The in-store pharmacy business at Morrisons is worth about £170m, so a sale would be useful but not game-changing. The rationale behind owning
Read MoreCecilia Bergendahl was appointed interim Chief Financial Officer in August 2025. Yesterday, Transcom announced that she will
Read More
Altice have already rejected the offer. We were initially sceptical when rumours circulated over the summer regarding a potential bid for Altice SFR. However,
Read MoreAppointing an executive to push Ocado into non-grocery logistics makes sense as the company courts pharma
Read MoreWe expect the Meals and Bakery business to eventually be sold by Boparan. The rescue of Roberts Bakery by the Boparan Private Office suggests a
Read MoreLLVMH reported 1% organic sales growth in the third quarter, a rebound from previous declines, with its Fashion and Leather Goods division, the largest and
Read More
Maxeda Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Maxeda page.
Read More
Worldline Idea Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Worldline page.
Read MoreAll is great. The bonds are worth par, and we should refi. Rumours are out that Apollo are bidding for Papa John’s at 13.7x EBITDA. Surely, we don’t have to
Read More
Buying back the Sona stake in CPI FIM SA is rational, as the newly issued Hybrid will receive 50% equity treatment. CPI needs
Read MoreThe price cuts were always part of a long-term strategy, so the latest price cuts at ASDA may be a reflection of the overall strategy leading up to
Read More
Worldline Client Call is now available on Worldline’s page.Pasubio’s page.
Read MoreThe new instant delivery service will not significantly impact volumes at Morrisons. Morrisons Now is not intended to replace the weekly shop (online or in-store), but it does
Read MoreWe thank the 120 participants on the Mobico calls this week. Meanwhile, the Cosmen family made a token commitment to Mobico yesterday by
Read MoreKem One’s performance continues to deteriorate, and with no CEO, it is not a surprise that bondholders are organising. The question is, is it too late?
Read MoreSky News are reporting that Lowell has hired Teneo to forecast its financials - not the sort of thing one hires Teneo for, only months after the restructuring. Fundamentally,
Read More