Tag Archives: VAT

Tesco Prepares to Exit U.S. With Sale of Fresh & Easy

By Reuters

Filed under: , , , ,

Justin Sullivan/Getty Images

By James Davey and Kate Holton

Britain’s biggest retailer, Tesco, wrote down the value of its global operations by $3.5 billion and announced plans to exit the United States, as it sought to rebuild after a year in which profit fell for the first time in two decades.

The group, the world’s third largest retailer after Walmart and Carrefour, said on Wednesday abandoning loss-making Fresh & Easy in the U.S. would mean restructuring and other one-off costs of 1 billion pounds ($1.5 billion).

Tesco also wrote down the value of its property in Britain by 804 million pounds, reflecting a decision not to develop more than 100 sites, and its businesses in Poland, the Czech Republic and Turkey by 495 million pounds, to account for a sharp slowdown in demand.

Though Chief Executive Philip Clarke hailed Tesco’s fourth quarter performance in its home market as its best quarterly outcome in three years, it still represented a slowdown in growth since Christmas, despite a year of huge investment.

“I’ve been working for Tesco for nearly 40 years and I can tell you this – it already looks, feels and acts like a different and a better business,” Clarke told reporters.

“We’ve closed the gap in the [U.K.] market, at times we’ve outperformed it,” he said.

Shares in Tesco, up 24 percent over the last three months, were down 3 percent at 1004 GMT, valuing the business at 30 billion pounds.

“Management cannot claim concrete evidence of a U.K. recovery with these numbers,” said Panmure Gordon analyst Philip Dorgan.

“It will take time — retail is detail — but we believe that Tesco is on track and we expect recovery in the U.K. to slowly emerge in FY2014,” he said, adding that Tesco could commence share buybacks in 2015.

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Tesco made a statutory pretax profit of 1.96 billion pounds in the year to Feb. 13, down 51.5 percent. It also reported an expected 14.5 percent fall in underlying full-year profit to 3.55 billion pounds, largely reflecting the cost of a 1 billion pounds turnaround plan for its home market, launched after a shock profit warning in January last year.

Earnings were also hit by the impact of the euro zone debt crisis on eastern European markets, restrictions on store opening times in South Korea, and the Fresh & Easy losses.

Fourth quarter sales at British stores open over a year, excluding fuel and VAT sales tax, grew 0.5 percent. Though at the top end of analysts’ forecasts it was worse than growth of 1.8 percent recorded in the six weeks to Jan. 5.

Tesco’s fightback plan for Britain, where it makes over 60 percent of revenue and profit, has focused on more staff, refurbished stores, revamped food ranges and price initiatives

From: http://www.dailyfinance.com/2013/04/17/tesco-exits-united-states/

Eyes Down for Tesco's Results

By G. A. Chester, The Motley Fool

Filed under:

LONDON — Top British supermarket Tesco  is due to announce its annual results on April 17.

At the time of writing, Tesco’s shares are trading at 380 pence — up 17% from a year ago compared with a 13% rise for the FTSE 100.

How will Tesco’s businesses have performed in 2012/13 compared with the previous year? And will the results justify the strong performance of the shares? Here’s your cut-out-and-check results table!

 Metric

FY 2011/12

Forecast
FY 2012/13

Forecast
Growth

Revenue (excluding VAT, including petrol)

65.2 billion pounds

66.2 billion pounds

+1.6%

Trading profit

3.8 billion pounds

3.4 billion pounds

-9.6%

Trading margin

5.8%

5.1%

 

Underlying profit before tax

3.9 billion pounds

3.5 billion pounds

-10.6%

Underlying earnings per share (EPS) (diluted)

37.41 pence

33.23 pence

-11.2%

Dividend per share

14.76 pence

14.68 pence

-0.5%

Source: Tesco website.

Tesco’s results for the year ended Feb. 23, 2013 will take in the first full year since the company’s shock profit warning of Jan. 2012. The performance of the U.K. business was the cause of the profit warning, and chief executive Philip Clarke pledged 1 billion pounds of investment to get the core home operations back on track.

The success of the strategy — if it comes — won’t be visible in the 2012/13 numbers. Analysts are expecting modest revenue growth of 1 billion pounds (1.6%), but a 4 billion-pound drop in profits (down in the region of 10%) — with EPS falling a little more than 11%.

