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Diageo

Global premium spirits and beer producer

Head of Competitive Intelligence & Strategy

Full-TimePosted on 10/19/2026Deadline 10/26/26
No salary listed
Expert
São Paulo, State of São Paulo, Brazil
In Person
Business & StrategyCorporate Strategy

About the job

Requirements
  • 15+ years of experience in Strategy, Portfolio Strategy, Commercial Strategy, Consumer Insights, Revenue Growth Management, Competitive Strategy, or Management Consulting.
  • Strong FMCG experience.
  • Experience influencing executive-level decision making.
  • Experience leading cross-functional strategic initiatives.
  • Strong understanding of portfolio strategy, category management, and commercial dynamics.
  • Experience working with syndicated market data such as NielsenIQ, Kantar, or equivalent.
  • Experience supporting Annual Planning, IBP, and Long-Term Strategy.
  • Advanced Excel and PowerPoint skills.
  • Strong business modelling and opportunity sizing capabilities.
  • Financial and commercial acumen.
  • Scenario planning.
  • Executive storytelling.
  • Structured problem solving.
  • Ability to integrate multiple information sources into strategic recommendations.
Responsibilities
  • Lead the development of strategic perspectives that shape Diageo Brazil's growth agenda by integrating market dynamics, competitive intelligence, consumer understanding, commercial performance, and financial insights into clear business direction.
  • Act as the strategic integration point across Consumer & Shopper Insights, Category Insights, Marketing, Commercial, Finance, and Supply, transforming diverse information into executive-ready recommendations that improve strategic decision-making quality and speed.
  • Define the strategic questions the business needs to answer, establish the learning agenda, identify research and analytical requirements, and connect competitive intelligence to business priorities while identifying emerging opportunities, competitive white spaces, and future growth platforms.
  • Develop an enterprise-wide portfolio perspective across categories, brands, and channels to help prioritize investments, balance strategic trade-offs, and maximize total portfolio performance.
  • Bring structure to ambiguity, build strategic frameworks and mental models, simplify complex business issues for senior leadership, influence without formal authority, and guide cross-functional teams toward aligned, evidence-based decisions.
  • Serve as the strategic extension of the Head of Consumer & Shopper Insights by independently leading the Portfolio & Competitive Strategy capability, elevating strategic discussions, establishing methodologies, and enabling the function to operate more strategically while reducing operational complexity.
  • Lead work in both Portfolio Strategy and Competitive Intelligence.
Desired Qualifications
  • Experience in top-tier Management Consulting (e.g., McKinsey, Bain, BCG, Strategy&, Oliver Wyman, or equivalent) and/or strategic leadership roles within FMCG is highly desirable.

About the company

Diageo is a global leader in premium drinks, with a portfolio of more than 200 brands across spirits and beer that are sold in about 180 countries. Its products are alcoholic beverages from centuries-old names to new brands, distributed worldwide to reach a diverse consumer base. The company manages a wide range of brands rather than focusing on a single product, and it uses its scale, global presence, and portfolio breadth to reach customers wherever they are. Diageo differentiates itself through its large, diverse brand mix, its international reach, and its ongoing focus on shaping the future of the business while considering its social and environmental impact. The company's goal is to raise the bar for people and the planet by investing in the future and acting with responsibility toward communities and the environment.

Company Size

10,001+

Company Stage

IPO

Headquarters

London, United Kingdom

Founded

1997

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Simplify's Take

What believers are saying

  • Europe, LAC, and Africa grew in fiscal 2026, offsetting U.S. weakness.
  • Diageo expects c.$1 billion annual savings from its 2026 restructuring.
  • Guinness demand stays strong; fiscal 2026 Europe sales rose 3.4%.

What critics are saying

  • North America organic sales fell 8.4% in FY2026; recovery runs through 2028.
  • Greater China sales dropped 34.9% in FY2026, crushing Diageo's Asia Pacific growth.
  • The August 2026 restructuring cuts staff and costs; execution misses threaten leverage.

