Stocks to watch next week: Salesforce, Dollar Tree, Inditex, Frasers Group and Associated British Foods
View original at uk.finance.yahoo.com“In the first half, Inditex reported sales of €18.4bn (£16.1bn), which was 1.6% higher than the same period last year.”
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Primark now competes against Chinese players such as Shein and Temu, while its online offering is still far behind that of Next
80% confidenceFrasers' elevation strategy drove another record year of profitable growth
80% confidenceMore middle and higher-income consumers were shopping at Dollar Tree stores as inflation and economic uncertainty tightened household budgets; households earning above $100,000 a year contributed more meaningfully to growth in Q2
80% confidenceInditex autumn/winter trading had gotten off to a positive start with collections well received by customers; sales up 9% between early August and September versus same period last year
80% confidenceInvestors should keep an eye out for any update on Frasers' 30% stake in Boohoo where the two companies appear to have fought themselves to a standstill
80% confidencePrimark is a jewel in the crown for ABF and is currently responsible for 49% of the company's revenue
80% confidenceMarkets are looking for Salesforce to report around $10.3bn in revenue for the third quarter
80% confidenceDeutsche Bank maintains a hold recommendation on Inditex shares
80% confidenceA separation of ABF's food and retail businesses could make sense, given that the other parts of the business are rather more in keeping with the company name
80% confidenceDollar Tree expected adjusted EPS for Q3 to be similar to the same period last year
80% confidenceSalesforce is positioning itself to lead the next phase of enterprise AI through its Agentforce 360 platform and the recently completed acquisition of Informatica
80% confidenceWhile near-term sentiment remains cautious, optimism could build as AI becomes a more significant part of the story. The key challenge is delivering a material improvement in either growth or margins – a difficult task for a mature business, even with an AI tailwind.
80% confidenceDeutsche Bank data suggests Q3 for Inditex is unlikely to be a stellar quarter; despite strong 9% sales growth start, expected to fade to 4% in back half of quarter giving 6% overall for Q3
80% confidenceSalesforce heads into next week's third-quarter results after a difficult start to the year and guidance that points to slower growth ahead. The broader software sector has been under pressure, with investors worried about AI-driven disruption.
80% confidenceA soggy UK economy and an extra £50m in costs thanks to changes in national insurance contributions and minimum wages in the 2024 budget have dampened sentiment a bit for Frasers Group
80% confidenceDB's data highlights a weaker Q3 than Q2 in Europe which stacks up with other cautious datapoints on the European consumer
80% confidenceABF board has undertaken a review of the group's structure with a view to maximising long-term value; outcome could lead to separation of Primark and food businesses
80% confidenceInditex achieved a solid performance in the first half of 2025, with satisfactory sales in a complex market environment and maintaining strong levels of profitability
80% confidencePrimark is reaching a size where it perhaps requires laser focus to capitalise on its own growth prospects, particularly overseas where the brand is gaining some real traction
80% confidence