In this episode of Dividend Talk, we’re closing earnings season with a deep dive into the latest European earnings reports from some of the quarter’s biggest names. As always, we’ll cover dividend hikes and answer questions from our community. This week, we’ll highlight standout performances from major European companies, discuss the effects of China’s economy on the market, and share tips for keeping your portfolio stable in a volatile environment.
See you on the Inside!
Timestamps
- [00:00] – Introduction and reflections on the past few weeks
- [00:05] – ADM’s accounting scandal and investor confidence issues ($ADM)
- [00:15] – LVMH navigating China’s economic slowdown ($MC.PA)
- [00:20] – Dividend hikes from Snap-On and ADP ($SNA, $ADP)
- [00:30] – Earnings review: Ahold Delhaize and DHL ($AD.AS, $DPW.DE)
- [00:35] – Performance of Glanbia and its expansion into U.S. markets ($GLB)
- [00:45] – Discussion on diversification and European-focused investment strategies
European Earnings Highlights
Snap-On ($SNA): Delivered a 15% dividend hike, marking a strong quarter. ADP followed with a solid 10% increase, showcasing resilience in European and U.S. markets.
Ahold Delhaize ($AD.AS): Focused on stabilizing margins amid rising competition, Ahold reported steady European earnings. The company’s share buyback strategy continues to support its long-term growth.
DHL ($DPW.DE): Revenue growth in European earnings was offset by lower margins as the company prioritized sales volume. With EBIT forecasts adjusted downward, DHL is aiming to balance short-term profitability with market expansion.
Glanbia ($GLB): One of Ireland’s top dividend payers, The Nutritionals division grew significantly, driven by strong U.S. demand. European earnings remained stable despite pricing pressures.
Other Highlights
BP ($BP): With European earnings still central to its strategy, BP’s renewed focus on traditional energy markets is raising questions about its green energy commitments.
LVMH ($MC.PA): European earnings have held steady, but China’s economic slowdown is a concern. The luxury giant remains optimistic about long-term growth, especially in Western markets.
ADM ($ADM): Recent accounting concerns in Latin America have raised red flags for investors. The cancellation of an investor webcast left many questioning the reliability of ADM’s reported numbers.
Listener Questions on European Earnings
China Exposure: With China injecting $1.4 trillion into its economy, we discuss its impact on European earnings. LVMH and other luxury brands that are heavily reliant on Chinese consumers may face continued challenges.
Diversification: A European Dividend Growth Investor shared his strategy of holding stocks across multiple sectors to mitigate risks, particularly amid fluctuating European earnings.
Dividend Safety: We fielded questions on dividend stability for companies like Hershey, noting that despite short-term headwinds, the dividend outlook remains strong.
Support Us
There are a couple of ways that you can support me if you like my content
Free Ways to Support Us
- Follow us on social media. Twitter or DividendTalk (@dividendtalkpodcast) • Instagram photos and videos
- Listen to our Podcast Dividend Talk | Podcast on Spotify
- Follow my Buddy Home European Dividend Growth Investor – European Dividend Growth Investor (europeandgi.com)
- Subscribe to my YouTube channel, Dividend Talk, on YouTube.
Affiliate links: I use these services. If you plan to use these anyway, it won’t cost you any more, but I may receive a commission.
- Seeking Alpha – I use seeking alpha quite a bit. They have a free version, but I will get a commission if you sign up for the premium version. ( I use the premium version)
- Buy me a coffee – if you don’t want to use any of the above services, you can always buy me a coffee.
- Buy a bracelet from my niece – BraceletsByLucyIE – Etsy Ireland. I am trying to teach my niece what they won’t teach her at school. 15% of all profits are mine, but I donate this to charity as my main goal is to teach Lucy about business
Disclaimer
Dividend Talk is not a licensed or registered investment adviser or broker/dealer. We are not providing you with individual investment advice on this site. Please consult with a licensed investment professional before you invest your money. This site is for entertainment, informational, and educational use only.
Any opinion expressed on the site here and elsewhere on the internet is not a form of investment advice provided to you. We use information, data, and sources in the articles we believe to be correct at the time of writing them, but there is no guarantee of their accuracy, completeness, timeliness, or correctness. We are not liable for any losses suffered by any party because of information published on this site. Past performance is not a guarantee of future performance. By reading this site or subscribing to it, you agree that you are solely responsible for making investment decisions with your funds.
