Analyst corner: Berenberg on Whitbread

21 Apr 2017

Stuart Gordon and Najet El Kassir of Berenberg explain why Whitbread’s two market leading brands provide it with plenty of momentum, as the group gears up to report its full-year results next week.

French: General Election announcement to provide short-term headwinds

19 Apr 2017

Yesterday’s General Election announcement is likely to provide short-term headwinds in the hotel and travel sector

​Analyst corner: Hammond on TRG

24 Mar 2017

Analyst Ned Hammond at Berenberg has downgraded The Restaurant Group to ‘sell’ from ‘hold’

Analysts corner: Irvine-Fortescue on Brighton Pier Group

22 Mar 2017

Mark Fortescue at Panmure Gordon has said that yesterday’s first-half update from the Brighton Pier Group demonstrated positive progress in both the company’s divisions

HSBC: No silver bullets for TRG turnaround

16 Mar 2017

Ali Naqvi, analyst at HSBC Global Research, has said that nothing in The Restaurant Group’s (TRG) turnaround plan was revolutionary

Analyst corner: Irvine-Fortescue on TRG

10 Mar 2017

Sector analyst Mark Irvine-Fortescue looks back The Restaurant Group’s (TRG) update with a note called “Cue-ing straight”

French: Current trading to have remained difficult for TRG

07 Mar 2017

Ahead of its full-year update tomorrow, leading analyst Simon French at Cenkos has said that he expects current trading to have remained difficult for The Restaurant Group (TRG).

French: Nando’s most significant challenge to Domino’s

07 Mar 2017

Leading sector analyst Simon French at Cenkos has said that Nando’s is the most significant challenge to Domino Pizza’s market share of the home delivery market.

Analyst corner: Irvine-Fortescue on Greene King

10 Feb 2017

Mark Irvine-Fortescue, analyst at Panmure Gordon, looks at this morning’s Q3 trading update from Greene King

Jason Cotta

Costa confirms price rises

03 Feb 2017

Whitbread has confirmed price rises in its Costa estate.

BrewDog- more than just lucky punks

11 Apr 2017

BrewDog’s announcement of a £231m investment form a US private equity firm at the weekend prompted praise and dismay in equal order. It is the latest in a series of moves by the Scottish brewer and pub operator which has seen them accused of relinquishing their ‘punk’ status and becoming part of the establishment. James Wallin asks whether the self-proclaimed rebels really have sold out and what the latest chapter in the BrewDog story can tell us about crowdfunding and the craft beer ...

Following the crowd

27 Mar 2017

Over the past few years crowdfunding has gone from a curiosity to a major source of finance for businesses looking to scale up. Analyst Geof Collyer examines the statistics behind this phenomenon and how it is impacting on the eating and drinking out sector.



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