Analysts
Most recent initiations
| Aspermont | International Greetings |
| Slater & Gordon | 4imprint Group |
| Quercus Publishing | PPHE Hotel Group |
Recent QuickViews
Starwood
Looking to surprise
Travel & Leisure | published 01/05/2012
Carr's Milling Industries
Growth from innovation
Food & Drink | published 25/04/2012
Euromoney Institutional Investor
Sustained growth
Media & Entertainment | published 18/04/2012
UTV Media
Robust franchises
Media & Entertainment | published 21/03/2012
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Consumer sector team
Latest research
PPHE Hotel Group
Building nicely
Update | Travel & Leisure | 17/05/2012IMS confirmation of robust London trading may not surprise, given continuing upbeat market news, but is no less welcome. Not only was group RevPAR gain…
Zetar
Back on plan
Update | Food & Drink | 15/05/2012Zetar’s year-end trading update confirms the picture outlined in March, with retailers having under-ordered Easter confectionery product. We maintained…
4imprint Group
Q1 IMS – trading on track
Flash note | Media & Entertainment | 04/05/2012The Q1 IMS reports group revenue is up 15%, driven by the dominant US business (up 15%, or up 14% in dollar terms vs industry revenues up 6%). Trading…
Communisis
Q1 IMS – nicely on track
Update | Consumer Support Services | 03/05/2012Despite caution on the larger economy, Communisis is pleased with Q1 trading and confident about the rest of the year, based on benefits from good order…
Motive Television
Contracts, please
Update | Media & Entertainment | 25/04/2012Last year saw good operational progress, but also delays in progressing contracts and in payments. No new contracts were signed. Motive is confident about…
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
- 4imprint Group
- Arsenal Holdings plc
- Aspermont
- Avesco Group
- Boomerang Plus
- BrainJuicer
- Burst Media
- Cello Group
- Centaur Media
- Chime Communications
- ContentFilm
- Daily Mail & General Trust
- DQ Entertainment
- Ebiquity
- Entertainment One
- Euromoney Institutional Investor
- i-design
- ITV
- M&C Saatchi
- Mondo TV
- Motive Television
- Next Fifteen Communications
- Perform Group
- Pinewood Shepperton
- Quercus Publishing
- Rightmove
- The Mission Marketing Group
- The Quarto Group, Inc.
- Tomorrow Focus
- UTV Media
- WPP
- YouGov
Travel & Leisure Show companies
- 888 Holdings
- Arena Leisure
- Carnival
- Cineworld Group
- Compass Group
- Cupid
- Dominos Pizza
- easyJet
- Fuller Smith & Turner
- Gaming VC
- Global Brands
- Holidaybreak
- Marti Otel Isletmeleri
- Millennium & Copthorne Hotels
- PartyGaming
- PPHE Hotel Group
- Praesepe
- Probability
- Rank Group
- Sceptre Leisure
- Sportech
- Sportingbet
- Starwood
- Thomas Cook
- Thunderbird Resorts Inc.
- Travelzest
- Whitbread
Consumer Support Services Show companies
