All Analysts articles – Page 17
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NewsFrench: Frankie & Benny’s could lose volume
Leading analyst Simon French has said that he remains positive on TRG given good visibility on its rollout
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Jack: TRG expansion rate could reach 60+ new sites pa
Leading analyst Douglas Jack at Numis has said TRG’s self-financed expansion rate could reach 60+ new sites per annum in four to five years
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French: Increased competition to impact Domino’s
The UK home delivery market is becoming increasingly crowded which is likely to make it more difficult for Domino’s Pizza
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Analysis & InsightGrexit fears continue to cast shadow over M&C20 performance
The FTSE All-Share was unchanged this week, with the M&C20 finishing 0.2% lower, as investors’ fears regarding Greece undid a strong performance in the market mid-week,
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NewsAnalyst corner: French on M&B
Leading analyst Simon French believes that M&B is positioned to regain market leadership over the medium-term
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French: Expect strong growth for three years
Leading analyst Simon French, of Cenkos, has predicted pub and restaurant groups will see up to three years of above average earnings growth driven by like-for-like sales rising above inflation, new site openings, a benign cost environment and selective M&A.
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Numis upgrades Fuller’s forecast after strong FY15
Leading analyst Douglas Jack, of Numis, has upgraded his forecast for Fuller’s after it revealed it had performed “well ahead of the market” in FY15.
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French: Orchid integration appears on track at M&B
Leading analyst Simon French, of Cenkos Securities, has said Mitchells & Butlers appears on track with the integration of the Orchid portfolio.
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Jack: Expect Fuller’s PBT up 6%
Leading analyst Douglas Jack, of Numis, has forecast a 6% rise in pre-tax profits for Fuller’s to £36m ahead of the company’s full year results on Friday.
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Analyst corner: Rollo on pub stocks
Leading analyst Jamie Rollo at Morgan Stanley has said that the P/E multiple for pub company stocks remains the furthest away from its 2007 peak
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Batram: Cineworld has room for long-term outperformance
Nick Batram at Peel Hunt says that Cineworld shares have been predictably strong and expects its upcoming AGM to be accompanied by a positive update
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Analyst corner: Rollo on Whitbread
Leading analyst Jamie Rollo at Morgan Stanley says that he expects Q1 16 like-for-like sales of 5.5% from Whitbread
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Jack: Expect a positive update from Cineworld
Leading analyst Douglas Jack at Numis said that he is expecting a positive update from Cineworld’s AGM statement
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Analysts corner: ETI overhaul “inevitable”
Analysts have welcomed Enterprise’s announcement as “sensible, inevitable and well-planned” and said a similar move must now be expected from Punch Taverns.
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Jack: Expect strong H1 results from SSP
Leading analyst Douglas Jack, of Numis, has said he expects strong results from travel concessions operator SSP when it reports its H1 results on 21 May.
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NewsJack: TRG to have maintained momentum
Leading analyst Doug Jack at Numis has said that he believes like-for-like sales at TRG should have at least maintained momentum in March and April
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Jack: ETI to reveal transformational strategic review
Leading analysts Douglas Jack, of Numis, has said he expects a ‘transformational strategic review’ when Enterprise Inns reveals its H1 results next week.
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Brumby: JDW should draw clear from the pack
Mark Brumby at Langton Capital has said that JDW now seems to be saying that its like-for-like sales could trend towards flat for the rest of the year
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Jack: JDW breakfast push won’t counter margin fall
Leading analyst Douglas Jack, of Numis, has questioned whether volume growth from JD Wetherspoon’s drive to grow breakfast sales will offset the hit on margins.
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Jack: Expect strong underlying trade for Marston’s H1
Leading analyst Douglas Jack, of Numis, has said he expects Marston’s to report strong underlying trade when it presents its H1 results next week.