All Analysts articles
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Weekend PressDrastic Dave faces his moment of truth at Diageo
The struggling drinks giant turned to Sir Dave Lewis at the start of this year. This week investors will hear first-hand how he plans to turn it around, The Sunday Times reports
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NewsQuestions raised over Wetherspoons’ discounting strategy
The pub company raised prices by half as much as competitors over the previous six years, according to Peel Hunt, leading to a squeeze in profits
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News‘Continued strength’ in UK helps drive international sales growth at Starbucks
The coffee giant beat Wall Street expectations in its fiscal third quarter and has raised its full-year earnings outlook amid a continued return to sales growth
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NewsBrewDog adds $51.1m to Tilray’s Q4 revenue
Tilray said it has stabilised the craft beer business, improved performance and positioned BrewDog for profitability, while leveraging its ‘iconic pub network and experiential consumer platform’
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NewsWetherspoon advises to hit on profits
Chairman Tim Martin warned full year profits are likely to be below market expectations, with marginally lower sales than anticipated in the final quarter
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NewsHospitality insolvencies decline as World Cup and warm weather boost trading
RSM reports that the combination of summer sun and major sporting events has given the hospitality industry ‘an important lifeline’ with insolvencies across the sector down 15% month-on-month
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NewsUber to acquire Delivery Hero for $14.8bn
The acquisition would accelerate Uber’s ambitions in food delivery, enhancing its ability to compete with rivals including Prosus-owned Just Eat and DoorDash, which acquired Deliveroo earlier this year
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Weekend PressJersey Mike’s IPO tries to sprinkle SpaceX magic on a sandwich
Sandwich chain’s US float, as it prepares to expand into new international territories including the UK, is a test of appetite for a sector pinched by concerns over consumer spending, writes the FT
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Analysis & Insight‘The biggest barrier is uncertainty’ – AlixPartners on pub sector M&A
Rising consumer caution, stubborn borrowing costs and growing pressure on leveraged operators are reshaping the UK pub M&A landscape, AlixPartners director Craig Rachel, who told MCA’s Pub Conference
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NewsRise of GLP-1s ‘reshaping’ Britain’s hospitality industry
New research from RSM UK’s Consumer Outlook shows consumers on the weight-loss drugs cut back on alcohol, snacks and dining out
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NewsMay half term heatwave boosts hotel demand but costs keep profits flat
The latest RSM UK Hotel Tracker shows occupancy of UK hotels rose marginally from 79.4% to 79.7% in May year-on-year, but was flat in London at 82%
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NewsDavid Lloyd explores £4bn London listing
Private equity owner TDR Capital is exploring a potential flotation of the premium health and fitness operator, according to The Times
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NewsCoca-Cola calls in restructuring advisors at Costa after aborted sale
The soft drinks giant is working with AlixPartners and Alvarez & Marsal in the wake of its failed attempt to shift the coffee chain for £2bn, The Sunday Times reports
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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.