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All Analysts articles – Page 5
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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.
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OpinionAnalysts corner: Marston’s
With Marston’s due to release its interim results tomorrow, Goodbody takes a look at what it expects and the key questions it would like answered in the update.
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OpinionAnalysts corner: When will the wheels fall off the Waga?
Peel Hunt analyst Douglas Jack gives his view on the prospects for The Restaurant Group, which is due to report on Q1 trading next week. He says that while Wagamama’s like-for-like sales are likely to flatter for a while yet, the cost of labour inflation and broadly flat lfls in the rest of the company leaves the brand with little room to slow. He also asks whether it is time for companies like TRG to break out their in-store and delivery revenues and lfl sales.
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OpinionAnalysts corner: TRG
Analysts at Shore Capital and Goodbody give their views on the appointment of Andy Hornby as the new chief executive of The Restaurant Group.
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NewsAnalysts corner: Greene King
Following Greene King’s full year results announcement yesterday, analysts from Hargreaves Lansdown and Goodbody give their reactions on the numbers.
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OpinionAnalysts corner: Peel Hunt on the modern leisure generation
Douglas Jack and Ivor Jones take a deeper look at the leisure industry, the consumer trends making waves and the external influences fuelling upward cost pressures, and theorise about what we might see in the future.
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OpinionAnalysts corner: Domino’s
Domino’s alleged disputes with its franchisees have been making headlines of late, with chief executive David Wild even accused of misleading the City. Analyst at Berenberg give their views on how the situation may play out for them in terms of future performance.
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OpinionAnalysts corner: The Restaurant Group
Berenberg shares its views on how The Restaurant Group is faring at the beginning of what is an important year for the business.
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Analysis & Insight
Analysts Corner: Irvine-Fortescue on UK pubs & restaurants
Mark Irvine-Fortescue, who recently joined Stifel from Panmure Gordon, writes that in a lacklustre operating environment, pub and restaurant equity performance will be driven by companies’ ability to flex balance sheets, as the US investment bank relaunches coverage of the UK leisure sector.
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OpinionAnalysts corner: JP Morgan on TRG
On the back of The Restaurant Group’s full year results this morning, Alexander Mees at JP Morgan gives his views on what has been a busy few months for the operator.