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Whitbread (HY Results): second half headwinds flagged

Whitbread’s first half was in-line with market forecasts, but guidance for Germany has moderated and UK cost inflation is proving stickier than expected.
Whitbread - dividend reinstated as profits return

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Whitbread’s first half revenue fell by 2% to £1.5bn, with the decline led by UK Food and Beverage sales. The key UK accommodation division was flat, with average room rates up and occupancy down.

The drop in revenue and increased finance charges saw underlying pre-tax profit fall 7% to £0.3bn.

Free cash flow fell from £0.3bn to £0.2bn, largely reflecting an increase in capital expenditure.

Underlying net debt including lease liabilities rose from £2.9bn to £3.3bn, due to the addition of new hotel leases and further share buybacks.

Trading momentum into the second half is positive. However full-year profit guidance in the fledgling German operation has been lowered and UK cost inflation is trending higher than previously expected.

The interim dividend of 36.4p was unchanged.

The shares were down 8% in early trading.

Our view

HL view to follow.

Whitbread key facts

All ratios are sourced from LSEG Datastream, based on previous day’s closing values. Please remember yields are variable and not a reliable indicator of future income. Keep in mind key figures shouldn’t be looked at on their own – it’s important to understand the big picture.

This article is original Hargreaves Lansdown content, published by Hargreaves Lansdown. It was correct as at the date of publication, and our views may have changed since then. Unless otherwise stated estimates, including prospective yields, are a consensus of analyst forecasts provided by LSEG. These estimates are not a reliable indicator of future performance. Yields are variable and not guaranteed. Investments rise and fall in value so investors could make a loss.

This article is not advice or a recommendation to buy, sell or hold any investment. No view is given on the present or future value or price of any investment, and investors should form their own view on any proposed investment.

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Written by
Derren Nathan
Derren Nathan
Head of Equity Research

Derren leads our Equity Research team with more than 15 years of experience in his field. Thriving in a passionate environment, Derren finds motivation in intellectual challenges and exploring diverse ideas within his writing.

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Article history
Published: 16th October 2025