PDRDF News and Press, Pernod Ricard S.A. From 05/14/21

Gardner Russo & Quinn’s 13F portfolio value decreased marginally from $11.02B to $10.96B. Russo added Alibaba Group Holdings and increased Ashtead Group plc and Cable One. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to ~38% of th...

Pernod Ricard's Q3 FY21 results showed a strong rebound, demonstrating Spirits businesses' potential after COVID-19 and in the long term. Compared to a COVID-hit prior year, sales in China rebounded by triple digits, and exceeded 2019 levels in almost all channels. In Americas, sa...

Diageo has strong brands, a diversified portfolio, and a good business model, the benefits of which were shown in H1 FY21 results. Compared with a prior-year period unaffected by COVID-19, group net sales grew 0.9% organically, while EBIT was down only 3.4%. The EBIT decline was d...

Gardner Russo & Gardner’s 13F portfolio value increased from $10.29B to $11.02B. Russo decreased MasterCard while increasing Comcast Corp during the quarter. The top three 13F stakes are Berkshire Hathaway, Mastercard, and Nestle. They add up to ~41% of the portfolio. ...

Pernod Ricard SA (PDRDF) Q2 2021 Earnings Conference Call February 11, 2021, 03:00 AM ET Company Participants Julia Massies - Vice President, Financial Communications & Relations Alexandre Ricard - Chairman & Chief Executive Officer Helene de Tissot - Director, Finance, Production &am...

The following slide deck was published by Pernod Ricard SA in conjunction with their 2021 Q2 earnings call. For further details see: Pernod Ricard SA 2021 Q2 - Results - Earnings Call Presentation

We review our Diageo investment case 4 months since our last update, and with key developments on currency, peers’ trading and COVID-19. While the pound has appreciated more than 5% against the dollar since September, we expect this to have limited impact on Diageo's earnings. ...

Diageo has an excellent portfolio with some of the best selling spirit brands in the world. The 2020 business was significantly impacted by the pandemic. All key measures show a serious performance decrease. Quick decisions for cost reduction, cash conservation and increased liqui...

2020 was my second year writing for Seeking Alpha. Introspection and reflection are key tenets to invest by. To that end, here is a review of my 2020 Seeking Alpha write-ups and how the companies assessed have performed. For further details see: My 2020 Seeking Alpha Yea...

November was one of the best months for equity markets on record; our average Buy-rated stock gained 12.9% (in local currency). Tobacco stocks continued to miss out on the wider market rally, although an end to the COVID-19 outbreak should be positive for most of them. Hargreaves ...