Diageo: First Quarter on Dave’s Plan Wasn’t Too Drastic
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround without drastic further cuts.
Diageo’s first quarter under CEO Dave Lewis showed modest price changes and regional growth outside North America, supporting a turnaround without drastic further cuts.
Market doesn't care for $PAGS earnings. I thought they were fine. Still long and may add.
Me, I bought this crap (around $21.4). $SMCI
@eager28 No I’m invested indirectly via $SKM
I think $MELI's up for same reason $SE's up. Signs that Sea's reinvestment cycle is turning (or least not as aggressive as feared - see the 2H ebitda guide), which means less pressure on MELI. And maybe MELI margins have found a bottom / will inflect soon too. + Just maybe, both can co-exist & grow 50% y/y.
For FY 2027, the Company expects net sales in the range of $65.0 billion to $72.0 billion. Net sales in the range of $14.5 billion & $15.5 billion for the first quarter of FY 2027 ending September, 2026, and non-GAAP net income per diluted share of $1.01 to $1.10 $SMCI 👀
I am more interested in $FICO at its current price than when we wrote about the company last month in a Stock Buyback Wednesdays article. The company was trading at a little over $1,300 and we concluded the article as follows:
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Steve Eisman links a Democratic midterm sweep and CoreWeave concerns to an AI narrative shift as the S&P 500 fell 4.4% and Nasdaq 5.5%.
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Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.
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Vicor earns a Strong Buy after record Q3 results and AI gains, while QXO falls to Hold over capital structure and execution risk.
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Dynatrace reported 17% Q2 revenue growth but flat new ARR and lower profit and free-cash-flow guidance, following its $816 million Arize…
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