-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：WPP集团2026年第一季度净同店收入同比下降7%至20亿英镑，基本符合预期，占全年预测的23%，与历史季节性规律一致。此次下滑反映了此前客户的流失以及客户谨慎的支出，管理层预计2026年上半年将出现中高个位数的下滑，并在下半年随着新业务的增长而复苏。全球整合营销代理公司仍然是拖累业绩的主要因素，同比下降7%，其中WPP媒体业务下滑幅度最大（同比下降9%），尽管与第四季度相比，下滑趋势有所改善，表明初步企稳。公共关系业务（同比下降3%）和专业代理公司（同比下降2%）表现更为稳健，这得益于北美地区强劲的新业务增长和稳定的细分市场需求。我们维持对该公司2026年和2027年营收的预测，分别为138亿英镑和140亿英镑，每股收益分别为3.20英镑和3.25英镑。这反映了近期运营杠杆率下降和激励机制带来的利润率压力，而复苏则取决于新业务转化、成本控制措施以及客户支出的稳定。我们维持“持有”评级。
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