View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsRestaurant Group 将来の成長Future 基準チェック /36Restaurant Group利益と収益がそれぞれ年間99.3%と2.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.8% 95.9%なると予測されています。主要情報99.3%収益成長率95.90%EPS成長率Hospitality 収益成長18.0%収益成長率2.6%将来の株主資本利益率6.82%アナリストカバレッジGood最終更新日11 Dec 2023今後の成長に関する最新情報Price Target Changed • Mar 09Price target decreased by 7.4% to UK£0.53Down from UK£0.57, the current price target is an average from 13 analysts. New target price is 34% above last closing price of UK£0.39. Stock is down 41% over the past year. The company is forecast to post earnings per share of UK£0.012 next year compared to a net loss per share of UK£0.09 last year.Price Target Changed • Dec 16Price target decreased to UK£0.57Down from UK£0.66, the current price target is an average from 14 analysts. New target price is 114% above last closing price of UK£0.27. Stock is down 67% over the past year. The company is forecast to post earnings per share of UK£0.017 next year compared to a net loss per share of UK£0.053 last year.Price Target Changed • Nov 29Price target decreased to UK£0.66Down from UK£0.73, the current price target is an average from 14 analysts. New target price is 106% above last closing price of UK£0.32. Stock is down 60% over the past year. The company is forecast to post earnings per share of UK£0.018 next year compared to a net loss per share of UK£0.053 last year.Price Target Changed • Oct 11Price target decreased to UK£0.77Down from UK£0.84, the current price target is an average from 13 analysts. New target price is 138% above last closing price of UK£0.32. Stock is down 64% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.Price Target Changed • Oct 07Price target decreased to UK£0.77Down from UK£0.87, the current price target is an average from 13 analysts. New target price is 139% above last closing price of UK£0.32. Stock is down 66% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.Price Target Changed • Sep 12Price target decreased to UK£0.87Down from UK£0.95, the current price target is an average from 12 analysts. New target price is 88% above last closing price of UK£0.46. Stock is down 63% over the past year. The company is forecast to post earnings per share of UK£0.02 next year compared to a net loss per share of UK£0.053 last year.すべての更新を表示Recent updatesお知らせ • Dec 21The Restaurant Group plc(LSE:RTN) dropped from FTSE All-Share Index (GBP)The Restaurant Group plc(LSE:RTN) dropped from FTSE All-Share Index (GBP)お知らせ • Nov 08Wheel Topco Doesn't Plan to Buy Restaurant Group, Citing Market ConditionsPizzaExpress Group owner Wheel Topco Limited doesn't plan to make a formal offer for Wagamama owner The Restaurant Group plc (LSE:RTN) due to market conditions, it said November 7, 2023. On Oct. 26 Restaurant Group confirmed that it had received an approach from Wheel Topco for diligence information as it was considering a bid for the company. Earlier in October, Restaurant Group--which also houses Brunning & Price and Frankie & Benny's among its portfolio--agreed to an all-cash takeover worth around £506 million ($624.5 million) by asset manager Apollo's Rock Bidco. Under the terms, accepting shareholders will get 65 pence for each share held.お知らせ • Nov 04The Restaurant Group Shares to be Suspended from Official List and from London Stock Exchange's Main Market for Listed Securities on 21 December 2023On 12 October 2023, the boards of directors of The Restaurant Group plc (‘TRG’ or the ‘Company’) and Rock Bidco Limited (a special purpose vehicle indirectly owned by certain of the affiliated funds of Apollo Global Management Inc. and its subsidiaries, managed by affiliates of Apollo Global Management Inc.) (‘Bidco’) announced that they had reached agreement on the terms and conditions of a recommended cash acquisition by Bidco of the entire issued, and to be issued, ordinary share capital of TRG. It is intended that the Acquisition will be implemented by way of a Court-sanctioned scheme of arrangement (the ‘Scheme’) under Part 26 of the Companies Act 2006 (the ‘Act’). Cancellation of listing of TRG Shares expected by 7:30 a.m. on 22 December 2023. If the Scheme is sanctioned as outlined, it is expected that the last day of dealings in, and registration of transfers of, TRG Shares on the London Stock Exchange will be 20 December 2023 and no transfers shall be registered after 6:00 p.m. on that date. Following this, it is expected that TRG Shares will be suspended from the Official List and from the London Stock Exchange's Main Market for listed securities from 7:30 a.m. on 21 December 2023. It is intended that, prior to the Effective Date, applications will be made to the London Stock Exchange for TRG Shares to cease to be admitted to trading on its Main Market for listed securities, and to the FCA for the listing of TRG Shares on the Official List to be cancelled, in each case to take effect on or shortly following the Effective Date.お知らせ • Oct 31The Big Table Group Limited acquired of 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN).The Big Table Group Limited agreed to acquire 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN) for £1 on September 11, 2023. Big Table Group Ltd, will pay a nominal £1 for Restaurant Group’s loss-making Leisure business and will receive a ‘contribution’ from Restaurant Group of £7.5 million. The transaction is expected to close in the early fourth quarter of this year, Lazard & Co., Limited acted as financial advisor to The Restaurant Group plc. Sally Wokes, Chris McGaffin, Sarah Osprey, Jane Edwarde, Duncan Blaikie, Philippa O'Malley and Matthew Tobin of Slaughter and May acted as legal advisor to The Restaurant Group plc. The Big Table Group Limited completed the acquisition of 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN) on October 30, 2023お知らせ • Oct 27Restaurant Group Attracts New Takeover Interest, No Proposal YetThe Restaurant Group plc (LSE:RTN) or TRG, has been approached by Wheel Topco Limited, the owner of PizzaExpress, but no takeover proposal has been made, the company said on Thursday in response to media reports. Wheel Topco has requested diligence information and TRG will provide it. If the interested party makes a proposal, it will be considered by TRG's board of directors, but there is no certainty that this will happen. Earlier in October, TRG agreed to a takeover offer from funds managed by affiliates of US Apollo Global Management (NYSE:APO) that values TRG at about GBP 506 million (USD 613m/EUR 580m). The company's board of directors still plans to recommend the offer to its shareholders, according to the statement.