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Whitbread plc (WTBDY) Q4 2026 Earnings Call Transcript
SA Transcripts · 2026-05-06 · via All Articles on Seeking Alpha

Whitbread plc (WTBDY) Q4 2026 Earnings Call April 30, 2026 5:00 AM EDT

Company Participants

Dominic Paul - CEO & Director
Hemant Patel - CFO & Director
Mark Anderson - Managing Director of Property & Premier Inn International and Director
Simon Ewins
Joe Garrood - Chief Commercial Officer
Eric Friemuth
Peter Reynolds - Director of Investor Relations

Conference Call Participants

Jamie Rollo - Morgan Stanley, Research Division
Richard Clarke - Bernstein Institutional Services LLC, Research Division
Estelle Weingrod - JPMorgan Chase & Co, Research Division
Jaina Mistry - Barclays Bank PLC, Research Division
Ivor Jones - Peel Hunt LLP, Research Division
Timothy Barrett - Deutsche Bank AG, Research Division
Kate Xiao - BofA Securities, Research Division
Jack Cummings - Joh. Berenberg, Gossler & Co. KG, Research Division
Anna Barnfather - CGS International
Jarrod Castle - UBS Investment Bank, Research Division

Presentation

Dominic Paul
CEO & Director

Good morning, everyone. I'm Dominic Paul, Group Chief Executive. This is an important day for Whitbread, and we appreciate you joining us today in person, but also for those of you who've joined us online. I'd also like to welcome a number of my fellow ExCo colleagues and Board members who are here today and our Chair, Christine Hodgson. Alongside our full year results, we've made an important announcement today setting out our new 5-year plan.

We've been looking hard at our business with a completely open mind and have considered all options to accelerate our strategy and deliver increased margins and returns. Our new 5-year plan is bold, ambitious and deliverable, and we're excited to introduce it to you today. This is the agenda for today. I'm going to start with a brief summary of our performance in financial year 2026 and then provide an overview of the steps we're going to take before Hemant takes you through the full year results in more detail.

I will