All Analysts articles
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NewsBow Street Group targeting up to six acquisitions in next three years
Executive chairman David Page says the group is only interested in bringing profitable businesses into its stable, which have scope to expand up to and beyond 60 sites nationwide
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NewsStarbucks mulls $3bn sale of Japanese operations
The coffee giant has solicited pitches from several financial advisers on options for the business and is open to selling a majority stake
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Analysis & InsightSummer heatwave drives up utility costs for hoteliers
The RSM UK Hotels Tracker shows utilities expenses per occupied room of UK hotels rose from £8.45 in July 2025 to £9.15 in July 2026
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Analysis & InsightStrong performance across hospitality and leisure categories in August as consumer confidence improves
Spend across hospitality and leisure rose 3.3% last month, bolstered by marked improvement in the travel and entertainment segments
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NewsWendy’s shares drop as Trian parks takeover plans
The US fast food chain’s stock price fell after its largest shareholder shelved plans to pursue a take-private transaction for the company
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NewsBritain’s largest restaurants see profits halve
The country’s largest companies, based on turnover, generated a combined profit of £204m as at July 2026 – a 44% decline, according to new analysis from accounts UHY Hacker Young.
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NewsRise in NEETs fuelling ‘chicken wing economy’
Analysts at Baringa have drawn a link between the wide emergence of QSR chicken restaurants and rise in young people not in employment, education or training
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News‘Precious little breathing space’ for hospitality businesses as insolvency numbers jump 10% in Q2
The latest Buchler Phillips Hospitality Index shows the number of monthly hospitality insolvencies has remained consistently over 260 so far this year
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NewsWendy’s subject of potential takeover
Billionaire activist investor Nelson Peltz’s Trian Fund Management is exploring a potential take-private deal for Wendy’s, according to the Financial Times
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Analysis & InsightWetherspoon’s pricing strategy ‘could be better managed’
The value-led pub company has grown turnover substantially in recent years but seen little profit growth. Yet despite criticism over its prices being too cheap, analysts tell MCA Wetherspoon remains well run with a strong brand and clear strategy
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Analysis & InsightFood security fears grow as drought threatens harvests
The prolonged drought and extreme heat are threatening agricultural output, raising the prospect of higher food prices and greater reliance on imports, according to analysts at Shore Capital
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NewsMcDonald’s Corporation: ‘Our international markets continue to demonstrate that our playbook is working’
The US fast food giant saw comparable sales across its international operated markets rise 1.5% in Q2 of FY26, led by continued momentum in the UK, Germany and Australia
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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