Daily Notes

Langton Capital – 2024-04-19 – PREMIUM – Consumer confidence, costs, train strikes, BrewDog, 888, Netflix & other:

Langton Capital – 2024-04-19 – Consumer confidence, costs, train strikes, BrewDog, 888, Netflix & other:

Langton Capital – 2024-04-18 – ROO Q1, RNK Q3, LGRS, Wagamama, March Tracker, delivery & other:

Langton Capital – 2024-04-17 – JET, TIME, Wasabi, LVMH, TGI, Saga, Safestay, Entain, inflation & other:

Langton Capital – 2024-04-16 – Hostmore, DPP, BOWL, Everyman, Team 17, Chapel Down, hotels & other:

Langton Capital – 2024-04-15 – Busaba, BrewDog, Asahi, Meatailer, Cook’s Coffee, festivals & other:

Langton Capital – 2024-04-12 – RBG, Pret, Constellation Brands, Carlsberg, labour, trading, GDP & other:

Langton Capital – 2024-04-11 – Revolution Bars, Domino’s, Distil, business rates, interest rates & other:

Langton Capital – 2024-04-10 – Stonegate Pub Co, Tasty, Portobello, demographics, costs & other:

Langton Capital – 2024-04-09 – RBG, LGRS, Red Engine, TUI, Barclaycard data, demographics & other:

Langton Capital – 2024-04-08 – RedCat, Comptoir, Starbucks, Vagabond, Disney, trading, travel & other:

Langton Capital – 2024-04-05 – ROO, McDonald’s, tips, service sector, delivery, strikes, WFH & other:

Langton Capital – 2024-04-04 – Wahaca, JDW, Amber Taverns, JW Lees, Entain, costs, trends & other:

Langton Capital – 2024-04-03 – RBG, Comptoir, TUI, food prices, trading, late-night, WFH & other:

Langton Capital – 2024-04-02 – RBG, Adnams, Gail’s, Frontier Development, Travelodge, Easter & other:

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:

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