お知らせ • Oct 14Apollo Investment Fund X, L.P., managed by Apollo Global Management, Inc. agreed to acquire The Restaurant Group plc (LSE:RTN) from TRG Directors, Oasis Management Company Ltd., Irenic Capital Evergreen Master Fund LP and others for approximately £500 million.Apollo Investment Fund X, L.P., managed by Apollo Global Management, Inc. agreed to acquire The Restaurant Group plc (LSE:RTN) from TRG Directors, Oasis Management Company Ltd., Irenic Capital Evergreen Master Fund LP and others for approximately £500 million on October 12, 2023. It is intended that the acquisition will be implemented by way of a Court-sanctioned scheme of arrangement. Under the terms of the acquisition, each TRG shareholder will be entitled to receive for each scheme share held 65 pence in cash. The cash consideration will be financed by (i) equity to be invested by the Apollo and (ii) third party financing provided by certain third party providers, including RBC, of a £260,000,000 interim senior term facility under the interim facilities agreement. The offeror intends to work with the existing management and employees of TRG to support the business.The TRG Directors unanimously recommended the scheme. The scheme is subject to TRG shareholders approval at the Court Meeting and at the General Meeting, sanctioning of scheme by the court, third part approval, applicable requirements of the Takeover Code, the Panel, the London Stock Exchange, the FCA. The acquisition is currently expected to complete in early 2024.Mark Preston, Ed Boyce, Andrew Diggles and Samuel Jackson of RBCCapital Markets acted as sole financial adviser to Apollo. William Rucker, Louise Campbell and Adam Blin of Lazard & Co., Limited provided independent financial advice to the TRG Directors. Nick Reid, Hadleigh Beals and James Tookman of Centerview Partners UK LLP and Christopher Wren, James Ibbotson, Martin Weltman and Peter Catterall of Citigroup Global Markets Limited acted as financial advisor to TRG. Kirkland & Ellis International LLP is acting as legal adviser to Apollo and Slaughter and May is acting as legal adviser to TRG.お知らせ • Oct 13The Restaurant Group plc to Request London Stock Exchange and the FCA to Cancel Trading in Shares on the London Stock Exchange's Main Market and the Listing of the Shares from the Official ListThe boards of directors of Rock BidCo Limited ("Bidco") and The Restaurant Group plc ("TRG") announced that they have reached agreement on the terms and conditions of a recommended all cash acquisition by Bidco of the entire issued, and to be issued, ordinary share capital of TRG. It is intended that the Acquisition will be implemented by way of a Court-sanctioned scheme of arrangement under Part 26 of the 2006 Act. It is intended that the London Stock Exchange and the FCA will be requested respectively to cancel trading in TRG Shares on the London Stock Exchange's Main Market and the listing of the TRG Shares from the Official List on or shortly after the Effective Date. It is expected that the last day of dealings in TRG Shares on the Main Market of the London Stock Exchange is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. (London time) on that date. It is intended that TRG will be re-registered as a private limited company and for this to take effect as soon as practicable on or following the Effective Date.New Risk • Oct 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.お知らせ • Sep 12The Big Table Group Limited agreed to acquire 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN) for £1.The Big Table Group Limited agreed to acquire 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN) for £1 on September 11, 2023. Big Table Group Ltd, will pay a nominal £1 for Restaurant Group’s loss-making Leisure business and will receive a ‘contribution’ from Restaurant Group of £7.5 million. The transaction is expected to close in the early fourth quarter of this year.分析記事 • Sep 09Calculating The Intrinsic Value Of The Restaurant Group plc (LON:RTN)Key Insights Restaurant Group's estimated fair value is UK£0.41 based on 2 Stage Free Cash Flow to Equity With UK£0.47...お知らせ • Sep 08The Restaurant Group plc Announces Chairman, Ken Hanna Informs His Intention Not to Seek Re-Election At the Group's Next AGM During 2024The Restaurant Group plc announced that the Company's Chairman, Ken Hanna has informed the Company of his intention not to seek re-election at the Group's next AGM during 2024 due to personal reasons. The Board will now initiate a comprehensive search process to identify a new Chairman and will update the market as and when appropriate. Ken will remain with TRG as Chairman until his successor is appointed in order to allow for an orderly handover.Reported Earnings • Sep 07First half 2023 earnings released: UK£0.002 loss per share (vs UK£0.034 loss in 1H 2022)First half 2023 results: UK£0.002 loss per share (improved from UK£0.034 loss in 1H 2022). Revenue: UK£467.4m (up 10% from 1H 2022). Net loss: UK£1.50m (loss narrowed 94% from 1H 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Buying Opportunity • Jun 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be UK£0.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 60%.お知らせ • Jun 21The Restaurant Group plc to Report First Half, 2023 Results on Sep 06, 2023The Restaurant Group plc announced that they will report first half, 2023 results on Sep 06, 2023お知らせ • Jun 08The Restaurant Group plc Announces Board Changes, Effective 1 July 2023The Restaurant Group plc announces that Alex Gersh, an Independent Non-Executive Director of the Company and the Chair of the Audit Committee, has informed the Board of his decision to step down as a Director with effect from 1 July 2023 due to other work commitments. Alex joined the Board on 23 February 2021 and is currently also a member of the Nomination and Remuneration Committees. Loraine Woodhouse, who has been a member of the Board since 4 July 2022, will take over the role of Audit Committee Chair following Alex's departure, with effect from 1 July 2023.分析記事 • May 03Calculating The Fair Value Of The Restaurant Group plc (LON:RTN)Key Insights The projected fair value for Restaurant Group is UK£0.46 based on 2 Stage Free Cash Flow to Equity...Price Target Changed • Mar 09Price target decreased by 7.4% to UK£0.53Down from UK£0.57, the current price target is an average from 13 analysts. New target price is 34% above last closing price of UK£0.39. Stock is down 41% over the past year. The company is forecast to post earnings per share of UK£0.012 next year compared to a net loss per share of UK£0.09 last year.お知らせ • Feb 17Oasis Management Company Ltd. Recommends The Restaurant Group plc to Restore Market ConfidenceOn February 16, 2023, Oasis Management Company Ltd. announced that it believed in the underlying value potential of The Restaurant Group’s core brands and emphasized its long-term commitment to the Company. Further, it stated that the Company has raised equity capital three times in the last five years whilst markedly underperforming sector peers and it considered this failure to deliver value to shareholders to have propagated low market confidence and unattractiveness to new investor capital. In addition, Oasis recommended The Restaurant Group to communicate to the market the strategic direction of the Company and means of value creation and it should engage with shareholders on all options for meaningful governance change in the near-term to promote this value creation and alignment with shareholders.お知らせ • Feb 05+ 1 more updateThe Restaurant Group plc, Annual General Meeting, May 23, 2023The Restaurant Group plc, Annual General Meeting, May 23, 2023, at 11:00 Coordinated Universal Time. Location: 5-7 Marshalsea Road, London SE1 1EP London, Uk United Kingdomお知らせ • Jan 22Oasis Management (Hong Kong) LLC acquired a 5% stake in The Restaurant Group plc.Oasis Management (Hong Kong) LLC acquired a 5% stake in The Restaurant Group plc on January 20, 2023.Oasis Management (Hong Kong) LLC completed the acquisition of a 5% stake in The Restaurant Group plc on January 20, 2023.Price Target Changed • Dec 16Price target decreased to UK£0.57Down from UK£0.66, the current price target is an average from 14 analysts. New target price is 114% above last closing price of UK£0.27. Stock is down 67% over the past year. The company is forecast to post earnings per share of UK£0.017 next year compared to a net loss per share of UK£0.053 last year.Price Target Changed • Nov 29Price target decreased to UK£0.66Down from UK£0.73, the current price target is an average from 14 analysts. New target price is 106% above last closing price of UK£0.32. Stock is down 60% over the past year. The company is forecast to post earnings per share of UK£0.018 next year compared to a net loss per share of UK£0.053 last year.