Marston's Share Discussion Threads

[knowing] 10/7/2018 09:13

Up by a third

[ny boy] 10/7/2018 07:39

Boom!

Come on England 🏴󠁧󠁢󠁥[7614;󠁧⏘31;

[the deacon] 10/7/2018 07:07

Youngs update today:At today's Annual General Meeting, Stephen Goodyear, Chairman of Young & Co.'s Brewery, P.L.C., will make the following comments about current trading: "Trading in the current year has started well, with managed house sales for the first thirteen weeks up 8.8% in total and up 5.2% on a like-for-like basis. This performance is very pleasing given the very tough comparatives delivered this time last year when I was reporting to you that our managed house like-for-like sales were up 8.6%, aided by the hottest June in 40 years. We are, once more, benefiting from a long period of very warm weather.

[knowing] 09/7/2018 23:54

More news on the World Cup spike

[knowing] 09/7/2018 17:06

People will get more vocal the higher it rises. Been steadily buying here and also FOOT which seems to have turned a corner.

[ny boy] 09/7/2018 12:41

Pub tills are ringing big time, hot sunny weather, England in the WOrkd Cup semi finals, i’ll Drink to that, millions of others too, cash pouring in here!

GaryCook...110p not bothered about capital growth, as holding long term,it will come on improving revenues. GL

Made loads on AOR, next coming good (RKH) & (ATM) but dyor as usual GLA

[quepassa] 09/7/2018 12:35

HELPED BY GROWING DEMAND FOR CRAFT BEERS AND SPIRITS



I'd love to know what science their PREDICTIONS are based on.



GOOD LUCK ALL.

[123trev] 09/7/2018 12:24

I myself don’t hold much store in these type of articles but it may hold some truth, ps,you missed beds!

[grahamburn] 09/7/2018 12:15

Depending on one's view of the potential for each of Marston's revenue streams (eg beer or food), one could read this report in The Times Business News either way to suit your analysis>
__________________________

Pubs set for a crafty return to growth
Dominic Walsh
July 9 2018

Pub numbers are set to enjoy a resurgence from 2023 based on their sales of drinks rather than food

The pub industry could be toasting a return to growth soon after at least 40 years of decline in the number of pubs nationwide.

According to data from MCA, the market analyst, the number of pubs will continue to fall for another two years, but then will flatten out from 2021 and will turn positive from 2023 as closures are more than offset by new openings.

The forecast comes amid a resurgence in “wet-led”; pubs — where drinks rather than food account for the majority of sales — and MCA predicts that pub sector turnover will outpace the wider eating-out market this year for the first time since 2008. It forecasts that the market will be worth £22.5 billion in revenues, up 1.6 per cent, ahead of the 1.5 per cent growth predicted for the eating-out market, helped by growing demand for craft beers and spirits.

It says that “in a downbeat consumer market, drinks at a pub are a lower- spend social occasion than a meal at a restaurant. Coupled with impressive innovation, rising standards and increasing professionalism, pubs are now leaner and more competitive than for decades.”

MCA’s UK Pub Market Report forecasts a 1 per cent decline in the number of pubs this year to almost 46,300 on the back of closures in the tenanted and leased sector. It says that the number of independent and managed pubs is growing.

Based on analysis by MCA and the British Beer and Pub Association, since 1980 the number of pubs across the country has fallen by more than 22,000.

[123trev] 09/7/2018 11:54

Well it’s storming ahead today it seems is this the start of a rerate or a trap!

[quepassa] 09/7/2018 10:20

zzzzzzz……;...

[rcturner2] 09/7/2018 09:52

I am enjoying the weather and the football and all the evidence is that most other people are too.

[knowing] 09/7/2018 09:38

I would imagine this is the same picture across the country

[quepassa] 09/7/2018 09:07

A recent post by RCT on the MARSTONS BB.

A most pertinent post and I would like to congratulate him for writing one the most irrelevant and stupor-inducing messages I have had the misfortune of reading in a long time. So relevant to Marstons…..

QUOTE
IMHO if anything causes economic problems in the near future it will actually be the lack of skilled people that will constrain growth. My brother in law graduated with a first in Physics from a red brick university and after 2 years he is on 30k and is already being headhunted, he was offered 40k basic to go and work in the city. It is now noticeable in my local area that schools cannot recruit decent teachers into secondary schools. Again, Cambridge which I know well is casting its net wider and wider for staff, people commute ridiculous distances to work in Cambridge, this was unheard of in the past.e:
UNQUOTE

[rcturner2] 09/7/2018 08:48

zzzzzzzzzzz

[quepassa] 09/7/2018 08:34

I hope for Marstons that they have a good buoyant summer trading period with great sales. But what we are talking about is TEMPORARY PHENOMENON eg the World Cup and the heat-wave.

