All Analysts articles – Page 16
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Analyst corner: Rollo on JDW
Leading analyst Jamie Rollo at Morgan Stanley says he expects sales growth at JD Wetherspoon to continue to slow over the coming years. JDW will announce its FY results next month and Rollo is predicting revenue up 7.6% and like-for-like sales growth of c3.4%.
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NewsAnalyst corner: Rollo on Enterprise
Leading analyst Jamie Rollo at Morgan Stanley has published a comprehensive note on the five-year plan from Enterprise Inns to completely change the shape of its pub estate
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NewsJack: Economic outlook is favourable for consumers
In a note on The Restaurant Group (TRG/RTN), leading analyst Douglas Jack at Numis look at how the UK’s economic outlook is favourable for consumers
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NewsJack: TRG has attractive prospects
Ahead of its interim results update on 28 August, leading analyst Douglas Jack at Numis has issued a Buy note on The Restaurant Group’s shares
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NewsJack: TRG poised to accelerate growth
Leading analyst Doug Jack at Numis believes The Restaurant Group (TRG) can accelerate its growth in 2015E
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NewsFulham Shore brands to become prime targets for PE
Leading analyst Myles McNulty at Allenby Capital has said that Fulham Shore’s two current brand will eventually become prime targets for “PE predators”
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Collyer: Eating out sector in ‘sweet spot’ for growth
Pubs and restaurants are in the “sweet spot” for future growth, with value conscious consumers increasingly favouring affordable treats, according to Deutsche Bank analyst Geof Collyer.
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Jack: Expect a tough Q3 for Enterprise
Leading analyst Doug Jack at Numis has said that he expects like-for-like net income at Enterprise to be flat in Q3 due to tough World Cup-related comps
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Batram: Focus shifted to costs at M&B
Leading analyst Nick Batram at Peel Hunt expects Mitchells & Butlers (M&B) to report solid top-line progress
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Jack: Fuller’s exceeding outperforming London market
Leading analyst Douglas Jack has said Fuller’s continues to outperform the London managed pub market and forecasts for its full-year performance may be cautious.
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NewsM&B shares slide over Living Wage fears
Mitchells & Butlers has seen its share price slide since the announcement that a National Living Wage will be introduced.
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Jack: Fuller’s sales to have remained strong
Leading analyst Douglas Jack at Numis has said that with Fuller’s Q1 trading statement due on Thursday, he expects like-for-like sales to have remained strong
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Jack: SSP forecast may to be over-cautious
Leading analyst Douglas Jack, of Numis, has said that forecasts of 3% like-for-like sales growth over the full year at travel concessions operator SSP may be too cautious.
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Jack: Winners and losers of National Living Wage
Douglas Jack, of Numis, has altered his forecasts for most of the managed pub and restaurant to reflect the impact of the new National Living Wage.
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Analysts’ corner: JDW Q4 performance
Analysts give their verdict on JD Wetherspoon’s performance in the final quarter of its financial year, including what impact its pledge to increase starting wages by 8% is likely to have.
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Numis downgrades JDW 2016 projections
Leading analyst Douglas Jack, of Numis, has cut pre-tax profit forecasts for JD Wetherspoon after it announced a further 8% increase to staff starting pay.
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NewsFrench: Expect further M&A activity after Cote deal
Leading analyst Simon French, of Cenkos, has said he expects further M&A activity in the sector over the coming months, following the acquisition of Cote by BC Partners.
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Batram: Cineworld management keen to reassure market
Batram: Cineworld keen to reassure the market post chief financial officer Philip Bowcock’s unexpected departure
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Jack: New ETI strategy should have substantial long-term impact
Douglas Jack at Numis has said that Enterprise’s new strategy should have a substantial long-term impact on its earnings composition
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NewsFrench: GK retains the ambition to make further acquisitions
Leading analyst Simon French believes that Greene King retains the ambition to make further acquisitions