All Analysts articles – Page 15
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Analyst corner: Brumby on overexpansion
Leading analyst Mark Brumby at Langton Capital looks at how “cheap cash & crowd-funding have ‘supply-pushed’ capacity”
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Analysts corner: Brumby on Punch
Jack Brumby, of Langton Capital, gives his view on why the market has consistently mispriced Punch. He explains that the UK’s second biggest pub operator has made great strides operationally, strategically and financially, which have yet to be fully recognised.
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Analyst corner: Burns on TRG
Leading sector analyst Karl Burns at Investec has said that The Restaurant Group (TRG) remains in a difficult spot with declining LFL sales, rising cost inflation and an uncertain outlook
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Burns: Changing capex cycle
Leading analyst Karl Burns at Investec believes like-for-like sales growth will be driven by increasing capital investment moving forward
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Burns: Landscape shifts set to continue
Analyst Karl Burns at Investec has said that the UK’s pub & restaurant sector is going through a period of significant change, resulting in market share shift, margin pressure and higher capex requirements, putting pressure on returns.
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Stewart: Just Eat can take more market share
Leading sector analyst Anna Barnfather has said that she believes the right people are in place at Just Eat to “drive significant profitability improvements going forward”
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Analysts corner: Brumby on M&B
Mark Brumby, of Langton Capital, gives his view on Mitchells & Butlers’ full-year update:
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Analysts corner: Barnfather on Young’s
Leading analyst Anna Barnfather, of Panmure Gordon, gives her views on the prospects for Young’s, including her admiration for its strong portfolio but concerns over London trading post-Brexit
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Barnfather: Shepherd Neame “gathering momentum”
Leading analyst Anna Barnfather, of Panmure Gordon, has said Shepherd Neame is “gathering momentum”.
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Barnfather: Pubs & restaurant sector remains broadly positive
Leading sector analyst Anna Barnfather at Panmure Gordon has said that the outlook for pubs and restaurant sector remains broadly positive
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NewsBarnfather: TRG investors will need more reassurance
Leading analyst Anna Barnfather at Panmure Gordon has said that investors in The Restaurant Group (TRG) will require further reassurance before the group’s stock can re-rate
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Analyst corner: Brumby on over-expansion & fabricated demand
With The Restaurant Group and Ed’s Easy Diner having said that they are to dispose of units, leading analyst Mark Brumby at Langton Capital says the pair are unlikely to be the last operators to trim their estates
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French: McCue appointment has reduced pressure on TRG board
Analyst Simon French at Cenkos has said he expects TRG to confirm the disposal of up to 40 sites and the removal of up to £5m head office costs
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Analyst reaction: TRG changes
Leading analysts Mark Brumby at Langton Capital, and Anna Barnfather at Panmure Gordon, give their respective takes on the changes at the top of TRG
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Analyst corner: Rollo on impact of Pokemon Go
Leading sector analyst Jamie Rollo at Morgan Stanley looks at the impact of the current Pokemon Go craze on the pub and restaurant market
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French: Plan for the worse
Analyst Simon French has said that on the back of the decision to leave the EU, the pub and restaurant industry “should plan for the worst (i.e. a re-run of 2008-10)”.
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Analyst corner: Rollo on GK and M&B
Morgan Stanley leisure analyst Jamie Rollo looks at the divergent share performance of Greene King and M&B
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Analysts corner: Brumby on London trading
Mark Brumby, of Langton Capital, asks whether the good times are over for operators in London:
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Barnfather: Plenty for Brighton Pier Group to go after
Leading analyst Anna Barnfather at Panmure Gordon has said that the Brighton Pier Group (formerly Eclectic) is well placed to execute on its strategy
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NewsAnalysts corner: Brumby on JDW vs TRG
Mark Brumby, of Langton Capital, compares the fortunes of JD Wetherspoon and The Restaurant Group over a ten-year period and declares “I think we have a winner”.