UBS reiterates its buy recommendation on the share, leaving its target price unchanged at 3,055 pence. This new TP represents 26% upside potential for the British foodservices group's shares.
The share price's recent fall seems exaggerated: Sodexo's weak performance seems company-specific, and concerns about US consumers for Compass may be exaggerated, UBS says.
The strength of sterling and market rotation have led to a fall in the share price, but Compass is still well placed to leverage its operational and financial strength to win share, it adds.
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