All Analysts articles – Page 5
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Analysis & Insight
Jamie Rollo on pubs under the new Government
UK pubs have been relatively resilient over the past few years, with industry LfL sales running up around 1%.
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Analysis & InsightHedge funds’ involvement a ‘statement of support’ for Pizza Express
The latest development in Pizza Express’s debt dilemma sees big name credit funds enter the frame.
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Analysis & Insight
Goodbody on Whitbread
Following the announcement of Whitbread’s H1 results, Rachel Fox, equity analyst at Goodbody gives her verdict.
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NewsAnalysts’ verdict: Goodbody on Domino’s
Domino’s decision to exit its international markets should be well received by investors, according to Rachel Fox, gaming and leisure analyst at Goodbody.
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Analysis & InsightAnalysts’ verdict: Peel Hunt and Liberum on Loungers
Analysts’ verdict: Peel Hunt and Liberum give their view on Loungers’ full year trading figures.
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OpinionAnalysts’ verdict: Berenberg on Domino’s
Following the publication of Domino’s first half results earlier this month, analysts from Berenberg share their thoughts on the challenges it faces.
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OpinionAnalysts’ verdict: Greene King
Following the news that Greene King could be acquired by Hong Kong-based property developer CK Asset Holdings yesterday, analysts from JP Morgan, Morgan Stanley, and Goodbody give their views on the deal and what it represents for the sector.
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OpinionAnalysts corner: Marston’s
Following Marston’s trading update for the 42 weeks to 20 July 2019, leading analysts from JP Morgan, Peel Hunt, Liberum and Goodbody share their reactions to the figures, which have been described as “slightly disappointing” in Q3.
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Analysis & InsightIs Starbucks’ stardust losing its sparkle?
Three years ago, Starbucks proudly reported trading results for a “momentous year” in which it made its first profits after 17 years of operating in the UK. Profits after tax for the year ending September 2015 came in at £25.8m after a loss of £9.8m the previous year.
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Analysis & Insight
GDPR, CVAs, and the fight for lunchtime: RSM’s half year report
At the start of the year, RSM made some predictions about challenges and trends that the hospitality sector could expect to see in 2019. As the first six months of the year come to a close, partner Paul Newman reflect on those forecasts and looks at the latest trends and shifts in the market.
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NewsAnalysts corner: Goodbody on JDW
On the back of JD Wetherspoon’s latest trading update yesterday, analyst Goodbody gives its views on the pub operator’s performance and said the numbers indicate a good finish to the year.
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OpinionAnalysts corner: Greene King
Following the brewer and pub operator’s full year results announcement yesterday, leading analysts from Liberum, Peel Hunt and Hargreaves Lansdown give their views on what the results mean.
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Analysis & InsightThe not so fantastic Foxlow
Following the demise of Hawksmoor’s secondary brand, MCA director Steve Gotham looks at the sensitivty of spend per head, and how value for money perceptions critically vary at different price points
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NewsAnalysts corner: Berenberg on Greene King
In advance of Greene King’s new CEO Nick Mackenzie unveiling the company’s full-year results for 2019, the analyst shares its thoughts on the pub operator and brewer’s position in the market.
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OpinionAnalysts corner: M&B and Ei Group
Berenberg shares its latest thoughts on the performance of M&B and Ei Group, and how it’s affected their ratings.
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NewsAnalysts corner: Domino’s Pizza
Looking back at the detail of Domino’s Q1 update early this month, analysts at Berenberg believes a cocktail of conditions is creating a very uncertain long-term outlook.
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OpinionAnalysts corner: Mitchells & Butlers
Ahead of its H1 results this Thursday, analyst Goodbody offers up its thoughts on what we could see from the pub, bar and restaurant operator’s update.
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Analysis & InsightAmazon gives Deliveroo 'capital and kudos'
Does Amazon’s $575m lead investment in Deliveroo represent more than just capital? MCA’s Finn Scott-Delany looks at the potential synergies of the partnership, and the implications for restaurant brands. With commentary from MCA’s Steve Gotham, CGA’s Karl Chessell and YFood’s Nadia El Hadery.
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Analysis & InsightAmazon/Deliveroo: 'The race is now on'
Amazon’s re-entry into the food delivery market, leading a fresh round of investment in Deliveroo, piqued the interest of many in the industry. MCA news editor Finn Scott-Delany discusses what the move mean for the key players in the space, and prospects for consolidation.