CBS Names New Head Of International Outdoor Ads Amid Business Slump
August 11 2009 - 1:27PM
Dow Jones News
CBS Corp. (CBS) named a new head of its international outdoor
advertising business amid steep declines in that division's revenue
and profits.
Antonio Alonso, chief development officer for CBS Outdoor
International, replaced Clive Punter as chief executive of the
division, reporting directly to CBS Chief Executive Les
Moonves.
Punter stepped down, effective immediately, a week after CBS
reported its international outdoor revenue dropped 36% to $156
million, due to weak ad markets in Europe and foreign currency
exchange rates. The performance continued a string of
disappointments for the business.
Ed Atorino, analyst with The Benchmark Co., said the business
has fared worse than competitors, like Clear Channel Outdoor
Holdings Inc. (CCO), which reported a 29% decline in its
international revenue for the second quarter.
"Like all advertising-related businesses, Outdoor is having a
challenging year," CBS spokeswoman Shannon Jacobs said. "We believe
in the basic business model and anticipate that the unit will
return to form when the economy improves."
For the first half of 2009, CBS Outdoor International swung to
an operating loss of $40 million from earnings of $12.7 million in
the year-ago period.
The results are particularly stinging for CBS because the
outdoor advertising business - which places advertisements at
roadside billboards, public transit stations, stadiums and shopping
centers - has been viewed by investors as less exposed to the
technological changes that are disrupting traditional business
models in other areas of media where CBS has a heavy presence, like
TV and radio broadcasting.
Anthony Diclemente, analyst with Barclays Capital, said outdoor
advertising is suffering "a severe impact" from the ad spending
downturn caused by the global economic recession, but "investors
remain positive on the longer-term" prospects for the business.
For his part, Alonso played a key role last April in CBS' $110.8
million acquisition of International Outdoor Advertising Group, the
leading outdoor advertising company in South America. Moonves said
in a statement that his work in melding that business with others
in the CBS portfolio demonstrated that he's "a first-class outdoor
executive with a deft hand in dealing with foreign clients and
constituencies."
In his new role, Alonso will oversee CBS' international
portfolio of outdoor business in places like the U.K., Ireland,
France, Italy, the Netherlands, Spain and mainland China.
The company's domestic and international outdoor advertising
business made up around 13% of CBS' consolidated revenue in the
first half of 2009. During that time, Outdoor's expenses were cut
9% to $570 million as the media giant took measures to restructure
many of its businesses.
Jean-Francois Decaux, co-chief executive of the world's largest
outdoor advertising company, JCDecaux SA (DEC.FR), recently told
Dow Jones Newswires that he would be interested in assets in the
U.S., particularly Clear Channel Outdoor or CBS Outdoor, if they
were for sale.
"As for CBS, one feels that outdoor advertising is not a core
business," Decaux said. "What matters to them is media
content."
On the CBS earnings conference call, Moonves dismissed talk of a
sale of the outdoor business, saying it's showing signs of
stabilization with sales pacing showing some improvement.
"We believe Outdoor will perform well over the long-term,
especially the investments we made in digital boards and emerging
international markets," Moonves said.
-By Nat Worden, Dow Jones Newswires; (212) 416-2472;
nat.worden@dowjones.com