Those events don't happen frequently and won't change the outlook for the industry or the fortunes of the sector and of Marstons.

More pertinent would be what happens to overseas sales in the event (growing likelier perhaps) that all sorts of tariffs are placed on importing/exporting alcoholic products with Trump and Brexit tariff shenanigans.

A quick blip in sales doesn't change the overall and longer-term picture.



ALL IMO. DYOR.
QP

[chinese investor] 09/7/2018 08:16

Looking Very Good !

[illiswilgig] 08/7/2018 22:10

I don't think the good weather and world cup will be hugely uplifting for MARS, but then given its very lowly valuation it doesn't really need much to keep it moving in the right direction.

Recently MARS has recognised the wet led revival and it seems that the weather and world cup will reinforce this. MARS also now distributes to thousands more wet led pubs so this, as much as the supermarket sales, is likely to lift the brewery performance.

cheers

[baticle] 08/7/2018 20:25

There are always going to be positives and negatives in any trading situation, I believe there will be an uplift in sales due to the World Cup and Warm Weather.
Also the effects are going to be during this quater and trade will have to stay good to the financial Year end to have a meaningful impact.Watching This Morning over Breakfast statistics would point to 20 million more pints being drunk this weekend over last years corresponding peroid, As a brewer Mars is going to have a slice of that Uplift and Market. Also noticed New Listings for Wychwood and Marstons Craft ales in Quality Save Friday that caught my eye, good to see thier pushing sales and getting on with the job. How this adds up to £££;£ We'll find out at the next Trading update in just over 2 weeks..... Go England !! Well done Lads !!

[tiltonboy] 08/7/2018 19:16

janekane,

Being on the canal, its a magnet during hot weather, and a time we nrver go there.

As quady mentions, i think the World Cup will once again be neutral for MARS, with drinking pubs performing well, but restaurants being hit. The ultra hot weather will also not be good for the restaurants. Against this off-sales should be good.

[janekane] 08/7/2018 18:22

One of the previouse posts remarked about getting into the "black boy "pub in Knowle Warwickshire
My partner and I had a boating Holliday and we moored up at the black boy pub on the grand Union canal just last week
It was packed out at 7 in the eavening the food was excellent the beer was great
The staff were excellent we stayed over till the next night and again at 7 it was packed inside and the garden was packed with over 100 Peaple sat on 6 seater tables ,benches
It's privately owned with a massive beer garden the gardens and grounds are superbly planted with what must be 60 to 70 flower pots ,fence planters and hanging baskets
MARS should look at this pub it could be a jewel in their crown if the owner ever decided to sell

[quady] 08/7/2018 09:26

For anyone getting excited by the World Cup and it being a money making machine for Marstons have a look at the 2014 and 2016 July trading updates.

2016:
'As expected, Euro 2016 was broadly neutral for the Group as a whole'

2014:
'The impact of the World Cup was broadly neutral, with higher drinks sales offset by weaker food performance in our pubs, and strong sales growth in the off-trade.'

On the upside the beer business is significantly bigger now so that might tip the balance, but I doubt it'd outweigh the beast from the east, so don't get too excited. Personally also concerned the heat will have killed people's appetites. I was staying in a Marstons hotel in comparatively chilly Peterhead last weekend. Even at 20°C I wasn't fancying a cavery - their main thing. Hopefully I'm wrong.

[cc2014] 06/7/2018 16:42

Have we seen the last of 99.5?

[tiltonboy] 06/7/2018 15:57

MRF,

Equally, I think you are wearing shades when the sun isn't out. Of course there are deprived areas, but equally there are buoyant areas. A house in my village rarely has a For Sale sign up for more than a few days. We can all use statistics to suit our view, and I'm trying to be balanced, hence my comment on your "The only people with money to throw away are the provisioned retired", which you must admit is not the best

I'm not saying that MARS shares are cheap, but would argue that everything has a price. EPS need to grow over the short to medium term, to support an unchanged dividend. Any hiccups, and a cut in the dividend will see the shares de-rate further.