Category: Leisure travel

Leisure & Wealth Inequality – The Young Suffer what they Must:

Wish you were younger? Yes, but…what about car insurance, student loans, house prices, later retirement, worse pensions and less job security? What about zero hour contracts, a clogged health service, higher taxes, the environment & the wrinklies’ last bequest, Brexit? Deloitte today tells us that, whilst spending across older age groups has held up, younger…

Rents Poised to Fall: Who Benefits?

The Times They Are A Changin’ Landlords have profited from the boom in casual dining. Low interest rates, deep pockets, and lots of vacant A1 units have encouraged growth. Supply is reaching a tipping point, particularly in London; the market is saturated. Interest rates, input costs, wages, competition, etc. have led operators to trim their…

60 Seconds. Actions Speak Louder than Words…:

Demand softer & economy is slowing; why so little comment? Data shows construction, industrial output & manufacturing output fell in Q2 Car production is lower year to date & GDP targets may be undershot Big ticket spending (see e/ms) may bear the brunt House transactions, furniture sales & car sales are slowing but holidays look…

60 Seconds on the Ongoing Consumer Squeeze

You gotta eat. So where will spending be cut? The Backdrop: The Brexit vote drove Sterling down & food prices have risen We now find ‘essentials’ are taking a larger share of disposable income Already-constrained consumers are having to adapt to these unwelcome changes Real wages are falling and, whilst borrowing has risen, this is not a…

60 Seconds. Market Evolution, Supply, supply, supply & Demand…:

Is the market over-supplied or is demand softening? Recent trading updates: Burger, chicken & pizza are amongst the most reliable of casual dining fayre Hence recent troubles at Ed’s Easy Diner, Comptoir Group, Tasty, Richoux & even bar group Revolution, aren’t too much of a surprise But Restaurant Group provides burger, chicken & pizza &…

  • 1
  • 2