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Wetherspoon Issues Second Profit Warning in Three Months

Rising food, labour, energy and business-rate costs are squeezing margins and may force price rises or further balance-sheet moves.

Overview

  • The pub group issued the update on Wednesday and said full-year profits will likely fall short of market expectations, sending its shares down about 9% on the morning trade.
  • Like-for-like sales rose by roughly 4% in the three months to mid-July, a weaker gain than investors had hoped given the World Cup and warm weather.
  • Management blamed higher costs across food, staff wages, repairs, energy and business rates for the profit hit and said the year already carries about £60 million of extra wage and National Insurance costs.
  • Wetherspoon disclosed it has bought back about £42 million of shares this year, spent £12.2 million on four freeholds and expects net debt of about £720 million at year end while operating 793 managed pubs and 23 franchised sites.
  • Chairman Tim Martin renewed calls for business-rates reform and VAT cuts as the clearest policy levers to ease pressure, a request that would require government funding or reprioritisation to materialise and could affect prices for customers and returns for investors.