Analysts Corner | M&C Allegra Foodservice

Analysts Corner

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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”.

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

Costa Coffee

Analysts Corner: Whitbread

26 Apr 2018

Following the news that Whitbread is to split off Costa Coffee from the rest of the business, analysts from Hargreaves Lansdown and Goodbody share their thoughts on the move

Analysts corner: Goodbody on Whitbread

17 Apr 2018

Goodbody analyst, Gavin Kelleher, has given his view on Whitbread ahead of its preliminary results next week, saying while he retains a cautious outlook on the company, the renewed speculation that a spin-off of Costa is likely is a support to valuation.

Green King logo

Analysts corner: Greene King

13 Apr 2018

Analysts at Hargreaves Lansdown have given their view on the trading update from Greene King yesterday, saying the group’s track record deserves recognition and that brand consolidation offers cause for optimism, However, they warn the company faces undeniable headwinds.

Green King logo

Analysts Corner: JP Morgan and Goodbody on Greene King

12 Apr 2018

Leading analysts Alexander Mees from JP Morgan and Brian Devitt from Goodbody, gave their views on Greene King’s trading update for the 49 weeks to 8 April

City Pub Co

Analysts Corner: Berenberg on City Pub Group

12 Apr 2018

Leading analysts at Berenberg shared their thoughts on City Pub Group’s final results for the 53 weeks ended 31 December 2017 this morning