What makes Diageo unique

  • Guinness, Johnnie Walker, and Tanqueray give Diageo unmatched global premium brand breadth.
  • Dave Lewis launched an August 2026 restructuring to reset North America competitiveness.
  • Ritual Zero Proof and RTD launches extend Diageo beyond classic spirits.

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Benefits

  • Flexible Work Hours

Growth & Insights and Company News

6 month growth

7%

1 year growth

7%

2 year growth

7%
Yahoo Finance
Aug 15th, 2026
Diageo struggles while Constellation gains hedge fund favour despite sector headwinds

Jim Cramer has shifted his stance on the alcoholic beverage sector, showing cautious optimism for Constellation Brands whilst remaining bearish on Diageo. He highlighted Constellation's new CEO, Ned Fink, as a potential catalyst for growth, noting Fink's successful track record at Jim Beam. Diageo faces multiple headwinds, including a 34.9% sales decline in China and an 8.4% drop in North American net sales. The stock has fallen 52% over five years. Constellation grew beer sales 2% to $2.28 billion in fiscal Q1, beating earnings expectations. However, beer depletion fell 0.3%, whilst wine and spirit sales dropped 10%. Hedge funds appear to favour Constellation, with 56 funds holding stakes versus 35 for Diageo. However, Diageo trades at a higher forward P/E ratio of 14.41 compared to Constellation's 11.36.

Yahoo Finance
Jun 4th, 2026
Diageo vs Brown-Forman: Which spirits stock offers better value in 2026?

Diageo and Brown-Forman represent contrasting strategies in the spirits industry, with Diageo offering global diversification and Brown-Forman focusing on American whiskey brands. Diageo operates over 200 brands including Johnnie Walker and Guinness across 180 countries. In FY 2025, revenue reached $20.2 billion with net income of $2.4 billion, though net margin declined to 11.6% from 19.1% the prior year. The company maintains a debt-to-equity ratio of 2.2x and free cash flow of $2.7 billion. Brown-Forman, producing Jack Daniel's and Woodford Reserve across 170 markets, generated $4.0 billion revenue in FY 2025, down 4.9% year-over-year. Net income was $869 million with a 21.9% net margin. The company shows stronger financial metrics with a 0.7x debt-to-equity ratio, 3.9x current ratio and free cash flow of $431 million.

The Hindu BusinessLine
May 25th, 2026
How Diageo’s doubled investment is scaling up Sober

Diageo's increased investment in Sober highlights the growing demand for premium non-alcoholic beverages in India's evolving market.

Yahoo Finance
Jan 21st, 2026
Global spirits giants sit on $22B unsold inventory amid demand slowdown

Major spirits companies are grappling with a $22 billion inventory glut, the largest in a decade, according to the Financial Times. Diageo, Pernod Ricard, Campari, Brown-Forman and Remy Cointreau are sitting on unprecedented amounts of unsold aged spirits, including whisky, Cognac, tequila and rum. The surplus stems from pandemic-era over-production when home consumption surged. However, consumer demand has since declined due to health concerns and shifts towards THC beverages. Companies have responded by pausing production at distilleries, reducing workforces and closing facilities. Cognac faces particularly severe challenges, with slowing exports and trade issues with China forcing price cuts. Even tequila, which recently outsold American whiskey in the US, is experiencing slowdown. Industry analysts warn that production cuts risk future shortages if demand rebounds unexpectedly.

Diageo
Sep 26th, 2024
Diageo Acquires Ritual Zero Proof

Diageo North America has acquired Ritual Zero Proof Non-Alcoholic Spirits, the leading non-alc spirit brand in the U.S. since its 2019 launch. This move aligns with Diageo’s Growth Ambition for sustainable growth. Ritual offers non-alc alternatives to whiskey, tequila, gin, rum, and aperitif. The U.S. non-alc category has grown +31% CAGR over five years, with non-alc spirits as the fastest-growing segment. Diageo is the top non-alc spirits player globally, holding leading market shares in major markets.