VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS & COMPETITIVE ADVANTAGES ★

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Tuesday, December 30, 2025

Diageo plc

DGE · London Stock Exchange

Market cap (USD)$48B
SectorConsumer
CountryGB
Data as of
Moat score
77/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

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Overview

Diageo plc is a global beverage alcohol company with a spirits-led portfolio and Guinness, selling in nearly 180 countries. Its core moat is demand-side brand trust across premium categories, reinforced by route-to-market execution and marketing scale. A supply-side barrier exists in aged spirits where large maturing inventories take years to build. Key risks include consumer downtrading, category competition (especially tequila and RTDs), and regulatory/tax changes. Market cap shown here uses FactSet via Citi ADR profile (as of 2025-12-29): https://www.citiadr.factsetdigitalsolutions.com/stocks/profile?id=US25243Q2057

Primary segment

Spirits

Market structure

Oligopoly

Market share

HHI:

Coverage

3 segments · 8 tags

Updated 2025-12-30

Segments

Spirits

Branded premium spirits (whisky, tequila, vodka, gin, rum, liqueurs)

Revenue

76%

Structure

Oligopoly

Pricing

strong

Share

Peers

RI.PABF.BRCO.PASTZ

Beer (Guinness and other beers)

Beer and stout (with emphasis on Guinness)

Revenue

18%

Structure

Oligopoly

Pricing

moderate

Share

Peers

BUDHEIA.ASTAPSAM

Ready-to-Drink (RTDs)

Spirit-based ready-to-drink beverages (canned cocktails and branded RTDs)

Revenue

4%

Structure

Competitive

Pricing

weak

Share

Peers

BUDSTZSAMBF.B

Moat Claims

Spirits

Branded premium spirits (whisky, tequila, vodka, gin, rum, liqueurs)

Revenue share derived from FY2025 preliminary results table 'Reported net sales by category %' (Spirits 76%). Source: https://www.diageo.com/~/media/Files/D/Diageo-V2/Diageo-Corp/press-release/2025/f25-preliminary-results-press-release.pdf

Oligopoly

Brand Trust

Demand

Strength: 5/5 · Durability: durable · Confidence: 4/5 · 2 evidence

Portfolio of premium spirits brands supports willingness-to-pay and prioritisation in distribution and shelf space.

Erosion risks

  • Consumer downtrading in downturns
  • Rising competition in tequila and premium whisky
  • Regulatory/tax hikes reducing affordability

Leading indicators

  • Price/mix vs volume contribution
  • Market share trend in key categories (scotch, tequila, vodka)
  • Brand health metrics and A&P efficiency

Counterarguments

  • Premium spirits are not immune to substitution when consumers trade down
  • Competitors can outspend in specific categories/regions for periods of time

Distribution Control

Supply

Strength: 4/5 · Durability: medium · Confidence: 4/5 · 1 evidence

Route-to-market capability and key account focus improve in-market execution and share performance.

Erosion risks

  • Distributor consolidation increases customer bargaining power
  • Regulators restrict distribution practices or promotions
  • Execution slippage during route-to-market transitions

Leading indicators

  • Share gains/losses in measured markets
  • Distributor depletion vs shipment alignment
  • On-trade and off-trade distribution points

Counterarguments

  • Competitors can access many of the same distributors and retailers
  • Distribution advantages can be competed away with incentives and promotion

Capacity Moat

Supply

Strength: 4/5 · Durability: medium · Confidence: 4/5 · 1 evidence

Large stocks of maturing spirits (notably whisky) take years to build, creating a time-based capacity barrier and smoothing supply availability.

Erosion risks

  • Category demand shifts can leave excess aged stock
  • Quality/cask management issues reduce usable inventory
  • Competitors also hold significant aged inventories

Leading indicators

  • Maturing inventory balance and write-downs
  • Allocation and out-of-stock frequency around key brands
  • Gross margin stability through cycle

Counterarguments

  • Aged inventory is valuable only if demand remains strong for those styles/brands
  • Other global players also have meaningful aged whisky stocks

Beer (Guinness and other beers)

Beer and stout (with emphasis on Guinness)

Revenue share derived from FY2025 preliminary results table 'Reported net sales by category %' (Beer 18%). Source: https://www.diageo.com/~/media/Files/D/Diageo-V2/Diageo-Corp/press-release/2025/f25-preliminary-results-press-release.pdf

Oligopoly

Brand Trust

Demand

Strength: 4/5 · Durability: durable · Confidence: 4/5 · 2 evidence

Guinness is a flagship brand with durable brand equity, supporting premium positioning in stout and strong activation-driven demand.

