[Podcast] GREGGS With Mark Atkinson And Maynard Paton

28 September 2022
By Maynard Paton

I have recorded another episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We talked about Greggs and the investment potential of sausage rolls:

We cover:

  • Mark buying more at £18.
  • How Greggs can survive the upcoming recession.
  • The superfans.
  • Financial history.
  • Productivity improvements and revenue per store.
  • History of family management/Ian Gregg.
  • Importance of staff to retailers.
  • The new CEO.
  • The 5-year plan and future growth prospects.
  • The cost of the 5-year plan.
  • Director option targets.
  • August’s H1 results and small-print.
  • Valuation.
  • Closing thoughts and wrap-up.

Happy listening!

Maynard Paton

PS: The recording took place on 26 September 2022.

2 thoughts on “[Podcast] GREGGS With Mark Atkinson And Maynard Paton”

  1. Fascinating discussion! I am a cautious holder and holding faith in its track record. I wouldn’t say competition is weak, McDonald’s and Pret have grand expansion plans particularly out of London and would say are better for your evening fare

    • Thanks Max. I guess I was comparing Greggs with smaller operators, who may be finding the going tough at present. I am not convinced about the company’s plan for evening sales. And good point with MCD and Pret, who are not going to sit back.


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