Diageo Plc · LSE:DGE
Diageo — Investor Day (August 2026)
11 slides from Diageo's investor day presentation, Aug 6, 2026
Slide 1: Capital Markets Day: RTDs
Capital Markets Day: RTDs Mark Sandys, Chief Product Officer and Global RTD 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: Mark Sandys
Mark Sandys Chief Product Officer and Global RTD At Diageo for 29 years having joined as a graduate trainee Previous role: Chief Innovation Officer Responsible for: leading end-to-end Innovation function across all categories Other roles at Diageo: • Global Category Director, Guinness, Baileys, Smir
Slide 4: Diageo already a scale player; renewed focus accelerating growth
Diageo already a scale player; renewed focus accelerating growth #2 RTD player globally 1 Global RTD NSV growth 2 +10% 8% Global market share Key markets in share growth 3,4,5 1 +14 bps +233 bps +26 bps +15 bps 111 Countries with RTD presence 1 Smirnoff RTD NSV growth 2 +12% 1. IWSR 2025 excl. Russi
Slide 5: RTDs: $47bn growing category with significant headroom
RTDs: $47bn growing category with significant headroom RTD & RTS supporting Robust RTD market growth 1 Higher ABV driving growth 3 trademark growth 4 L3Y 3Y 2025 L3Y ’25 RSV Growth Forecast2 RSV Growth Global $47bn 8% c.4-6% $10bn India 0% 9% 11x LAC 7% 9% 30% EMEA 18% 14% c.6-15% ABV 51% APAC 23% 4
Slide 6: Our brands are a point of differentiation across the RTD landscape
Our brands are a point of differentiation across the RTD landscape ABV Higher; More of a ‘bite’ RTD proposition spaces % share of 2025 RTD RSV 1 BOLD CLASSIC Classic bar-call serves 11% FULL FLAVOURED FUN LIGHT & LIVELY Party Drinks High ABV; Light, low sugar 9% 13% DIALED-UP FAVOURITE FLAVOUR A fav
Slide 7: RTD/RTS takes our iconic brands and drinks into new occasions
RTD/RTS takes our iconic brands and drinks into new occasions 7
Slide 8: Brazil: Trademark approach driving growth for Core and RTDs
Brazil: Trademark approach driving growth for Core and RTDs Coherent pack & Trademark Driving penetration in brand architecture retail execution third-space & on-trade +17% +2.1m YoY Smirnoff Ice consumers recruited Original via on-premise4 Rate of Sale2 +32% 1 Smirnoff RTD NSV F25-F26 +6% 1 Smirnof
Slide 9: Limited business model investment required to compete effectively
Limited business model investment required to compete effectively Supply: Three Models 1 Distribution Mostly Sufficient capacity – no CAPEX; North American: in-house Third Party for new formats Not yet at full market coverage Limited investment required for GB/ Rest of World: North Europe capacity e
Slide 10: RTDs deliver 3x profit per serve versus Spirits
RTDs deliver 3x profit per serve versus Spirits 1 250 ml 4 x 250 ml 440 ml 700 ml 1.1 serves 4.4 serves 2.6 serves 26 serves RSP (USD) $2.62 $7.88 $3.84 $20.55 Price / Serve $2.62 $1.97 $1.45 $0.78 Tax (% of RSV) 31% 35% 42% 76% GP / Serve $0.41 $0.25 $0.24 $0.08 1. Comparison of unit economics of S
Slide 11: DIAGEO
DIAGEO