All Analysts articles – Page 10

  • News

    Analysts corner: Brumby on casual dining

    2017-09-08T08:38:00Z

    Jack Brumby, of Langton Capital, gives his view on a “full house of casual dining profit warnings, how we got here and identifies who are the winners and losers.

  • Frankie and Bennys
    News

    Liberum: Potential grassroots of the TRG strategy working

    2017-09-06T08:10:00Z

    The leisure team at analyst Liberum said it sees the potential grassroots of TRG’s strategy working

  • News

    Analyst corner: Rollo on Whitbread & SSP

    2017-09-05T08:27:09.917Z

    Leading analyst Jamie Rollo at Morgan Stanley has said he sees Whitbread performing well into year end

  • News

    Analysts corner: Jack on TRG

    2017-09-01T15:44:00Z

    Leading analyst Douglas Jack, of Peel Hunt, has given his further thoughts on The Restaurant Group’s H1 trading update. He said that that with expansion and prices being cut, and opportunities for cost savings being used up, like-for-like sales rises are needed more than ever.

  • News

    ‘Limited attraction’ for investors in pub sector

    2017-09-01T15:43:00Z

    Analysts at HSBC have said there are limited attractions for investors in the pub sector and expressed concern generally about the sector

  • Chiquito
    News

    Analysts corner: Jack and French on TRG H1

    2017-08-31T08:33:00Z

    Leading analysts Douglas Jack, of Peel Hunt, and Simon French, of Cenkos, have given thier views on The Restaurant Group’s H1 update this morning. 

  • News

    Jack: The transition at TRG is likely to take longer than expected

    2017-08-29T07:12:00Z

    Leading analyst Douglas Jack at Peel Hunt has forecast that for Thursday’s H1 results, TRG’s PBT will be down 29% to £26.1m

  • News

    Analysts corner: Rollo on pub and restaurant spend

    2017-08-18T16:09:27.360Z

    Leading analyst Jamie Rollo, of Morgan Stanley, has said all the metrics point to a continued demand from consumers to spend in pubs and restaurants. However, he insists question marks remain over how long this will be sustainable.

  • Revolution Clapham High Street
    News

    Analysts corner: Parson on Deltic/Stonegate/Revolution

    2017-08-16T08:41:00Z

    Leading analysts Nigel Parson, at Canaccord, has described Deltic’s proposal to merge with Revolution Bars Group as offering “greater but more uncertain upside for Revolution shareholders” compared to the £100m cash offer from Stonegate.

  • News

    Analysts’ corner: Jack on Domino’s

    2017-08-11T16:16:40.683Z

    Leading analyst Douglas Jack, of Peel Hunt, has upgraded his 2018E and 2019E forecasts for Domino’s by £2m to reflect this morning’s announcement that it has entered into a partnership with its largest franchisee in London.

  • Simon French
    News

    Analyst corner: French on GK/TRG moves and Domino’s

    2017-08-11T08:27:00Z

    Leading analyst Simon French at Cenkos comments on this morning’s people moves at Greene King and TRG

  • News

    Analysts corner: Jack on GK

    2017-08-03T08:21:00Z

    Leading analyst Douglas Jack, of Peel Hunt, explains why he believes investors are taking an unnecessarily downbeat of Greene King’s shares.

  • News

    ​Jack: Demand is shifting away from in-restaurant dining

    2017-07-31T07:48:34.400Z

    Leading analyst Douglas Jack at Peel Hunt has said that demand and supply growth within the full-service restaurant market is moving into negative territory

  • News

    Analysts corner: Jack on M&B

    2017-07-21T16:21:04.067Z

    Leading analyst Douglas Jack, at Peel Hunt, has predicted a “muted” update from Mitchells & Butlers when it reports Q3 trading figures next week.

  • News

    Analyst corner: Jack on Domino’s

    2017-07-14T08:30:00Z

    Douglas Jack at Peel Hunt has said the rate of expansion of Domino’s franchisee network is a key indicator of the health of the business

  • News

    Jack: Marston’s Q3 likely to see wet-led pubs out-perform

    2017-07-13T08:39:30.020Z

    Leading analyst Doug Jack, of Peel Hunt, has said he expects Marston’s Q3 trading update to show wet-led pubs outperform the rest of the estate in like-for-like sales growth.

  • News

    Brumby on Fulham Shore

    2017-07-13T08:38:57.617Z

    Jack Brumby, analyst at Langton Capital, says Fulham Shore’s central concepts offer enough momentum and potential to be optimistic about group’s prospect

  • News

    Analyst corner: Rollo on pubs

    2017-07-07T16:32:21.913Z

    Leading analyst Jamie Rollo, of Morgan Stanley, discusses why the wholesale shift into food by by most of the major pub operators over the last decade has not proved to be they antidote they may have hoped for.

  • News

    Irvine-Fortescue: GK running hard to standstill

    2017-06-30T08:25:23.820Z

    Mark Irvine-Fortescue, leading analyst at Panmure Gordon, has said that Greene King is “running hard to standstill”. Off the back of the pub operator and brewer’s full-year update, the analyst said that he expected a flattish profit outturn this year, with enhanced buying scale post Spirit, and operational initiatives (portfolio ...

  • News

    Analyst corner: Rollo on Greene King

    2017-06-30T08:25:00Z

    Jamie Rollo, leading analyst at Morgan Stanley, looks at yesterday’s full-year update from Greene King