Matrix Capital Markets Group, Inc.’s Post

B&M European Value Retail SA (LSE:BME) promised shareholders a 20p special dividend after disclosing strong Christmas #trading. The retailer said in the 13 weeks to 23 December 2023, revenue grew 5.0% year on year to £1.65 billion, with year-to-date revenue rising 8.1% to £4.19 billion on a constant currency basis. Including the week to 30 December, B&M UK like-for-like revenue growth was 1.2% in what it called “a strong quarter given prior year comparatives”, with performance driven by positive transaction numbers. Alex Russo, chief executive, said: “The performance across the Golden Quarter has been pleasing, with strong operational execution across the three businesses.” B&M Retail reiterated guidance for adjusted EBITDA within its target range of £620- £630 million for the financial year, up from £573 million the year before.  More at #Proactive #ProactiveInvestors #LSE #BME http://ow.ly/HN1u1058gb9

While #Consumer and #Retail deal activity remained muted in Q2, there are #SparksofInterest that point toward enhanced activity from this point in the cycle. Click below to dive deeper into the recent trends with our quarterly update report! https://lnkd.in/e7YwcqQW

The results from #Tesco points to a theme I have been mentioning for the past 18 months or more namely that one of the long term effects of the significant price increases we have seen is a potential permanent boost to company margins across certain sectors. That is because price increases tend to be permanent in nature but that input costs tend to be more cyclical and should abate from what have been abnormally high levels. If that’s correct, that has a whole range of implications (not least for valuations, share prices etc) but, for #advertising, it should be a plus - part from a general sense because corporate profitability remains healthy, part specifically because companies spend on advertising to drive volume while protecting price gains. As usual, this is not investment advice.

Why are so many retail promotions wasteful? Our latest article looks at how well-planned, well-executed promotions can play a critical role in retailers’ overall value strategy by helping them effectively communicate their value proposition and shape consumer perceptions. Read more here: https://on.bcg.com/3PpJ0mN For further insights on smarter promotions, pre-order your copy of Game Changer, the new book from BCG’s Pricing Practice: https://on.bcg.com/3Z5JlOL #GameChangerBCG #Pricing #StrategicPricing #PricingStrategy #BCGonPricing

According to a press release dated September 28, 2023, Pepco expects underlying EBITDA for FY23 (IFRS 16) to be around €750 million (FY22 EBITDA: €731 million). Expected revenues in August were lower than expected, and deteriorated in September with negative sales growth📉. The Group announced immediate and decisive steps to reorient the Group's management structure, recognizing the current poor performance and difficult consumer trends. The Group has also appointed a new Group Executive Committee to conduct a Group-wide strategy review to place greater emphasis on costs and initiatives that can generate adequate returns in the near term, accelerate the transformation into a single company, and refocus on core markets. Today we present the valuation of Pepco, prepared by companyvalueradar.com 🕵🏻🔴🔷 Pepco is a multi-format, pan-European retail chain offering customers a wide range of products from home furnishings to clothing to necessities including groceries and drugstore products. The Group debuted on the Warsaw Stock Exchange in 2021 👕🏢. #valuation #business #retail #stores

Robinsons Retail Holdings reported core net earnings of P1.2 billion, up 8.5% from the previous year. Core net earnings exclude foreign exchange gains and losses, interest income from bonds, equity in earnings from associates, interest expense related to the acquisition financing of Bank of the Philippine Islands (BPI) shares, BPI cash dividends, a one-time gain from the BPI-Robinsons Bank merger, and others. #manufacturing #insurance #banking #bonds #stockmarket #stocks #finance #Business #Corporation #Entrepreneur #Philippines #Financial #Invest #Investment #investingtips

Legacy pricing structures and unconditional trade terms… sound familiar? 😖 Trade terms are far too often disconnected from manufacturers' market, channel and portfolio strategy. Price increases over the past couple of years have made this even more complex and challenging to manage, and retailers will make you feel crazy for even approaching the topic... 🙅♂️ ...yet such a high proportion of investment sits in this area of the P&L that it can't be ignored if you want to provide a foundation for long-term profitable growth 🌱 Acumen work with consumer brands to realign their pricing and investment structures to reduce pricing risk, improve ROI on investment with retail customers and drive profitable growth 📈 If you haven't looked at your pricing structure and trade terms in anger in the past five years, now's the time. Discover how your business can implement a framework and platform that drives future growth: https://lnkd.in/eQARhf-r #fmcg #cpg #tradeterms #pricing #retail #revenuemanagement #acumen

Why are so many retail promotions wasteful? Our latest article looks at how well-planned, well-executed promotions can play a critical role in retailers’ overall value strategy by helping them effectively communicate their value proposition and shape consumer perceptions. Read more here: https://on.bcg.com/3PpJ0mN For further insights on smarter promotions, pre-order your copy of Game Changer, the new book from BCG’s Pricing Practice: https://on.bcg.com/44VkFts #GameChangerBCG #Pricing #StrategicPricing #PricingStrategy #BCGonPricing

The OFS opens on September 21 for non-retail investors and on September 22 for retail investors

3i Group plc (LSE:III) shares have been one of the best on the #FTSE100 this year and analysts at RBC Capital Markets said they still see good value. The #shares are up over 70% this year, over 200% over five years and 900% over the decade, a compound annual growth of 18% over those 10 years, with a total shareholder return of at least 10% for nine of the last 11 years. "A significant proportion of this has been driven by Action, and we don't foresee a change near-term," said analyst Manjari Dhar at RBC, initiating coverage of the #investment trust. He expects growth in the discount sector plus a "strong and proven" store expansion strategy to drive multiyear growth for the Benelux non-food discount retailer, which represents around half the size of 3i's portfolio. More at #Proactive #ProactiveInvestors #LSE #III #3iGroup #3i http://ow.ly/LxKN1054WqU