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Ad group WPP trails rivals with decline in organic revenue

Published 25/04/2024, 07:11
© Reuters. Branding signage for WPP, the largest global advertising and public relations agency at their offices in London, Britain, July 17, 2019. REUTERS/Toby Melville/ File Photo
WPP
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By Paul Sandle

LONDON (Reuters) -Britain's WPP (LON:WPP) became a clear laggard among global ad companies with a drop in organic revenue drop in the first quarter, hurt by less spending from tech clients, a downturn in China and the loss of business from Pfizer (NYSE:PFE).

Chief Executive Mark Read said the 1.6% decline was in line with expectations.

"We certainly expect to see growth in the second half," he said on Thursday. "And we think the second quarter will be a little bit better than the first quarter."

WPP, which owns the Ogilvy and GroupM agencies, stuck to its guidance of flat to 1% growth this year and a margin improvement of 20-40 basis points.

By contrast, rivals Publicis, Omnicom and IPG reported underlying revenue growth in their latest results. France's Publicis was the standout, logging better-than-expected 5.3% organic revenue growth.

Shares in WPP were 2.7% lower in early trade.

WPP noted it had lost key Pfizer creative and public relations accounts last year and that there had been a 15.4% organic revenue decline in China "due to a challenging macro and client environment."

Read said WPP had seen solid revenue growth in its biggest category - consumer packaged goods - with like-for-like growth of 9.5%, adding that companies in this sector recognised that investing in brands to drive volume growth was critical.

Revenue from tech and digital services clients, however, fell 9%.

© Reuters. Branding signage for WPP, the largest global advertising and public relations agency at their offices in London, Britain, July 17, 2019. REUTERS/Toby Melville/ File Photo

Procter & Gamble, for example, told analysts on Friday it had increased its marketing spending by about 14% in its most recent quarter. The company is a WPP client although its main agency group is Publicis.

In contrast, Read noted that Meta had talked about a 16% decline in its other expenses including sales and marketing when it reported earnings on Wednesday. That said, Read expects spending by the tech sector to return to growth this year.

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