Shareholder Perks

Monday, Oct 19 2015 by
5

I have written about my thoughts on Next and Young & Co in the recent past. Both have a clear, differentiated business model, focused management teams and look set to keep on delivering value to long term shareholders. But there is another less well documented side to these investments.

Some companies have shareholder perks associated with them, in this case with Next and Young & Co. the companies stipulate that for a minimum holding of shares (Next is 100, Young’s is merely 1) a shareholder is entitled to some perks. In the case of Next it is a 25% off voucher once a year. In the case of Young’s it is discounts off accommodation. These aren’t make or break discounts which tip the investment decision to own them, but are nice to have bonuses. My Young’s shares have risen over 20% since I bought them and I got a further £20 off a room in the Alma in Wandsworth (4.5 stars on Tripadvisor and I must say I thought it was excellent) when staying for a friend’s birthday this weekend. That £20 doesn’t tip the scales if Young’s was a poor investment, but take care of the pennies and the pounds will look after themselves. Just nice to have. Similarly my wife thinks Next’s kid’s clothes are great, so 25% off once a year is a welcome saving.

Other companies that offer perks include theme park owner Merlin Entertainments (40% off 2 adult theme passes per annum if you own 317 shares = c£1170 investment) Greene King (mails offers / vouchers to shareholders), Mulberry gives 20% off in certain stores to investors with over 250 shares, Whitbread which owns Premier Inn and Costa coffee emails offers to shareholders with over 64 shares and Restaurant Group which owns Frankie and Benny’s and other restaurant brands gives shareholders with 250 shares a book of 12 20% off vouchers for tables upto 10. Great for kid’s post cinema parties !

A more complete list is here http://www.hl.co.uk/shares/shareholder-perks

The main caveat is that some companies require your shareholding to be in your name rather than in a nominee account. Its worth ringing up the company in this case and finding out. Many companies will try and accommodate you.

Anyway, happy investing.



Veg Patch


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NEXT plc is a United Kingdom-based retailer offering clothing, footwear, accessories and home products. The Company's segments include NEXT Retail, a chain of over 500 stores in the United Kingdom and Eire; NEXT Directory, an online and catalogue shopping business with over four million active customers and international Websites serving approximately 70 countries; NEXT International Retail, with approximately 200 mainly franchised stores; NEXT Sourcing, which designs and sources NEXT branded products; Lipsy, which designs and sells Lipsy branded younger women's fashion products, and Property Management, which holds properties and property leases which are sub-let to other segments and external parties. Lipsy also sells directly through its own stores and Website, to wholesale customers and to franchise partners. The Company's franchise partners operate approximately 180 stores in over 30 countries. more »

LSE Price
5482p
Change
2.0%
Mkt Cap (£m)
7,393
P/E (fwd)
12.0
Yield (fwd)
3.1

Young & Co.'s Brewery, P.L.C. is engaged in managing pubs. The Company operates through three segments: Young's managed houses, Geronimo managed houses and the Ram Pub Company. Both Young's and Geronimo managed houses operate pubs. It is engaged in sales of drink, food and the provision of accommodation. The Ram Pub Company consists of pubs owned or leased by the Company and leased or sub leased to third parties. It also includes rents payable by, and sales of drink made to, tenants. The Company has approximately 250 managed pubs and over 80 tenanted ones, principally located in London and the South East. more »

LSE Price
1670p
Change
3.7%
Mkt Cap (£m)
788.3
P/E (fwd)
22.1
Yield (fwd)
1.4

Merlin Entertainments plc is a United Kingdom-based entertainment company. The Company operates through three business segments: Midway Attractions, LEGOLAND Parks and Resort Theme Parks. Its products include Midway attractions, which are smaller, indoor attractions located in city centers or resorts, and Theme parks, which are larger multi-day destination venues, with on-site themed accommodation. The Midway Attractions segment operates approximately 100 attractions in over 21 countries across over four continents. The LEGOLAND Parks includes LEGO themed accommodation, rides and shows. The LEGOLAND Parks operate over six attractions in approximately five countries across over three continents. The Resort Theme Parks include accommodation, rides and shows. The Resort Theme Parks segment operates over six attractions in the United Kingdom, Germany and Italy. Its subsidiaries include AAE Unit Trust, AQDEV Pty Limited and Aquia Pty Ltd. more »

LSE Price
340p
Change
0.5%
Mkt Cap (£m)
3,458
P/E (fwd)
16.1
Yield (fwd)
2.4



  Is LON:NXT fundamentally strong or weak? Find out More »


1 Post on this Thread show/hide all

slartybartfast 19th Oct '15 1 of 1
3

Piffling perks. I seem to remember shareholders in Lonrho being offered something in the order of £125k off a yacht!! ;-)

ps I didn't take advantage of it... can't quite remember why.

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