Diageo hosts 2019 Capital Markets Day in New York
On 22nd May 2019, 150 investors and analysts attended Diageo’s Capital Markets Day in New York.
Feature 23 MAY 2019
During the conference, Chief Executive Ivan Menezes and members of the executive team shared a series of presentations, updating investors on the progress we have made towards delivering our performance ambition to be one of the best performing, most trusted and respected consumer products companies in the world and how the company expects to deliver consistent, sustainable growth over the medium term:
Delivering consistent performance – Ivan Menezes, Chief Executive
To be best performing requires strong top line growth, steady margin expansion and reliable cash flows year after year – the key is consistency. To deliver this consistency we have created the discipline and culture to drive quality growth, everyday efficiency and smart reinvestment – we have transformed Diageo into a stronger and more agile business.
Download Ivan Menezes' presentation
Marketing – Ed Pilkington and Cristina Diezhandino
Our marketing organisation has a strong foundation in consumer insight and data which ensures we are getting better outcomes from our investment. We are more consumer focused than ever before. When we combine robust data and rigorous analysis with creative excellence, the impact of our work is amplified.
Download Ed and Cristina's presentation
Scotch – John Kennedy, President Europe, Turkey and India
Scotch is a vibrant category, in which Diageo holds a leading position, with about 40% value share. Our strategy is proven and our Scotch performance is consistently improving.
Diageo India – Anand Kripalu, CEO, United Spirits Limited
India is a key focus for Diageo, and we have made significant progress in driving the transformation of this business. This means we are well positioned to capitalise on the opportunities in India: one of the most exciting growth markets in the world for total beverage alcohol.
Delivering sustained growth in Beer - John O’Keefe, President, Africa and Mark Sandys, Global Head of Beer
We believe there is a significant opportunity in Beer. Globally we have a premium beer portfolio and a business that has significant exposure to the fastest growing market. We have a unique and highly profitable beer model. Guinness, which is at the heart of our beer business is the most iconic beer brand in the world…
US Spirits – Deirdre Mahlan, President, North America
Our improved core performance, portfolio prioritisation and industry leading innovation performance have resulted in increasing growth trends and share performance. We have made good progress toward our goals and we expect this to continue, particularly given the strong team we’ve put in place.
Download Deirdre's presentation
Sustainably delivering efficient growth and value creation – Kathy Mikells, Chief Financial Officer
Our ambition requires steady top line growth, steady margin expansion and reliable cashflows each year. To deliver this we have created the discipline and culture to drive quality growth, everyday efficiency and smart reinvestment. It’s a self-sustaining model that is driving quality, sustainable growth…
Diageo Capital Markets 2019 Q&A Transcript
All presentations are available in investors section.
