Diageo Brass Talk Market Dynamics, Innovation Pipeline, and More

Dear Client:    Diageo brass took the stage yesterday evening at the 2025 Consumer Analyst Group of New York conference, aka CAGNY, tackling current market dynamics and challenges as well as plans for future growth. You may recall, Diageo reported earlier this month that sales in North America returned to growth in the first half of its fiscal year, up 0.2%, and global net sales were up 1% [see WSD 02-04-2025].   INDUSTRY PRESSURE CYCLICAL, NOT STRUCTURAL. Diageo chief Debra Crew