Omnicom Archives - GrowthRater

Tag Archives for " Omnicom "

Omnicom – yes it was oversold after Q2!

After seeing its shares tumble 10% immediately following its Q2 results, I added a position in Omnicom across a couple of portfolios I manage. It wasn’t that I was won over to the structural growth story for these marketing services agencies, but more a function of two things. Firstly, there is a price for everything […]

WPP – position closed with a +19% relative gain (>+330% annualised ;-)

Add a bit of mean reversion to GrowthRatings, with a healthy pinch of recency bias and you can have a wild ride in these menopausal markets. For example, three weeks ago on this blog I highlighted the unloved Agency sector and in particular WPP. Those listening to what some key marketeers were saying about their […]

Publicis – a growing credibility issue as another client defects

“Omnicom demonstrated superior and proven performance in the area of data analytics, planning and buying, innovation, talent and financial value” – P&G global brand officer Marc Pritchard on last week’s announcement that it will be replacing Publicis Groupe’s Starcom Mediavest with Omnicom’s OMG for its North American media-buying, worth around $2.66bn pa. While the […]

Digital Plonkers

WPPâ€™s annual digital investor day provided Sir Martin Sorrell another opportunity to show off his digital wares as well as take some entertaining swings at rivals; particularly the â€œplonkersâ€ who had recently been over-paying (ie out-bidding WPP) for digital assets and particularly those in Brazil. Comment est-ce qu’on dit Ã§a en Francaise Maurice? At […]

What, no PubicOm?

Shock, horror. “Publicis and Omnicom agree to terminate proposed merger of equals” 10 months ago when Publicis and Omnicom announced their intention to merge I wrote two articles on this blog. The first was titled ‘Omnicom & Publicis – a marriage not made in heaven’ and was an initial response to the press leaks […]

The need to look beyond the quarterly agencies reports

My iPhone weather App is like a set of Agency results.Â It gives me a largely coincidental view of the weather if I donâ€™t want to look out of the window, but is pretty useless as a meaningful forecasting tool. With two of the big four agencies reporting, are we much the wiser?Â Omnicom edged […]

Publicis Omnicom Groupe – financials less exciting than the impending management soap opera

Oh la la, Omnicom is to be bracketed by Publicis to become part of the greater “Publicis Omnicom Groupe” with deal to be signed in Paris rather than New York or a neutral country. Does this mean a corporate coup for the French or will the emergence of a balanced board and possible removal of […]

Omnicom & Publicis â€“ a marriage not made in heaven

Business struggles to deliver above market organic growth and therefore resorts to sector consolidation to cut costs and obscure the maturing growth profile. It is a well enough used stratagem.Â Pharma has been there and done it, Telecom consolidation is currently in full flood and once again, major consolidation is being proposed in the marketing […]