All Analysts articles

  • News

    Jamie Rollo on pubs under the new Government

    2019-12-13T08:12:00Z

    UK pubs have been relatively resilient over the past few years, with industry LfL sales running up around 1%. 

  • PizzaExpress Langham Place, Oxford Circus exterior
    News

    Hedge funds’ involvement a ‘statement of support’ for Pizza Express

    2019-10-24T07:45:00Z

    The latest development in Pizza Express’s debt dilemma sees big name credit funds enter the frame.

  • News

    Goodbody on Whitbread

    2019-10-23T07:42:00Z

    Following the announcement of Whitbread’s H1 results, Rachel Fox, equity analyst at Goodbody gives her verdict. 

  • Dominos
    News

    Analysts’ verdict: Goodbody on Domino’s

    2019-10-18T07:30:00Z

    Domino’s decision to exit its international markets should be well received by investors, according to Rachel Fox, gaming and leisure analyst at Goodbody.

  • Marstons
    News

    Peel Hunt on Marston’s

    2019-10-16T07:42:00Z

    Dealing with the debt and a difficult dining market

  • Loungers
    News

    Analysts’ verdict: Peel Hunt and Liberum on Loungers

    2019-08-28T07:31:00Z

    Analysts’ verdict: Peel Hunt and Liberum give their view on Loungers’ full year trading figures.

  • Share offer
    Opinion

    Analysts’ verdict: Greene King

    2019-08-20T07:31:00Z

    Following the news that Greene King could be acquired by Hong Kong-based property developer CK Asset Holdings yesterday, analysts from JP Morgan, Morgan Stanley, and Goodbody give their views on the deal and what it represents for the sector.

  • Domino's
    Opinion

    Analysts’ verdict: Berenberg on Domino’s

    2019-08-20T07:31:00Z

    Following the publication of Domino’s first half results earlier this month, analysts from Berenberg share their thoughts on the challenges it faces.

  • Marstons-Lazy Pig external pub shot-Chesham
    Opinion

    Analysts corner: Marston’s

    2019-07-25T07:48:00Z

    Following Marston’s trading update for the 42 weeks to 20 July 2019, leading analysts from JP Morgan, Peel Hunt, Liberum and Goodbody share their reactions to the figures, which have been described as “slightly disappointing” in Q3.

  • Starbucks greener-Cup-2 web
    Opinion

    Is Starbucks’ stardust losing its sparkle?

    2019-07-24T07:23:00Z

    Three years ago, Starbucks proudly reported trading results for a “momentous year” in which it made its first profits after 17 years of operating in the UK. Profits after tax for the year ending September 2015 came in at £25.8m after a loss of £9.8m the previous year.

  • Opinion

    ​GDPR, CVAs, and the fight for lunchtime: RSM’s half year report

    2019-07-17T07:51:00Z

    At the start of the year, RSM made some predictions about challenges and trends that the hospitality sector could expect to see in 2019. As the first six months of the year come to a close, partner Paul Newman reflect on those forecasts and looks at the latest trends and shifts in the market. 

  • Tim Martin JDW
    News

    Analysts corner: Goodbody on JDW

    2019-07-11T08:00:00Z

    On the back of JD Wetherspoon’s latest trading update yesterday, analyst Goodbody gives its views on the pub operator’s performance and said the numbers indicate a good finish to the year.

  • Hungry Horse exterior
    Opinion

    Analysts corner: Greene King

    2019-06-28T07:37:00Z

    Following the brewer and pub operator’s full year results announcement yesterday, leading analysts from Liberum, Peel Hunt and Hargreaves Lansdown give their views on what the results mean.

  • Foxlow
    Opinion

    The not so fantastic Foxlow

    2019-06-20T07:51:00Z

    Following the demise of Hawksmoor’s secondary brand, MCA director Steve Gotham looks at the sensitivty of spend per head, and how value for money perceptions critically vary at different price points

  • Nick Mackenzie, new Greene King CEO
    News

    Analysts corner: Berenberg on Greene King

    2019-06-14T07:19:00Z

    In advance of Greene King’s new CEO Nick Mackenzie unveiling the company’s full-year results for 2019, the analyst shares its thoughts on the pub operator and brewer’s position in the market.

  • Miller & Carter exterior
    Opinion

    Analysts corner: M&B and Ei Group

    2019-06-07T07:59:00Z

    Berenberg shares its latest thoughts on the performance of M&B and Ei Group, and how it’s affected their ratings.

  • Domino's
    News

    Analysts corner: Domino’s Pizza

    2019-05-23T07:45:00Z

    Looking back at the detail of Domino’s Q1 update early this month, analysts at Berenberg believes a cocktail of conditions is creating a very uncertain long-term outlook.

  • Downing Crowd launches bond
    Opinion

    Analysts corner: Mitchells & Butlers

    2019-05-21T07:12:00Z

    Ahead of its H1 results this Thursday, analyst Goodbody offers up its thoughts on what we could see from the pub, bar and restaurant operator’s update.

  • deliveroo
    Opinion

    Amazon gives Deliveroo 'capital and kudos'

    2019-05-21T07:10:00Z

    Does Amazon’s $575m lead investment in Deliveroo represent more than just capital? MCA’s Finn Scott-Delany looks at the potential synergies of the partnership, and the implications for restaurant brands. With commentary from MCA’s Steve Gotham, CGA’s Karl Chessell and YFood’s Nadia El Hadery.

  • Deliveroo rider
    Opinion

    Amazon/Deliveroo: 'The race is now on'

    2019-05-20T07:32:00Z

    Amazon’s re-entry into the food delivery market, leading a fresh round of investment in Deliveroo, piqued the interest of many in the industry. MCA news editor Finn Scott-Delany discusses what the move mean for the key players in the space, and prospects for consolidation.