All Analysts articles – Page 7
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NewsCiti: Sector operators in a “precarious state”
Analysts at Citi have warned that many pub companies are in a “precarious state”, as they have too much leverage and little surplus cash flow as an increasingly indebted UK heads for a “potential disorderly Brexit”.
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OpinionAnalysts corner: Morgan Stanley on Whitbread
Following the news last week that Whitbread is to sell Costa Coffee to Coca-Cola, leading analyst Jamie Rollo from Morgan Stanley asks what’s next for Whitbread, now the focus has shifted to Premier Inn?
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NewsAnalysts corner: Edison and Goodbody on TRG
While The Restaurant Group’s H1 trading update this morning might not have looked too rosy on the surface, the fact it is mid-turnaround meant a 3.7% drop in like-for-likes was actually no worse than expected, according to analyst Edison, which shares its views of the results alongside Goodbody.
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Opinion
Analysts corner: Peel Hunt on TRG
Recommending shareholders sell, analysts from Peel Hunt give their take on TRG’s results this morning.
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NewsAnalysts corner: Goodbody and HL on Costa Coffee
Following the news that Whitbread has agreed to sell Costa Coffee to The Coca-Cola Company for £3.9bn in cash, Hargreaves Lansdown and Goodbody give their views on this landmark deal, which saw shares rise 18.4% in early trading
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OpinionAnalysts corner: Goodbody on The Restaurant Group
In advance of The Restaurant Group’s interim results announcement next week, Goodbody’s Paul Ruddy says it is encouraged by both the openings and format conversions being undertaken by the group, and believes there is evidence of a turnaround in like-for-likes in H2.
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NewsAnalysts corner: Domino’s
While Domino’s Pizza reported interim results yesterday that were in line with analysts’ forecasts, shares slipped 6% in early trade. Hargreaves Lansdown gives its take on the reason behind the drop
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NewsAnalysts corner: Goodbody on Marston’s, Caffè Nero and Costa Coffee
Performance within Marston’s Destination & Premium estate was ‘somewhat disappointing’, according to leading analysts at Goodbody, whereas Caffè Nero’s strong revenue growth is giving Whitbread’s Costa Coffee some cause for concern
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NewsAnalysts corner: Peel Hunt on Greene King
Leading analysts, Douglas Jack and Ivor Jones, have given their view on the current prospects for investment in Greene King, saying the company remains unloved, but not broken.
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NewsAnalysts corner: JP Morgan on Greene King
JP Morgan says it believes that there was a greater need for improvement in the quality of Greene King’s Spirit estate than perhaps was realised at the time of its acquisition, and that it has weighed down on the combined group’s performance
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NewsAnalysts corner: Hargreaves Lansdown on Whitbread
Overall sales may be up at Whitbread, but Costa Coffee saw a 2% dip in like-for-likes for the first quarter of 2018. Hargreaves Lansdown’s Laith Khalaf and Nicholas Hyett suggest the coffee chain is suffering from a case of the high street blues, and that a spin off might be the best thing for it
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NewsAnalysts corner: Peel Hunt on Greene King
Peel Hunt analysts Douglas Jack and Ivor Jones have given their predictions for Greene King’s preliminary results next week. They expect to see managed pub trading returning to positive trading and signs that its wet-led pubs are receiving a boost from the weather and World Cup.
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NewsAnalysts corner: Peel Hunt on May trading
Leading analysts, Douglas Jack and Ivor Jones, of Peel Hunt, have given their view on the most findings from the Coffer Peach Business Tracker, which they say indicate a trend that is likely to continue for the next few months.
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News
Analysts corner: Morgan Stanley on GDPR
Analysts at Morgan Stanley examine how key players in the hospitality sector adapted to the GDPR legislation and the likely impact on day-to-day business.
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NewsAnalysts corner: Shore Capital on Marston’s
Analysts at Shore Capital have suggested that Marston’s faces its own “Gordian knot of balancing debt, dividend and capital investment” and that the best solution may be an all-share merger with a comparable drinks business, such as C&C Group.
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NewsAnalysts corner: Peel Hunt and Edison on Revolution Bars
While yesterday’s trading update from Revolution Bars’ revealed declining like-for-like sales, Edison Investment Research analyst Paul Hickman believes there are a number of positives to be gleaned from the results, and Peel Hunt puts four-fifths of the downgrade down to ‘unhelpful conditions’
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NewsAnalysts corner: Peel Hunt on Just Eat/Deliveroo
Peel Hunt’s analysts have given their view on how Deliveroo’s move to allow restaurants with their own delivery function to list on its site will impact on Just Eat, as well as the implications for the wider delivery market.
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NewsAnalysts Corner: Peel Hunt on Fuller’s
In advance of Fuller’s full year trading update on 8 June, Douglas Jack and Ivor Jones, leading analysts at Peel Hunt, suggest that current trading should be better than the shares suggest for Friday’s results
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NewsAnalysts Corner: Morgan Stanley on Whitbread
Leading analyst Jamie Rollo, from Morgan Stanley, gives his thoughts on what the weakening trading environment means for Whitbread and what its Q1 trading update could show later this month
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News
Analyst corner: Peel Hunt on Marston’s
Peel Hunt’s Douglas Jack and Ivor Jones gives their predictions ahead of Marston’s interim results next week.