Morrisons profit hit by Covid costs

Archived article

Please note that tax, investment, pension and ISA rules can change and the information and any views contained in this article may now be inaccurate.

Supermarket Morrisons reported a drop in first half pre-tax profit of 43.4% to £82 million as it faced Covid-19 costs and lost profit in its cafe, fuel and food-to-go business.

Revenue including fuel was up 3.7% to £9.05 billion but group like-for-like sales ex-fuel and ex-VAT was down 0.3%. Second quarter group like-for-like sales ex-fuel and ex-VAT were down 3.7% with retail making a -4.6% contribution compared with 11.1% for the same period in 2020.

No dividend was paid in light of the offers from CD&R and Fortress with Morrisons reiterating that it is recommending CD&R's offer of 285p per share.

Full year guidance was unchanged with pre-tax profit and exceptionals including rates paid to be higher than the £431 million achieved in 2020/21 excluding the £230 million waived rates relief.

The company noted assumptions for the second half include significantly lower lost profit, minimal further direct Covid-19 costs, and mitigation of potential sustained cost increases in the supply chain.

During the second half Morrisons expects strong free cash flow and a further reduction in net debt, with net debt/EBITDA expected to be no higher than the 2019/20 level of 2.4 times.

Also as previously guided, for 2022/23 it expects material benefits of both no direct Covid-19 costs and the full recovery of lost profit, and remains confident of a year of meaningful profit growth for that year.