margins Archives - GrowthRater

Tag Archives for " margins "

Bollore parks tanks on Berlusconi’s lawn

Embroiled in litigation and a war of words over Mediaset Premium, Bollore’s has parked his proverbial tank on Berlusconi’s lawn by announcing a 2o% stake in Mediaset on the 14th December (http://www.vivendi.com/en/press/press-releases/vivendi-reached-the-20-threshold-of-mediaset/) and if he didn’t get the message, a further announcement yesterday (19th December) of his intention to take Vivendi’s stake up to 30% […]

Tesco investors O/D on the Recovery Effervescent Powder

Back in 2013, consensus forecasts were predicting operating margins for FY14 and FY15 in excess of 5% and which in less than a couple of years had more than halved to little more than 2.2%. It is perhaps not surprising therefore that after almost -£8bn of restructuring and impairment charges across FY14 & FY15 and […]

Milk prices go frothy, but at what margin implication for Danone

Are milk prices on the turn? Over the last month powdered milk prices are up another +10%, which means prices are over +30% up from their low point in May. For milk producers and consumers (such as Danone) alike the question is whether this represents an early indicator of a change in longer term price […]

Airlines and oil prices

With fuel costs representing 45-50% of an airlineâ€™s operating costs and 35% of its revenues, it would seem self-evident that a significant movement in oil, and therefore fuel prices, would have an equally dramatic effect on margins; in particular when the industryâ€™s margins are often the wrong side of 5%. The oil price however is […]

WPP FY14 interims: flat margins on >+4% organic sales

WPP :Â Â The group is tightening the screw on hiring and staff costs to absorb slowing net sales growth while maintaining the public forecasts of rising GDP and advertising expenditure into 2015. The hitherto growth engine markets of BRIC however, are looking increasingly wobbly, while the contraction in margins at the digitally heavy specialist communications […]