Diageo Plc · LSE:DGE
Diageo — Investor Day (August 2026)
10 slides from Diageo's investor day presentation, Aug 6, 2026
Slide 1: LAC: Strategy in action
Capital Markets Day LAC: Strategy in action Álvaro Cárdenas, President, Latin America and Caribbean 6 August 2026
Slide 2: Cautionary statements concerning forward-looking statements and non-GAAP financial measures
Cautionary statements concerning forward-looking statements and non-GAAP financial measures The following presentation contains ‘forward-looking’ statements. These statements can be identified by the fact that they do not relate only to historical or current facts and may generally, but not always,
Slide 3: LAC: $25bn growing region, Diageo performing strongly
LAC: $25bn growing region, Diageo performing strongly $25bn +7.7% LAC spirits & RTD market1 Organic net sales growth3 22% +15.8% Diageo value share2 Organic operating profit growth3 +73 bps +210 bps Share gain2 Organic operating margin expansion3 3 1. IWSR 2025 RSV. 2. IWSR 2025 3. Diageo results F2
Slide 4: Market leading and growing portfolio in F26
Market leading and growing portfolio in F26 Market Organic Market position1 NSV 2 NSV growth2 share1 Whisk(e)y #1 $1.4bn +8% +81bps Vodka 3 #1 $270m +19% +269bps Tequila #2 $225m +3% +112 bps 4 1. IWSR 2025 2. Diageo results F26 3. Includes RTDs, RTS and FMBs
Slide 5: Whisk(e)y: Sharper JW architecture; accessible social & value plays
Whisk(e)y: Sharper JW architecture; accessible social & value plays Category strategy Johnnie Walker: Focus investment on Red & Black labels Social whisk(e)y: Buchanan’s & Old Parr accessibility <$10 $10 – $20 $20 - $801 Value whisk(e)y: Whisk(e)y PPA2 investment: +28% volume, +21% NSV, +18% gross p
Slide 6: Vodka: LAC delivering growth across the Smirnoff trademark
Vodka: LAC delivering growth across the Smirnoff trademark RTDs driving scale Serve strategy vs local spirits Innovation #1 RTD player in LAC1 Caipiroska serve from cachaça SMICE fastest growing RTD 1 • Launching September ‘26 • Purchase intent: F26 NSV Share 95%4 YoY2 gain3 Tamarind from Brazil +32
Slide 7: Tequila: Reversed share loss trend in Mexico, now gaining share
Tequila: Reversed share loss trend in Mexico, now gaining share Adjusted to hit Over-indexed to premium+ accessible price points 2 Driving share gains 3 $60+ 60 Ultra-premium Proximo (>$120) Super-premium 12% $64 ($60-$120) Maestro Dobel 55 36% Premium 30 ($30-$60) $42 69% $43 $30-60 $39 25 Standard
Slide 8: Operating framework: Focus on customer paying off
Operating framework: Focus on customer paying off Brazil example Off-trade 1 On-trade 1 Improved RGM Integrated Joint customer Wider stock-in Outlet Sell-out growth capabilities Business business trade monitoring segmentation Planning planning +13% vs LY 10 brand lines +4pp f’cast 30 -> 50% Coverage
Slide 9: Significant growth opportunity ahead
Significant growth opportunity ahead Expand interventions to Further opportunity to South LAC and CCAV Scale RTDs recruit from local spirits % of spirits $3.5bn Size of +RTD 1 category1 market1 Cachaça $1.3bn 22% +24% Aguardiente $1.1bn 43% YoY RSV 1 Rum $2.9bn 12% Scale proven category Diageo #1 st
Slide 10: DIAGEO
DIAGEO