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Loraine Woodhouse was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Oct 11Price target decreased to UK£0.77Down from UK£0.84, the current price target is an average from 13 analysts. New target price is 138% above last closing price of UK£0.32. Stock is down 64% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.Price Target Changed • Oct 07Price target decreased to UK£0.77Down from UK£0.87, the current price target is an average from 13 analysts. New target price is 139% above last closing price of UK£0.32. Stock is down 66% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.分析記事 • Sep 29Is Restaurant Group (LON:RTN) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Sep 12Price target decreased to UK£0.87Down from UK£0.95, the current price target is an average from 12 analysts. New target price is 88% above last closing price of UK£0.46. Stock is down 63% over the past year. The company is forecast to post earnings per share of UK£0.02 next year compared to a net loss per share of UK£0.053 last year.Reported Earnings • Sep 09First half 2022 earnings released: UK£0.034 loss per share (vs UK£0.08 loss in 1H 2021)First half 2022 results: UK£0.034 loss per share (improved from UK£0.08 loss in 1H 2021). Revenue: UK£423.4m (up 95% from 1H 2021). Net loss: UK£26.1m (loss narrowed 53% from 1H 2021). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.Price Target Changed • Aug 27Price target decreased to UK£0.95Down from UK£1.02, the current price target is an average from 13 analysts. New target price is 137% above last closing price of UK£0.40. Stock is down 68% over the past year. The company is forecast to post earnings per share of UK£0.02 next year compared to a net loss per share of UK£0.053 last year.Price Target Changed • Aug 01Price target decreased to UK£0.95Down from UK£1.02, the current price target is an average from 13 analysts. New target price is 87% above last closing price of UK£0.51. Stock is down 56% over the past year. The company is forecast to post earnings per share of UK£0.02 next year compared to a net loss per share of UK£0.053 last year.Recent Insider Transactions • Jul 20CEO & Director recently bought UK£159k worth of stockOn the 15th of July, Andy Hornby bought around 376k shares on-market at roughly UK£0.42 per share. This was the largest purchase by an insider in the last 3 months. This was Andy's only on-market trade for the last 12 months.Price Target Changed • Jul 11Price target decreased to UK£1.05Down from UK£1.13, the current price target is an average from 12 analysts. New target price is 137% above last closing price of UK£0.44. Stock is down 63% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.分析記事 • Jun 17Are Investors Undervaluing The Restaurant Group plc (LON:RTN) By 48%?How far off is The Restaurant Group plc ( LON:RTN ) from its intrinsic value? Using the most recent financial data...分析記事 • May 06Is Restaurant Group (LON:RTN) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Ken Hanna was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be UK£0.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% per annum over the last 3 years. The company became loss making over the last 3 years.Reported Earnings • Mar 18Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: UK£0.053 loss per share (up from UK£0.22 loss in FY 2020). Revenue: UK£636.6m (up 39% from FY 2020). Net loss: UK£38.4m (loss narrowed 69% from FY 2020). Same store sales growth: 15.0% vs FY 2020 Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 26%, compared to a 39% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Mar 18Independent Non-Executive Chairman recently bought UK£77k worth of stockOn the 16th of March, Kenneth Hanna bought around 100k shares on-market at roughly UK£0.77 per share. This was the largest purchase by an insider in the last 3 months. This was Kenneth's only on-market trade for the last 12 months.Price Target Changed • Feb 09Price target decreased to UK£1.28Down from UK£1.40, the current price target is an average from 13 analysts. New target price is 20% above last closing price of UK£1.06. Stock is up 15% over the past year. The company is forecast to post a net loss per share of UK£0.041 next year compared to a net loss per share of UK£0.21 last year.Major Estimate Revision • Jan 22Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -UK£0.03 to -UK£0.04 per share. Revenue forecast unchanged at UK£616.5m. Hospitality industry in the United Kingdom expected to see average net income growth of 128% next year. Consensus price target of UK£1.41 unchanged from last update. Share price was steady at UK£1.01 over the past week.Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Ken Hanna was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.分析記事 • Dec 21The Restaurant Group plc's (LON:RTN) Intrinsic Value Is Potentially 37% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of The Restaurant Group...分析記事 • Oct 18Is Restaurant Group (LON:RTN) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Sep 22Restaurant Group's (LON:RTN) Robust Earnings Might Be Weaker Than You ThinkShareholders didn't seem to be thrilled with The Restaurant Group plc's ( LON:RTN ) recent earnings report, despite...Reported Earnings • Sep 17First half 2021 earnings released: UK£0.08 loss per share (vs UK£0.39 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: UK£216.8m (down 4.6% from 1H 2020). Net loss: UK£56.0m (loss narrowed 73% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.分析記事 • Aug 19An Intrinsic Calculation For The Restaurant Group plc (LON:RTN) Suggests It's 28% UndervaluedHow far off is The Restaurant Group plc ( LON:RTN ) from its intrinsic value? Using the most recent financial data...Price Target Changed • Jun 10Price target decreased to UK£1.37Down from UK£1.47, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of UK£1.40. Stock is up 116% over the past year.Price Target Changed • Apr 14Price target increased to UK£1.38Up from UK£1.26, the current price target is an average from 13 analysts. New target price is 12% above last closing price of UK£1.23. Stock is up 152% over the past year.Major Estimate Revision • Apr 14Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -UK£0.051 to -UK£0.06 per share. Revenue forecast unchanged at UK£528.9m. Hospitality industry in the United Kingdom expected to see average net income growth of 57% next year. Consensus price target up from UK£1.24 to UK£1.36. Share price fell 5.1% to UK£1.23 over the past week.Major Estimate Revision • Mar 31Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -UK£0.033 to -UK£0.051 per share. Revenue forecast unchanged at UK£529.7m. Hospitality industry in the United Kingdom expected to see average net income growth of 57% next year. Consensus price target up from UK£1.23 to UK£1.26. Share price rose 2.9% to UK£1.23 over the past week.Recent Insider Transactions • Mar 31CEO & Director recently bought UK£86k worth of stockOn the 30th of March, Andy Hornby bought around 86k shares on-market at roughly UK£1.00 per share. This was the largest purchase by an insider in the last 3 months. Andy has been a buyer over the last 12 months, purchasing a net total of UK£92k worth in shares.Price Target Changed • Mar 30Price target increased to UK£1.26Up from UK£1.16, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£1.23. Stock is up 193% over the past year.Major Estimate Revision • Mar 19Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from UK£602.1m to UK£538.7m. EPS estimate unchanged from -UK£0.033 per share at last update. Hospitality industry in the United Kingdom expected to see average net income growth of 49% next year. Consensus price target up from UK£1.09 to UK£1.18. Share price was steady at UK£1.11 over the past week.Price Target Changed • Mar 19Price target increased to UK£1.23Up from UK£1.13, the current price target is an average from 11 analysts. New target price is 10% above last closing price of UK£1.11. Stock is up 366% over the past year.