-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：WPP集團2026年第一季淨同店營收年減7%至20億英鎊，基本上符合預期，佔全年預測的23%，與歷史季節性規律一致。此次下滑反映了先前客戶的流失以及客戶謹慎的支出，管理層預計2026年上半年將出現中高個位數的下滑，並在下半年隨著新業務的增長而復蘇。全球整合行銷代理公司仍是拖累業績的主要因素，年減7%，其中WPP媒體業務下滑幅度最大（年減9%），儘管與第四季相比，下滑趨勢有所改善，顯示初步穩定。公共關係業務（年減3%）和專業代理公司（年減2%）表現更為穩健，這得益於北美地區強勁的新業務成長和穩定的細分市場需求。我們維持對該公司2026年和2027年營收的預測，分別為138億英鎊和140億英鎊，每股收益分別為3.20英鎊和3.25英鎊。這反映了近期營運槓桿率下降和激勵機制帶來的利潤率壓力，而復甦則取決於新業務轉換、成本控制措施以及客戶支出的穩定。我們維持「持有」評等。
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