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TSCO.L · Tesco 476.20 GBp -5.10 (-1.06%) 2026-SEP-18 11:54 EST

My allocationNot heldas of 2026-SEP-03 · allocation page ↗
Research: QT · STK · SA1 mention
2026-AUG-12 · Thomas Hayes · The David Lin Report · Neutralmention · ▶ 47:10 · source page ↗452.50 GBp

In short: Named only as where "drastic Dave" Lewis ran his best-known turnaround before Diageo — the evidence behind Hayes' "new jockey, which is critical in a turnaround" test.

47:10I think if anything AI is going to help them increase margins over time and that's what drastic Dave the new CEO who came from Tesco, Dave Lewis, and Unilever has done. He has cost discipline. He's done many turnarounds and brand management. He's applying the same principles to Diagio. Look, Diagio was cut in half.

SOD 452.50 GBp

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