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Added to YB: 2026-08-19

Pitch date: 2026-08-14

THW.AQ [neutral]

Daniel Thwaites PLC

Author Info

No bio for this author

Company Info

Daniel Thwaites PLC, together with its subsidiaries, owns, operates, and manages pubs, inns, and hotels and spas in the United Kingdom.

Market Cap

GBP 60.2M

Pitch Price

N/A

Price Target

454.00

Dividend

3.49%

EV/EBITDA

6.06

P/E

7.93

EV/Sales

1.02

Sector

Hotels, Restaurants and Leisure

Category

value

Show full summary:
Theodosian Capital | Stocks Update 14/8/2026 - THW – UK breweries update

THW.AQ (update): UK brewery count -1% YTD (1,550), stabilizing after 15% cumulative decline since 2023 on higher costs/shifting tastes. Thwaites' modern Mellor Brook brewery (1.5M pint capacity) supplies only own pubs—vertical integration insulates it. Key draw: 107.5p share price vs 454p TNAV/share (Mar 2026).

Read full article (1 min)