Whitbread plc (WTB)

Foros Empresas Reino Unido Whitbread plc (WTB)

Este debate contiene 21 respuestas, tiene 6 mensajes y lo actualizó  Preikestolen hace 6 meses, 3 semanas.

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  • #15247

    Whitbread.

    Según la ültima Revisión de El Dividendo, a 1.3.2017 es de las poscas empresas catalogadas por él como Oro que se encuentra hoy en aceptable zona de compra.

    “20.Whitbread, presenta buenos resultados pero vemos mucha dependencia de UK, lo cual en estos momentos crea incertidumbre. Pero esta incertidumbre crea el momento de compras, en estos momentos está en zonas de compra, yo he comprado y creo que es una empresa con las ideas claras y que están haciendo las cosas bien. La empresa ha dado varias oportunidades de compra a lo largo del 2.016 y sigue dándolas para los inversores que estén interesados.”

    Os envío a su Análisis de WHITBREAD, con su venia:

    http://www.eldividendo.com/whitbread/

    Ignoro la RPD

     

     

    Empresa en expansión.

    Es un conglomerado de turismo- hosteleria.

     

    Sus dos principales drivers son:

    PREMIER INN . (60.000 camas en Uk e Irlanda)  turistico decía por ésta cadena de Hoteles.  Está saturando el mercado británico e iniciado crecimiento en Alemania y Arabia Saudita.

    COSTA CAFÉ.

     

    Tiene otras enseñas:

    Hub by Premier Inn.

    Restaurates: Beefeeter Grill .  Brewers Fayre .   Table Table.

     

     

     

     

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #15248

    SOBRE sus Hoteles PREMIER INN:

    About Premier Inn

    Premier Inn was named the UK’s top-rated travel brand 2016 and the top-rated hotel chain for 2016 according to Which? With over 740 budget hotels and more than 60,000 rooms across the UK and Ireland, Premier Inn guests are never far from a great night’s sleep at fantastic value rates. Premier Inn hotels are in more locations than any other UK hotel brand for the ease and convenience of leisure and business travellers alike.

    All Premier Inn bedrooms feature en-suite bathrooms, a luxurious Hypnos® bed, a choice of pillows, TV with Freeview and free Wi-Fi. A bar and restaurant is situated either on-site or next door to each hotel, offering a wide range of food and drink including a delicious all-you-can-eat breakfast.

    Guests who book direct through the Premier Inn website are able to enjoy Premier Inn Saver rates. The lowest price is available at premierinn.com (terms and conditions apply).

    In the past year, almost 90% of Premier Inn hotels achieved a TripAdvisor Certificate of Excellence.  Premier Inn has also been awarded the Best UK Family Hotel in the TripAdvisor Travellers’ Choice Awards, Best UK Hotel Group in the Silver Travel Awards and the Business In The Community Environmental Leadership Award. 2016 has also seen Premier Inn voted Best UK Economy Hotel at the British Travel Awards and Best UK Hotel Group in the National Geographic Traveller UK Reader Awards.

    Great Ormond Street Hospital Children’s Charity is the National Charity partner of Premier Inn and to date team members, guests and suppliers have raised over £7million, which is going towards the opening of the Premier Inn Clinical Building, due to be completed in Autumn 2017.

     

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #15249

    EXPANSION DE PREMIER INN en ALEMANIA:

    PREMIER INN HAS ADDED TWO NEW SITES TO ITS DEVELOPMENT PIPELINE AS IT CONTINUES TO EXPAND IN GERMANY, BUILDING ON ITS EARLY SUCCESS IN THE COUNTRY.
    The sites in Essen and Freiburg will add a further 370 bedrooms in outstanding locations, bringing the total secured development pipeline up to approximately 930 rooms.

    Premier Inn has completed on a deal for a 190-bedroom hotel in Essen Main Station, providing excellent access to the railway and connectivity into the city.

    The hotel in Freiburg will also open in a prime city-centre location following a deal completed this month. The location, just minutes from Freiburg’s train station, will provide 180 rooms.

    Premier Inn is purchasing the Essen and Freiburg sites freehold. The hotels are scheduled to open in 2019.

    Mark Anderson, Managing Director – Property and Premier Inn International at Whitbread, said: “We’re very excited to be adding these sites in excellent locations as Premier Inn continues to grow in Germany.  Each of these hotels will provide great options for our customers and a fantastic opportunity for Premier Inn to build our brand in Germany.  Since 2014 we have secured over 1,100 rooms in the German hotel market and are looking to build on this solid foundation.  Our Frankfurt hotel, which opened in February 2016, has been extremely well received and we look forward to similar success when our next hotels open.”

    This significant step in Premier Inn’s expansion in the German market adds to a year of successful trading and fantastic feedback enjoyed by its debut hotel in Frankfurt, which has held the top spot in the city’s TripAdvisor hotel ranking for the majority of the time since its opening.

    These most recent deals build on sites secured in Hamburg, Munich and Leipzig last year, all of which are set to open in 2018, as Premier Inn moves towards its target of having around eight hotels trading in Germany by 2020 and further building a portfolio of great sites in key German cities.

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #15254

    Buenas tardes, Preik, yo hace tiempo que la llevo siguiendo y mas a raíz del estupendo análisis de El Dividendo.

    He de decir que tengo a varios amigos trabajando en Costa Café y me hablan de los margenes que tienen en sus productos y me da un soponcio.

    Yo la estoy esperando un poco mas abajo e informándome sobre el proceso de internacionalización que están llevando a cabo.

    Es muy difícil que vaya a crecer a los ritmos que llevan estos últimos años, pero parece que gusta mucho sus productos.

    Un saludo!

    "El genio es un diez por ciento de inspiración y un noventa por ciento de transpiración"

    #15256

    Yo solo tengo media posición. Al estar muy diversificado mis posiciones en extranjero son pequeñas. No meto 8k ni 10 ni 12.

    Parece que al estar tan bien gestionada y crecer en hoteles y abrir más costa cafés, el crecimiento no será exponencial, pero sí parece que tendrá crecimiento, pues cada hotel o costa les dará más beneficio, al margen claro de los costes de inversión.

     

    Si el per no es muy alto, parece más seguro que una blue chip de crecimiento estancada; o una a recuperarse si se recupera tipo pearson o engie o ericsson.

     

    Lo bueno es que es un sector poco representado en el ibex, a no ser que consideremos melia.

     

    Hoteles buenos a “buen precio” en uk no parece mal negocio. Un pais que atrae y atraerá turismo. Y cuando miro precios de hoteles alli son carisimos…

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #15273

    Lo que mas me convence es el tema de que es un sector que en España no existe practicamente, pero me da miedo el Brexit… quizás algún tipo de sanción, trabas…

    Pero bueno a un buen PER me subo seguro aunque sea con media posición esperandolas venir.

    "El genio es un diez por ciento de inspiración y un noventa por ciento de transpiración"

    #15276

    Casi la compré cuando estuvo a 3400 peniques o cerca, al final no la compré, yo he estado en los costas y son Cafeterias españolas de to la vida de dios, pero en inglaterra, tu me dirás a donde se va a expandir, yo no lo veo, en Francia quizás harán negocio porque vaya café que tienen más asqueroso…Lo digo habiendo estado en Inglaterra trabajando y vivido en Francia jejejeje, no se, a mi no me convenció, si me la juego al Café quizás sea mejor buscar otro tipo de empresa, alguna nueva que esté surgiendo con otra idea innovadora o quizás tirar directamente a Sturbucks, el negocio no es malo oye, quizás lo compre algún día pero me gustaría que fuera más barato jeje

    ¡He venido a hablar de mi libro! Sacudiendo los Mercados, disponible la versión física en Amazon.

    #15692

    http://seekingalpha.com/article/4056409-whitbread-good-entry-point-long-term-investor

    Elniño, las cafeterias son tipo starbucks tipo elegante relax juvenil… no son las españolas de toda la vida….. Por lo menos la de benidorm, la unica que ví.

    Hacer cafe mu mu malo… la verdad, es casi más dificil que hacerlo decente o bueno. Yo el que tomé ni salí volando de alegria ni me fui al baño directo. Vamos, no soy gourmet ni catador tampoco…. jeje.

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #15697

    Otro artículo anterior sobre Whitbread:

    http://www.thecompoundinvestor.com/whitbread-stock-growth-reasonable-price/

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #15705

    Hola

    a mi me gusta la empresa, también. Estoy por entrar si baja un pelín más. El análisis de El Dividendo me gustó.

    Un saludo

    VIS, ENA, REP, BME, ACS, REE, GAS, EBRO, MAP, ABE, TEF, CABK, BBVA, TEVA, WSM, TROW, PFE, WPC, IBM, PG, GE, NOV, HCP, CMP, LB, WFC, ENGI, DGE, UNA, YAR, ABI, VZ, HM-B, VAPX, MDIV, IUKD, ISPA, TRET, SPYW, EIDO

    #15708

    Parece se esta comportado muy estable. LLevo media posicion pequeña y no ha oscilado mucho. Ni cuando hay oticias del brexit.

    A ver el día 29.

    La rpd parece baja, creo, no? no llega al 3%.

    Saluds

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #15723

    El dividendo no es muy atractivo. Yo compré hace un par de semanas pensando más en el medio plazo que en el largo.

    #17646

    WHITBREAD presenta hoy resultados (buenos, y con expandsión fabrica café Costa)

    Baja un 6,75%. Amplío un poco mi posición con la libra a 0,85, al precio de 40,09 (4.009p)

    Aumenta el dividendo el 6%.

    https://www.whitbread.co.uk/media/news-press-releases/WHITBREAD-DELIVERS-ANOTHER-YEAR-OF-STRONG-SALES-AND-PROFIT-GROWTH.html

    Estoy enfocado en ampliar en uk en empresas defensivas y así lo he hecho úlitmamente: united utilities,imperial brands, glaxosmithkline, britvic…

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #17647

    WHITBREAD DELIVERS ANOTHER YEAR OF STRONG SALES AND PROFIT GROWTH
    25 APRIL 2017
    WHITBREAD DELIVERS ANOTHER YEAR OF STRONG SALES AND PROFIT GROWTH

    WHITBREAD PLC RESULTS FOR THE 52-WEEK FINANCIAL YEAR TO 2 MARCH 2017

    2016/17 was a 52-week year whereas 2015/16 was a 53-week year. In order to provide a clearer comparison, year-on-year growth relating to revenue, underlying profit and underlying earnings per share are shown on a 52-week comparative and a number of alternative performance measures are included in addition to the various statutory measures. For details see the notes section at the end of the document.
    Financial Results

    Group total sales growth of 8.2% and underlying profit before tax up 6.2% to £565.2 million
    Premier Inn total sales growth of 9.0%, and like for like sales2 up 2.3%
    Costa total sales growth of 10.7%, system sales up 12.7% and UK equity like for like sales2 up 2.0%
    Group return on capital3 of 15.2% (2015/16: 15.3%)
    Cash generated from operations of £860.1 million, which funded cash capital investment of £609.8 million and a proposed full year dividend up 6.0% to 95.80 pence

    Alison Brittain, Chief Executive, said:

    “Whitbread has had another year of strong growth and continued investment with total Group sales increasing 8.2% to £3.1 billion and underlying basic earnings per share increasing by 6.0%, demonstrating the strength of our core brands. Total basic earnings per share increased by 7.3%.

    In 2016/17 we made good progress in delivering on our three strategic priorities: to grow and innovate in our core UK businesses; to focus on our strengths to grow internationally; and to build the capability and infrastructure to support long-term growth.

    Premier Inn’s strong sales growth benefitted from the 3,816 gross new UK rooms we opened this year and the accelerated maturity of the c.9,000 rooms we have opened over the last two years. We delivered high customer satisfaction by leading the market on quality and value, achieved occupancy of over 80% with record levels of direct bookings at 94%, all of which supported our strong return on capital.

    Costa opened 255 net new stores worldwide and we continue to roll out our successful and fast growing Costa travel formats. Costa Express had a great year installing over 1,500 machines of which 248 were in international markets. We are innovating to drive our sales growth and are pleased with the investment we are making to introduce ‘finer’ coffee concepts, leveraging our new state of the art Roastery and delivering fresher food that our customers will enjoy later this year.

    Internationally, in Germany we grew our hotel pipeline to five hotels and our Frankfurt hotel received great guest feedback. We continue to have success with our profitable joint venture in the Middle East while our phased withdrawal from South East Asia is on plan. China remains an exciting platform of growth for Costa and we have a clear plan to enhance our business. We have launched five new concept stores, the results of which give us further confidence that we can capitalise on this market opportunity and grow to significant scale.

    During the year we continued to strengthen our capabilities to support our long-term, growth, including developing the senior team with a number of new hires and promotions. In November we announced a £150 million cost efficiency programme to help offset investment and sector cost pressures. We have made good progress this year in areas such as procurement, supplier consolidation and labour scheduling, which has helped maintain margins.

    In the year ahead we will continue to focus on organic growth and investing in our customer proposition. This, together with our efficiency programme and disciplined capital management gives us confidence in delivering another year of good progress, in line with overall expectations. Whilst we are only seven weeks into our new financial year Premier Inn has had a good start to the year and Costa has also seen positive like for like sales growth, although we remain cautious and expect a tougher consumer environment than last year.

    In the longer term we remain confident that, with our significant structural growth opportunities, the power of our brands and the investments we are making, we will continue to deliver strong returns and sustainable long-term growth for our shareholders”.
    Richard Baker, Chairman, said:

    “Whitbread is one of Britain’s longest established and most successful companies and celebrates 275 years in business this year. We are very aware of our responsibilities to ensure that this great British company continues to thrive and, as such, we are focused on driving growth while managing risk and demonstrating excellent corporate governance. We operate a conservative approach to the management of our balance sheet and this provides us with a solid base in turbulent and changing times. Our strong cash flow generation has enabled us to increase the full year dividend by 6.0% to 95.80 pence”.
    FOR FURTHER INFORMATION CONTACT
    Whitbread

    Nicholas Cadbury, Group Finance Director +44 (0) 20 7806 5491

    Anna Glover, Director of Communications +44 (0) 1582 844 244

    Joanne Russell, Director of Investor Relations +44 (0) 1582 888 633

    Tulchan

    David Allchurch + 44 (0) 20 7353 4200

    For photographs and videos, please visit the corporate media library: http://www.whitbreadimages.co.uk

    There will be a presentation for analysts at 9.30am in the Auditorium at Deutsche Bank, Winchester House,
    1 Great Winchester Street, EC2N 2DB London. There will also be a live webcast of the presentation at 9.30am which will be available on the investors’ section of the website at:
    http://www.whitbread.co.uk/investors/results-centre/index.html
    Click here to read the full press release

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #17649

    La mantengo en seguimiento. Creo que dará oportunidades cuando haya caídas en el mercado y es un buen sector para capear temporales. He estado a punto de comprar, en realidad es que un negocio de estos, cafeterías y hoteles no se encuentran en todas partes. Aquí el moat es la marca, tengo un poco de miedo a no saber si la marca seguirá dando ventaja siempre, me da un poco de yuyu que de un día para otro puedan dejar de estar de moda sus cafeterías y entonces no tenemos nada porque cafe hace cualquiera. Soy un poco miedoso, seguiré estudiándolo a ver si me decido a comprar.

    ¡He venido a hablar de mi libro! Sacudiendo los Mercados, disponible la versión física en Amazon.

    #17650

    ni tu ni yo creo que podamos saberlo.

    Por que algunien podría decir: han comprado con el rumor de buenos resultados y han vendiod con la noticia.

    No tenemos ni idea.

    TOTAL REVENUE      2016/17     2015/16

    3.106           2.921

    PROFIT                              562              546

    salvo mayor analisis, según Chowder esto es un beat on revenue y beat on profits. Buen sintoma de compra en tendencia demercado alcista. Hay que ver el guidance, pero no paran de abrir hoteles, Costas, han hecho una modernisima fabrica de café Costa:

    https://www.whitbread.co.uk/media/news-press-releases/New-38m-roastery-fires-up-Costa-growth-plans.html

    Costa opened 255 net new stores worldwide and we continue to roll out our successful and fast growing Costa travel formats. Costa Express had a great year installing over 1,500 machines of which 248 were in international markets. We are innovating to drive our sales growth and are pleased with the investment we are making to introduce ‘finer’ coffee concepts, leveraging our new state of the art Roastery and delivering fresher food that our customers will enjoy later this year.

    Internationally, in Germany we grew our hotel pipeline to five hotels and our Frankfurt hotel received great guest feedback. We continue to have success with our profitable joint venture in the Middle East while our phased withdrawal from South East Asia is on plan. China remains an exciting platform of growth for Costa and we have a clear plan to enhance our business. We have launched five new concept stores, the results of which give us further confidence that we can capitalise on this market opportunity and grow to significant scale.

    Nosotros solo tenemos que elegir. ¿Whitbread o CTT? Yo llevo algo de whitbread, pero me puedo equivocar.

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #17651

    UK’S FAVOURITE COFFEE BRAND QUADRUPLES ITS ROASTING CAPACITY TO MEET GROWING GLOBAL DEMAND
    Costa, the UK’s favourite coffee brand, turns on its new £38m roastery today (13 March) signalling a major milestone in the business’ expansion to serve an increasingly global customer base.

    The £38m new facility has more than quadrupled Costa’s roasting capacity from 11,000 tonnes of coffee per annum to 45,000 tonnes per annum, providing the platform for its national and global growth plans.

    Rapid growth in the UK and internationally has driven up demand for Costa’s famous coffee.  The new roastery is a response to that demand and will provide the infrastructure for sustained global expansion.

    Construction started in November 2015 on a specially chosen site in Basildon, Essex close to Tilbury Docks where its raw coffee beans are imported.

    Named Paradise Street, the new facility is one of Europe’s biggest coffee roasting facilities and covers 85,690 sq ft – or the equivalent of over 30 tennis courts – and will enable Costa to produce coffee for 2.1 billion cups of coffee per year.  It is expected to operate for the next 20-30 years.

    Dominic Paul, Managing Director of Costa, said: “Costa is growing rapidly as a global business and our new roastery will provide the platform for sustained international expansion as we continue inspiring the world to love great coffee.  Turning on our new roasting capacity is a landmark for the business.  It’s a statement of our ambition to grow and our passion for great coffee.”

    “Roasting here in Basildon keeps the UK at the centre of our growing global brand and enables us to build on everything we have learned from more than four decades of roasting in Lambeth.  Today is about quality, capacity, investing in the future and being true to our heritage – it’s about embracing our traditions whilst continuing to innovate and drive global growth.”

    As well as roasting to the same great quality and flavour, the new roastery is carefully designed to improve efficiency.

    Green coffee beans from Rainforest Alliance1 certified growers are shipped from coffee producing countries (“Coffee Belt”) to Tilbury Docks just 14 miles from the roastery – this is half the distance to the old Lambeth roastery meaning fewer road miles and much improved supply chain efficiency.

    Once the beans arrive, new production methods now allow us to receipt and storage of 24 tonnes of green coffee per hour – up from 6 tonnes at Lambeth.  Whilst roasting that coffee, state-of-the-art in-house processes will increase productivity by 25 per cent compared to the previous roastery.

    The new roastery also includes a new coffee academy to train 3,000 baristi per year, putting investment in people alongside investment in great coffee.  Expert barista service is central to the Costa brand and customer experience.

    Giorgio Fioravanti, Production Director, said:  “When we were designing the roastery we had to focus on the long term.  We are now able to produce 45,000 tonnes of coffee every year, with the future potential to expand to 60,000 tonnes.”

    “This excellent new facility will enable Costa to grow for decades to come, as we look to go from the UK’s favourite coffee brand to the world’s favourite.  The latest roasting technology we have here will help us to do that, slowly and carefully roasting every coffee bean to seal in the unique flavour of our coffee.”

    Paradise Street will also be one of the most sustainable industrial buildings in the world and the site will operate on a zero waste-to-landfill basis.

    On-site renewable energy generation will further reduce the building’s carbon footprint, with the roof hosting a 249kw solar PV system which will provide power for the roastery.  In tandem with the rainwater harvesting system, this will also generate hot water for the building.

    Already achieving BREEAM Outstanding (to latest standards) during its design stage assessment, the roastery is also shortlisted for the 2017 BREEAM Awards and aiming to receive a further ‘Outstanding’ certification at the final stage assessment.

    You can take a look inside the new roastery by viewing this video, which features interviews with Dominic Paul, Giorgio Fioravanti, and Gennaro Pelliccia, plus footage of the new facility.

    If you’d like to use the video in your reporting, please contact Emily Barnes on 020 7636 7366 to request a copy.

    High resolution images available on request

     

    Media contacts

    Emily Barnes or Michael Low at Camargue on 020 7636 7366 / ebarnes@camargue.uk / mlow@camargue.uk

    Notes to Editors

    1 Rainforest Alliance: Costa is the only coffee chain in the UK that only uses sustainably grown beans sourced from Rainforest Alliance Certified farms. Find out more at http://www.costa.co.uk/responsibility/rainforest-alliance/

    The design brief for the new roastery was to focus on quality and sustainability, ensuring that Costa’s high quality coffee standards were met but with the minimal environmental footprint, as Whitbread, Costa’s parent company, is targeting to reduce emissions by 15 per cent from its 2014/15 baseline by 2020.

    Costa is therefore investing in ensuring its new roastery meets the highest environmental standards, designing the facility to be ‘zero energy’* and is targeted to achieve BREEAM ‘outstanding’ accreditation**, making it one of the top 10 industrial facilities in Europe for sustainability.

    Contributing to its energy and water efficiency will be solar photovoltaic roof panels generating approximately 250 kW and a rainwater harvesting system for recycling and re-using water.  The building and the internal roasting equipment will also have a wide array of other sustainability features, drawing on lessons learned from Costa’s innovative Eco Pod coffee shop and wider environmental innovation across Whitbread and its Premier Inn business.

    * The ‘zero energy’ rating is for the building fabric only – the building will consume less energy than it creates through solar PV (ie for heating, cooling and lighting).  Internal equipment and plant are accredited separately.

    ** BREEAM (Building Research Establishment Environmental Assessment Methodology) is the world’s leading design and assessment method for sustainable buildings.   Find out more at http://www.breeam.org/

    About Costa

    Costa is the UK’s favourite coffee shop, having been awarded “Best Branded Coffee Shop Chain in the UK and Ireland” by Allegra Strategies for seven years running (2010, 2011, 2012, 2013, 2014, 2015 & December 2016).

    With over 2,000 coffee shops in the UK and more than 1,280 in 30 overseas markets, Costa is the fastest growing coffee shop business in the UK.  Founded in London by Italian brothers Sergio and Bruno Costa in 1971, Costa has become the UK’s favourite coffee shop chain and diversified into both the at-home and gourmet self-serve markets.

    Costa is committed to looking after coffee-growers. As part of our commitment to look after coffee farm communities we established The Costa Foundation, a registered charity. The Costa Foundation’s aims are to relieve poverty, advance education and the health and environment of coffee-growing communities around the world. So far, the Costa Foundation has funded 69 school building project to help improve the social and economic welfare of coffee-growing communities. The Costa Foundation has a target to build 100 schools by 2020. We also source 100% Rainforest Alliance Certified™ coffee and were the first coffee chain in the UK to use sustainably grown beans sourced from Rainforest Alliance Certified™ farms.