分析記事 • Mar 13Auditors Are Concerned About Restaurant Group (LON:RTN)When The Restaurant Group plc ( LON:RTN ) reported its results to December 2020 its auditors, Ernst & Young LLP could...分析記事 • Mar 11What You Need To Know About The The Restaurant Group plc (LON:RTN) Analyst Downgrade TodayMarket forces rained on the parade of The Restaurant Group plc ( LON:RTN ) shareholders today, when the analysts...Analyst Estimate Surprise Post Earnings • Mar 11Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 8.5%. Earnings per share (EPS) exceeded analyst estimates by 147%. Over the next year, revenue is forecast to grow 20% while theHospitality industry in the United Kingdom is not expected to grow.Reported Earnings • Mar 11Full year 2020 earnings released: UK£0.21 loss per share (vs UK£0.082 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: UK£459.8m (down 57% from FY 2019). Net loss: UK£119.9m (loss widened 197% from FY 2019). Same store sales growth: Down 8.3% vs FY 2019 Over the last 3 years on average, earnings per share has fallen by 95% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.Price Target Changed • Mar 02Price target raised to UK£1.13Up from UK£1.04, the current price target is an average from 13 analysts. The new target price is close to the current share price of UK£1.13. As of last close, the stock is up 12% over the past year.Is New 90 Day High Low • Feb 20New 90-day high: UK£0.97The company is up 51% from its price of UK£0.64 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.99 per share.分析記事 • Feb 16Who Has Been Buying The Restaurant Group plc (LON:RTN) Shares?We often see insiders buying up shares in companies that perform well over the long term. Unfortunately, there are also...Is New 90 Day High Low • Feb 03New 90-day high: UK£0.81The company is up 78% from its price of UK£0.46 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.99 per share.分析記事 • Jan 12Is There An Opportunity With The Restaurant Group plc's (LON:RTN) 34% Undervaluation?In this article we are going to estimate the intrinsic value of The Restaurant Group plc ( LON:RTN ) by taking the...Major Estimate Revision • Dec 19Analysts lower EPS estimates to -UK£0.092The 2020 consensus revenue estimate was lowered from UK£531.1m to UK£521.0m. The company's losses are expected to worsen with analysts lowering their EPS forecasts from -UK£0.071 to -UK£0.092 for the same period. The Hospitality industry in the United Kingdom is expected to see an average net income growth of 55% next year. The consensus price target was lowered from UK£1.06 to UK£1.05. Share price is up 2.0% to UK£0.63 over the past week.分析記事 • Dec 07Restaurant Group (LON:RTN) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Major Estimate Revision • Oct 31Analysts update estimatesThe company's losses in 2020 are expected to worsen with analysts lowering their consensus EPS forecasts from -UK£0.065 to -UK£0.071. Revenue estimate was approximately flat at UK£531.1m. The Hospitality industry in the United Kingdom is expected to see a 61% decline in net income next year. The consensus price target was lowered from UK£1.05 to UK£1.04. Share price is down by 7.5% to UK£0.41 over the past week.Is New 90 Day High Low • Oct 30New 90-day low: UK£0.41The company is down 8.0% from its price of UK£0.44 on 31 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.24 per share.Major Estimate Revision • Oct 13Analysts update estimatesThe 2020 consensus revenue estimate increased from UK£517.3m to UK£533.5m. The company's losses in 2020 are expected to worsen with analysts lowering their EPS forecasts from -UK£0.045 to -UK£0.065. The Hospitality industry in the United Kingdom is expected to see a 73% decline in net income next year. The consensus price target was lowered from UK£1.06 to UK£1.05. Share price is down by 18% to UK£0.47 over the past week.Reported Earnings • Oct 06First half earnings releasedOver the last 12 months the company has reported total losses of UK£169.1m, with losses widening by 110% from the prior year. Total revenue was UK£784.4m over the last 12 months, down 10% from the prior year.業績と収益の成長予測LSE:RTN - アナリストの将来予測と過去の財務データ ( )GBP Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20259953639111912/31/20249422432711112/31/2023935122153117/2/2023927-443598N/A4/2/2023905-5647109N/A1/1/2023883-6859119N/A10/1/2022863-4085136N/A7/3/2022843-11110153N/A4/3/2022740-2684122N/A1/2/2022637-405892N/A10/2/2021543-62050N/A7/4/202144928-189N/A4/4/2021455-48-50-17N/A12/27/2020460-124-81-42N/A9/27/2020622-147-64-13N/A6/28/2020784-169-4817N/A3/28/2020929-105-2646N/A12/29/20191,073-40-475N/A9/29/2019974-61-965N/A6/30/2019876-81-1555N/A3/31/2019781-37-357N/A12/30/201868671059N/A9/30/2018679132163N/A7/1/2018672183267N/A4/1/2018676183674N/A12/31/2017679184181N/A9/30/201768213579N/A7/2/2017685-173078N/A4/2/2017698-32N/A88N/A1/1/2017711-48N/A98N/A10/1/2016710-15N/A107N/A7/3/201671018N/A115N/A4/3/201669843N/A115N/A12/27/201568569N/A115N/A9/27/201567366N/A116N/A6/28/201566163N/A117N/A3/28/201564865N/A111N/A12/28/201463567N/A105N/A9/28/201462167N/A103N/A6/29/201460766N/A100N/A3/29/201459361N/A99N/A12/29/201358056N/A98N/A9/29/201357054N/A96N/A6/30/201356151N/A93N/A3/31/201354750N/A89N/A12/30/201253348N/A85N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: RTNは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.5% ) よりも高い成長率であると考えられます。収益対市場: RTN今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: RTN今後 3 年以内に収益を上げることが予想されます。収益対市場: RTNの収益 ( 2.6% ) UK市場 ( 4.5% ) よりも低い成長が予測されています。高い収益成長: RTNの収益 ( 2.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: RTNの 自己資本利益率 は、3年後には低くなると予測されています ( 6.8 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-services 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2023/12/23 13:13終値2023/12/21 00:00収益2023/07/02年間収益2023/01/01データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The Restaurant Group plc 11 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Victoria Lee SternBarclaysRobert ChantryBerenbergNigel ParsonCanaccord Genuity15 その他のアナリストを表示
Price Target Changed • Mar 09Price target decreased by 7.4% to UK£0.53Down from UK£0.57, the current price target is an average from 13 analysts. New target price is 34% above last closing price of UK£0.39. Stock is down 41% over the past year. The company is forecast to post earnings per share of UK£0.012 next year compared to a net loss per share of UK£0.09 last year.
