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Analysts corner: Survival of the fittest

25 Oct 2017

Leading analyst Douglas Jack, at Peel Hunt, says the story of investing in the leisure sector is “survival of the fittest”.

Analysts corner: Liberum on Domino’s

16 Feb 2018

Analysts at Liberum have given their view on Domino’s, saying they see multiple reasons for caution.

Analysts Corner: Whitbread

15 Feb 2018

Analysts at Goodbody have updated their forecasts for Whitbread, following its Q3 trading statement.

Analysts corner: GK and JDW

13 Feb 2018

Analysts at Goodbody have updated their forecasts for Greene King and JD Wetherspoon.

Analysts corner: Barnfather on Ei Group

09 Feb 2018

Leading analyst Anna Barnfather, of Liberum, has given her view on the recent trading update by Ei Group, stressing that she sees the 0.5% growth in like-for-like net income growth as disappointing given the relative out-performance of the wet-led market.

Analysts Corner: Peel Hunt on Ei Group

02 Feb 2018

In advance of Ei Group’s Q1 update next Thursday (8 February), leading analysts Douglas Jack and Ivor Jones from Peel Hunt share their views on what we can expect.


Analysts' Corner: Domino’s Pizza

31 Jan 2018

Following the announcement of Domino’s Q4 trading update yesterday (30 January), MCA rounds-up a selection of analyst’s comments on the group’s performance.

Analysts corner: Domino’s

30 Jan 2018

The leisure team at Liberum have given their view on Domino’s Q4 results, saying two chief concerns remain.

Analysts corner: Peel Hunt on Fuller’s

19 Jan 2018

Leading analysts, Douglas Jack and Ivor Jones, have given their views on Fuller’s, which gives its Q3 update on 25 January, saying they expect 2018 to be a year of consolidation for the group.

Frankie and Bennys

Analysts corner: Jack on TRG

19 Jan 2018

Leading analyst Douglas Jack, of Peel Hunt, gives his view on The Restaurant Group, pointing to the key challenge that capacity always goes in much faster than it comes out.

Timing at the bar

16 Oct 2017

It’s a buyer’s market out there at the moment, or so we are told, so why is one of the sector’s most influential and successful investors currently looking to sale his stake not one, but two, of his investments?

Giggling Squid exterior

Banking on future growth

20 Sep 2017

The Business Growth Fund (BGF) has come a long way, far further than many imagined possible. Founded to support small and mid-sized emerging businesses during a difficult economic climate in 2011, it is now arguably the UK’s most active provider of growth capital

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

The trouble with crowdfunding

29 Jun 2017

Crowdfunding is an increasingly popular way to raise funds. But what’s the success rate for crowdfunded startups in food and drink? And is there adequate protection or are punters just punks? Edward Devlin, deputy finance editor at The Grocer, reports.

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.

MCA's commentators and opinion makers