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.
$CVGW USDA crackdown on Mexican avocado corruption significantly erroding import vols (region where $CVGW sources all product). S. America taking share at accelerating rate as customers (ie. $CMG, grocers) shift suppliers. $CVGW sales vol -13% MRQ. Current Q could be a disaster.
$PLUS Earnings on 8/5, expectations & stock disconnected from reality. Suppliers ($CSCO – 50% of product sales), competitors & customers all reporting sharp sales declines. Non-event PR today re a service they’ve been offering for 3 yrs is pumping stock; suggests mgmt is grasping
Only ONE Firm has a 'Short' on $HELE today... Those $140 price targets are going to have to come down by well over $100...Just sayin...
Congratulations to $HELE management for executing the worst timed stock repo I've ever seen. Buying $100mm in the quarter just shows how little they know about what's actually going on with their business. @HedgeyeRetailJM is this a ZERO?
$HELE elevated on Short list last month, and delivered a killer Black Book outlining why you want to short the name everyone thinks is so damn cheap (which it's not) last week. Stock could still be cut in half from here -- even on a big down move today.
Thanks to Spruce Point for making our $FND Short Call! The work we've done on this name is the best work we've done -- on ANY name -- EVER. @HedgeyeRetailJM @hedgeyeretailrw
Seriously considering getting a Swoosh tattoo on my forehead (ok, maybe on my calf like PHK) -- with a $75 after it -- after today's shellacking -- to remember forever (and to remind me when this stock is at $150). $NKE
$NKE SHOULD be getting tagged. So should $ONON and $DECK as Nike Futures are up so materially in the specialty running channel. But what the market is getting WRONG is taking $FL lower. FL is Nike's meal ticket to reaccelerating top line. It's a massive long here. It's a 2-3-bagger from here.
Perimeter Group's third-quarter revenue rose 24% to $390 million as fire safety recovered and Specialty Products grew 84%, while…
AMD’s data-center revenue rose 97%, while MercadoLibre, TIC Solutions, XPEL and Zoetis also report quarterly results.
Amazon's AWS revenue rose 39.3% with a 38.7% margin, while heavy CapEx is expected to keep free cash flow negative through next year.
EVC's Q3 update cites $30 million for a single station, a broadcast-business sale and stronger positioning for 2027.
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%.
Ovintiv’s C$1.26 billion purchase of Logan Energy at roughly 2x proved reserve value points to further consolidation among Canadian oil…
Entravision’s Q3 ad-tech revenue reached $177.2 million, up 133% year over year, while total revenue rose 88% to $226.3 million and diluted…
Transocean’s 25.6% selloff reflects oil-market shorting and weak Q3 headlines, while debt reduction after the Valaris acquisition could…
Axon cut full-year guidance after delayed federal Dedrone contracts slowed 3Q revenue growth to 28%, while software and services grew 43%.
Axon’s 3Q26 revenue growth fell to 28% after delayed federal Dedrone contracts, while software grew 43% and its $1.2 billion Skydio…
HNRG · long
CareCloud rebuilt its sales organization under Christopher Langehaug after 18 months without a sales leader, with a second sales rep…
AMD's Q3 revenue rose 45% to $13.4 billion as data center reached $8.5 billion, 64% of sales, driven by EPYC and Instinct ramps.
Datadog beat Q3 revenue guidance by $52 million, but guided Q4 revenue flat as its largest AI-native customer reduced usage after renewing.
Alpha Metallurgical posted a third consecutive quarterly loss as High Vol A coal margins fell to $14 a ton, while director Kenneth Courtis…
Shift4’s Q3 met guidance, but organic growth is decelerating, management credibility is weakening and leverage reduction remains too slow.
Diversified Energy reported $255.6 million of “true” nine-month free cash flow, while its $1.8 billion Birch acquisition would shift…
Moderna reported $1.313bn in Q3 revenue, up 29%, and $130m in operating income versus a $260m loss, while operating cash flow was negative…
Cloudflare’s Q3 revenue rose 39% to $782.5 million, its fastest growth in nearly four years, while a $67.9 million GAAP operating loss and…
Airbnb’s 3Q’26 revenue grew 16% ex-FX as bookings accelerated, but consumer travel agents remain a long-term competitive threat.
Every publication on this site, hand-picked.
Every account on this site, hand-picked.
Ordered by how often our editor reaches for them.