PDRDF News and Press, Pernod Ricard S.A. From 03/24/22

We are upgrading Pernod Ricard to Buy after shares fell 13.5% from their peak, back to the level at our downgrade in June 2021. Pernod Ricard is a top global Spirits company and is benefiting from structural trends, including premiumization and rising affluence. Pernod Ricard targ...

As part of its existing share buy-back program of €750M announced for FY2022, Pernod Ricard (OTCPK:PDRDF) has signed an agreement with an investment services provider to acquire its shares for a maximum amount of €200M over a period from March 16, 2022 thoriugh April 6, 2022. Th...

Pernod Ricard (OTCPK:PDRDF) will acquire a majority shareholding in Château Sainte Marguerite, Cru Classé Côtes-de-Provence rosé since 1955. Owned by the Fayard family since 1977, Château Sainte Marguerite has established itself as a gold standard within the Côte...

With the war in Ukraine, I'm taking a look at the high-level implications and guiding toward what would be considered decent targets and considerations. There are negatively and positively impacted sectors to consider. The current environment offers buying opportunities as well as ris...

Gardner Russo & Quinn’s 13F portfolio value increased from $10.85B to $11.21B. Russo decreased Unilever and Anheuser Busch InBev during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~38% of the portfolio. For ...

Pernod Ricard SA (PDRDF) Q2 2022 Earnings Conference Call February 10, 2022 03:00 AM ET Company Participants Florence Tresarrieu - IR Alexandre Ricard - Chairman and CEO Hélène de Tissot - EVP, Finance, Operations and IT Conference Call Participants Andrea Pistacchi - Bank of Americ...

The following slide deck was published by Pernod Ricard SA in conjunction with their 2022 Q2 earnings call. For further details see: Pernod Ricard SA 2022 Q2 - Results - Earnings Call Presentation

Pernod Ricard press release (OTCPK:PDRDF): 1H Net profit of €1.44. Revenue of €5.96B (+19.4% Y/Y). 1H22 sales grew in all regions: Americas +14%: very dynamic growth in the region, notably USA, Brazil and Travel Retail; Asia-RoW +16%: excellent growth driven by Ch...

Diageo and its competitors have emerged from the pandemic very well and are experiencing strong growth. The company is growing in a disciplined manner and has a very strong portfolio of Scotch whisky brands and other spirits such as gin and rum. Diageo is highly profitable and rep...

VGI Partners Global Investments Limited is an Australia-based investment company. The Company’s Investment Strategy is to create a concentrated Portfolio, predominantly comprised of Long and Short Positions in global listed securities, actively managed with a focus on capital prese...