Price Target Changed • Dec 16Price target decreased to UK£0.57Down from UK£0.66, the current price target is an average from 14 analysts. New target price is 114% above last closing price of UK£0.27. Stock is down 67% over the past year. The company is forecast to post earnings per share of UK£0.017 next year compared to a net loss per share of UK£0.053 last year.
Price Target Changed • Nov 29Price target decreased to UK£0.66Down from UK£0.73, the current price target is an average from 14 analysts. New target price is 106% above last closing price of UK£0.32. Stock is down 60% over the past year. The company is forecast to post earnings per share of UK£0.018 next year compared to a net loss per share of UK£0.053 last year.
Price Target Changed • Oct 11Price target decreased to UK£0.77Down from UK£0.84, the current price target is an average from 13 analysts. New target price is 138% above last closing price of UK£0.32. Stock is down 64% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.
Price Target Changed • Oct 07Price target decreased to UK£0.77Down from UK£0.87, the current price target is an average from 13 analysts. New target price is 139% above last closing price of UK£0.32. Stock is down 66% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.
Price Target Changed • Sep 12Price target decreased to UK£0.87Down from UK£0.95, the current price target is an average from 12 analysts. New target price is 88% above last closing price of UK£0.46. Stock is down 63% over the past year. The company is forecast to post earnings per share of UK£0.02 next year compared to a net loss per share of UK£0.053 last year.
お知らせ • Dec 21The Restaurant Group plc(LSE:RTN) dropped from FTSE All-Share Index (GBP)The Restaurant Group plc(LSE:RTN) dropped from FTSE All-Share Index (GBP)
お知らせ • Nov 08Wheel Topco Doesn't Plan to Buy Restaurant Group, Citing Market ConditionsPizzaExpress Group owner Wheel Topco Limited doesn't plan to make a formal offer for Wagamama owner The Restaurant Group plc (LSE:RTN) due to market conditions, it said November 7, 2023. On Oct. 26 Restaurant Group confirmed that it had received an approach from Wheel Topco for diligence information as it was considering a bid for the company. Earlier in October, Restaurant Group--which also houses Brunning & Price and Frankie & Benny's among its portfolio--agreed to an all-cash takeover worth around £506 million ($624.5 million) by asset manager Apollo's Rock Bidco. Under the terms, accepting shareholders will get 65 pence for each share held.
お知らせ • Nov 04The Restaurant Group Shares to be Suspended from Official List and from London Stock Exchange's Main Market for Listed Securities on 21 December 2023On 12 October 2023, the boards of directors of The Restaurant Group plc (‘TRG’ or the ‘Company’) and Rock Bidco Limited (a special purpose vehicle indirectly owned by certain of the affiliated funds of Apollo Global Management Inc. and its subsidiaries, managed by affiliates of Apollo Global Management Inc.) (‘Bidco’) announced that they had reached agreement on the terms and conditions of a recommended cash acquisition by Bidco of the entire issued, and to be issued, ordinary share capital of TRG. It is intended that the Acquisition will be implemented by way of a Court-sanctioned scheme of arrangement (the ‘Scheme’) under Part 26 of the Companies Act 2006 (the ‘Act’). Cancellation of listing of TRG Shares expected by 7:30 a.m. on 22 December 2023. If the Scheme is sanctioned as outlined, it is expected that the last day of dealings in, and registration of transfers of, TRG Shares on the London Stock Exchange will be 20 December 2023 and no transfers shall be registered after 6:00 p.m. on that date. Following this, it is expected that TRG Shares will be suspended from the Official List and from the London Stock Exchange's Main Market for listed securities from 7:30 a.m. on 21 December 2023. It is intended that, prior to the Effective Date, applications will be made to the London Stock Exchange for TRG Shares to cease to be admitted to trading on its Main Market for listed securities, and to the FCA for the listing of TRG Shares on the Official List to be cancelled, in each case to take effect on or shortly following the Effective Date.
お知らせ • Oct 31The Big Table Group Limited acquired of 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN).The Big Table Group Limited agreed to acquire 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN) for £1 on September 11, 2023. Big Table Group Ltd, will pay a nominal £1 for Restaurant Group’s loss-making Leisure business and will receive a ‘contribution’ from Restaurant Group of £7.5 million. The transaction is expected to close in the early fourth quarter of this year, Lazard & Co., Limited acted as financial advisor to The Restaurant Group plc. Sally Wokes, Chris McGaffin, Sarah Osprey, Jane Edwarde, Duncan Blaikie, Philippa O'Malley and Matthew Tobin of Slaughter and May acted as legal advisor to The Restaurant Group plc. The Big Table Group Limited completed the acquisition of 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN) on October 30, 2023
お知らせ • Oct 27Restaurant Group Attracts New Takeover Interest, No Proposal YetThe Restaurant Group plc (LSE:RTN) or TRG, has been approached by Wheel Topco Limited, the owner of PizzaExpress, but no takeover proposal has been made, the company said on Thursday in response to media reports. Wheel Topco has requested diligence information and TRG will provide it. If the interested party makes a proposal, it will be considered by TRG's board of directors, but there is no certainty that this will happen. Earlier in October, TRG agreed to a takeover offer from funds managed by affiliates of US Apollo Global Management (NYSE:APO) that values TRG at about GBP 506 million (USD 613m/EUR 580m). The company's board of directors still plans to recommend the offer to its shareholders, according to the statement.
