Restaurant Share Discussion Threads

[philanderer] 11/7/2016 16:22

Am I missing something , it`s just +8p on my screen , same as FTSE 250 +3.5%

[unnavailable] 11/7/2016 16:17

It's not a case of all F&Bs are trading poorly and must be discontinued. The problems are with those on retail sites, which is 38% (just under 100 F&B restaurants). And of those, 13 have undergone the bar reduction program which increased covers by an average of 35 and have already seen improvement on like for likes. They now expect 50 restaurants to take part in the bar reduction program.

Short term, trading may worsen on L4Ls and dividend may be cut.

Long term, I think it will be fine.

[adobbing] 11/7/2016 15:16

sharw 11 Jul'16 - 13:33 - 1120 of 1127 0 0

That may be so but pubs are only 11% of sites. The brand in most trouble, F&B, is 52% of sites. See slide 22 of:




You may be missing the point, B&P have a strong pipeline of new sites opening, so far 3 or 4 this year with the same due in the second half.

These sites are large sites, considerably bigger than most F&B's and serving a completely different market. Prices and margins are far higher as is profit generated.
These sites are busy all of the time and don't cannibalise their own trading areas.

B&P and coast to coast are the future, F&B and Chiquitos are the past, the transition will be a long one but a profitable one!

[tjbird] 11/7/2016 14:47

new pm and this will rock tomorrow

[tjbird] 11/7/2016 14:18

rate cuts willbe very good for sector so will be the fact that people are not travelling abroad due to euro, but staying in uk and eating out

[tjbird] 11/7/2016 14:16

A BID IS LOOKING

[tsmith2] 11/7/2016 14:14

V cheap imo

[liquidkid] 11/7/2016 14:11

It's still a sort of monopoly in some parts with a very big moat are cash cows & no need to do an expensive refit.
e.g: Welcome to Woodside Leisure Park
Woodside Leisure Park offers a variety of venues for all. Catch up on the
latest film at Vue Cinema, take the children out for a play at Gambado
children’s play centre or a family trip to Hollywood Bowl. Then why not
treat yourself to a meal at Chiquito or Frankie and Benny’s.

[philanderer] 11/7/2016 13:52

Yep, that`s definitely the big problem they have.

[gutbuster] 11/7/2016 13:49

Agreed & there's no doubt that they're turning their attention to F&B- It'll be a long process and not an overnighter but I believe things can improve (again through crossed fingers & toes)

[sharw] 11/7/2016 13:33

That may be so but pubs are only 11% of sites. The brand in most trouble, F&B, is 52% of sites. See slide 22 of:

[gutbuster] 11/7/2016 12:12

B&P concept is strong & has always thrived through recession.

[philanderer] 11/7/2016 10:18

I think we`re going to have to wait until the end of august for the Half Year results to see if there`s any signs of improvement with the business.

[adobbing] 09/7/2016 12:57

Review of recent B&P new site opening;

[che7win] 08/7/2016 12:17

Interesting chart walbrock, looks like it's oversold.

[walbrock82] 08/7/2016 12:14

Looking at the technicals of RTN, I see a rare buying opportunity presenting itself from the charts. And thanks to BREXIT the technical patterns is forming itself into a buy.

Click and judge for yourself:

[che7win] 08/7/2016 11:25

Game on.

che7win 6 Jul'16 - 08:15 - 1102 of 1113 2 0 edit

Rtn down 130p from the recent 380p level, it's due a bounce, maybe back to 300p?

[tsmith2] 08/7/2016 09:02

Good divi, cash flow generative, lower still interest rates, U.K. Centric, corporate action..Attractive

[abcd1234] 07/7/2016 07:41

Yep , mine too, showed up at end of day, cheers

[philanderer] 06/7/2016 17:43

richie, they haven`t gone xd today - the dividend has been paid to qualifying holders today.

edit:

abcd, yep, mines been paid in

[richie666] 06/7/2016 16:58

abcd - where does it say they gone XD today plse?

[abcd1234] 06/7/2016 13:57

anyone received the divi in their account yet ??

[philanderer] 06/7/2016 12:16

Indeed OJ , everywhere........pound falling through $1.30