Analysts corner: Rollo on pub and restaurant spend

18 Aug 2017

Leading analyst Jamie Rollo, of Morgan Stanley, has said all the metrics point to a continued demand from consumers to spend in pubs and restaurants. However, he insists question marks remain over how long this will be sustainable.

Revolution Clapham High Street

Analysts corner: Parson on Deltic/Stonegate/Revolution

16 Aug 2017

Leading analysts Nigel Parson, at Canaccord, has described Deltic’s proposal to merge with Revolution Bars Group as offering “greater but more uncertain upside for Revolution shareholders” compared to the £100m cash offer from Stonegate.

Analysts’ corner: Jack on Domino’s

11 Aug 2017

Leading analyst Douglas Jack, of Peel Hunt, has upgraded his 2018E and 2019E forecasts for Domino’s by £2m to reflect this morning’s announcement that it has entered into a partnership with its largest franchisee in London.

Simon French

Analyst corner: French on GK/TRG moves and Domino’s

11 Aug 2017

Leading analyst Simon French at Cenkos comments on this morning’s people moves at Greene King and TRG

Analysts corner: Jack on GK

03 Aug 2017

Leading analyst Douglas Jack, of Peel Hunt, explains why he believes investors are taking an unnecessarily downbeat of Greene King’s shares.

​Jack: Demand is shifting away from in-restaurant dining

31 Jul 2017

Leading analyst Douglas Jack at Peel Hunt has said that demand and supply growth within the full-service restaurant market is moving into negative territory

Analysts corner: Jack on M&B

21 Jul 2017

Leading analyst Douglas Jack, at Peel Hunt, has predicted a “muted” update from Mitchells & Butlers when it reports Q3 trading figures next week.

Analyst corner: Jack on Domino’s

14 Jul 2017

Douglas Jack at Peel Hunt has said the rate of expansion of Domino’s franchisee network is a key indicator of the health of the business

Jack: Marston’s Q3 likely to see wet-led pubs out-perform

13 Jul 2017

Leading analyst Doug Jack, of Peel Hunt, has said he expects Marston’s Q3 trading update to show wet-led pubs outperform the rest of the estate in like-for-like sales growth.

Brumby on Fulham Shore

13 Jul 2017

Jack Brumby, analyst at Langton Capital, says Fulham Shore’s central concepts offer enough momentum and potential to be optimistic about group’s prospect

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.

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