Spirit of success – Diageo’s compounding value and growing market share

Barrenjoey Investment Management

Barrenjoey Investment Management

A recent addition to the Magellan Global portfolio, Diageo is the world’s leading producer of distilled spirits and boasts brands such as Johnny Walker whiskey and Smirnoff vodka. Despite the pandemic, the company’s global revenue has grown at more than 9% p.a. over the past three years, as consumers have chosen to 'drink better' rather than drink more. Chief Executive Ivan Menezes says there’s even more market share to gain in the developing world and traditionally wealthier markets. He says Diageo’s obsession with consumers, excellence in brand building and company culture of efficiency will enable resilient performance through troubled economic times. 


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Barrenjoey Investment Management
Barrenjoey Investment Management

With almost two decades of experience, our expert teams work collaboratively to provide a carefully selected portfolio of investment strategies that reflect our clients' goals. We bring to market active investment solutions managed by Airlie Funds...

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