Expert views
Commentary submitted by Aarin Chiekrie in their own words.
Back to profileGreggs ups prices of meal deals again and cautions over Iran war cost hit
Greggs served up a tasty trading update, with sales growth accelerating in the second quarter as customers tucked into more of its freshly baked goods.
British Airways’ parent company expects £1.7bn hit from higher fuel bill
Given the timing of the Middle East conflict, it’s had very little impact on first-quarter results.
JD Sports cautions that Iran war could weigh on profits and push up prices
The Middle East conflict hasn’t had a direct impact on JD Sports so far.
Next to hike prices overseas as it faces higher Iran war cost hit
A strong start to the year helped Next fashion another slim upgrade to full-year profit guidance.
Persimmon momentum continues to build despite tough market
While the conflict in the Middle East hasn’t had a material impact on Persimmon so far, there’s the potential for that to change in the future.
Reckitt cautions over impact of Iran war on costs and consumer demand
Reckitt’s first-quarter results weren’t the clean bill of health some had hoped for, but 1.3 per cent like-for-like (LFL) revenue growth in the core business and unchanged full-year guidance meant it just about passed its medical.
BP sees ‘exceptional’ oil trading result as Iran war sends crude costs soaring
The FTSE 100 edged slightly higher at the open this morning as first-quarter earnings season gets under way.
Barratt Redrow, Tesco and Netflix set to release results next week
Tesco heads into next week’s full-year results with good momentum, following an uptick in demand since the Christmas period.
Next reveals £15m cost hit from Iran war and warns prices may need to rise
Next assumes three months of disruption, bringing £15m of additional costs which it’s been able to offset elsewhere in the business.
Primary Health Properties – sitting on solid ground
Primary Health Properties (PHP) delivered a clean bill of health at its full-year results.
Persimmon flags worries over homebuyer confidence amid Iran conflict
An increase in sales outlets, home completions, and average selling prices all helped drive revenue growth of 17 per cent.
Taylor Wimpey cautions over another earnings drop in 2026 in tough market
The balance sheet remains in a great place.