All Analysts articles
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Analysis & InsightWTF is happening with TGIs?
Once a powerhouse brand in the UK casual dining market, TGI Fridays now finds itself going through its third sale process in little more than a year
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Analysis & InsightPizzaExpress navigates expensive finance costs and structural consumer shifts
The casual dining brand is paying the price of increased interest rates on its borrowing, just as its debt pile has grown and the restaurant market has become tougher than ever, Simon Brooke reports
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Analysis & InsightAlixPartners: ‘UK F&B market proving more resilient than the US’
While F&B is feeling the effect of consumer cutbacks, the impact is milder in the UK than the US, according to Graeme Smith, MD of the financial advisory firm
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NewsOne in eight pubs now ‘technically insolvent’
New analysis by accountancy firm Price Bailey show pub insolvencies surged during the spring and summer of 2025 with June recording the highest number of business failures in over a decade
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Analysis & InsightBattersea Power Station tries to defy London luxury slump with £2bn sale
Offloading the landmark site would serve as a litmus test for the capital’s dwindling property market, reports The Telegraph
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Analysis & InsightMega-brewers keep investors’ coffers topped up
Managers have used a mix of price rises and cost cuts to boost free cash flow and keep shareholders sweet, the FT reports
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NewsAB InBev launches $6bn buyback despite volume decline
The owner of Budweiser and Stella Artois was expected to kick off a $2bn buyback over the next 12 months, although some analysts did forecast a larger outlay in light of its falling debt pile
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Analysis & InsightQSRs outperform as consumers grow more selective
UK eating-out participation fell slightly in Q2 2025, but higher frequency and spend per visit suggest consumers are choosing fewer, more purposeful occasions, according to Lumina Intelligence’s latest EDOP
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Analysis & InsightScale, financial discipline shelter Wetherspoon from cost pressures
The pubco’s margin estimates remain unchanged, implying it is coping with higher labour costs despite its value proposition, according to analysts
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Analysis & InsightDelivery and takeaway sales fall in April
The slowdown was attributed to the long Easter weekend and good weather, which encouraged consumers to dine out or socialise outdoors instead of ordering in
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Analysis & InsightDeloitte: restaurant operators must embrace innovation, sustainability and efficiency
Restaurant operators face rising complexity, but there are clear routes to growth for brands willing to rethink traditional models, according to Deloitte’s 2025 Future of Restaurants and Food Service report
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Analysis & InsightMarston’s has potential to outperform market
The pub group has shown solid progress over the year, “beating street expectations on all fronts” – trading momentum, margin expansion and de-leveraging, according to analyst JP Morgan Cazenove.
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Analysis & InsightDamage control: Righting the passage of TRG’s share price
Is The Restaurant Group’s new strategy a big enough catalyst to improve the position of its share price or is a more radical shake-up required? MCA reports
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Analysis & InsightDelivery fees could provide respite for Domino’s
The majority of franchisees are now charging fees ranging from 99p to £2.50 but it is unlikely to have a major impact on demand, analyst Berenberg believes
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Analysis & InsightBerenberg: ‘TRG’s growth outlook is best-in-class’
The analyst said that despite facing significant cost inflation this year, it thinks TRG can still outperform consensus earnings expectations
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Analysis & InsightMarston’s location bias could leave them exposed
Marston’s bias towards sites in the West Midlands and the North of England could leave them “particularly exposed” to a macroeconomic downturn, according to analyst JP Morgan Cazenove.
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NewsTRG likely to drop out of FTSE 250
The Restaurant Group is still struggling to regain its pre-pandemic form, according to analyst Hargreaves Lansdown
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Analysis & InsightClear strategy expected from new Marston’s CEO
Marston’s full year results should address three core elements in order to improve shareholder value, believes analyst Peel Hunt.
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NewsInvestor interest stokes shares in delivery
Investor interest has been stoked in Just Eat Takeaway.com following the disclosure that a respected American hedge fund boss has acquired a $645m stake in the delivery company.
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NewsOutlook for Deliveroo dependent on post-pandemic demand
The pandemic has offered a structural growth opportunity for Deliveroo, but its longer-term outlook depends on how demand hold ups, and if the road to profitability becomes clearer, according to analyst Hargreaves Lansdown.