FTSE 100 Tshuag ABF nce raws li Primark Profits Rocket 136% Xyoo Ib Xyoo

Associated British Foods 'sib koom tus nqi tau nce rau hnub Tuesday tom qab kev tso tawm ntawm kev lees paub cov lej lag luam puv xyoo. Ntawm £ 14.60 ib feem nws tau dhau los 2% siab dua nyob rau hnub.

ABF - tus xa khoom ntawm cov khoom noj thiab cov khoom xyaw thiab tus tswv ntawm Primark pob nyiaj zam saw - hais tias cov nyiaj tau los tau nce 22% hauv 12 lub hlis txog rau lub Cuaj Hli. Kev muag khoom tuaj ntawm qhov ntxoov ntxoo hauv qab £ 17 billion rau lub sijhawm.

Raws li qhov tshwm sim, kho cov nyiaj ua ntej se tau nce 49% xyoo-rau-xyoo, mus rau £ 1.36 billion. Kho cov txiaj ntsig kev khiav hauj lwm tau nce 42% ntawm £ 1.44 billion.

Cov txiaj ntsig nce thoob plaws Pawg Thawj Coj

Cov nqi qab zib siab tau pab txhawb cov nyiaj tau los ntawm ABF Cov Khoom Qab Zib faib 22% siab dua xyoo tas los, thaum cov khoom lag luam ntawm nws cov khoom faib tau nce 21% tom qab qhov kawg ntawm Covid-19 kev kaw haujlwm.

Tus nqi nce ntawm cov khoom noj nrov xws li Jordans noj tshais cereals thiab Silver Spoon qab zib tau pab nyiaj tau los ntawm nws cov khoom noj khoom haus nce 4% hauv nyiaj txiag 2022. Meanwhile, tus nqi pub ntau dua thawb muag ntawm nws qhov kev faib ua liaj ua teb 12% siab dua.

Primark ci dua

Tab sis ib zaug ntxiv Association British Foods 'Retail division nyiag lub yeeb yam. Cov nyiaj tau los ntawm no leapt 38% xyoo rau xyoo rau £ 7.7 billion. Qhov no yog vim "kev nce ntxiv hauv cov neeg siv khoom poob qis thiab kev muag khoom ceev raws li kev lag luam tawm los ntawm kev sib kis," lub tuam txhab tau hais.

Kho cov txiaj ntsig kev khiav hauj lwm ntawm Primark tau txhim kho mus rau 9.8% xyoo tas los los ntawm 7.4% yav dhau los. Qhov no tau pab kho cov txiaj ntsig kev khiav hauj lwm dhia 136% xyoo rau xyoo rau £ 756 lab.

Primark tam sim no suav txog 53% ntawm pab pawg ua haujlwm tau nyiaj.

Hauv tebchaws Askiv, zoo li kev muag khoom thiab kev sib koom ua lag luam ntawm nws cov lag luam muag khoom yog "tam sim no dav dav raws li qib ua ntej-Covid," ABF tau hais. Tab sis nws tau hais ntxiv tias kev ceev faj cov neeg siv khoom xav hauv Continental Europe txhais tau tias zoo li kev muag khoom zoo li tau nqis los ntawm ib xyoos dhau los.

Cov Nqi Muag Khoom Yuav Tsum Khov

Nws cov txiaj ntsig tau zoo tag nrho hauv xyoo tau txhawb nqa ABF los tsim ib qho kev faib nyiaj rov qab ntawm £ 500m. Nws kuj tau xaiv tsa cov nyiaj faib tawm puv xyoo 8% rau 43.7p ib feem.

Rau xyoo tam sim no thiab dhau mus, tus thawj coj George Weston tau tawm tswv yim tias "tus nqi tseem ceeb thiab kev hloov pauv hloov pauv yuav yog qhov kev sib tw tseem ceeb tshaj plaws nyob rau xyoo tshiab nyiaj txiag, thiab peb cov lag luam yuav txuas ntxiv nrhiav kom rov qab tau cov nqi siab dua no hauv txoj kev tsim nyog tshaj. ”

Weston tau hais tias nws qhov kev faib Primark tab tom ntsib "cov tswv yim tseem ceeb ntawm kev nce nqi thiab kev hloov pauv pauv pauv nyiaj nce siab." Tab sis nws hais ntxiv tias lub tuam txhab npaj yuav tuav cov nqi khoom ruaj khov mus txog rau thaum xaus rau lub caij ntuj sov tom ntej.

Raws li qhov tshwm sim ABF tau hais tias "peb cia siab tias Primark qhov kev hloov pauv nyiaj tau los rau xyoo tom ntej yuav qis dua 8%. Nws tau hais ntxiv tias "peb tseem tsom mus rau kev rov qab mus rau kev hloov pauv nyiaj tau los ntawm qee qhov 10% raws li cov khoom lag luam tus nqi nruab nrab thiab cov neeg siv khoom ntseeg siab txhim kho."

Cov kws tshuaj ntsuam hais li cas

Neil Shah, tus thawj coj ntawm cov ntsiab lus thiab lub tswv yim ntawm Edison Group, tau hais tias ABF "tseem ntsib cov teeb meem tseem ceeb ntawm kev nqis peev nyiaj txiag."

Nws tau hais tias Primark tus qauv kev lag luam "yuav muaj kev ntxhov siab ntau ntxiv thaum pab pawg tau sim zam kom tsis txhob nce tus nqi thaum muaj peev xwm tiv thaiv kev nce nqi nkag thiab ib puag ncig kev lag luam nyuaj."

Shah tau hais ntxiv tias "nws yuav nyuaj rau pab pawg kom zam dhau qhov cuam tshuam uas qhov teebmeem kev noj qab haus huv yuav muaj rau cov haujlwm rau yav tom ntej."

Sophie Lund-Yates, tus kws tshuaj xyuas kev ncaj ncees ntawm Hargreaves Lansdown, tau hais tias ua kom tus nqi nyob ruaj khov "yog ib feem tseem ceeb ntawm pab pawg muaj peev xwm ua kom cov neeg siv khoom los ntawm lub qhov rooj."

Nws tau sau tseg tias "tsis yog lub npe pheej yig ntawm txoj kev siab, Primark poob yuav luag tag nrho nws lub zog sib tham ... [nws] paub zoo tias kev thawb tus nqi mus deb yuav ua tsis muaj dab tsi tab sis tsis ua rau nws cov neeg siv khoom tseem ceeb."

Hais txog ABF tag nrho, Lund-Yates tau hais tias "kev sib xyaw ua ke ntawm cov khoom noj thiab cov khoom xyaw ua lag luam muaj kev sib txawv ntawm lwm txoj kev loj loj tuaj yeem npau suav ntawm. Txawm hais tias tus nqi toj roob hauv pes rau cov kev faib tawm no yog qhov nyuaj heev, raws li lub sijhawm ntev ntawm kev cushioning, lawv yuav tsis raug khob. "