CORRECT: WPP 09 Like-For-Like Revenue To Fall Below Budget
28 April 2009 - 9:08PM
Dow Jones News
U.K. advertising and public relations company WPP Group PLC
(WPP.LN) Tuesday said like-for-like revenue for 2009 is likely to
fall below budget as the economic slump continues to bite into
advertising spend, meaning cost-control will remain a priority.
First quarter revenue, excluding the impact of acquisitions and
currency, fell 5.8%, largely on weakness in the U.S., Continental
Europe and the U.K., the company said. By sector, automotive,
drinks, financial services, retail and telecoms were the worst
performers, Chief Executive Martin Sorrell told Dow Jones Newswires
in an interview.
"In the balance of 2009, the short-term focus will continue to
be on balancing the likely fall in revenues against staff costs and
headcount," the company said in a statement.
WPP has already shed a number of jobs, and on a proforma basis
headcount, excluding associates, at March 31 was down 2% or 2,280
compared with last year.
Still, analysts said the trading update was disappointing and
shares slumped in early trade. By 0849 GMT, WPP shares were down
6.9% at 610 pence with the FTSE 100 down 2.5%.
Revenue, excluding the impact of weak U.K. sterling compared
with the U.S. dollar and the euro and the acquisition of Taylor
Nelson Sofres, fell 5.8% in the quarter to March 31. Reported
revenue rose 35.9% to GBP2.12 billion compared with GBP1.56 billion
last year, reflecting the acquisition of TNS and the benefit from
weaker sterling.
"We are in the process of reviewing our quarter one revised
forecasts, but early indications are that like-for-like revenues
will be below budget, closer to recent industry forecasts of
mid-single digit declines, reflecting ontinued pressure in most
regions," the company said.
In March, the company said it expected 2009 revenue to fall 2%
on a like-for-like basis compared with 2008.
WPP said however that the rate of decline eased in March
compared with January and February "perhaps reflecting some
stabilization or maybe restocking of inventories."
"The cautious tone of the statement may be seen as
disappointing, however we do not expect downgrades to consensus
earnings which already factor in a (5% drop in) organic growth,"
UBS said.
Kepler said the fact that organic growth was lower in the first
quarter "is not disastrous" as costs continue to be managed down.
But Goldman Sachs said the downgrades to guidance could raise
concerns about the scale of the potential deterioration of revenue
in future.
WPP said that although revenue was below budget, operating
margins were ahead of budget and revenue shortfalls were offset by
operating cost reductions. Operating margins were down compared
with the same quarter last year, partly due to severance costs as
headcount was cut.
In March the company said it was targeting operating margins for
2009 at 14.3%, flat compared with 2008, and including the
acquisition of TNS.
WPP's trading update follows first quarter results from U.S.
rival Omnicom Group Inc.(OMC) Monday, when it posted a 23% drop in
first-quarter net income as revenue fell, with international sales
dropping sharply amid the stronger dollar. Earnings, however, came
in well above analysts' expectations.
French rival Publicis Groupe (PUB.FR) reports Wednesday.
WPP owns advertising agencies including Ogilvy & Mather,
Young & Rubicam and JWT; public-relations companies Hill &
Knowlton and Burson-Marsteller; plus a range of research and
consulting firms. Its major clients include Johnson & Johnson
and Novartis AG.
Company Web site: www.wpp.com
-By Erica Herrero-Martinez, Dow Jones Newswires; 44 20 7842
9353; erica.herrero-martinez@dowjones.com