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Taylor Wimpey plc (OTCPK:TWODY) Analyst/Investor Day October 1, 2025 10:00 AM EDT
Company Participants
Jennie Daly – CEO & Executive Director
Shaun White – Divisional Chair of Midlands and Wales
Stephen Andrew
Ian Drummond – Divisional Chair of Scotland, North East & North Yorkshire
Chris Carney – Group Finance Director & Executive Director
Ian Drummond
Conference Call Participants
Allison Sun – BofA Securities, Research Division
Zaim Beekawa – JPMorgan Chase & Co, Research Division
William Jones – Rothschild & Co Redburn, Research Division
Ami Galla – Citigroup Inc., Research Division
Alastair Stewart – Progressive Equity Research Limited
Charlie Campbell – Stifel, Nicolaus & Company, Incorporated, Research Division
Aynsley Lammin – Investec Bank plc, Research Division
Samuel Cullen – Peel Hunt LLP, Research Division
Carlos Caburrasi – Kepler Cheuvreux, Research Division
Christopher Millington – Deutsche Bank AG, Research Division
Conversation
Jennie Daly
CEO & Executive Director
Good afternoon, everyone. It really is fantastic to see you all, and thank you for joining us today. Today, we’ll share a clear sense of the journey we’re on and why Taylor Wimpey stands out as a compelling investment proposition.
But before we get to the heart of today’s presentation, then let me just briefly cover this morning’s trading update. It’s clear that market sentiment is not as positive as at the start of the year, though we’ve had a small seasonal tick up from the quieter summer period. Year-to-date, trading is tracking well, just ahead of last year, given the positive start to the year. And you can see that we’ve reiterated our full year U.K. volume and operating profit guidance. Current outlets were 215 at the 20th of September. Outlets will tick down a little in November. But as we said previously, we will open more outlets this year than last, though weighted to the year-end. And we’ll end the year around 210 to 215. And as you’ll hear, we are focused on driving outlet progress going forward and increasing average outlets year-on-year.
