Analysts

  • 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.

  • Marston's
    Opinion

    Analysts corner: Marston’s

    2019-05-14T07:32:00Z

    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
    Opinion

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

    2019-05-08T07:37:00Z

    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
    Opinion

    Analysts corner: TRG

    2019-05-03T07:09:00Z

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