Daily Notes

Langton Capital – 2025-07-04 – Urban Pubs, JDW, Loveholidays, services sector, delivery & other:

Langton Capital – 2025-07-03 – Gregg’s, Luckin, Nightcap, Heathrow, confidence, politics & other:

Langton Capital – 2025-07-02 – Gregg’s (profit warning), SSP, Cooks, Saga, employment law & other:

Langton Capital – 2025-07-01 – Jobs market, food price inflation, disposable incomes, festivals & other:

Langton Capital – 2025-06-30 – BrewDog, Heavitree, Adnams, Safestay, Dalata, jobs, trading & other:

Langton Capital – 2025-06-27 – DPP, Troia, Oakman, Finix, Lola’s, delivery, AI, demographics & other:

Langton Capital – 2025-06-26 – Marston’s, Big Table, Brewhouse & Kitchen, St Austell, jobs & other:

Langton Capital – 2025-06-25 – VARE, MEX, CCL, Blanc Brasseries, Oxford St, incomes & other:

Langton Capital – 2025-06-24 – Saga, G4M, Theakston, economy, confidence, WFH & other:

Langton Capital – 2025-06-23 – Safestay, Dalata, PPHE, insolvencies, tenancies, jobs market & other:

Langton Capital – 2025-06-20 – Whitbread, Hippodrome, Pernod, confidence, interest rates & other:

Langton Capital – 2025-06-19 – Whitbread, Busaba Eathai, SSPG, May Tracker, London, timing & other:

Langton Capital – 2025-06-18 – Thwaites, YUM, competitive socialising, inflation, jobs, economy & other:

Langton Capital – 2025-06-17 – Prices, failing pubs, jobs market, Oxford St, ROO, EPR, Safestay & other:

Langton Capital – 2025-06-16 – Timothy Taylor, Stonegate, Richard Caring, trading, jobs market & other:

Langton Capital – 2025-06-13 – Jobs market, disposable incomes, timing, SSPG, Watchhouse & other:

Langton Capital – 2025-06-12 – Wadworth, G4M, SBUX, Pret, contract catering, trends, spending & other:

Langton Capital – 2025-06-11 – Fuller’s full year, FDEV update, hospitality confidence, trading & other:

Langton Capital – 2025-06-10 – Spend data, current trading, Vianet, McDonald’s, Brown Forman & other:

Langton Capital – 2025-06-09 – McMullen’s, Remarkable Pubs, RCL, FDEV, late night market & other:

2025-06-06 – Big Daddy – Novel – It’s timeless flight just got physical…

Langton Capital – 2025-06-06 – Energy costs, tied tenants, beer, Pret a Manger, easyHotel & other:

2025-06-06 – Big Daddy – Novel – It’s timeless flight just got physical…

Langton Capital – 2025-06-05 – Young & Co, Fever Tree, longer term spending trends, tariffs & other:

Langton Capital – 2025-06-04 – Sector inflation, disposable incomes, Punch Pubs, Flour Power & other:

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