Stock Markets February 20, 2026

Diageo CEO Readies Major Executive Overhaul as He Targets Cultural Weaknesses

Sir Dave Lewis set to reshuffle senior leadership amid concerns over decision-making and complacency at the drinks group

By Avery Klein
Diageo CEO Readies Major Executive Overhaul as He Targets Cultural Weaknesses

Diageo's chief executive Sir Dave Lewis is planning a substantial reconfiguration of the company's senior leadership team, with multiple executive committee members expected to be replaced. The move is being driven by concerns about company culture and cumbersome decision-making processes; Lewis may also remove whole layers of management as part of a broader effort to speed up and simplify operations. While personnel changes are not expected to be announced with the group's interim results next week, investors are anticipating decisive action on the turnaround.

Key Points

  • Sir Dave Lewis plans to replace several members of Diageo's 14-person executive committee, addressing reported cultural problems and complex decision-making.
  • The contemplated changes may include removing entire layers of management, indicating a broad structural overhaul across the company.
  • Investors are expecting swift action on the turnaround plan, though personnel moves are not expected to be announced with the interim results next week - the news affects the consumer goods and broader equity markets.

Sir Dave Lewis, the chief executive of Diageo PLC (LON:DGE), is preparing to undertake a sweeping reorganisation of the company's senior leadership, according to people familiar with the matter. The proposed changes would affect several members of Diageo's 14-person executive committee as Lewis seeks to address cultural issues within the business.

Those close to the situation say the planned reshuffle is part of a wider programme to reshape the London-based consumer goods company, which owns brands including Johnnie Walker whisky, Captain Morgan rum and Guinness beer. One source described the intended effort as "wholesale change" aimed at correcting what the source characterised as complacency and overly convoluted decision-making across the organisation.

Reports indicate Lewis could go beyond swapping senior executives and opt to eliminate entire layers of management in order to streamline operations and accelerate decision-making. A second person familiar with Lewis's approach told reporters that structural removals at multiple levels within the organisation are likely under consideration.

Diageo employs more than 29,000 people and is listed on the FTSE 100. While some investors expect the new chief executive to move quickly on his turnaround plan, the company is not anticipated to unveil personnel changes when it releases interim results next week. Nevertheless, market participants are watching for rapid implementation once decisions are finalised.

The unfolding management review signals a focused attempt by Lewis to confront internal cultural dynamics that advisers say have hampered efficiency. The scope of the potential overhaul - from executive committee replacements to the possible removal of managerial layers - highlights the scale of the leadership reset being contemplated.


Contextual note: The information above is drawn from individuals reported to be familiar with the discussions and reflects the current, publicly reported state of management plans at Diageo.

Risks

  • Timing uncertainty - the company is not expected to announce personnel changes alongside its interim results next week, leaving the timing of any official moves unclear; this affects investor reaction in equity markets.
  • Execution risk - removing layers of management and replacing executive committee members could cause organisational disruption within the consumer goods operations during the transition.
  • Cultural and governance uncertainty - reported complacency and convoluted decision-making highlight internal challenges that may complicate quick fixes and could influence operational performance in the short term.

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