Daily Notes

Langton Capital – 2024-03-28 – Carnival, DPP, 888, Redcat, trading, geography, jobs market & other:
Langton Capital – 2024-03-27 – Playtech, Artisanal Spirits, Papa John’s, CCL, inflation, late night & other:
Langton Capital – 2024-03-26 – Revolution Bars, AG Barr, Fever Tree, 888 Holdings, Flutter & other:
Langton Capital – 2024-03-25 – JDW, Virgin Wines, WTB, Gail’s, Tandem, trading, staff costs & other:
Langton Capital – 2024-03-22 – JDW, Shake Shack, Gatwick, Esken, confidence, inflation & other:
Langton Capital – 2024-03-21 – Shepherd Neame, Hostelworld, LGRS, Naked Wines, High Street & other:
Langton Capital – 2024-03-20 – Inflation, closures, Thatcher’s Cider, Vagabond, McDonald’s & other:
Langton Capital – 2023-10-09 – JDW conf call, DGE, Parkdean, Bill’s, Saga, tax, labour & other:
Langton Capital – 2023-10-06 – JDW full year, private co accounts, Jet2, Playtech, WfH, trading & other:
Langton Capital – 2023-10-05 – Stonegate, Diageo, Airbnb, services output, disposable incomes & other:
Langton Capital – 2023-10-04 – Molson Coors, Eataly, Dalata, Gregg’s, Tortilla, Tube strikes, wages etc.:
Langton Capital – 2023-10-03 – PREMIUM – Tortilla (H1), GRG (Q3s), Burger & Lobster, rail strikes, food inflation etc.:
Langton Capital – 2023-10-03 – Tortilla (H1), GRG (Q3s), Burger & Lobster, rail strikes, food inflation etc.:
Langton Capital – 2023-10-02 – City Pub Group, Carnival, Booking.com, Entain, rates, strikes, WFH etc.:
Langton Capital – 2023-09-29 – PREMIUM – Seedrs, Hostmore, Flight Club, late-night market, the economy & other:
Langton Capital – 2023-09-29 – Seedrs, Hostmore, Flight Club, late-night market, the economy & other:
Langton Capital – 2023-09-28 – M&B, DGE, 888, ROO, Tasty, Everyman, Marriott, Uber, trading etc.:
Langton Capital – 2023-09-27 – Saga, XP Factory, Shepherd Neame, Chapel Down, Flutter, trading & other:
Langton Capital – 2023-09-26 – DP Poland, AG Barr, Safestay, Cooks Coffee, economy, delivery etc.:
Langton Capital – 2023-09-25 – Brighton Pier / Entain (profit warnings), economy slows, consumer etc.:
Langton Capital – 2023-09-22 – Comptoir, DGE, SSPG, consumer confidence, inflation, Xmas etc.:
Langton Capital – 2023-09-21 – SSPG, CPC, Airbnb, Dalata, High Street, inflation, transport strikes etc.:
Langton Capital – 2023-09-20 – TEN, Adnams, C&C, inflation, delivery & takeaway, costs & other:
Langton Capital – 2023-09-19 – DPEU, TUI, WINE, T17, Odeon, Twitter, consumers, closures, rates etc.:
Langton Capital – 2023-09-18 – PREMIUM – Amber Taverns, ART, C Parcs, TUI, train strikes, insolvencies etc.: