62 results in the archive - showing page 1 of 3

Nestle's 2015 results and 2016 outlook - what the analysts say 18 Feb 2016

Column: What the analysts say

Nestle's shares fell today (18 February) after the world's largest food maker missed analyst expectations on sales and trading operating profit - and disappointed with its guidance for this year. Here's a flavour of how analysts have viewed the KitKat-to-Maggi owner's numbers.


What the analysts say: Danone lifted by sales beat, concerns linger 15 Apr 2015

Column: What the analysts say

Shares in Danone edged up in Paris today, reflecting a cautiously optimistic response from the market and the hope the French group could finally have come to grips with some of the challenges that weighed in 2014. However, the verdict on Danone's fresh dairy business was mixed and concern over the struggling unit lingers.


What the analysts say: Nestle's solid finish to 2014 19 Feb 2015

Column: What the analysts say

Nestle revealed today (19 February) that full-year earnings rose on one-time gains and improved margins. Net sales were down due to the impact of currency exchange but the company booked organic sales growth of 4.5%. The sales performance met consensus expectations but came in below the "Nestle Model" that targets organic growth of 5-6% in the medium term. Shares in the Swiss food giant remained relatively flat this morning, reflecting the market's lukewarm response to Nestle's outlook - with sales expected to grow by "around 5%" in 2015 - and concerns over currency exchange.


What the analysts say: Unilever's mixed 2014 20 Jan 2015

Column: What the analysts say

Unilever today (20 January) reported sales that came in below expectations. The company's top line has been hit by macroeconomic factors, particularly in emerging markets, as well as ongoing category decline in margarine. However, a focus on productivity enabled the group to accelerate margin expansion during a period of higher input costs for raw materials such as dairy and chocolate. The City's response has been as mixed as Unilever's performance.


What the analysts say: City reacts to Tesco's profit error 22 Sep 2014

Column: What the analysts say

Tesco seems to be lurching from one bad news story to another. The UK retailer today (22 September) admitted it had over-stated half-year profits by GBP250m. The timing of the accounting of payments between Tesco and suppliers is said to be a central factor. Four executives have been asked to go on leave while the retailer investigates. Tesco's shares, unsurprisingly, tumbled this morning.


What the analysts say: Nestle H1 cheers market 7 Aug 2014

Column: What the analysts say

Shares in Nestle closed up today (7 August) after the world's largest food maker reported underlying sales that beat analyst expectations. Nestle's stock would have been helped by news of a share buyback but analysts were broadly positive about the company's performance.


What the analysts say - City sees signs of hope in Unilever's spreads 24 Apr 2014

Column: What the analysts say

Unilever today (24 April) reported first-quarter underlying sales ahead of the market's expectations. Shares in the consumer goods giant closed down, perhaps amid concerns foreign exchange would have on the company's top line. However, drilling down into the results, the City found reasons to be positive about Unilever's ice cream - and recently maligned - spreads businesses.


What the analysts say: Has Tesco hit rock bottom? 16 Apr 2014

Column: What the analysts say

Tesco reported a disappointing set of full-year numbers with both sales and profits falling this morning (14 April). The UK retail behemoth has faced declining consumer spending and a battle to make its big-box stores relevant. But has the company hit the bottom of its downward curve and will the group's 2014 performance improve? Here is what the City had to say about Tesco's performance.


What the analysts say: The verdict on Morrisons' strategic overhaul 13 Mar 2014

Column: What the analysts say

Morrisons reported a full-year loss of GBP176m (US$293.6m) and further deterioration of like-for-like sales today (13 March). Management this morning set out a new strategic course for the group, which includes a GBP1bn price investment over the next three years. While next year's profits are expected to drop, the company believes the investment can be funded through a cost-saving drive in the medium-term. However, with concern over margins and competitive pressures, opinion remains divided over the prospects for the beleaguered grocer.


What the analysts say: 2013 pleases market but Carrefour faces work in 2014 5 Mar 2014

Column: What the analysts say

Carrefour's 2013 results came in above market expectations, with analysts praising the French retail giant's work in recent years, particularly in its domestic market. Signs of an improvement in Spain were also welcomed. However, there is concern Carrefour's management, part-way through a turnaround of the business, has some tough tasks ahead.


What the analysts say - Ahold faces challenges 28 Feb 2014

Column: What the analysts say

Ahold's shares rose yesterday after the retail giant's fourth-quarter margins beat market forecasts. However, some analysts believe the Dutch grocer faces challenges at home and in its biggest overseas market, the US.


What the analysts say: Danone's 2014 outlook provides some cheer 20 Feb 2014

Column: What the analysts say

Danone booked a drop in 2013 earnings today (20 February) as margins were dented by higher input costs in fresh dairy. However, the group said it is taking action to stabilise margins - prompting analysts to largely conclude that the worst could be over for the French dairy giant.


What the analysts say: Nestle's 2013 performance 13 Feb 2014

Column: What the analysts say

Nestle booked a mixed set of full-year numbers today (13 February). The world's largest food group saw a drop in operating profit due to the cost of disposals and issued a cautious outlook for 2014. However, trading operating profit was up on improved margins and the company was able to shrug off some of the weakness it saw in the first half of the year. Analyst reactions have been equally mixed.


What the analysts say: Morrisons stuns City with tumbling sales 9 Jan 2014

Column: What the analysts say

Morrisons' unscheduled Christmas trading update surprised the City this morning in more ways than one. Like-for-like sales fell almost 6%, under-performing its rivals by some distance. The decline was evidence the impact the growth of discounters Aldi and Lidl is having the UK's fourth-largest grocer.


What the analysts say: Tesco again faces questions in City 9 Jan 2014

Column: What the analysts say

Tesco this morning (9 January) revealed a disappointing drop in like-for-like sales over Christmas and New Year. The retailer attributed the decline in sales to "further weakness in the UK grocery market" and having a "tougher comparative" versus last year. The results had a negative impact on share recommendations, although some analysts highlighted areas for optimism, including Tesco's work online.


What the analysts say: Tesco's weak performance leaves market divided 4 Dec 2013

Column: What the analysts say

The disappointing third-quarter top-line performance reported this morning (4 December) by Tesco has left analysts divided over the group's strategy. Tesco has cut capital expenditure on new stores and is instead investing in refurbishments and multichannel growth. Management has insisted the strategy will simply take time to deliver results. But, with the clock ticking, another set of weak numbers has raised questions over whether Tesco's investment focus will pay off. Here is the view from the City.


What the analysts say - Greencore full-year earnings grow 26 Nov 2013

Column: What the analysts say

Greencore this morning (26 November) revealed an increase in annual earnings and sales. The convenience food group said it enters its new financial year with "good momentum", despite operating in a "weak" consumer environment. Analysts offered a relatively optimistic review of the results.


What the analysts say - Ahold Q3 and Slovakia exit 14 Nov 2013

Column: What the analysts say

Ahold shares dropped today (14 Novermber) after the Netherlands-based retailer warned its domestic market share is coming under pressure. However, a number of positives also came out of the financial update, including the announcement of a EUR1bn payout to shareholders and news that the group will exit Slovakia. Here is what the markets had to say about Ahold's mixed third-quarter news.


What the analysts say - Sainsbury's H1 13 Nov 2013

Column: What the analysts say

Sainsbury's shares rose today (13 November) after it reported improved half-year profits, its highest market share in a decade and upped its margin forecast for the year. It also increased its dividend. City analysts said Sainsbury's performance was strong.


What the analysts say - Unilever and emerging markets slowdown 1 Oct 2013

Column: What the analysts say

Shares in Unilever fell this morning (1 October) in reaction to the consumer goods giant issuing a sales warning for the third quarter - on the back of a slowdown in emerging markets. City analysts said it was a blow for Unilever. However, some were more concerned about the company's performance in developed markets - and insisted emerging markets, in the long term, still present potential for FMCG companies.


What the analysts say: Analysts offer mixed view of Ocado's H1 3 Jul 2013

Column: What the analysts say

UK online retailer Ocado saw its share price fall as the group reported a first-half loss despite increasing sales. CEO Tim Steiner said it had been an "extremely busy" first half of the year and said the company remains "well placed" to take advantage of the" accelerating structural changes in the industry". Analysts offered a mixed view of the results.


What the analysts say: Sainsbury's Q1 12 Jun 2013

Column: What the analysts say

Sainsbury's has booked another quarter of like-for-like sales gains - bucking the downward trends in the wider UK grocery market and outperforming its peers. However, LFL growth has slowed significantly and management has sounded a downbeat note on the consumer outlook. Here is the City's take on Sainsbury's first quarter results.


What the analysts say: Greencore reports "solid" H1 results 21 May 2013

Column: What the analysts say

Convenience food group Greencore this morning (21 May) booked an increase in first-half earnings but warned about "tough" UK market conditions for the remainder of the year. Analysts offered an overall positive view of the results, despite the cautious outlook by the group.


What the analysts say: UK meat group Cranswick reports "positive" FY 20 May 2013

Column: What the analysts say

UK pork group Cranswick this morning (20 April) booked an increase in adjusted annual earnings and in sales. Profits exceeded analysts' expectations. Overall, analysts offered a positive review of the results.


What the analysts say: Morrisons Q1 9 May 2013

Column: What the analysts say

Morrisons has seen sales continue to decline at a faster rate than its rivals in the first quarter of the year. However, the company has a number of initiatives in the pipeline - significantly its plans to launch online and expand in convenience - that are frequently cited as offering a longer term upside. Here is how the City responded to Morrisons revenue performance.


What the analysts say - Delhaize CEO departure, Q1 results 8 May 2013

Column: What the analysts say

In two separate announcements this morning (8 May), Belgian retailer Delhaize Group revealed its CEO Pierre-Olivier Beckers is to retire at the end of the year and that it had returned to profit in the first quarter. Analysts gave a mixed view of the announcements.


What the analysts say - City reflects on "sound" year for Sainsbury's 8 May 2013

Column: What the analysts say

The UK's third-largest grocer reported solid annual results today (8 May), a year in which profits grew and it gained market share. Analysts largely welcomed the results.


What the analysts say - Unilever Q1 misses analyst estimates 25 Apr 2013

Column: What the analysts say

Anglo-Dutch consumer goods giant Unilever this morning (25 April) saw its share price fall as weakness in its spreads division held back an otherwise "solid" first-quarter performance. The underlying sales increase came in below analyst forecasts who gave a relatively mixed view of the results.


What the analysts say - Grocery as expected at ABF 23 Apr 2013

Column: What the analysts say

Beyond the continued growth of Associated British Foods' discount clothing chain Primark, the UK-based group's grocery business generally met expectations in the first half of the year.


What the analysts say - a "solid" Q1 for Premier Foods 23 Apr 2013

Column: What the analysts say

Premier Foods plc this morning (23 April) saw its share price climb as it revealed an increase in group sales in the first quarter. The Hovis maker said its cost savings plan was on-track and that it has the right strategies in place to make further progress this year. CEO Gavin Darby outlined three areas in the business where he felt complexities could be taken out. Here, analysts give their views on today's sales update.

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