The current forecasts are actually poorer than six months ago, when analysts had penciled in revenue growth of around 3% and only mid-single-digit profit and EPS declines.

U.K. operations

The key U.K. operational number to watch out for is like-for-like sales (excluding VAT and petrol). The table below shows the trajectory across the past seven quarters.

 

Q1 2011/12

Q2 2011/12

Q3 2011/12

Q4 2011/12

Q1 2012/13

Q2 2012/13

Q3 2012/13

Growth

(0.1%)

(0.9%)

(0.9%)

(1.6%)

(1.5%)

0.1%

(0.6%)

Tesco managed to stem the tide of declining like-for-like numbers in the most recent second quarter, but like-for-likes turned negative again in Q3. Keep an eye on the Q4 number, which should be pretty decent given the comparison is with the poor Christmas trading period that resulted in the profit warning.

At the Q3 stage Tesco said most of its focus to date had been on the food business, which showed like-for-like sales up 1.2% for the quarter. As such, watch out for the split between food and non-food in Q4. Will Tesco have made any progress in turning around non-food? If not, what plans are there for doing so?

Finally — and perhaps the acid test of Clarke’s strategy — is whether getting Tesco’s U.K. business back on track will require further investment on top of the 1 billion pounds spent to date.

Overseas operations
One of the spurs for Tesco’s high-flying share price was the announcement last December of a strategic review of the company’s loss-making U.S. Fresh & Easy business.

At the time, Tesco claimed it had received “a number of approaches” from parties interested in acquiring all or part of the business or in partnering Tesco in developing the operation. Clarke promised to report on progress in the upcoming results.

The Telegraph has recently claimed

Source: FULL ARTICLE at DailyFinance

J D Wetherspoon Profit Slips as Tax Bill Jumps 9%

By Maynard Paton, The Motley Fool

Filed under:

LONDON — The shares of J D Wetherspoon have dropped 1.2% as of 10:15 a.m. EDT after the pub group revealed slipping profit and a 274 million pound total tax bill.

Wetherspoon said its 865 pubs had lifted their aggregate sales by 10% to 626 million pounds during the 26 weeks to Jan. 27, with underlying bar sales up 4% and underlying food sales up 13%. However, first-half operating profit fell 2% to 52 million pounds following greater staff costs and higher wholesale beer prices. The interim dividend was held at 4 pence per share.

Tim Martin, chairman of Wetherspoon, said: “The outcome for the first half of the financial year was reasonable, given the pressures on the U.K. consumer. … As previously stated, the biggest danger to the pub industry is the VAT disparity between supermarkets and pubs and the continuing imposition of stealth taxes, such as the late-night levy, and the increase in fruit/slot machine taxes.”

Martin complained about the group’s first-half tax bill increasing from 250 million pounds to 274 million pounds, which included VAT of 126 million pounds, alcohol duty of 75 million pounds, and employee taxation of 35 million pounds. He also said Wetherspoon had to pay a further 6 million pounds during the half-year to cover gaming-machine duty, fuel duty, carbon tax, climate change levy, stamp duty, landfill tax, premise licenses, and television licenses.

Looking ahead, Martin was aiming for a “reasonable outcome” for the financial year as a whole. Trading during February and March saw sales improve by 10%.

Based on today’s results, Wetherspoon shares trade at 12 times earnings and offer a dividend yield of 2.3%. Of course, whether that valuation, today’s results, rising “stealth taxes,” and the wider prospects for the pub sector all combine to make Wetherspoon a buy remains your decision.

But if you already own Wetherspoon shares and are looking for a different investment opportunity, this exclusive in-depth report reviews a solid alternative. Indeed, the share in question has lifted its profits by 44% since 2009, owns subsidiaries that might contain considerable hidden value, and has just been declared “The Motley Fool’s Top Growth Stock For 2013.” Just click here to download the report — it’s 100% free.

The article J D Wetherspoon Profit Slips as Tax Bill Jumps 9% originally appeared on Fool.com.

Maynard does not own any share mentioned in this article.
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Source: FULL ARTICLE at DailyFinance