Fuller’s - opening up new Frontiers

13 Jun 2017

Leading analyst, Douglas Jack, of Peel Hunt, looks at some of the key points emerging from Fuller’s preliminary results last week and trends supporting the company’s growth.

Analysts corner: Panmure Gordon on Fuller’s

09 Jun 2017

Mark Irvine-Fortescue, of Panmure Gordon, gives his view on Fuller’s results this morning, and why he still sees Young’s is still the London pubco to watch.

Rollo: Costa could be ‘interesting turnaround story’

08 Jun 2017

Leading analyst Jamie Rollo, of Morgan Stanley, examines the coffee shop market and suggests that Costa could be ‘an interesting turnaround story’.

French: Downgrades Whitbread from Buy to Hold

05 Jun 2017

Leading sector analyst Simon French at Cenkos has downgraded Whitbread from Buy to Hold following a period of share price outperformance

Jack: Expect strong results from Fuller’s

02 Jun 2017

Leading analyst, Douglas Jack, of Peel Hunt, has said he expects Fuller’s to deliver a strong set of results next week.

Analysts corner: TRG

26 May 2017

Mark Irvine-Fortescue, of Panmure Gordon, gives his view on this morning’s trading update from The Restaurant Group.

Analyst corner: Young’s

25 May 2017

Analysts from Panmure Gordon and JP Morgan give their views on Young’s FY results this morning – including a belief that they may be the only pub company actually able to deliver the like-for-like sales increase necessary to keep profit growth on track but why their sensitivity to weather trends could be a downfall.

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.

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.



MCA's commentators and opinion makers