a statement accompanying the company’s interim profits of the company : “Consumers, employees, distributors, restaurants, bars and other retail outlets.”

In Tuesday’s profit call, financial director Nick Janjiani said that the implementation of the American definitions was expected and that the company was taking and will continue to implement a number of measures to mitigate the effect. These measures include pricing strategies, inventory management, adaptation to supply chain and investment.

He added that more updates will be provided when the administration can “predict more accurately with the financial impact of definitions.”

FTSE 100, listed by a decrease of 0.6 % in the first half, recorded sales of $ 10.9 billion, before it raised a little about $ 10.7 billion by analysts in the LSEG survey.

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Diago.

Blind brands including Tanquayy, Gordon’s and Smirnoff have seen the most severe decreases in net sales, while Guinness was clear, as it spread dual -numbers growth for a period of half a year in a row. This was despite the disturbances of the supply chain that led to the famous Irish brave deficiency during the festive Christmas period.

The beverage maker is exposed to pressure from investors amid low sales, management changes, and high weight loss medications-which may be able to reduce alcohol consumption-and in a wider direction towards low and non-alcoholic products.

The shares of Diago-whose commercial signs include Johnny Walker, Captain Morgan and Don Gulio-by 3 % on Monday amid a wider global sale, as investors assess the economic impact of Trump styles on imports from Canada, Mexico and China.

Nearly half (46.2 %) of American Diaageo sales are derived from imports from Mexico and Canada, including brands such as Crown Royal, Don Julio and Casamigos, the ability of Jefferies in a note on Sunday.

This compares slightly more than a third of the American sales imported from Mexico and Canada to the Campry Group in Italy and its equivalent by 6 % for Perinoud Ricard.

A bottle of Casamegos owned by Casamegos Diosado Tikila at a restaurant in Los Angeles, California, United States

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As such, Diago is expected to raise consumers by about 4.6 % – this is before any possible new tariff on European Union goods, analysts said.

In 2024, Diaageo recorded the first decrease in global sales since the beginning of 2020. Sales decreased by 1.4 % to $ 20.3 billion per year. This was followed by a pre -profit warning in November 2023, which showed a decrease in sales in Latin America, the Caribbean and the United States

Diaageo shares are currently near their lowest levels in the epidemic, although they are climbing for a short period last month on reports that they were considering selling her Beer Guinness brand-the best performance in the group’s portfolio-or its share in LVMHThe Hennessy beverage unit should be.

In a statement issued on January 26, the company said it was “no intention for sale as well”, to send the arrow to the arrows again.

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