RE: Added again19 Feb 2026 06:44
Greggs remain on track for an excellent year. The only real challenge isn’t revenue, it’s costs control, which, as inflation reduces, this will ease the pressure somewhat plus falling interest rates could allow for a bit of debt in the balance sheet to boost cash if really needed (doubt it but it could be the sweetener for a special dividend?). The SP should rally as the results day closes in as I see a strong start to 2026 plus hopefully the tax hiccup could be absorbed by insurance of the auditor or Greggs own to a degree. The shorts will need to close as dividends must be paid directly to the beneficiaries custodian which will see alongside a good start to 2026 and a solid final dividend £20 per share. The yield right now is extremely attractive at over 4%… fingers crossed…
BRV Capricorn