TRG shares fall on UBS downgrade

24 May 2017

Shares in The Restaurant Group (TRG) fell 23p (7%) yesterday to 312.9p, on the back of a note from UBS

Analyst corner: Four key challenges for Greene King

09 May 2017

Leading analyst Simon French, of Cenkos, has said he sees little scope for progress at Greene King in the short-term.

Analyst corner: Berenberg on Whitbread

21 Apr 2017

Stuart Gordon and Najet El Kassir of Berenberg explain why Whitbread’s two market leading brands provide it with plenty of momentum, as the group gears up to report its full-year results next week.

French: General Election announcement to provide short-term headwinds

19 Apr 2017

Yesterday’s General Election announcement is likely to provide short-term headwinds in the hotel and travel sector

​Analyst corner: Hammond on TRG

24 Mar 2017

Analyst Ned Hammond at Berenberg has downgraded The Restaurant Group to ‘sell’ from ‘hold’

Analysts corner: Irvine-Fortescue on Brighton Pier Group

22 Mar 2017

Mark Fortescue at Panmure Gordon has said that yesterday’s first-half update from the Brighton Pier Group demonstrated positive progress in both the company’s divisions

HSBC: No silver bullets for TRG turnaround

16 Mar 2017

Ali Naqvi, analyst at HSBC Global Research, has said that nothing in The Restaurant Group’s (TRG) turnaround plan was revolutionary

Analyst corner: Irvine-Fortescue on TRG

10 Mar 2017

Sector analyst Mark Irvine-Fortescue looks back The Restaurant Group’s (TRG) update with a note called “Cue-ing straight”

French: Current trading to have remained difficult for TRG

07 Mar 2017

Ahead of its full-year update tomorrow, leading analyst Simon French at Cenkos has said that he expects current trading to have remained difficult for The Restaurant Group (TRG).

French: Nando’s most significant challenge to Domino’s

07 Mar 2017

Leading sector analyst Simon French at Cenkos has said that Nando’s is the most significant challenge to Domino Pizza’s market share of the home delivery market.

Food for thought

18 May 2017

The restaurant sector has performed well in recent years with market growth underpinned by long-term demographic and consumer trends. But market conditions have become more competitive, consumers are facing pressure on their real incomes from rising inflation and cost pressures are increasing. A more cautious outlook on the sector is justified, argues David Chubb, Partner, Middle Markets, at PwC

BrewDog- more than just lucky punks

11 Apr 2017

BrewDog’s announcement of a £231m investment form a US private equity firm at the weekend prompted praise and dismay in equal order. It is the latest in a series of moves by the Scottish brewer and pub operator which has seen them accused of relinquishing their ‘punk’ status and becoming part of the establishment. James Wallin asks whether the self-proclaimed rebels really have sold out and what the latest chapter in the BrewDog story can tell us about crowdfunding and the craft beer ...

Following the crowd

27 Mar 2017

Over the past few years crowdfunding has gone from a curiosity to a major source of finance for businesses looking to scale up. Analyst Geof Collyer examines the statistics behind this phenomenon and how it is impacting on the eating and drinking out sector.

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