Travel & Leisure
Th team cover UK-listed leisure companies. They monitor industry and broader macro economic trends and focus on themes which are driving share prices in order to align their work with the interests of investors.
Ivor Jones joined Peel Hunt in 2016. He started covering Leisure companies in 1998 and latterly his focus has been on gambling companies while maintaining research coverage across the sector. Ivor worked at Citigroup as head of the European Leisure team for 10 years. He left Citi in 2006, and subsequently worked for Panmure Gordon, Evolution Securities and most recently Numis Securities for six years. In the 2021 Institutional Investor (Extel) Survey, Ivor was ranked the 2nd analyst in Leisure, voted by corporates. Ivor read law at University College, London.
Douglas Jack joined Peel Hunt in January 2017. He has covered Leisure companies since 1997 with a focus on pub and restaurant companies, while maintaining coverage across other parts of the sector. Douglas was ranked 1st in Leisure in the 2021 & 2020 Institutional Investor (Extel) Surveys. Douglas read Economics at Newcastle University, and also has an ACMA and IMC. Douglas was ranked #1 Top Stock Picker in the Hotel, Restaurants & Leisure category (United Kingdom and Ireland) and (Europe) in the 2020 Refinitiv StarMine Awards.
Drinks on the table – news of interest
We discuss the impact of price increases on consumer dynamics; the recovery in rail travel stalling; the hospitality industry’s calls for a reduction in VAT; and we update on Russia watch and