Pernod Ricard Stock News

European Union wine and spirits producers could emerge among the few winners of a EU-U.S. trade deal agreed at the weekend that some European officials consider unbalanced.

The new EU-U.S. agreement, secured by President Donald Trump in Scotland, imposes a 15% tariff on most European goods but does not outline a tariff for the wine and spirits industry.

Pernod Ricard's strong brand portfolio and global diversification provide resilience amid industry headwinds, including tariffs, shifting consumption, and economic uncertainty. The company is actively optimizing its portfolio, cutting costs, and focusing on premium brands to protect profitability and adapt to changing market dynamics. Valuation has normalized, with shares trading at fair levels...

Pernod Ricard said on Wednesday it had agreed to sell its Imperial Blue whisky business to Indian liquor maker Tilaknagar Industries , as the French spirits group boosts its focus on premium labels in its portfolio.

Pernod Ricard is streamlining its business by grouping brands into two main divisions, according to internal presentation slides seen by Reuters on Wednesday, as European spirits makers grapple with a downturn in sales.

Global spirit makers are staring down a sobering cocktail of challenges as tariffs and brand boycotts exacerbate shifting consumer habits. French cognac maker Rémy Cointreau on Wednesday became the latest spirits maker after Diageo and Pernod Ricard to withdraw its sales targets on trade uncertainty.

Pernod Ricard's stock has halved, pushing the dividend yield above 5%, but I remain cautious due to weak fundamentals and valuation concerns. Sales momentum has stalled, and high debt limits financial flexibility, making the current dividend payout unsustainable. The dividend now exceeds free cash flow for the second year in a row, raising the risk of a cut; a prudent reduction would benefit lo...

Pernod Ricard's recent 25%+ share price drop is overdone; fundamentals remain strong, despite short-term sales weakness from tariffs and geopolitics. Recovery is likely delayed until 2027-2029, but the company's 5% dividend is safe and its BBB+ rating and low leverage provide stability. Valuation is now attractive, with a fair value of €140/share and long-term upside potential of 20%+ annualize...