Analysts Corner

Domino's pizza

Analysts corner: Domino’s

08 Aug 2018

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

Analysts corner: Peel Hunt on the Modern Leisure Generation 2.0

06 Aug 2018

Leading analysts Douglas Jack and Ivor Jones, of Peel Hunt, have given their view on themes likely to develop in H2, and their thoughts on the development of a Modern Leisure Generation 2.0. 

Caffe Nero interior

Analysts corner: Goodbody on Marston’s, Caffè Nero and Costa Coffee

26 Jul 2018

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

Green King logo

Analysts corner: Peel Hunt on Greene King

09 Jul 2018

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.

Green King logo

Analysts corner: JP Morgan on Greene King

02 Jul 2018

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

Costa exterior

Analysts corner: Hargreaves Lansdown on Whitbread

28 Jun 2018

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

Green King logo

Analysts corner: Peel Hunt on Greene King

22 Jun 2018

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.

Eating out

Analysts corner: Peel Hunt on May trading

19 Jun 2018

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.

Analysts corner: Morgan Stanley on GDPR

19 Jun 2018

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.

Marston's Pedigree

Analysts corner: Shore Capital on Marston’s

15 Jun 2018

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.

Revolution new look

Analysts corner: Peel Hunt and Edison on Revolution Bars

15 Jun 2018

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’

Just Eat

Analysts corner: Peel Hunt on Just Eat/Deliveroo

14 Jun 2018

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.

Fullers' Parcel Yard at King's Cross

Analysts Corner: Peel Hunt on Fuller’s

06 Jun 2018

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

Whitbread logo

Analysts Corner: Morgan Stanley on Whitbread

04 Jun 2018

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

Analyst corner: Peel Hunt on Marston’s

11 May 2018

Peel Hunt’s Douglas Jack and Ivor Jones gives their predictions ahead of Marston’s interim results next week.

Analysts Corner: Peel Hunt on Ei Group

10 May 2018

Peel Hunt’s Douglas Jack and Ivor Jones give their view on Ei Group’s future, ahead of its interim results announcement next week.

Analysts Corner: Goodbody on TRG

09 May 2018

In advance of The Restaurant Group’s (TRG) Q1 trading update later this month, Goodbody analyst Paul Ruddy predicts that profit growth is set to return to the menu – and that its Firejacks brand could help achieve it

Analysts corner: Liberum on pubs and restaurants

04 May 2018

Liberum’s Leisure team have given their top picks for the May trading round-ups – with operators likely to be reporting sales hit by bad weather in the first part of the year but strong prospects as we move into summer.

Analysts corner: Peel Hunt on JDW

03 May 2018

Leading analysts, Douglas Jack and Ivor Jones of Peel Hunt, give their views on JD Wetherspoon, ahead of the group’s Q3 trading statement next week.

Just Eat

Analysts Corner: Just Eat

02 May 2018

Following Just Eat’s Q1 trading announcement yesterday, analysts from Hargreaves Lansdown and Edison Investment Research share their views on what contributed to the business’s strong sales performance, and why traditional restaurant operators should take note