An Oxford University graduate, David has over 35 years’ experience in the Retail and Consumer sectors. He has previously worked as a retail analyst at UBS Warburg, Credit Suisse, Investec and Canaccord, covering both UK and Pan-European stocks. Unlike many of his peers, David has the added advantage of an industry background; prior to his career in the City, he spent fourteen years as a management consultant, advising retail and consumer companies.
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Improved September momentum continuing into H2 – unchanged forecasts
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A strong first half, but no change to full-year guidance
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Interim results reflect business model shift
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Resilient interim results in uncertain times
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Resilient H1 performance + cautious optimism on H2 prospects = unchanged forecasts
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Lack of visibility on consumer sentiment upturn prompts more prudent guidance
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