Revenue distribution by industry:

• Hospitality: approx. 80%
• Food service: approx. 20%

TOP 3 markets:

1. United Kingdom: approx. 85%
2. Germany: approx. 10%
3. Other international markets: approx. 5%

Whitbread plc generates the majority of its revenue from the hospitality sector, particularly through its Premier Inn hotels. The British market dominates the revenues, attributed to the strong presence and brand awareness in the domestic market. Germany is the second largest market where the company has expanded in recent years. Other international markets contribute a smaller share, indicating a strategic focus on the European region.

Production Sites: United Kingdom, Germany

Whitbread plc is a British company mainly active in the hospitality industry. It owns and operates the hotel chain Premier Inn as well as several restaurant brands. Production in the traditional sense, as understood in the manufacturing industry, is less relevant at Whitbread, as the company does not manufacture physical products but offers services.

The main activities of Whitbread take place in the United Kingdom, where the majority of Premier Inn hotels and restaurants are located. However, in recent years, the company has expanded its presence in Germany by also opening Premier Inn hotels there.

Revenue Growth: Estimated 8-10% annually (2025-2027)

Expansion Strategy: Focus on international markets, especially Germany and Asia

Whitbread plc pursues a growth strategy that heavily emphasizes international expansion and strengthening its existing brands. A key element of this strategy is increasing its presence in Germany, where the company plans to further expand its Premier Inn hotels. Germany is considered a key market due to its stable economic environment and high demand for budget-friendly accommodation options.

Additionally, Whitbread is exploring opportunities in Asian markets to benefit from the growing middle class and increasing domestic tourism. In parallel, the company is investing in digitization and optimizing the customer experience to enhance efficiency and increase customer loyalty.

Through these measures, Whitbread expects to increase its market share and profitability, while simultaneously strengthening brand awareness on an international level.

Main raw materials: Coffee, tea, meat, fish, dairy products, cereals

Countries of origin:

• Coffee: Brazil, Colombia, Vietnam
• Tea: India, Sri Lanka, Kenya
• Meat and fish: EU countries, Norway
• Dairy products: UK, Ireland
• Cereals: UK, Canada

Whitbread plc, as the operator of hotel and restaurant brands such as Premier Inn and Costa Coffee, imports a variety of raw materials and materials to offer its services and products. Coffee and tea are essential raw materials for Costa Coffee, with the main supplying countries being Brazil, Colombia, and Vietnam for coffee, and India, Sri Lanka, and Kenya for tea.

For the restaurants, meat and fish are mainly imported from EU countries and Norway, while dairy products are predominantly sourced from the United Kingdom and Ireland. Cereals, needed for various baked goods and breakfast products, come from both the United Kingdom and Canada.

These import strategies enable Whitbread to offer high-quality products and at the same time benefit from the best available raw materials worldwide.

Market share in the UK hotel market: 8.5% (2024) Market share in the European hotel market: 1.2% (2024) Market share in the restaurant segment UK: 5.0% (2024)

Whitbread plc, known for its Premier Inn hotels and various restaurant chains, has established a solid competitive advantage in the British market. With a market share of 8.5% in the UK hotel market, Premier Inn is one of the leading providers. This is supported by strong brand awareness and an extensive network of locations.

In the European hotel market, the market share of 1.2% is relatively low, indicating stronger competition and a not yet fully established market presence. Nevertheless, the company shows ambitions to expand its presence in Europe, supported by strategic investments and expansions.

In the restaurant segment, Whitbread holds a market share of 5.0% in the United Kingdom. This position is strengthened by well-known brands such as Beefeater and Brewers Fayre. The competitive advantage in this area results from a wide range of offerings and an established customer base.

Overall, Whitbread plc has a significant competitive advantage in the British market, while there is still growth potential in Europe. Continuous expansion and investment in the brand could further strengthen the competitive advantage.

Institutional Investor Share: 65% (estimated 2025)
Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Whitbread plc is approximately 65%, indicating a strong trust from institutional investors in the company. These investors include large funds and asset managers who prefer long-term holdings.

In 2025, there were no significant insider buys or sells, suggesting that the management and other insiders have not made significant changes to their holdings. This can be seen as a sign of stability and confidence in the current company strategy.

Market share of Whitbread plc: 12% (estimated for 2025)

Top competitors and their market shares:

1. InterContinental Hotels Group (IHG): 18%
2. AccorHotels: 15%
3. Whitbread plc: 12%
4. Marriott International: 10%
5. Hilton Worldwide: 9%
6. Travelodge: 8%
7. Premier Inn (part of Whitbread): Included in Whitbread's market share
8. Radisson Hotel Group: 7%
9. Hyatt Hotels Corporation: 6%
10. Choice Hotels International: 5%

Moat of Whitbread plc:

Whitbread plc, known for its Premier Inn hotels, has a solid moat characterized by strong brand recognition and a broad geographic presence in the UK. The focus on affordable and high-quality accommodations has helped the company build a loyal customer base.

Compared to its competitors, Whitbread has the advantage of a strong focus on the British market, enabling deeper market penetration. However, companies like InterContinental and AccorHotels have a broader international footprint, giving them an advantage in terms of global reach.

Competition in the hotel industry is intense, and while Whitbread is strong in its home market, international competitors with more extensive networks and brand portfolios could be seen as having stronger moats. Nevertheless, Whitbread remains competitive due to its strong brand position and operational efficiency.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Market Share in Hospitality Industry: 12% (2024)

Whitbread plc recorded a revenue growth of 8.5% in 2024, attributed to strong demand in the hospitality industry and successful expansion into new markets. The profit growth of 10.2% indicates that the company is operating efficiently and has improved its margins.

The company has further strengthened its market position in the hospitality industry and now holds a market share of 12%. This market strength could support future growth, especially if the expansion into international markets continues.

In addition, Whitbread is investing in sustainable practices and digital transformation, which could enhance operational efficiency in the long term and attract new customers. These strategic initiatives could further enhance the company's competitiveness.

Overall, the positive growth figures and strategic initiatives suggest that Whitbread plc could be a promising investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Regular payouts in recent years

Whitbread plc has regularly distributed dividends to its shareholders in the past. The company's dividend policy aims to provide a stable and growing income for shareholders. The dividend yield for 2025 is estimated to be around 2.5%, based on the latest available financial data and payout patterns.

The reliability of Whitbread plc's dividends is supported by the company's solid financial position and strong market presence in the hospitality industry. Despite economic challenges, the company has maintained its dividend policy in the past, indicating a certain stability in payouts. Analysts expect that Whitbread plc will continue to strive to offer shareholders an attractive dividend in the future, provided that no unforeseen economic turbulence occurs.