Fulham Shore has two restaurant brands that are honed and proven in the sector. There is an opportunity to expand the estate to nearly three times its size in the post-pandemic era. Competition has been reduced, and landlords are more realistic. There will still be some stresses with costs, but Fulham Shore’s good-value menus will stand it in good stead. We believe investors should focus on the value of a fully rolled-out business, rather than the immediate earnings outlook. Nonetheless, trading is back to above pre-pandemic levels outside central London, and the recent trading update indicated strong central London growth of late.
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