お知らせ • Oct 14Apollo Investment Fund X, L.P., managed by Apollo Global Management, Inc. agreed to acquire The Restaurant Group plc (LSE:RTN) from TRG Directors, Oasis Management Company Ltd., Irenic Capital Evergreen Master Fund LP and others for approximately £500 million.Apollo Investment Fund X, L.P., managed by Apollo Global Management, Inc. agreed to acquire The Restaurant Group plc (LSE:RTN) from TRG Directors, Oasis Management Company Ltd., Irenic Capital Evergreen Master Fund LP and others for approximately £500 million on October 12, 2023. It is intended that the acquisition will be implemented by way of a Court-sanctioned scheme of arrangement. Under the terms of the acquisition, each TRG shareholder will be entitled to receive for each scheme share held 65 pence in cash. The cash consideration will be financed by (i) equity to be invested by the Apollo and (ii) third party financing provided by certain third party providers, including RBC, of a £260,000,000 interim senior term facility under the interim facilities agreement. The offeror intends to work with the existing management and employees of TRG to support the business.The TRG Directors unanimously recommended the scheme. The scheme is subject to TRG shareholders approval at the Court Meeting and at the General Meeting, sanctioning of scheme by the court, third part approval, applicable requirements of the Takeover Code, the Panel, the London Stock Exchange, the FCA. The acquisition is currently expected to complete in early 2024.Mark Preston, Ed Boyce, Andrew Diggles and Samuel Jackson of RBCCapital Markets acted as sole financial adviser to Apollo. William Rucker, Louise Campbell and Adam Blin of Lazard & Co., Limited provided independent financial advice to the TRG Directors. Nick Reid, Hadleigh Beals and James Tookman of Centerview Partners UK LLP and Christopher Wren, James Ibbotson, Martin Weltman and Peter Catterall of Citigroup Global Markets Limited acted as financial advisor to TRG. Kirkland & Ellis International LLP is acting as legal adviser to Apollo and Slaughter and May is acting as legal adviser to TRG.
お知らせ • Oct 13The Restaurant Group plc to Request London Stock Exchange and the FCA to Cancel Trading in Shares on the London Stock Exchange's Main Market and the Listing of the Shares from the Official ListThe boards of directors of Rock BidCo Limited ("Bidco") and The Restaurant Group plc ("TRG") announced that they have reached agreement on the terms and conditions of a recommended all cash acquisition by Bidco of the entire issued, and to be issued, ordinary share capital of TRG. It is intended that the Acquisition will be implemented by way of a Court-sanctioned scheme of arrangement under Part 26 of the 2006 Act. It is intended that the London Stock Exchange and the FCA will be requested respectively to cancel trading in TRG Shares on the London Stock Exchange's Main Market and the listing of the TRG Shares from the Official List on or shortly after the Effective Date. It is expected that the last day of dealings in TRG Shares on the Main Market of the London Stock Exchange is expected to be the Business Day immediately prior to the Effective Date and no transfers will be registered after 6.00 p.m. (London time) on that date. It is intended that TRG will be re-registered as a private limited company and for this to take effect as soon as practicable on or following the Effective Date.
New Risk • Oct 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of British stocks, typically moving 11% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
お知らせ • Sep 12The Big Table Group Limited agreed to acquire 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN) for £1.The Big Table Group Limited agreed to acquire 75 Frankie & Benny's and Chiquito Restaurants from The Restaurant Group plc (LSE:RTN) for £1 on September 11, 2023. Big Table Group Ltd, will pay a nominal £1 for Restaurant Group’s loss-making Leisure business and will receive a ‘contribution’ from Restaurant Group of £7.5 million. The transaction is expected to close in the early fourth quarter of this year.
分析記事 • Sep 09Calculating The Intrinsic Value Of The Restaurant Group plc (LON:RTN)Key Insights Restaurant Group's estimated fair value is UK£0.41 based on 2 Stage Free Cash Flow to Equity With UK£0.47...
お知らせ • Sep 08The Restaurant Group plc Announces Chairman, Ken Hanna Informs His Intention Not to Seek Re-Election At the Group's Next AGM During 2024The Restaurant Group plc announced that the Company's Chairman, Ken Hanna has informed the Company of his intention not to seek re-election at the Group's next AGM during 2024 due to personal reasons. The Board will now initiate a comprehensive search process to identify a new Chairman and will update the market as and when appropriate. Ken will remain with TRG as Chairman until his successor is appointed in order to allow for an orderly handover.
Reported Earnings • Sep 07First half 2023 earnings released: UK£0.002 loss per share (vs UK£0.034 loss in 1H 2022)First half 2023 results: UK£0.002 loss per share (improved from UK£0.034 loss in 1H 2022). Revenue: UK£467.4m (up 10% from 1H 2022). Net loss: UK£1.50m (loss narrowed 94% from 1H 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Buying Opportunity • Jun 26Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 8.6%. The fair value is estimated to be UK£0.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 60%.
お知らせ • Jun 21The Restaurant Group plc to Report First Half, 2023 Results on Sep 06, 2023The Restaurant Group plc announced that they will report first half, 2023 results on Sep 06, 2023
お知らせ • Jun 08The Restaurant Group plc Announces Board Changes, Effective 1 July 2023The Restaurant Group plc announces that Alex Gersh, an Independent Non-Executive Director of the Company and the Chair of the Audit Committee, has informed the Board of his decision to step down as a Director with effect from 1 July 2023 due to other work commitments. Alex joined the Board on 23 February 2021 and is currently also a member of the Nomination and Remuneration Committees. Loraine Woodhouse, who has been a member of the Board since 4 July 2022, will take over the role of Audit Committee Chair following Alex's departure, with effect from 1 July 2023.
分析記事 • May 03Calculating The Fair Value Of The Restaurant Group plc (LON:RTN)Key Insights The projected fair value for Restaurant Group is UK£0.46 based on 2 Stage Free Cash Flow to Equity...
Price Target Changed • Mar 09Price target decreased by 7.4% to UK£0.53Down from UK£0.57, the current price target is an average from 13 analysts. New target price is 34% above last closing price of UK£0.39. Stock is down 41% over the past year. The company is forecast to post earnings per share of UK£0.012 next year compared to a net loss per share of UK£0.09 last year.
お知らせ • Feb 17Oasis Management Company Ltd. Recommends The Restaurant Group plc to Restore Market ConfidenceOn February 16, 2023, Oasis Management Company Ltd. announced that it believed in the underlying value potential of The Restaurant Group’s core brands and emphasized its long-term commitment to the Company. Further, it stated that the Company has raised equity capital three times in the last five years whilst markedly underperforming sector peers and it considered this failure to deliver value to shareholders to have propagated low market confidence and unattractiveness to new investor capital. In addition, Oasis recommended The Restaurant Group to communicate to the market the strategic direction of the Company and means of value creation and it should engage with shareholders on all options for meaningful governance change in the near-term to promote this value creation and alignment with shareholders.
