Pernord Ricard (RI)

Pernod Ricard es dueña de marcas de bebidas como Absolut, Chivas, Beefeater o Havana Club. En el primer semestre fiscal ha incrementado su beneficio en un 4%. Esta es la noticia:

Yo la tengo hace un año y muy contento para complementar a Diageo.

Resultados de los nueve primeros meses del ejercicio fiscal:

  • Ingresos: 7.047 millones (+3%).
  • Previsiones para el ejercicio 2016-2017: crecimiento en ingresos operativos y beneficios de entre el 2% y el 4%.

Ventas del tercer trimestre del año fiscal 2019:

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Anuncio del pago del interim dividend de julio:

2018/2019 full-year Sales and Results (08/29/2019)
Excellent FY19, demonstrating clear business acceleration:

  • +6.0% organic sales growth (+5.3%)
  • +8.7% Organic growth in PRO (+9.5%)
  • FY20 guidance: organich growth in PRO between +5% and +7% financial policy inflection.
  • Dividend increased to €3.12/share (50% payout) from FY19 up to €1BN share buy-backprogramme across FY20 and FY21.
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Q1 FY20 Sales (17/10/19)

Sales for the first quarter of FY20 totalled € 2,483 million, with organic growth of +1.3%:

  • Good start in USA: +6%
  • China: +6% and India: +3%
  • Global Travel Retail: -6%
  • Good growth in Europe: +3%

By category, growth was driven by:

  • Strategic International Brands: +3%., with growth moderation due to high comparison basis
    on Martell and Scotch but acceleration of Jameson, Beefeater, Malibu and Havana Club
  • Strategic Local Brands: +2%, with softer growth due to very high Q1 FY19 for Seagram’s
    Indian whiskies
  • Specialty Brands: +15%, continued very dynamic performance, particularly for Lillet,
    Monkey 47, Del Maguey and Altos
  • Strategic Wines: -2%, modest decline linked to continued implementation of value strategy
    on Jacob’s Creek
  • Pricing: +2% on Strategic brands

Pernod Ricard will implement a first tranche of the share buy-back programme announced on 29/10/19

  • Pernod Ricard will undertake to acquire its own shares for a maximum amount of €150m.
  • The purchase period shall start on October 18, 2019 and end on December 18, 2019 latest.
  • The price shall not exceed the maximum price as set by the 12th resolution of the Ordinary
    Shareholders’ Meeting of November 21, 2018.
  • Repurchased shares will be cancelled.

FY20 Half-year Sales and Results (12/02/2020)

Solid H1 FY20

  • +2.7% organic sales growth (+5.6% reported)
  • +4.3% Organic growth in profit for recurring operations (+8.1% reported)

New FY20 guidance:

  • Organic growth in profit for recurring operations between +2% and +4%

FY20 Q3 Sales (22/04/2020)

  • Covid-19 leading to organic sales decline of -2.1% YTD and -14.5% in Q3.
  • interim dividend of €1.18 per share to be paid on 10 July 2020.
  • Remaining share buy-back of up to €0.5BN suspended.
  • Confirmation of revised FY20 guidance : organic decline in profit from recurring operations of c. -20%.
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Tengo ganas de entrar en esta empresa, ya que tienen la filosofía de una empresa familiar, como Brown & Forman $BF.B y no es USA, como Diageo $DGE.
Ahora solo falta que de una oportunidad, aunque el CEO ha comprado en los últimos meses.

Algunos se pensaban que el socialismo era una broma Xi Jinping se dedicaba solo a hundir las acciones chinas

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Pues si los chinos no quieren beber ya lo haremos nosotros.
Total con el déficit que tienen del enzima degradador del alcohol, tampoco les sienta bien…

Hoy a FinX le toca comprar esta empresa por lo que veo