"Imperial Brands: Don’t Bank on H1 FY24’s 7.7% EPS Growth" $IMB EPS driven by buybacks, Distribution biz. Tobacco & NGP EBIT just +1.3%, held up by Europe Europe had unusual +11% price/mix Americas volume fell 10%+ as US shifts to NGPs $BATS $BTI $MO $PM https://t.co/r37IvlgsJa https://t.co/IwMikfY4m1

"Imperial Brands: Don’t Bank on H1 FY24’s 7.7% EPS Growth" $IMB EPS growth driven by buybacks, Distribution biz. Tobacco & NGP EBIT just +1.3%, held up by Europe Europe had unusual +11% price/mix Americas volume fell 10%+ as US shifts to NGPs $BATS $BTI $MO $PM See profile link https://t.co/PnEvytj8K8

Lawrence Hamtil@lhamtil

2 years ago

Since Stefan Bomhard took over at Imperial in the summer of 2020 it has outperformed $PM and trounced $BTI, with some of that coming from a higher multiple, albeit from a depressed base. A new management team that is focused & disciplined with clear communications seems to have… https://t.co/5ElnrSaHpY