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Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

JD Wetherspoon (JDW LN) UK

Consumer Discretionary

Holland Advisors

The pricing gap with pub peers is now the biggest it has ever been - bear in mind a 2% rise in prices alone boosts JDW’s net profits by c.40% in a year. Andrew Hollingworth believes the investment return prospects are excellent for those prepared to take a long-term view on JDW’s customer proposition and its continuing growth and dominance. Andrew’s previous model (when the share price was £9.11) forecast a 7-year investor IRR of 25% (assumes gradual rise to 10% margins). With a £43 share price in June 2029. Even keeping margins constant gave a 15% IRR. Reducing the start price to £7.20 increases these returns to 26% and 17% p.a. respectively.

Edition: 135

- 13 May, 2022


JD Wetherspoon (JDW LN) UK

Consumer Discretionary

Holland Advisors

The Walmart of the UK pub sector and Tim Martin is its Sam Walton - the power of JDW's financial model is being underestimated according to Andrew Hollingworth. In his latest report, Andrew sets out two scenarios with only one difference between them: the first rebuilds EBIT margins to 10% by the end of the seven-year forecast period. The second assumes no operational gearing at all. The forecasts they produce are for investor IRRs over the next 7 years of 25% p.a. or 16% p.a. JDW is set to offer investors great long-term compounding.

Edition: 125

- 10 December, 2021