Campari (Davide)

Campari is one of the world's biggest manufacturers of branded spirits and wines, including Cinzano, Glen Grant whisky and, of course, Campari. The company is historically very well run, with a balanced portfolio, long-term family shareholders and a good management track record. They are seeing de-stocking come to an end in all their major markets and should benefit from the impact of the popular Wild Turkey bourbon brand at both top and bottom line for the full year. Latest results confirmed these trends, and the integration of Wild Turkey is progressing as planned.