Diageo PLC

DGE: XLON (GBR)

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Diageo: Weaker-Than-Expected Sales Prompts Guidance Cut; Lower Our Fair Value Estimate to GBX 2,260

Verushka Shetty

Nov 6, 2025

Diageo’s organic net sales were flat in the first quarter of fiscal 2026. Volume increased 2.9% year over year; however, this was fully offset by a 2.8% price/mix decline driven by weak performance in China. Shares fell around 3% at the market open on Nov. 6.

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Diageo PLC

Diageo: Weaker-Than-Expected Sales Prompts Guidance Cut; Lower Our Fair Value Estimate to GBX 2,260

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