    Costa is committed to tackling the UK’s literacy challenge and is proud to be a signatory of the Vision for Literacy Business Pledge which started in 2016. In continuation of this commitment, and inspired by the Costa Book Awards and the ongoing work of the Costa Foundation, Costa launched its annual Reading Week in September 2016 in conjunction with over 500 schools across the UK.

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #17657

    Buena bajada se ha pegado hoy. Yo la llevo a 3900 pero más pensando en el medio plazo que en el largo.

    #17658

    el niño

    preguntaste antes que estaba descontando el mercado, aunque editaste luego.

    Te conteste que no sabemos.

    Si quieres ver opiniones, en ii se pueden encontrar, eso, opiniones (nos serviran para aclararnos algo más o para confundirnos más) :

    http://www.iii.co.uk/investment/detail?code=cotn:LSE:WTB&display=discussion

    copio algunas:

    Re: Finals
    Bill1703
    1
    “””One big issue is the growth of artisan coffee – smaller independent outlets are a bit more fashionable these days, which is denting growth prospects at Costa. The other is rise of Airbnb and its ilk, which is crimping growth at the Premier Inns hotel chain.”””

    Games – where did you get that comment? Elements of truth, of course, but only up to a point – both still pretty small issues for WTB, I would say.

    I’m with Uncle D… solid results, at least in line with expectations as far as I can see, and continuing progress in prospect with ongoing investment in the key brands.

    They point out that the consumer environment will be tougher this year – which is obvious to everyone, and they’d be foolish to expect otherwise – and they get their SP smacked, simply because they are the ones saying it today.
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    Neighbourhood Watch
    11:00
    Buy Re: Finals
    Uncle Doug
    2
    SP 3980? Oooh Missus – I’ll have some of those. Ha ha – usual market over reaction. No panic from me – seen it all before here with WTB. Decent progress, if not brilliant results, followed by sharp 7% drop in SP ? CEO just rightly cautious about Brexit. Shows the markets are a bit nervy so I expect lots of volatility across the board this year. Anyway, these will be back at £43 before long. What we need is a Screaming Buy button not a Strong Buy. Nice, simple way to make some dosh – mark my words.
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    Neighbourhood Watch
    08:52
    Re: Finals
    gamesinvestor

    “””The main threat must be if Brexit really does destroy the UK economy; but for now it looks a good safe place for my money. “”

    HB – I very much doubt any political aspect will do that. I’d be perhaps more concerned with the following statement :- similar to the trend for small brews is starting to have on mainstream production lager and beer which have bland tastes in comparison with all the new ideas.

    “””One big issue is the growth of artisan coffee – smaller independent outlets are a bit more fashionable these days, which is denting growth prospects at Costa. The other is rise of Airbnb and its ilk, which is crimping growth at the Premier Inns hotel chain.”””

    Games — WTB is certainly still strong, but LFL sales are falling off a bit.
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    Neighbourhood Watch
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    08:52
    Re: Finals
    gamesinvestor
    1
    “””The main threat must be if Brexit really does destroy the UK economy; but for now it looks a good safe place for my money. “”

    HB – I very much doubt any political aspect will do that. I’d be perhaps more concerned with the following statement :- similar to the trend for small brews is starting to have on mainstream production lager and beer which have bland tastes in comparison with all the new ideas.

    “””One big issue is the growth of artisan coffee – smaller independent outlets are a bit more fashionable these days, which is denting growth prospects at Costa. The other is rise of Airbnb and its ilk, which is crimping growth at the Premier Inns hotel chain.”””

    Games — WTB is certainly still strong, but LFL sales are falling off a bit.
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    Neighbourhood Watch
    07:59
    Hold Finals
    Hardboy
    1
    Just had a very quick skip through them.

    Good steady progress with plenty of potential for growth. With a PE of 17.5 & well covered yield of 2.2% it’s probably fairly priced; but the potential for growth means there could be plenty more to come. Dividend growth of 6% a year handsomely beats inflation too.

    Pension Deficit seems to have grown significantly – I’ll have a closer look at that, but that seemed to be the only obvious negative.

