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 &…
The Alchemy of Oversupply — Turning A1 into A3
60 Seconds. Slack Money, the hunt for yield & over-building:
Interest rates last rose over 10yrs ago (on 5 July 2007). Slack money got us through the worst of the aftermath of the Credit Crunch but where’s the road back?
Bricks & Clicks: A Changing of the Guard?
By Jack Brumby
The latest clothing market figures show High Street clothes retailing is a bloody business. Meanwhile, upstart online retailers go from strength to strength…
Overfocusing on sales growth?
By Jack Brumby
There’s no Holy Grail. Sales & margin need to be considered together. Capex needs to be rationed and, at the end of the day, it’s cash that matters…