Analysis of UK Profit Warnings: Sector Insights

Every quarter, we provide the latest sector insights from our Profit Warnings analysis, delving deep into two specific sectors and the challenges facing the companies and stakeholders alike.  

For Q1 2020, we look at the FTSE Travel and Leisure sector as well as the FTSE Real Estate sector, analysing the headwinds facing both.

  • FTSE Travel & Leisure

    An exceptional challenge

    The nature of the Travel & Leisure sector means it was hit hardest and fastest by the necessary actions designed to limit the spread of COVID-19.

    A long-term challenge

    “Companies in the sector have acted quickly to mothball operations, conserve cash and access government support. But the challenge doesn’t end when lockdown lifts.”

  • FTSE Real Estate

    The impact of COVID-19 has significantly amplified existing stresses on the real estate sector– and added new ones.

    Accelerated structural change 

    “Most REIT profit warnings have unsurprisingly come from companies exposed to the travel, retail and leisure sectors – where we’ve also recorded the largest drop in rent collections.”

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Q1 2020 Report

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