All Analysts articles – Page 2
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NewsHigh inflation and interest rates continue to hold back margin growth at Pizza GoGo
The pizza franchise says it ‘performed well against a backdrop of challenging business conditions and market uncertainty’ in its latest financial results, with turnover and profit both seeing marginal growth
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NewsUber ups stake in Delivery Hero
Uber has increased its stake in Delivery Hero to nearly 37%, as the US tech giant steps up its efforts to acquire the German food delivery group
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Weekend PressReeves’s tax cut on children’s meals a political ‘soundbite’, say restaurateurs
The Chancellor’s measure to help families save money during summer holidays ‘won’t make any difference’ to the industry, operators have told The Guardian
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NewsCalls for ‘radical changes’ to business rates appeal system amid ‘tsunami’ of challenges
Colliers warns that ratepayers are facing ‘carnage’ as the number of business rates appeals registered in Q1 2026 is nearly five times higher than those submitted in Q4 2025
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News‘No easy route to recovery’ for hospitality as insolvencies remain high
Analysis of government figures by Buchler Phillips shows the sector remains near the top of the insolvency table with ‘experiential’ or themed chains and cocktail bars the most vulnerable formats
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NewsActivist hedge fund calls for sale of Whitbread
Corvex Management has written to Whitbread’s board and shareholders demanding a ‘rigorous and comprehensive’ sale process be launched for the business
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NewsMarston’s activist investor attacks ‘lazy’ bosses as shares slump
Bradley Radoff, who owns about 3% of the pub group, says it should sell sites to pay down its £860m debt as shareholders are starved of returns, The Sunday Times reports
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NewsShaftesbury Capital reports ‘positive start’ to 2026
The West End landlord says it is ‘well-positioned’ for growth, expansion and investment having completed 151 leasing transactions in the year to date
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NewsGreene King markets 10 freehold managed pubs
The pub and brewing group said the move forms part of its new estate strategy to set the business up for future growth
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NewsPapa Johns UK sales accelerate further
The pizza delivery chain has reported UK growth of 11% in Q1 2026 driven by strong operational execution, enhanced customer experience and increased media investment
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NewsInternational expansion drives RBI to beat expectations
The US company which owns Burger King, Popeyes and Tim Hortons reported system-wide sales growth of 6.2%, including 11.1% for its international business
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Weekend PressWhitbread investors to bag £1.5bn with hotel sell-off
The hospitality group is to sell one in five of the freehold hotel properties it owns outright following a strategic review, The Times reports
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NewsDomino’s shareholders signal concern over updated remuneration policy
Nearly 30% of investors voted against the resolution policy at pizza delivery group’s AGM, prompting the board and remuneration committee to commit to further consultation
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NewsPapa John’s and Pizza Hut sales gather momentum
The American pizza chains are moving closer to potential ownership changes as part of seperate transactions which could see them taken private, according to Bloomberg
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Analysis & InsightSheikh it up – why the sale of Richard Caring’s empire is a really big deal
Securing over a billion pounds for his hospitality portfolio is a huge win for the ‘King of Mayfair’, while its new Abu Dhabi-based majority owner Diafra has plenty of options to get its teeth into
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Analysis & Insight‘Burdensome tax regime’ and ‘subdued consumer demand’ push up insolvencies
The latest government figures show accommodation and food services insolvencies jumped 22% month-on-month between January and February this year
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NewsStonegate’s estate transformation strategy ‘delivering’ amid ‘well-documented trading challenges’
The pub giant says the plan has allowed it to mitigate continued inflationary cost pressures, improving the bottom-line performance despite an expected drop in revenue in its latest results
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Analysis & InsightFuller's and the enduring appeal of bricks and mortar in a volatile world
It has arguably the highest-quality pub estate in the UK, a strong balance sheet and a compelling operational performance. So why does Fuller’s current valuation on the London Stock Exchange not reflect this? Despite the mismatch, MCA finds a lot to be optimistic about in traditional freehold pub businesses
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Analysis & InsightHave we reached peak coffee shops?
The UK coffee shop sector has enjoyed remarkable growth over the past decade, yet major branded chains like Costa Coffee and Starbucks which once defined the market are now reporting losses, closures and declining profitability
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Analysis & InsightWhat’s next for Fulham Shore?
The pioneering casual dining group behind Franco Manca and The Real Greek is facing an uncertain future with speculation of CVAs, closures, and a possible return for co-founder David Page