Analysts Corner

  • Nick Mackenzie, new Greene King CEO

    Analysts corner: Berenberg on Greene King


    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

    Analysts corner: M&B and Ei Group


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

  • Domino's

    Analysts corner: Domino’s Pizza


    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

    Analysts corner: Mitchells & Butlers


    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.

  • Marston's

    Analysts corner: Marston’s


    With Marston’s due to release its interim results tomorrow, Goodbody takes a look at what it expects and the key questions it would like answered in the update.

  • Wagamama Flickr needs credit

    Analysts corner: When will the wheels fall off the Waga?


    Peel Hunt analyst Douglas Jack gives his view on the prospects for The Restaurant Group, which is due to report on Q1 trading next week. He says that while Wagamama’s like-for-like sales are likely to flatter for a while yet, the cost of labour inflation and broadly flat lfls in the rest of the company leaves the brand with little room to slow. He also asks whether it is time for companies like TRG to break out their in-store and delivery revenues and lfl sales.

  • Andy Hornby

    Analysts corner: TRG


    Analysts at Shore Capital and Goodbody give their views on the appointment of Andy Hornby as the new chief executive of The Restaurant Group.

  • Green King Logo

    Analysts corner: Greene King


    Following Greene King’s full year results announcement yesterday, analysts from Hargreaves Lansdown and Goodbody give their reactions on the numbers.

  • alcoholic-beverages-ale-bar-1269043

    Analysts corner: Peel Hunt on the modern leisure generation


    Douglas Jack and Ivor Jones take a deeper look at the leisure industry, the consumer trends making waves and the external influences fuelling upward cost pressures, and theorise about what we might see in the future.

  • Domino's

    Analysts corner: Domino’s


    Domino’s alleged disputes with its franchisees have been making headlines of late, with chief executive David Wild even accused of misleading the City. Analyst at Berenberg give their views on how the situation may play out for them in terms of future performance.