All Analysts articles
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Analysis & InsightMarston’s has potential to outperform market
The pub group has shown solid progress over the year, “beating street expectations on all fronts” – trading momentum, margin expansion and de-leveraging, according to analyst JP Morgan Cazenove.
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Analysis & InsightDamage control: Righting the passage of TRG’s share price
Is The Restaurant Group’s new strategy a big enough catalyst to improve the position of its share price or is a more radical shake-up required? MCA reports
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Analysis & InsightDelivery fees could provide respite for Domino’s
The majority of franchisees are now charging fees ranging from 99p to £2.50 but it is unlikely to have a major impact on demand, analyst Berenberg believes
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Analysis & InsightBerenberg: ‘TRG’s growth outlook is best-in-class’
The analyst said that despite facing significant cost inflation this year, it thinks TRG can still outperform consensus earnings expectations
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Analysis & InsightMarston’s location bias could leave them exposed
Marston’s bias towards sites in the West Midlands and the North of England could leave them “particularly exposed” to a macroeconomic downturn, according to analyst JP Morgan Cazenove.
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NewsTRG likely to drop out of FTSE 250
The Restaurant Group is still struggling to regain its pre-pandemic form, according to analyst Hargreaves Lansdown
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Analysis & InsightClear strategy expected from new Marston’s CEO
Marston’s full year results should address three core elements in order to improve shareholder value, believes analyst Peel Hunt.
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NewsInvestor interest stokes shares in delivery
Investor interest has been stoked in Just Eat Takeaway.com following the disclosure that a respected American hedge fund boss has acquired a $645m stake in the delivery company.
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NewsOutlook for Deliveroo dependent on post-pandemic demand
The pandemic has offered a structural growth opportunity for Deliveroo, but its longer-term outlook depends on how demand hold ups, and if the road to profitability becomes clearer, according to analyst Hargreaves Lansdown.
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Analysis & InsightOverseas delivery trends are test case for future UK model
Changes to the delivery market in the US and Europe will make “a good test case” for what may happen in the UK, Douglas Jack, research analyst, travel & leisure at Peel Hunt, has suggested.
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NewsMarston’s trading update is welcomed by analysts
Marston’s Q3 trading update has been welcomed by analysts, with Shore Capital describing it as an “encouraging update”, while Singer described it as “highly pleasing.” With limited impact from either cost inflation and pingdemic related labour issues analysts either maintained or upgraded to a buy recommendation.
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NewsDomino’s set to announce strong financials, suggests analyst
Domino’s adjusted profit before tax is expected to be up 10% to £52.4m, analyst Peel Hunt has predicted.
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Analysis & InsightMarston’s described as ‘top value play’
Marston’s has been described as a ‘top value play’ by analyst Peel Hunt, in a note preceding the brewer and pub operator’s third quarter trading statement due out on 28 July.
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Analysis & InsightLoungers could up 25 new openings a year target
Loungers’ is exploring the possibility of moving beyond its target rate of 25 new site openings per year, according to analyst Berenberg.
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NewsLoungers has opportunity to sign bigger, premium sites
The expectation of record vacancy rates this year presents Loungers with the opportunity to acquire larger, premium sites, while staying true to its tight financial criteria, according to analyst Liberum.
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NewsCity Pub stakes pave way for full control
City Pub Group’s acquisition of stakes in two high quality and complimentary businesses, pave the way for full control in the future, according to analysts Liberum.
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Analysis & InsightMixed reactions from analysts on Domino’s update
Domino’s like-for-like (lfl) sales and order growth in Q1 has been met with a mixed reaction from analysts.
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Analysis & InsightDifferentiation is key to a successful rollout
The ability to provide a differentiated experience is key to a successful rollout, and one that Loungers is able to offer, according to analysts Berenberg.
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NewsLoungers set to ‘explode out of the blocks’, says analyst
Analyst Liberum has said it expects Loungers to “explode out of the blocks” once sites reopen, following the announcement by the operator this morning that it intends to resume its fast-pasted opening rate once restrictions are lifted.
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NewsTRG’s capital raise will better position it for growth, say analysts
The Restaurant Group (TRG) announcement of a £175m capital raise, yesterday (10 March), has been met positively by analysts, who believe it better position the business for future growth.