お知らせ • Feb 05+ 1 more updateThe Restaurant Group plc, Annual General Meeting, May 23, 2023The Restaurant Group plc, Annual General Meeting, May 23, 2023, at 11:00 Coordinated Universal Time. Location: 5-7 Marshalsea Road, London SE1 1EP London, Uk United Kingdom
お知らせ • Jan 22Oasis Management (Hong Kong) LLC acquired a 5% stake in The Restaurant Group plc.Oasis Management (Hong Kong) LLC acquired a 5% stake in The Restaurant Group plc on January 20, 2023.Oasis Management (Hong Kong) LLC completed the acquisition of a 5% stake in The Restaurant Group plc on January 20, 2023.
Price Target Changed • Dec 16Price target decreased to UK£0.57Down from UK£0.66, the current price target is an average from 14 analysts. New target price is 114% above last closing price of UK£0.27. Stock is down 67% over the past year. The company is forecast to post earnings per share of UK£0.017 next year compared to a net loss per share of UK£0.053 last year.
Price Target Changed • Nov 29Price target decreased to UK£0.66Down from UK£0.73, the current price target is an average from 14 analysts. New target price is 106% above last closing price of UK£0.32. Stock is down 60% over the past year. The company is forecast to post earnings per share of UK£0.018 next year compared to a net loss per share of UK£0.053 last year.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Director Loraine Woodhouse was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Oct 11Price target decreased to UK£0.77Down from UK£0.84, the current price target is an average from 13 analysts. New target price is 138% above last closing price of UK£0.32. Stock is down 64% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.
Price Target Changed • Oct 07Price target decreased to UK£0.77Down from UK£0.87, the current price target is an average from 13 analysts. New target price is 139% above last closing price of UK£0.32. Stock is down 66% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.
分析記事 • Sep 29Is Restaurant Group (LON:RTN) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Sep 12Price target decreased to UK£0.87Down from UK£0.95, the current price target is an average from 12 analysts. New target price is 88% above last closing price of UK£0.46. Stock is down 63% over the past year. The company is forecast to post earnings per share of UK£0.02 next year compared to a net loss per share of UK£0.053 last year.
Reported Earnings • Sep 09First half 2022 earnings released: UK£0.034 loss per share (vs UK£0.08 loss in 1H 2021)First half 2022 results: UK£0.034 loss per share (improved from UK£0.08 loss in 1H 2021). Revenue: UK£423.4m (up 95% from 1H 2021). Net loss: UK£26.1m (loss narrowed 53% from 1H 2021). Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 30% per year, which means it is significantly lagging earnings.
Price Target Changed • Aug 27Price target decreased to UK£0.95Down from UK£1.02, the current price target is an average from 13 analysts. New target price is 137% above last closing price of UK£0.40. Stock is down 68% over the past year. The company is forecast to post earnings per share of UK£0.02 next year compared to a net loss per share of UK£0.053 last year.
Price Target Changed • Aug 01Price target decreased to UK£0.95Down from UK£1.02, the current price target is an average from 13 analysts. New target price is 87% above last closing price of UK£0.51. Stock is down 56% over the past year. The company is forecast to post earnings per share of UK£0.02 next year compared to a net loss per share of UK£0.053 last year.
Recent Insider Transactions • Jul 20CEO & Director recently bought UK£159k worth of stockOn the 15th of July, Andy Hornby bought around 376k shares on-market at roughly UK£0.42 per share. This was the largest purchase by an insider in the last 3 months. This was Andy's only on-market trade for the last 12 months.
Price Target Changed • Jul 11Price target decreased to UK£1.05Down from UK£1.13, the current price target is an average from 12 analysts. New target price is 137% above last closing price of UK£0.44. Stock is down 63% over the past year. The company is forecast to post earnings per share of UK£0.025 next year compared to a net loss per share of UK£0.053 last year.
分析記事 • Jun 17Are Investors Undervaluing The Restaurant Group plc (LON:RTN) By 48%?How far off is The Restaurant Group plc ( LON:RTN ) from its intrinsic value? Using the most recent financial data...
分析記事 • May 06Is Restaurant Group (LON:RTN) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Board Change • Apr 27High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Non-Executive Chairman Ken Hanna was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Mar 23Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 25%. The fair value is estimated to be UK£0.86, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 19% per annum over the last 3 years. The company became loss making over the last 3 years.
Reported Earnings • Mar 18Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: UK£0.053 loss per share (up from UK£0.22 loss in FY 2020). Revenue: UK£636.6m (up 39% from FY 2020). Net loss: UK£38.4m (loss narrowed 69% from FY 2020). Same store sales growth: 15.0% vs FY 2020 Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 26%, compared to a 39% growth forecast for the restaurants industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Mar 18Independent Non-Executive Chairman recently bought UK£77k worth of stockOn the 16th of March, Kenneth Hanna bought around 100k shares on-market at roughly UK£0.77 per share. This was the largest purchase by an insider in the last 3 months. This was Kenneth's only on-market trade for the last 12 months.
Price Target Changed • Feb 09Price target decreased to UK£1.28Down from UK£1.40, the current price target is an average from 13 analysts. New target price is 20% above last closing price of UK£1.06. Stock is up 15% over the past year. The company is forecast to post a net loss per share of UK£0.041 next year compared to a net loss per share of UK£0.21 last year.
Major Estimate Revision • Jan 22Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -UK£0.03 to -UK£0.04 per share. Revenue forecast unchanged at UK£616.5m. Hospitality industry in the United Kingdom expected to see average net income growth of 128% next year. Consensus price target of UK£1.41 unchanged from last update. Share price was steady at UK£1.01 over the past week.
Board Change • Jan 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Non-Executive Director Ken Hanna was the last director to join the board, commencing their role in 2021. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Dec 21The Restaurant Group plc's (LON:RTN) Intrinsic Value Is Potentially 37% Above Its Share PriceToday we'll do a simple run through of a valuation method used to estimate the attractiveness of The Restaurant Group...
分析記事 • Oct 18Is Restaurant Group (LON:RTN) Using Debt In A Risky Way?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Sep 22Restaurant Group's (LON:RTN) Robust Earnings Might Be Weaker Than You ThinkShareholders didn't seem to be thrilled with The Restaurant Group plc's ( LON:RTN ) recent earnings report, despite...
Reported Earnings • Sep 17First half 2021 earnings released: UK£0.08 loss per share (vs UK£0.39 loss in 1H 2020)The company reported a decent first half result with reduced losses and improved control over expenses, although revenues were weaker. First half 2021 results: Revenue: UK£216.8m (down 4.6% from 1H 2020). Net loss: UK£56.0m (loss narrowed 73% from 1H 2020). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
分析記事 • Aug 19An Intrinsic Calculation For The Restaurant Group plc (LON:RTN) Suggests It's 28% UndervaluedHow far off is The Restaurant Group plc ( LON:RTN ) from its intrinsic value? Using the most recent financial data...
