Analysis

  • 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%. 

  • Just Eat 2
    News

    Goodbody on Coffer Peach and 2020; Peel Hunt on Just Eat

    2019-12-10T08:45:00Z

    Goodbody says the UK restaurant sector is still facing the dual headwinds of chronic oversupply and cost inflation, while Peel Hunt say Prosus’ latest offer for Just Eat ”significantly increases deal certainty”. 

  • GettyImages-1153667868
    Opinion

    2019 – a year of rising input prices for food and drink

    2019-12-05T08:22:00Z

    Prestige Purchasing’s chairman David Read looks back on an expensive year for operators, and discusses the outlook for food and drink costs in 2020.

  • Cote exterior
    Opinion

    Focus on: French casual dining chains

    2019-12-04T08:25:00Z

    For a country associated with such a long established and fine cuisine tradition, it might be considered a little surprising that French food does not have a stronger restaurant chain presence in the UK, but perhaps the two elements of individual flair and multi-site brand consistency are indeed, polemically opposed.

  • GettyImages-fish and chips
    News

    Spend up at dinner despite visit challenge for pubs

    2019-11-27T08:32:00Z

    Average spend at pubs during the dinner occasion has seen a strong increase, despite the challenge for operators to grow share of visits at this day-part, according to MCA’s latest Pub Brand Monitor.

  • GettyImages-508263822
    Opinion

    Wet-led pubs best placed to capitalise on demand for experiences

    2019-11-13T07:57:00Z

    Wet-led pubs are best placed to capitalise on the demand for experiences as the growth in online delivery and competition from home entertainment means consumers are looking for more on a night out, according to leisure analysts Peel Hunt.

  • Seven Dials Market
    Opinion

    Running the halls

    2019-11-05T07:51:00Z

    Lower rents for operators, more choice for customers – food halls are being heralded as a win-win model for the eating out sector, writes Tony Naylor.

  • 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. 

  • Marstons
    News

    Peel Hunt on Marston’s

    2019-10-16T07:42:00Z

    Dealing with the debt and a difficult dining market

  • TGI Friday's
    Opinion

    Brandwatch: TGI Friday’s

    2019-09-17T07:20:00Z

    It’s not immune to the struggles in the casual dining market but TGI Friday’s has ploughed on with a steady programme of openings. So what is the the journey of the brand in the UK, how it is performing against the wider market and what does it have planned for the future?

  • GettyImages-fish and chips
    Opinion

    Fish and chip supper anyone?

    2019-09-12T07:13:00Z

    Call me old-fashioned and a tad unadventurous if you will, but I am rather quite partial to the long-established delights of fish and chips. A moist and slightly sweet tasting cod fillet in light but crunchy batter, with some nicely seasoned thick-cut chips, minty mushy peas and chunky tartare sauce – delightful! One of the things about go-to products though, is that they become something of a KVI – a Known Value Item. 

  • Wagamama Rushden Lakes
    Opinion

    ‘TRG now has a future’

    2019-09-12T07:12:00Z

    The legacy of Andy McCue’s truncated time as chief executive of The Restaurant Group is, as well all know, the £559m acquisition of Wagamama. When the deal squeaked through last year, there was widespread scepticism over the longevity of its stellar like-for-like sales growth.

  • Chiquito exterior
    Opinion

    Mixed wag: TRG leisure estate continues to drag

    2019-09-04T07:37:00Z

    Former HBOS boss Andy Hornby might have hoped for a smooth introduction to the sector yesterday after joining The Restaurant Group as CEO in August.

  • Harvester
    Opinion

    M&B – Much ado about branding

    2019-09-04T07:37:00Z

    MCA market insight director Steve Gotham analyses data from MCA’s Eating Out Panel to pinpoint potential areas for improvement for some of Mitchells & Butlers’ key brands.

  • Deliveroo Sainsburys
    Opinion

    Is grocery retail disruption of foodservice fake news?

    2019-08-29T06:47:00Z

    The news that Sainsbury’s is the first UK supermarket to offer customers hot takeaways via Deliveroo struck me as further indication of the perseverance of the supermarkets to claim more of the foodservice pound.

  • Arcade - PWF - 0006-HDR
    Opinion

    Shelley Sandzer on food halls: The new face of casual dining

    2019-08-28T07:34:00Z

    Leo Feldman, partner at leisure property agents Shelley Sandzer believes the revival of the food hall concept is a benefit for operators, consumers and landlords.

  • GettyImages-Pub
    Opinion

    BDO: Whose round is it next?

    2019-08-28T07:33:00Z

    As M&A activity continues at a pace in the pub sector, BDO’s M&A director Tom Barnard and M&A manager Hugh Ripley look at the common themes being seen across the pub market and who might be on the receiving end of a bid next.

  • 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.

  • Greene King
    Opinion

    Growth potential for Greene King pub brands

    2019-08-27T07:11:00Z

    In light of the recent bid for Greene King by CK Asset Holdings, MCA market insight director Steve Gotham assesses what MCA’s Eating Out Panel data has to say about the performance of its four core brands.