    The main threat must be if Brexit really does destroy the UK economy; but for now it looks a good safe place for my money.
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    Neighbourhood Watch
    New £5 frequent trader rate – trade UK shares, investment trusts and ETFs
    Sat 21:12
    Re: Brexit will kill off Costa Cofee
    numberbiter
    1
    I don’t think many on this BB understand what is going on. Under current immigration rules, only those with a job to go to and earning a minimum wage/salary are allowed in. Those being paid the minimum wage or close to the minimum wage working at Costa or (for example) picking fruit will not be earning enough to qualify. We then have a lot of foreign carers on low wages and, for that matter, many NHS nurses who will not quakify.

    But it is not the immigration rules that are the main worry; we have developed a ‘Little Britain’ mentality where foreigners are not welcome. So all the foreign nurses who are trained abroad may not wish to come here because they feel they are not welcome.

    The way some people go on is to assume we can waltz into Europe and elsewhere and trawl whoever we want, because somehow we are superior. Life is not like that.

    Any sensible government would have said that any EU citizen here before the referendum will be allowed to stay after Brexit; people should not be used as bargaining chips. Our quarrel is with Brussels, not ordinary people.

    As for unemployed British citizens serving coffee when all the foreigners have gone, dream on; they simply don’t exist. Most Brits will not get out of bed for the minimum wage. Costa will have to increase wage rates, which means higher coffee prices or lower profits.
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    Neighbourhood Watch
    Tue 18:37
    Costa new roastery
    Kool Keith

    http://www.thisismoney.co.uk/money/news/article-4405582/Tour-new-Costa-coffee-roastery-secrets-success.html
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    Neighbourhood Watch
    15-04-17
    Re: Perks.
    Kool Keith

    No, depends on broker but I get mine via iii no problem.

    Only used the costa part of the perk so far…..
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    Neighbourhood Watch
    Trade this long or short with an interactive markets spread betting or CFD account.
    15-04-17
    Perks.
    Ripley94
    1
    Just read about the share Perks , would you have to hold in cert form ?
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    Neighbourhood Watch
    14-04-17
    Re: Bucking the trend at Starbucks
    Hardboy
    4
    “Starbucks has blamed Brexit and a slowing economy for a dive in UK profits”

    Or could it be the possibility of paying taxes on the declared profit?

    "Atrévete a Vivir la Vida que has Imaginado" Henry James

    #17660

    Se algo de hostelería y por eso decía en su momento lo de cafeterías de toda la vida, y da la casualidad que la primera opinión es algo parecido, dice que están saliendo pequeños competidores que les copian el toque moderno, porque no nos olvidemos que el negocio es vender café, mucho café jejeje.

    Vamos a ver Costa que ventaja competitiva tiene:

    Pat Dorsey .The four kinds of economic moats that we look for when we analyze businesses are:

    Intangible Assets—-> Aquí esta la fortaleza de Costa, Starbucks es muy fuerte aquí, pero porque es el café de los ricos ¿quién va a beber un café realmente en Starbucks? Ese es su negocio. En Costa no lo veo tan claro, veo más una cafetería hecha franquicia, bien hecha, pero sin una diferenciación clara hacia un cliente, a ver si lo analizo más a fondo y lo entiendo.
    Customer Switching Costs—> nada , esto es nulo no existe aquí
    The Network Effect—>este no existe tampoco
    Cost Advantages—-> Aquí no tiene mucho sentido, porque la clave del negocio no es vender el café barato ni ahorrar costes, es que el café sea premium.

    La parte de los Hoteles Premier Inn. no la he analizado pero si sabes algo de esta parte del negocio estaría interesante porque en ese punto si que puede que esté realmente el negocio bueno de Whitebread y no en Costa

     

    Que conste que parto de que es un buen negocio, no es malo, todo esto que han montado lo han hecho muy bien y son buena empresa, lo que intento discernir es si es realmente una joya que está a muy buen precio o es un negocio como otro cualquiera cotizando a ratios normales.

    ¡He venido a hablar de mi libro! Sacudiendo los Mercados, disponible la versión física en Amazon.

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