Price Target Changed • Jun 10Price target decreased to UK£1.37Down from UK£1.47, the current price target is an average from 13 analysts. New target price is approximately in line with last closing price of UK£1.40. Stock is up 116% over the past year.
Price Target Changed • Apr 14Price target increased to UK£1.38Up from UK£1.26, the current price target is an average from 13 analysts. New target price is 12% above last closing price of UK£1.23. Stock is up 152% over the past year.
Major Estimate Revision • Apr 14Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -UK£0.051 to -UK£0.06 per share. Revenue forecast unchanged at UK£528.9m. Hospitality industry in the United Kingdom expected to see average net income growth of 57% next year. Consensus price target up from UK£1.24 to UK£1.36. Share price fell 5.1% to UK£1.23 over the past week.
Major Estimate Revision • Mar 31Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 expected loss increased from -UK£0.033 to -UK£0.051 per share. Revenue forecast unchanged at UK£529.7m. Hospitality industry in the United Kingdom expected to see average net income growth of 57% next year. Consensus price target up from UK£1.23 to UK£1.26. Share price rose 2.9% to UK£1.23 over the past week.
Recent Insider Transactions • Mar 31CEO & Director recently bought UK£86k worth of stockOn the 30th of March, Andy Hornby bought around 86k shares on-market at roughly UK£1.00 per share. This was the largest purchase by an insider in the last 3 months. Andy has been a buyer over the last 12 months, purchasing a net total of UK£92k worth in shares.
Price Target Changed • Mar 30Price target increased to UK£1.26Up from UK£1.16, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of UK£1.23. Stock is up 193% over the past year.
Major Estimate Revision • Mar 19Consensus forecasts updatedThe consensus outlook for 2021 has been updated. 2021 revenue forecast fell from UK£602.1m to UK£538.7m. EPS estimate unchanged from -UK£0.033 per share at last update. Hospitality industry in the United Kingdom expected to see average net income growth of 49% next year. Consensus price target up from UK£1.09 to UK£1.18. Share price was steady at UK£1.11 over the past week.
Price Target Changed • Mar 19Price target increased to UK£1.23Up from UK£1.13, the current price target is an average from 11 analysts. New target price is 10% above last closing price of UK£1.11. Stock is up 366% over the past year.
分析記事 • Mar 13Auditors Are Concerned About Restaurant Group (LON:RTN)When The Restaurant Group plc ( LON:RTN ) reported its results to December 2020 its auditors, Ernst & Young LLP could...
分析記事 • Mar 11What You Need To Know About The The Restaurant Group plc (LON:RTN) Analyst Downgrade TodayMarket forces rained on the parade of The Restaurant Group plc ( LON:RTN ) shareholders today, when the analysts...
Analyst Estimate Surprise Post Earnings • Mar 11Earnings beat expectations, revenue disappointsRevenue missed analyst estimates by 8.5%. Earnings per share (EPS) exceeded analyst estimates by 147%. Over the next year, revenue is forecast to grow 20% while theHospitality industry in the United Kingdom is not expected to grow.
Reported Earnings • Mar 11Full year 2020 earnings released: UK£0.21 loss per share (vs UK£0.082 loss in FY 2019)The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: UK£459.8m (down 57% from FY 2019). Net loss: UK£119.9m (loss widened 197% from FY 2019). Same store sales growth: Down 8.3% vs FY 2019 Over the last 3 years on average, earnings per share has fallen by 95% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
Price Target Changed • Mar 02Price target raised to UK£1.13Up from UK£1.04, the current price target is an average from 13 analysts. The new target price is close to the current share price of UK£1.13. As of last close, the stock is up 12% over the past year.
Is New 90 Day High Low • Feb 20New 90-day high: UK£0.97The company is up 51% from its price of UK£0.64 on 20 November 2020. The British market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.99 per share.
分析記事 • Feb 16Who Has Been Buying The Restaurant Group plc (LON:RTN) Shares?We often see insiders buying up shares in companies that perform well over the long term. Unfortunately, there are also...
Is New 90 Day High Low • Feb 03New 90-day high: UK£0.81The company is up 78% from its price of UK£0.46 on 05 November 2020. The British market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Hospitality industry, which is up 26% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£0.99 per share.
分析記事 • Jan 12Is There An Opportunity With The Restaurant Group plc's (LON:RTN) 34% Undervaluation?In this article we are going to estimate the intrinsic value of The Restaurant Group plc ( LON:RTN ) by taking the...
Major Estimate Revision • Dec 19Analysts lower EPS estimates to -UK£0.092The 2020 consensus revenue estimate was lowered from UK£531.1m to UK£521.0m. The company's losses are expected to worsen with analysts lowering their EPS forecasts from -UK£0.071 to -UK£0.092 for the same period. The Hospitality industry in the United Kingdom is expected to see an average net income growth of 55% next year. The consensus price target was lowered from UK£1.06 to UK£1.05. Share price is up 2.0% to UK£0.63 over the past week.
分析記事 • Dec 07Restaurant Group (LON:RTN) Has Debt But No Earnings; Should You Worry?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Major Estimate Revision • Oct 31Analysts update estimatesThe company's losses in 2020 are expected to worsen with analysts lowering their consensus EPS forecasts from -UK£0.065 to -UK£0.071. Revenue estimate was approximately flat at UK£531.1m. The Hospitality industry in the United Kingdom is expected to see a 61% decline in net income next year. The consensus price target was lowered from UK£1.05 to UK£1.04. Share price is down by 7.5% to UK£0.41 over the past week.
Is New 90 Day High Low • Oct 30New 90-day low: UK£0.41The company is down 8.0% from its price of UK£0.44 on 31 July 2020. The British market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is UK£1.24 per share.
Major Estimate Revision • Oct 13Analysts update estimatesThe 2020 consensus revenue estimate increased from UK£517.3m to UK£533.5m. The company's losses in 2020 are expected to worsen with analysts lowering their EPS forecasts from -UK£0.045 to -UK£0.065. The Hospitality industry in the United Kingdom is expected to see a 73% decline in net income next year. The consensus price target was lowered from UK£1.06 to UK£1.05. Share price is down by 18% to UK£0.47 over the past week.
Reported Earnings • Oct 06First half earnings releasedOver the last 12 months the company has reported total losses of UK£169.1m, with losses widening by 110% from the prior year. Total revenue was UK£784.4m over the last 12 months, down 10% from the prior year.