WTBDY - Whitbread: A Bargain Hunter's Dream
2025-03-09 03:00:00 ET
Summary
- The Whitbread share price has dropped 20% over the past year on the back of challenging comps, cautious consumer spending, and disinflation, not helped by a rather soft Q3 update.
- Through its Accelerating Growth Plan, Whitbread is converting underperforming F&B sites into higher-profit hotel rooms, leveraging its real estate to meet lacklustre hotel room supply in the UK.
- Germany's rapid growth should allow it to achieve profitability next year, and push the group closer towards its £300 million incremental PBT goal by FY30, with £2 billion in shareholder returns.
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Whitbread: A Bargain Hunter's Dream