Analysts
Most recent initiations
| Landkom International | Burst Media |
| Mondo TV | BrainJuicer |
| Ebiquity | YouGov |
Recent QuickViews
Communisis
All about targeting
Consumer Support Services | published 27/08/2010
Euromoney Institutional Investor
Building subscriptions
Media & Entertainment | published 10/06/2010
Booker Group
Indian summer
Food & Drink | published 21/05/2010
Carnival
Bookings/pricing up
Travel & Leisure | published 24/03/2010
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Consumer sector team
Latest research
Empresaria
Impress-aria
Update | Consumer Support Services | 10/09/2010Empresaria has delivered good interim figures, with strong performances in each of its geographic regions (UK, Europe, ROW). The momentum has contined…
Matchtech Group
Matching forecasts
Update | Consumer Support Services | 10/09/2010Matchtech’s year-end trading update gave no reason to make further changes to our numbers, which we edged up after the interims. The focus on supplying…
Mondo TV
Heavily skewed to Q4
Update | Media & Entertainment | 08/09/2010Mondo TV’s interim results were slightly below management’s budget, partly due to timing differences. However, the budget always anticipated a very heavy…
Communisis
All about targeting
QuickView | Consumer Support Services | 27/08/2010Communisis has clarified its proposition, both to customers and the market, emphasising its focus on providing data-driven marketing services. Now reporting…
Burst Media
Profitability delayed
Update | Media & Entertainment | 26/08/2010Delays in getting the sales effort up to speed at last year’s acquisition, Giant Realm, have reversed the operational gearing factor that was to have pushed…
Research methodology
A diverse range of subsectors (gaming, travel, marketing, media, retail, food) is ultimately driven by consumer expenditure. We monitor the economic cycle, consumer confidence, savings ratios and employment levels. We consider relevant structural changes including changing consumer preferences and fashions, new technologies and the impact of digitalisation. Digitalisation has a major effect across a variety of areas including leisure pursuits (online gaming, new music and film channels), the diversification of marketing channels/media and organisational/communication costs. Many consumer businesses have people as their core assets and management evaluation also forms a key part of our investment appraisal.
Sector reports
Sectors covered
Food & Drink Show companies
General Retailers Show companies
Media & Entertainment Show companies
- Avanti Screenmedia Group
- Boomerang Plus
- BrainJuicer
- Burst Media
- Cello Group
- Chime Communications
- ContentFilm
- Daily Mail & General Trust
- DQ Entertainment
- Ebiquity
- Entertainment One
- Euromoney Institutional Investor
- i-design
- ITV
- Mondo TV
- Next Fifteen Communications
- Pinewood Shepperton
- Rightmove
- The Mission Marketing Group
- The Quarto Group, Inc.
- WPP
- YouGov
Travel & Leisure Show companies
Consumer Support Services Show companies
