Diageo PLC (MEX:DEON)

MXN 2338.17 9.92 (0.43%) Market Cap: 1.30 Til Enterprise Value: 1.66 Til PE Ratio: 19.00 PB Ratio: 8.12 GF Score: 54/100

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Diageo PLC Brunchtime Call with the Presidents: North America (Q&A Session) Transcript

Dec 10, 2019 / 01:00PM GMT

Release Date Price: MXN3112.09 (-0.12%)

Transcript

Editor

Good morning and welcome to the Diageo North America's president's investors call. This is a live Q&A session for 45 minutes following the prerecorded presentation uploaded earlier today to Diageo.com. Today's conference is being recorded. Your call today will be hosted by Deirdre Mahlan. (Operator Instructions).

Questions & Answers

Operator

We are now ready to start the call. Deirdre, the first question is from Sanjeet Aujla with Credit Suisse.

Sanjeet Aujla

Credit Suisse - Analyst

Hey, Deirdre, many thanks for the presentation earlier. A couple of questions, please. Firstly, just a classification. You talked about the good value growth in US [trends] continuing into Q1. Has that also continued into October and particularly November, which is obviously a key month for the industry?

And then you made a comment about some potential for short-term impact from net revenue management on some brands across the portfolio. Could you just give us a bit more clarification there -- when should we anticipate some

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