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All Analysts articles – Page 16
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Batram: Potential for momentum to increase at TRG
Leading analyst Nick Batram at Peel Hunt has said that the long-term dynamics of increased eating out should be positive for TRG
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NewsRollo: GK facing possible dilution from pub sales
Leading analyst Jamie Rollo at Morgan Stanley has forecast that Greene King will report H1 revenues of £906m (+47%)
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News Barnfather: JDW significantly exposed to labour inflation
Leading analyst Anna Barnfather at Panmure Gordon has said that JDW faces stiff competition from the surge in supply of casual dining chains
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Analyst corner: Rollo on M&B
Leading analyst Jamie Rollo, of Morgan Stanley, says he expects new Mitchells & Butlers chief executive to update the market on the company’s mitigation of the pressures of the National Living Wage next month.
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Rollo: Expect strong trading for Enterprise Q4
Leading analyst Jamie Rollo, of Morgan Stanley, has said he expects Q4 trading for Enterprise Inns to have been ‘solid’ but has warned that its strategic plan will lead to significant overheads.
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NewsGreene King to reduce number of brands
Leading analyst Jamie Rollo at Morgan Stanley believes that Greene King’s main thrust for achieving revenue synergies on the back of its acquisition of Spirit will come from simplification and improvement of its brands
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Barnfather: Pressure building on Whitbread
Leading analyst Anna Barnfather, of Panmure Gordon, has said that Whitbread’s growth story is shifting further towards capex-heavy room expansion, increasing the capital intensity of its business model, raising debt levels and lowering returns.
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Analyst corner: Rollo on JDW
Leading analyst Jamie Rollo at Morgan Stanley says he expects JDW to report like-for-like growth of around 1.5%
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Barnfather: Shep Neame gathering momentum
Leading analyst Anna Barnfather at Panmure Gordon has said that Shepherd Neame is gathering momentum
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Rollo: Various options open to new M&B CEO
Leading analyst Jamie Rollo, of Morgan Stanley, has said new Mitchells & Butlers chief executive Phil Urban faces a number of challenges in his new role, including weak like-for-likes, rising restaurant competition and wage cost pressures.
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Collyer: First time no net increase in JDW estate size since FY07
On the back of JD Wetherspoon’s full-year update on Friday, leading analyst Geof Collyer has suggested that the group’s net openings figure for its current year could be zero
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NewsBurns: M&B has issue over what it is
Leading analyst Karl Burns at Panmure Gordon has argued that the fundamental issue with M&B is that it is now seen more as a restaurant company rather than a pub company
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NewsTRG to generate best organic growth in the sector
The Restaurant Group (TRG) will generate the best organic growth in the quoted pub and restaurant sector over the next five years
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Analyst corner: Rollo on M&B
Leading analyst Jamie Rollo at Morgan Stanley says he expects a small improvement in trading from M&B when it reports its Q4 figures
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Analysts on TRG H1
Numis analyst Douglas Jack has said The Restaurant Group’s new openings are generating sales 15% above the group average
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Analyst corner: Batram on TRG
Leading analyst Nick Batram at Peel Hunt says that The Restaurant Group should post a solid H1 next week
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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