All Analysts articles – Page 27
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NewsJack: Fuller’s trading to have remained ahead
A leading analyst has said that the World Cup should have provided a slight boost to both the managed and tenanted estates (positive for drink-led outlets; negative for wet-led outlets) of Fuller’s
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NewsJack: Domino’s H1 UK trading to have remained strong
A leading analyst has forecast that PBT for Domino’s will be up 10% to £24.5m in H1
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NewsJack: Spirit offering attractive growth
A leading analyst has said that in his view Spirit’s shares offer attractive growth and re-rating potential
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NewsAnalyst corner: Jamie Rollo on JDW
Jamie Rollo of Morgan Stanley takes a look back at this week’s Q4 update from JD Wetherspoon and says that for the full year he now expects total revenue growth of 9.7% and an EBIT margin of 8.1%
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NewsAnalysts reiterate JDW margin concerns
Leading analysts have held their recommendations for JD Wetherspoon following its quarterly results yesterday, with concerns about its margins again highlighted
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NewsFitch upgrades outlook for Marston's
The revised outlook reflects “the on-going strong performance of the managed pub division” and ”gradual improvement in both tenanted estate quality and operating performance”, in addition to ”prepayment-led deleveraging”
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NewsAnalyst corner: Nicholas Batram on JDW
Nicholas Batram at Peel Hunt looks ahead to JD Wetherspoons’ Q4 interim management statement on Wednesday 9 July, saying that he expects the company’s like-for-like sales to slow but not enough to threaten forecasts
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NewsJack: 'TRG set for two blockbuster years'
Leading analyst Douglas Jack has issued a Buy recommendation for The Restaurant Group (RTN) and expects the company will be one of the main beneficiaries in the sector from the improving economy
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NewsCollyer: JDW FY to be in line
Leading analyst Geof Collyer says he expects JD Wetherspoon’s full-year results to be in line but he’s “cautious” on the Q4 outcome
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NewsJack: JDW should be in line
Leading analyst Douglas Jack says he expects JD Wetherspoons’ full-year trading update on 9 July to be “at least in line”
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NewsShan: Mixed start to year anticipated for GK
A leading analyst has said that he does not anticipate Greene King reporting a particularly strong start to the year given a solid +3.1% LFL comp
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Analyst corner
Douglas Jack at Numis examines yesterday’s announcement on Punch Taverns’ debt restructure and the pub company’s trading update
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NewsJack upgrades Greene King to Hold
Leading analyst Douglas Jack has upgraded Greene King from Add to Hold following “recent weakness”
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NewsCollyer: Greene King a long term winner
Greene King’s 2020 strategy for growth should see it generate above the long term market average growth rate, whilst also continuing to grow dividends in line with earnings, according to leading analyst Geof Collyer
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NewsAnalysts upbeat on M&B’s Orchid acquisition
Analysts have given a generally positive response to Mitchells & Butlers’ acquisition of the majority of the Orchid estate
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NewsM&B's Orchid acquisition 'a good deal' but has 'execution risk'
Mitchells & Butlers’ (M&B) acquisition of 173 Orchid sites is a “good deal”, although it could disrupt M&B’s cultural reengineering programme and will increase the size of its bottom end by c23%, according to leading analyst Geof Collyer
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Analyst corner
Leading analyst Jamie Rollo of Morgan Stanley Leisure has said Wetherspoon needs to hit 5.4% like-for-like sales growth in its fourth quarter to be in line with the full year estimate set by the analyst firm
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NewsJack: Spirit shares are 'arguably undervalued'
Leading analyst Douglas Jack has said Spirit Pub Company’s shares are “arguably undervalued” following its Q3 update yesterday
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Jack raises Fuller's TP after Stable acquisition
Leading analyst Douglas Jack has increased his Target Price for Fuller’s from 1,100p to 1,050p following its acquisition of a 51% stake in cider and pizza restaurant business The Stable
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Rollo: Spirit sales expected to have slowed
A leading analyst has said that he expects trading at Spirit Pub Company to have slowed following a strong start to Q3