Coverage stock updates
Don’t forget, amongst the various features and valuation tools within the GrowthRater WebApp are regular commentary updates. Last month’s include the below:
Recent comment updates
| Date | Company | Event |
|---|---|---|
| 11/11/2025 | Informa | YTD (10mth IMS) FY25 update: Still an awful lot of portfolio rotation just to restore a pre-C19 ROIC of <8%! |
| 11/11/2025 | Vodafone Group | H1 FY26 update: Superficially attractive until one sees the true underlying growth and where this comes from |
| 11/11/2025 | DCC Plc | H1 FY26 update: Plenty of portfolio changes and restatements, but still pretty dull |
| 11/11/2025 | Warner Bros. Discovery Inc | Q3 FY25 update: Musical chairs again to try and hide the dead-weight legacy TV operation |
| 07/11/2025 | Rightmove | AI investment guidance update: Margin sacrifice to develop additional products & service - rental licence tools for Reeves perhaps? |
| 06/11/2025 | Diageo | Q1 FY26 IMS (sales) update: US tequila hangover and soft China demand, but of greater concern for growth is that Gen Z aren't 'drinkers' |
| 06/11/2025 | BT Group | H1 FY26 update: Approaching CapEx cyclical peak - what then? |
| 06/11/2025 | Air Products and Chemicals, Inc | Q4 FY25 update: The dangers of relying on ‘green energy’ and fickle political winds! |
| 06/11/2025 | Rational AG | Q3 FY25 update: more interesting with easing tariff headwinds |
| 06/11/2025 | ITV | Q3 FY25 IMS (sales) update: Managed decline |
| 06/11/2025 | Air France | Q3 FY25 update: Ransomware - Governments & airports hijack fuel price benefits |
| 06/11/2025 | Middleby Corp | Q3 FY25 update: Flipping the stript from failed acquistions, to dismemberment - confused! |
| 06/11/2025 | DuPont de Nemours Inc | Q3 FY25 update: For all the portfolio changes, we're left with a +LSD organic sales trajectory and an indeterminant FCF conversion! |
| 04/11/2025 | Domino's Pizza | Q3 FY25 IMS (sales) update: a maturing business model, notwithstanding the halal chicken (wings excepted!) |
| 04/11/2025 | bioMerieux SA | Q3 FY25 IMS (sales) update: Another revenue miss & guidance trim - hopefully not habit forming! |
| 03/11/2025 | Eastman Chemical Co | Q3 FY25 update: Perhaps approaching the trading bottom, albeit with limited immediate recovery appeal |
| 03/11/2025 | Ryanair Holdings | Q2 FY26 update: Competitive edge, albeit assuming Govt induced headwinds are evenly applied! |
| 31/10/2025 | WW Grainger Inc | Q3 FY25 update: AI investment heralding an industry consolidation? |
| 31/10/2025 | Apple Inc. | Q4 FY25 update: Brushing aside tariff headwinds, while projecting an improving sales trajectory into the seasonally heavy Q1 |
| 30/10/2025 | MonotaRO Co Ltd | Q3 FY25 update: Little immediate change, but Intl expansion and AI CapEx challenges remain |
| 27/10/2025 | Goodwin plc | Comment to follow |
| 23/10/2025 | Unilever NV | Q3 FY25 IMS (sales) update: Recovering APAC sales in Q3, but will this be sustained as US/China trade tensions flare up again? |
| 23/10/2025 | Ford Motor Co | Q3 FY25 update: 'Drill baby drill' boon for America's favorite gas guzzler manufacturers |
| 23/10/2025 | Rentokil Initial | Q3 FY25 IMS (sales) update: Relief rally at passing the nadir, finally! |
| 23/10/2025 | Rentokil Initial (ADS) | Q3 FY25 IMS (sales) update: Relief rally at passing the nadir, finally! |
| 23/10/2025 | Renault | Q3 FY25 IMS update: Initial rebound after Q2 squeeze, albeit longer term structural challenges for the sector remain |
| 22/10/2025 | AT&T | Q3 FY25 update: So what happens when Starlink connects directly to mobiles in a couple of years? |
| 22/10/2025 | Akzo Nobel | Q3 FY25 update: Tariff resolutions have yet to permeate thru to demand, at least for EU net zero casualties! |
| 21/10/2025 | L'Oreal SA | Q3 FY25 update: Recent US/China tariff fare up ought to caution investors running too strongly with the recovery narrative |
| 21/10/2025 | General Motors Co | Q3 FY25 update: Signs of bottoming out, albeit still politically sensitive |
| 21/10/2025 | The Coca-Cola Co | Q3 FY24 update: As always, looks better on CER than actual FX and FCF! |
| 21/10/2025 | Omnicom Group Inc | Q3 FY25 update: Stable revenue trajetory + potential merger synergies, but in an increasingly structurally challenged industry |
| 21/10/2025 | BUNZL PLC | Q3 FY25 IMS (sales) update: On track, but more was hoped for |
| 17/10/2025 | Reliance Industries Ltd | Q2 FY26 update: Solid Q2, albeit flattered by cycling a particularly weal comparative and benefitting from a 'festive' boost this year |
| 16/10/2025 | DocMorris AG | Q3 FY25 IMS (sales) update: Belatedly getting into the race, but still well < critical mass in Rx |
| 16/10/2025 | Sartorius AG | Q3 FY25 update: relief rally on a better Q3 and hopes that the worst may now be over |
| 16/10/2025 | Lagardere SCA | Q3 FY25 IMS (sales) update: Still a low growth proposition, despite the corporate re-packaging |
| 16/10/2025 | Canal+ SA | Q3 FY25 IMS (sales) update: Not a compelling growth vehicle |
| 16/10/2025 | Whitbread PLC | H1 FY26 update: It's only going to get worse, except of course for Govt funded migrant hotels under Labour! |
| 16/10/2025 | Nestle | Q3 IMS FY25 IMS (sales) update: Firming volumes, notwithstanding price increases to offset feedstock cost inflation |
| 15/10/2025 | LVMH Moet Hennessy Louis Vuitton SE | Q3 FY25 IMS (sales) update: Asia stabilising after the dire Q2, albeit Friday's US/China trade spat highlights the ongoing risks |
| 14/10/2025 | Havas NV | Q3 FY25 update: Unbundling a generation's worth of parochial French conglomorate building |
| 14/10/2025 | Reach | Q3 FY25 IMS (sales) update: Managed decline |
| 14/10/2025 | Publicis Groupe | Q3 FY25 update: New business wins continue to drive >sector growth, but AI challenge still looms |
| 09/10/2025 | PepsiCo Inc | Q3 FY25 update: A flagging growth story |
| 02/10/2025 | Tesco Plc | H1 FY26 results update: Negotiating the last NI budget headwinds fairy well, albeit not looking forward to the next budget surprise in November |
| 30/09/2025 | Carnival Corp | Q3 FY25 update: Benefits of yield increases on falling fuel costs - an end of cycle blow-off? |
| 24/09/2025 | MFE-MEDIAFOREUROPE NV | Q2 FY25 update: Scale advantage, or just building another European media tower of babel? |
| 23/09/2025 | AngloGold Ashanti Ltd | Q2 FY25 update: A rising gold price, but with the ore reserves often hostage to some unsavoury regimes |
| 22/09/2025 | Barrick Mining Corporation | Q2 FY25 update: Leveraged play on a rising gold price? Maybe think again! |
| Date | Company | Event |