Diageo : Diageo should continue to outperform US market, which is why we prefer it to Pernod Ricard
Diageo (Outperform rating) has outperformed the US market (35% of group sales), the biggest and most profitable worldwide, during the post-Covid period and will likely continue to do so in the longer term. This is one of the reasons why we continue to favour it over its French peer Pernod Ricard (Neutral recommendation). It has emerged stronger from the last five years with 1/ a more favourable portfolio structure (tequila, RTD, bourbon, beers, non-alcoholic spirits, etc.), 2/ re...Diageo is a premium drinks business based in the United Kingdom. Co. is engaged in producing and distributing spirits, beer and wine. Co.'s operations include producing, distilling, brewing, bottling, packaging, distributing, developing and marketing of a range of brands. The brands that it produces and distributes include Smirnoff vodka, Johnnie Walker scotch whisky, Baileys Original Irish Cream liqueur, Captain Morgan rum, J&B scotch whisky, Tanqueray gin and Guinness stout. In addition, Co. also has the distribution rights for the Jose Cuervo tequila brands in North America and other countries.
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
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