All Analysts articles
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NewsWhitbread: ‘We think the plan we’ve laid out is the right one’
Following its Q1 results, the group has pushed back against calls from activist investor Corvex Management to reduce UK capex saying it ‘would not be the right thing to do’
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NewsWhitbread delivers ‘strong and improved’ Q1 performance
The group has reported total sales growth of 2% in the first quarter of its financial year and says its new five-year accelerating growth plan is being executed ‘at pace’
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InterviewsSarah Willingham: ‘I’m seeing return on investment like I have never seen’
Speaking at UKHospitality’s Summer Conference, the Nightcap CEO said site refurbishments and improving kerb appeal is driving sales, and pushed backed against the notion Gen Z is shunning late nights
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NewsStarbucks considering options for Japanese business
The US coffee giant has held preliminary talks with investment banks to help determine an approach for Japan, which includes a stake sale that could be valued at around $2.5bn
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Analysis & InsightWho will be the winners of the government’s summer VAT cut?
While complexities around implementation hardly feel tailored to benefit operators, there are notable opportunities for businesses across the sector to make hay while the sun shines this summer
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NewsYum! in talks to sell Pizza Hut
The US fast food group is in exclusive discussions to sell the struggling pizza chain to Connecticut-based private equity firm LongRange Capital
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Analysis & InsightWho has had a pizza the action? A history of PizzaExpress over three decades
PizzaExpress has had seven different owners since founder Peter Boizot’s sale to Luke Johnson’s and Hugh Osmond in 1993, including being quoted plc twice, and four separate private equity owners. In this deep dive analysis drawing on decades of research, Geof Collyer of Lavender Bank Parters explores what has been invested, who has made or lost money during ownership, and who has looked after the business.
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NewsHigh inflation and interest rates continue to hold back margin growth at Pizza GoGo
The pizza franchise says it ‘performed well against a backdrop of challenging business conditions and market uncertainty’ in its latest financial results, with turnover and profit both seeing marginal growth
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NewsUber ups stake in Delivery Hero
Uber has increased its stake in Delivery Hero to nearly 37%, as the US tech giant steps up its efforts to acquire the German food delivery group
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Weekend PressReeves’s tax cut on children’s meals a political ‘soundbite’, say restaurateurs
The Chancellor’s measure to help families save money during summer holidays ‘won’t make any difference’ to the industry, operators have told The Guardian
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NewsCalls for ‘radical changes’ to business rates appeal system amid ‘tsunami’ of challenges
Colliers warns that ratepayers are facing ‘carnage’ as the number of business rates appeals registered in Q1 2026 is nearly five times higher than those submitted in Q4 2025
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News‘No easy route to recovery’ for hospitality as insolvencies remain high
Analysis of government figures by Buchler Phillips shows the sector remains near the top of the insolvency table with ‘experiential’ or themed chains and cocktail bars the most vulnerable formats
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NewsActivist hedge fund calls for sale of Whitbread
Corvex Management has written to Whitbread’s board and shareholders demanding a ‘rigorous and comprehensive’ sale process be launched for the business
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NewsMarston’s activist investor attacks ‘lazy’ bosses as shares slump
Bradley Radoff, who owns about 3% of the pub group, says it should sell sites to pay down its £860m debt as shareholders are starved of returns, The Sunday Times reports
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NewsShaftesbury Capital reports ‘positive start’ to 2026
The West End landlord says it is ‘well-positioned’ for growth, expansion and investment having completed 151 leasing transactions in the year to date
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NewsGreene King markets 10 freehold managed pubs
The pub and brewing group said the move forms part of its new estate strategy to set the business up for future growth
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NewsPapa Johns UK sales accelerate further
The pizza delivery chain has reported UK growth of 11% in Q1 2026 driven by strong operational execution, enhanced customer experience and increased media investment
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NewsInternational expansion drives RBI to beat expectations
The US company which owns Burger King, Popeyes and Tim Hortons reported system-wide sales growth of 6.2%, including 11.1% for its international business
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Weekend PressWhitbread investors to bag £1.5bn with hotel sell-off
The hospitality group is to sell one in five of the freehold hotel properties it owns outright following a strategic review, The Times reports
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NewsDomino’s shareholders signal concern over updated remuneration policy
Nearly 30% of investors voted against the resolution policy at pizza delivery group’s AGM, prompting the board and remuneration committee to commit to further consultation