All Analysts articles – Page 23
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Jack: Sector blowing hot and cold
Leading analyst Douglas Jack has said that in his view the outlook for the sector is mixed
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Ellis: Whitbread on track for another good year
Leading analyst Wynn Ellis at Numis has said he believes that Whitbread remains on track for another good year
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Analyst Corner: Mark Brumby - Pub Costs in 60 Seconds
Mark Brumby at Langton Capital says that excluding the national minimum wage (rising at 3%), the cost environment is better than it has been for years
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Harwood: Transformational programme at Essenden a success
A leading analyst has said that the strong progress made by Essenden in the current year demonstrates the success of the group’s transformation programme
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Analyst corner: Jamie Rollo on JDW
Jamie Rollo at Morgan Stanley says he expects Q1 like for like sales growth of c. 5-6% for JD Wetherspoon, in-line with the first six weeks of the quarter.
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M&C20 falls back with markets in sell mode
The FTSE All-Share was down 2.3% while the M&C 20 fell 4% to 1140, reports Will Brumby of Langton Capital
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Jack: Punch more attractive than Enterprise
Leading analyst Douglas Jack at Numis has said that after its successful restructure he views Punch Taverns as more attractive than Enterprise Inns
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Analysts positive on Marston’s update
A number of leading analysts have reacted positively to this morning’s trading update from Marston’s
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Greene King 'can justify expected price for Spirit'
Greene King is likely to have to offer between 110p and 120p per share for Spirit Pub Company, an amount that can be justified from a multiple of earnings perspective, according to leading analyst Nick Batram
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Analyst corner: Nick Batram on Prezzo
Nick Batram at Peel Hunt says that a bid approach around the current share price significantly undervalues a group of Prezzo’s “pedigree and potential”.
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Jack: Proposed Prezzo price unattractive
Leading analyst Douglas Jack at Numis said that the proposed offer price for Prezzo is unattractive, but announcing the approach may flush out higher bids
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Analysts issue a Hold on Domino's despite 'stunning' UK performance
Two leading analysts have reiterated their Hold recommendations for Domino’s despite strong Q3 results
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Jack: Still plenty of growth in the UK for Domino’s
Leading analyst Douglas Jack has said that with UK franchisee profits up 17% and new store average sales up 12% in H1, there is plenty of growth left in the UK for Domino’s Pizza.
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Analyst corner: Rollo on Spirit/Greene King
Jamie Rollo at Morgan Stanley looks at Greene King’s offer for Spirit, and says that integration could drive material synergies of around £50m
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French: M&B update 'disappointing'
Leading analyst Simon French believes the market will view Mitchells & Butlers’ (M&B) latest trading update as “disappointing”renchL:
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French: Spirit now in play
Leading analyst Simon French at Cenkos Leisure says he expects all the other major managed pub companies will be running the numbers on Spirit
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Jack: Expect a strong Q3 from Domino’s
Leading analyst Douglas Jack said that he expects UK LFL sales at Domino’s Pizza Group to have remained double-digit positive
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DP Poland shows 'tangible signs of progress'
DP Poland, the operator of the Domino’s brand in the country, is displaying “tangible signs of progress”, according to leading analyst Nick Batram
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Analyst corner: Rollo on M&B
Jamie Rollo at Morgan Stanley looks ahead to the Q4 interim management statement from Mitchells & Butlers (M&B), predicting a “solid” performance
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French: TRG and M&B should merge
Leading analyst Simon French has proposed the merger of The Restaurant Group Plc (TRG) with Mitchells & Butlers (M&B) to create the UK’s pre-eminent eating and drinking out group sayingTRG has earned the opportunity at creating something bigger