Hints and tips:
...Procter & Gamble, Colgate, Costco, Walmart, Apple: well managed all-weather companies. They all trade at very high P/E multiples and have quite moderate expected growth; they have high PEG ratios....
...Noel Wallace, chief executive of Colgate-Palmolive, told investors last year that there was a “lot more focus on programmatic buying, a lot more focus on personalisation and getting content right”....
...So if you thought, say, “Colgate-Palmolive has great brands, it will increase revenue well for years,” and then it did grow pretty well, that’s not a counter-example unless Colgate grew sales faster than...
...“Companies such as Nestlé, Colgate, P&G and others haven’t been through that process so activists see an opportunity to drive earnings per share growth through cost-cutting.”...
...IHG, whose brands include Crowne Plaza and Holiday Inn, pointed to its underlying results, which exclude one-off factors such as asset disposals....
...Founded 1998 by Starwood Hotels ———- “Barry Sternlicht is a legend in the industry and you would not bet against him,” said John Brennan, chief executive of Amaris Hospitality, which owns the Jurys Inn...
...In case you missed it, last week’s dispatch was all about the fine art of inn-keeping, and how few properties manage to master the business of offering a pleasant environment, complemented by excellent service...
...Other sales over the past few years include a 45 per cent stake in UAE-based valve manufacturer KEF Holdings to Tyco International in March 2011, and four Holiday Inn Express hotels in Dubai....
...Whitbread’s Premier Inn business generates about 70 per cent of its earnings before interest and tax, according to Citi....
...Avon and Colgate, according to Bernstein, hold more than 15 per cent of their total cash in Venezuela; Procter & Gamble and PepsiCo hold around 10 per cent....
...Colgate-Palmolive, which gets about 5 per cent of total sales from Venezuela, is probably the most vulnerable consumer company to a devaluation....
...Since it was bought by DIC in 2006, Travelodge has been expanding its portfolio in competition with Whitbread’s Premier Inn for the UK budget hotel market....
...Under DIC, Travelodge has been expanding its portfolio in competition with Whitbread’s Premier Inn for the UK budget hotel market....
...Born in the Austrian town of Braunau am Inn, she is the former Piëch family nanny and mother of three of Ferdinand’s 12 children....
...China and eastern Europe, the company is still striving to raise the proportion of its sales that come from increasingly competitive emerging markets, which is lower than at rivals such as Unilever and Colgate...
...It was when teaching at a kindergarten in Braunau am Inn, upper Austria, in 1982 that the then Ursula Plasser responded to a newspaper advertisement from a family seeking a nanny....
...Under DIC, the group has been expanding its portfolio in a battle with Whitbread’s Premier Inn for the UK budget hotel market....
...Mr Gajrawala also cut forecasts for PepsiCo while Ali Dibadj at Sanford Bernstein sees currency costs taking 2.2 per cent out of fourth-quarter earnings at Avon Products and 3.7 per cent at Colgate-Palmolive...
...Colgate shares closed up 0.9 per cent at $91.33 and P&G shares rose 0.3 per cent to $65.26....
...P&G garners 33 per cent of its revenue from emerging markets, a lower proportion than Unilever’s 52 per cent and 46 per cent at Colgate-Palmolive, according to Oddo Securities....
...Although Kimberly-Clark and its biggest rivals in household and personal products – Procter & Gamble and Colgate-Palmolive – all said higher input costs had eaten into their profits in the third quarter,...
...Travelodge, which rivals Whitbread’s Premier Inn in the budget market, last year bought 52 sites from Mitchells & Butlers, the pub group, among 96 exchanges in 2010....
...He added that though Colgate looked too small to launch a bid for Reckitt, a merger of equals would not face onerous antitrust problems....
...The budget Holiday Inn Express London City charges £12.95, and the Travelodge chain charges £10, while the five-star Shangri-La in Hong Kong offers wi-fi for nothing, as do several other renowned luxury...
...DIC’s regional budget hotel chain Holiday Inn Express is also being touted to potential buyers....
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