Analysts
Most recent initiations
| Slater & Gordon | 4imprint Group |
| Quercus Publishing | Park Plaza Hotels |
| Zetar | Avesco Group |
Recent QuickViews
Wynnstay Group
Ploughing ahead
Food & Drink | published 01/02/2012
Euromoney Institutional Investor
Tough and tougher
Media & Entertainment | published 11/11/2011
St Ives
Radical change
Consumer Support Services | published 05/10/2011
Perform Group
Sporting opportunities
Media & Entertainment | published 26/09/2011
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Consumer sector team
Latest research
Park Plaza Hotels
Continued strength
Flash note | Travel & Leisure | 08/02/2012Park Plaza has impressively bucked industry slowdown with maintained like-for-like double-digit RevPAR growth in Q4. Consequently, full-year results (due…
Slater & Gordon
Common law partners
Update | Consumer Support Services | 03/02/2012Slater & Gordon (SGH) is poised to enter the UK consumer legal marketplace with an agreement to acquire the prominent and complementary law firm Russell…
Mondo TV
Tough times
Update | Media & Entertainment | 03/02/2012Mondo TV made good progress in 2011, operationally and financially, but economic headwinds have prompted management to revise its business plan for 2012-13.…
Matchtech Group
All eyes on perm
Update | Consumer Support Services | 02/02/2012Matchtech’s H112 trading update outlines very good progress at the Net Fee Income (NFI) level, up 25% over H111, with the headcount increases needed…
Wynnstay Group
Ploughing ahead
QuickView | Food & Drink | 01/02/2012Wynnstay, in our opinion, gives investors an opportunity to benefit from rising global demand for agricultural output, without the risk associated with…
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
- 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.
- 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
- Park Plaza Hotels
- PartyGaming
- Praesepe
- Probability
- Rank Group
- Sceptre Leisure
- Sportech
- Sportingbet
- Thomas Cook
- Thunderbird Resorts Inc.
- Travelzest
- Whitbread
Consumer Support Services Show companies
