Diageo CEO on inflation, growth and China recovery.

The video discusses consumer resilience and business growth, highlighting strong performance in Scotch whiskey and tequila. It explores high-end brands and pricing strategies, emphasizing productivity and consumer connection. Market insights focus on China and Asia, with optimism about recovery post-COVID. Inventory and supply chain management are stable, with improvements post-pandemic. Cost management strategies address inflation through productivity and pricing. The capital policy is consistent, focusing on cash generation, investments, and financial strategies like dividends and share buybacks.

What are the early signs of recovery in the Chinese market as mentioned in the text?

What criteria are linked to the earnout payment for the Don Papa Rum brand?

How has the company addressed supply chain issues during the pandemic?