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The Markets
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Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
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The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Leisure, gaming and gambling

‘Beast from the East’ hit sales at Greene King, but maintained profit guidance soothes investors

The snowy weather, coupled with bigger industry-wide problems, means sales have taken a hit this year, but Greene King still expects to turn a profit of around £245mln, thanks in part to the sale of three “high-value” pubs

The ‘Beast from the East’ took its toll on Greene King PLC (LON:GNK), with the pub operator reporting a fall in sales in the final quarter of its financial year.

The FTSE 250 group said the harsh weather in February and March impacted trading, particularly at its ‘destination’ food-led pubs.

Sales down across all three business

With a couple of weeks left in its financial year, like-for-like sales in Greene King’s Pub Company division – which accounts for more than 80% of group revenues – are 1.8% down year-on-year.

Even excluding the impact of the snowy weather, like-for-like sales are 1.2% lower compared to the same period last year.

The main issue seems to be food sales, with drink and accommodation like-for-likes both ahead of the prior year.

Greene King isn’t the only company struggling on this front: Franco Manco owner Fulham Shore PLC (LON:FUL) and Frankie & Benny’s parent Restaurant Group PLC (LON:RTN) have both bemoaned weakening market conditions, while burger chain Byron and Jamie’s Italian have been forced to close loss-making restaurants.

Sale of three pubs to prop up full-year profits

Easter was a more enjoyable time for the business though, with several big football matches and the Anthony Joshua boxing match helping to boost like-for-like sales by 2.8% versus last year’s Easter weekend.

Like Pub Company, Greene King’s other two divisions have also struggled so far in the year-to-date.

After 48 weeks, like-for-like net profits in its Pub Partners pub leasing business were down 0.3% year-on-year, while volumes in its brewery arm – Brewing & Brands – are off 0.3%, although that’s considerably better than the rest of the UK ale market (-3.1%).

Despite a difficult final quarter, Greene King expects to post a full-year pre-tax profit of £240-245mln thanks to the sale of three “high-value” leasehold pubs.

Given that guidance remains unchanged, City analysts expect the dividend to be secure. That soothed investors, with shares frothing 5.4% higher at the opening bell to 490.2p.

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