Diageo Plc · LSE:DGE
Diageo — Investor Day (August 2026)
12 slides from Diageo's investor day presentation, Aug 6, 2026
Slide 1: Capital Markets Day: Whisk(e)y
Capital Markets Day Whisk(e)y Julie Bramham, Global Category Director Whisky & Luxury 6 August 2026 1
Slide 2: Cautionary statements concerning forward-looking statements and non-GAAP financial measures
2 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: Julie Bramham
Julie Bramham Global Category Director, Whisk(e)y and Luxury At Diageo for over 25 years Previous role: Managing Director, Global Luxury Responsible for: creation of a Luxury business unit for Prestige Spirits & Wine Other roles at Diageo: • CMO, India • Global Brand Director, Johnnie Walker • Gener
Slide 4: Whisk(e)y is a resilient, $91bn category, Diageo #1
Whisk(e)y is a resilient, $91bn category, Diageo #1 Industry Diageo ‘25 RSV 1 L3Y Growth1 3Y Forecast 2 Travel $91 bn 6% 3% 11% c.2-3% $20.6bn 13 of 28 1 LAC 7% 2% Diageo RSV 2025 Diageo markets Growing RSV share3 APAC 13% 1% India 21% 8% Diageo #1 Johnnie Walker #1 4 5 EMEA 26% 5% 1.4x #2 1.3x #2 N
Slide 5: Our broad portfolio plays across the total whisk(e)y category
Our broad portfolio plays across the total whisk(e)y category Statement Choice c.$4bn High price A Cut Above c.$6bn c.$250 Competitor Diageo BLUE LABEL c.$100 GREEN LABEL GOLD LABEL Individual benefit Social benefit c.$40 (Reward, (Connection, lower energy) higher energy) BLACK LABEL RED LABEL $0 Sh
Slide 6: Clear strategic battlegrounds
Clear strategic battlegrounds High price Statement Choice c.$4bn A Cut Above c.$6bn High price c.$250 Competitor 1 2 Diageo Johnnie Walker across Malts occasions BLUE & price points c.$100 Participate BLUE LABEL broadly 3 Social Whisk(e)y across price GREEN points GOLD Social benefit BLACK LABEL Ind
Slide 7: Broad price participation and focus on Red, Black & Blue
1 Johnnie Walker across occasions & price points Broad price participation and focus on Red, Black & Blue Broad price participation Standard Premium Super/Ultra Premium Luxury Prestige SMALL RED RED BLACK DOUBLE BLACK BLACK GREEN GOLD BLUE LUNAR INDIAN XORDI- PERMANENT BLONDE 18YO XR FORMATS LABEL S
Slide 8: Prioritise The Singleton, Talisker & Lagavulin
2 Malts Prioritise The Singleton, Talisker & Lagavulin RSV (‘25) 1 $512m $189m $168m Market share ∆ (’22-’25) 2 +72 bps (69) bps (28) bps Investment in target states Price reset vs Brand investment & F26 impact examples & pricing re-indexation key competitor pricing adjustments Share impact 3 +66 bp
Slide 9: Social Whisk(e)y
3 Social Whisk(e)y Consistent brand positioning & platform across the Americas Accelerate recruitment among Scale serves to create Expand innovation to Hispanic & Latino consumers new entry points recruit new consumers +41 bps 1 +56m c.80% Americas share gain Buchanan’s incremental serves purchases
Slide 10: Value Whisk(e)y: Leverage key value brands to unlock growth
4 Value Whisk(e)y Leverage key value brands to unlock growth Large market Strong brands Quality credentials & opportunity 1 in key markets 3 participation at the right price $91bn #1 CCV Award winning 13 awards 4 $23 bn #2 Brazil Value RSV FY252 +5.8% Optimised pricing vs competition L3Y Growth 25%
Slide 11: Invest to build locally relevant brands in exciting growth markets
Invest to build locally relevant brands in exciting growth markets 11
Slide 12: DIAGEO
DIAGEO