Erosion risks

  • Changing consumer preferences within beer (health/moderation trends)
  • Supply constraints or quality issues impacting on-trade availability
  • Aggressive promotion by large global brewers

Leading indicators

  • Guinness share trends in key markets
  • On-trade distribution and draught throughput
  • Availability/supply constraint mentions in results

Counterarguments

  • Beer is highly competitive and promotion-driven; brand advantage can narrow
  • Stout is a niche segment in many markets

Distribution Control

Supply

Strength: 3/5 · Durability: medium · Confidence: 4/5 · 1 evidence

On-trade execution and rollout of draught formats expand distribution points and reinforce brand visibility.

Erosion risks

  • On-trade traffic decline or channel shifts
  • Distributor/pricing pressure in key markets
  • Competitors improve draught quality/service levels

Leading indicators

  • Number of on-trade outlets carrying Guinness variants
  • Draught format mix (incl. Guinness 0.0)
  • On-trade share gains/losses

Counterarguments

  • Large brewers often have comparable distribution reach and on-trade incentives
  • Distribution gains can be temporary if supply tightens

Ready-to-Drink (RTDs)

Spirit-based ready-to-drink beverages (canned cocktails and branded RTDs)

Revenue share derived from FY2025 preliminary results table 'Reported net sales by category %' (Ready to drink 4%). Source: https://www.diageo.com/~/media/Files/D/Diageo-V2/Diageo-Corp/press-release/2025/f25-preliminary-results-press-release.pdf

Competitive

Brand Trust

Demand

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 2 evidence

RTD launches can piggyback on established spirits brands, improving trial and shelf placement versus new RTD-only brands.

Erosion risks

  • Category saturation and rapid SKU turnover
  • Regulatory differences by state/country for RTD distribution and taxation
  • Brand dilution if RTD quality perception is weak

Leading indicators

  • RTD depletion trends vs shipments
  • Shelf space and distribution point counts
  • Gross margin and promo intensity in RTDs

Counterarguments

  • RTDs are easy for competitors to copy and private label can pressure pricing
  • Consumers may treat RTDs as convenience purchases with low loyalty

Distribution Control

Supply

Strength: 3/5 · Durability: medium · Confidence: 3/5 · 1 evidence

Ability to access key accounts and existing route-to-market infrastructure reduces time-to-scale for new RTD SKUs.

Erosion risks

  • Distributor incentives shift to competing RTD portfolios
  • Supply chain complexity for fast-rotating SKUs
  • Retailer private label expansion

Leading indicators

  • Velocity per point of distribution
  • New SKU launch success rate and repeat purchase indicators
  • Distributor inventory levels and returns

Counterarguments

  • Distribution in RTDs is broadly accessible to large beverage players
  • Shelf space is constrained; incumbency in RTDs can matter more than spirits heritage

Evidence

other
Diageo Annual Report 2025 (web) - Competitive advantages snapshot

broad portfolio of iconic brands

Company positions its scale brand portfolio as a competitive advantage in beverage alcohol.

other
Diageo Annual Report 2025 (web) - Investment case snapshot

#1 in international spirits

Annual report highlights Diageo leading position in international spirits by retail sales value.

other
Diageo Preliminary Results FY2025 - Strategy update (route-to-market)

route-to-market ... key accounts

Diageo highlights investment in route-to-market capability building and key accounts in the US.

other
Diageo Preliminary Results FY2025 - Inventories note

Maturing inventories 8,677

Disclosed maturing inventory balance indicates substantial aged stock that cannot be replicated quickly by new entrants.

other
Diageo Annual Report 2025 (web) - Europe regional summary (Guinness)

enduring strength of the brand

Management links Guinness performance to enduring brand strength in FY2025.

Showing 5 of 9 sources.

Risks & Indicators

Erosion risks

  • Consumer downtrading in downturns
  • Rising competition in tequila and premium whisky
  • Regulatory/tax hikes reducing affordability
  • Distributor consolidation increases customer bargaining power
  • Regulators restrict distribution practices or promotions
  • Execution slippage during route-to-market transitions

Leading indicators

  • Price/mix vs volume contribution
  • Market share trend in key categories (scotch, tequila, vodka)
  • Brand health metrics and A&P efficiency
  • Share gains/losses in measured markets
  • Distributor depletion vs shipment alignment
  • On-trade and off-trade distribution points
Created 2025-12-30
Updated 2025-12-30

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