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SARRIA - Credit Opportunities
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Morrisons - comment

Supermarkets are looking for ways to boost gross margins, and a more aggressive approach to lagging outlets is inevitable. The closures will reflect low sales per square foot, and/or low contribution to store footfall.

https://bmmagazine.co.uk/news/morrisons-closes-103-shops-cafes-florists-pharmacies-restructure/

Aengus McMahon22 October 2025MORRISONS
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Ardagh Group - Endgame

Aengus McMahon22 October 2025ARDAGH
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OHLA - comment

Aengus McMahon22 October 2025OHLA, OHL
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