Bunzl gets 'unsurprising' wake-up call from activist ahead of update, says broker
Bunzl PLC (LSE:BNZL) is likely to face growing pressure to reshape its North American business after reports that activist investor Elliott Management has built a stake of almost 5% in the FTSE 100 distributor. Ahead of an expected trading update next week, Elliott is said to be pushing for a strategic review of Bunzl's largest division and a share buyback worth up to 10% of the company's market value.
Bunzl plc (BZLFY) Q4 2025 Earnings Call Transcript
Bunzl plc (BZLFY) Q4 2025 Earnings Call Transcript
Bunzl climbs as profits fall less than expected
Bunzl PLC shares rose 1.5% to 2,226.6p after the FTSE 100 distributor reported a fall in profits for 2025 as margins came under pressure, but said performance improved in the second half and reiterated its outlook for a more stable year ahead. Revenue rose 0.6% to £11.8 billion, or 3% at constant exchange rates.
Bunzl plc (BZLFY) Shareholder/Analyst Call Transcript
Bunzl plc (BZLFY) Shareholder/Analyst Call Transcript
Bunzl Expects Revenue Growth, Backs Guidance
The distribution-and-outsourcing group expects good momentum over the final quarter, with support from new North-America business.
Bunzl expects 2025 profit in line with forecasts as profit margins stabilise
Bunzl PLC (LSE:BNZL) expressed confidence in meeting the guidance for adjusted operating profit it gave back in April. The specialist distributor said group revenue is forecast to grow between 2% and 3% at constant exchange rates, although it will be broadly flat at actual exchange rates.
Bunzl slips as sales and profit margins remain under pressure
Bunzl PLC (LSE:BNZL) shares dropped slightly on Tuesday as the specialist distributor reported a decline in revenues in the past quarter, but kept its full-year outlook intact. Group revenue in the quarter shrank 0.8%, but grew 0.6% at constant exchange rates as it said there continued to be tough conditions in its key end markets.
Bunzl plc (BZLFY) M&A Call Transcript
Bunzl plc (OTCPK:BZLFY) M&A Call October 8, 2025 10:00 AM EDT Company Participants Andrew Mooney - Director of Corporate Development Oscar González Alberto Grau - Managing Director of Continental Europe Alastair McLaughlin Nicolas Ingram Conference Call Participants Iker Yeregui Alonso Minna Åman-Toivio Sam Monte David Brockton - Deutsche Bank AG, Research Division Annelies Vermeulen - Morgan Stanley, Research Division Rory Mckenzie - UBS Investment Bank, Research Division Catriona Hoare Sanjay Vidyarthi - Panmure Liberum Limited, Research Division Presentation Andrew Mooney Director of Corporate Development Good afternoon, and welcome to today's Insight event. I am Andrew Mooney, the Corporate Development Director for Bunzl.
Bunzl plc (BZLFF) Q2 2025 Earnings Call Transcript
Bunzl plc (OTCPK:BZLFF) Q2 2025 Earnings Conference Call August 26, 2025 4:30 AM ET Company Participants Frank Andre Van Zanten - CEO & Executive Director Richard David Howes - CFO & Executive Director Conference Call Participants David Thomas Brockton - Deutsche Bank AG, Research Division Dylan Jones - Kepler Cheuvreux, Research Division Karl Green - RBC Capital Markets, Research Division Rory Edward McKenzie - UBS Investment Bank, Research Division Ryan Daren Flight - Jefferies LLC, Research Division Suhasini Varanasi - Goldman Sachs Group, Inc., Research Division William Kirkness - Sanford C. Bernstein & Co., LLC.
Bunzl wraps up five acquisitions as profits fall 11% in first half
Bunzl PLC (LSE:BNZL), the FTSE 100-listed distributor of consumable products, revealed a decline in profit in the first half of the year but resumed its share buyback. The buyback had been scrapped alongside a profit warning in April due to operational challenges in North America, but chief executive Frank van Zanten said actions taken in the largest American business "have re-energised the team and we are seeing early positive indicators of success".
BZLFY or MDLZ: Which Is the Better Value Stock Right Now?
Investors interested in Food - Miscellaneous stocks are likely familiar with Bunzl PLC (BZLFY) and Mondelez (MDLZ). But which of these two stocks offers value investors a better bang for their buck right now?
Bunzl faces mounting pressures as broker holds firm on ‘sell'
Bunzl PLC (LSE:BNZL) heads into its half-year results next week with a cloud still hanging over its biggest markets. Analysts at Panmure Liberum have reiterated their 'sell' recommendation on the FTSE 100 support services group, keeping their target price at 2,000p, compared with a recent share price of 2,280p.
