Daily Notes

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.:

Langton Capital – 2023-09-18 – Amber Taverns, ART, C Parcs, TUI, train strikes, insolvencies etc.:

Langton Capital – 2023-09-15 – JDW, SBUX, GAW, Amber Taverns, selling prices, coffee market & other:

Langton Capital – 2023-09-14 – PREMIUM – Dynamic pricing, food costs, cash, Pat Val, Yo Sushi, CMBC & other:

Langton Capital – 2023-09-14 – Dynamic pricing, food costs, cash, Pat Val, Yo Sushi, CMBC & other:

Langton Capital – 2023-09-13 – Surge pricing, August Tracker, OTB, FDEV, LGRS, Fever Tree & other:

Langton Capital – 2023-09-12 – Fever Tree, Gym Group, PPHW, RTN, jobs & wages, trading & other:

Langton Capital – 2023-09-11 – RTN (exits Leisure), Various Eateries, weather, trading, jobs market etc.:

Langton Capital – 2023-09-08 – RTN, Itsu, JDW, actions v words, trading, Hostmore, G4M & other:

Langton Capital – 2023-09-07 – RTN H1 meeting, Jet2, Playtech, food costs, veggie, experiential etc.:

Langton Capital – 2023-09-07 – PREMIUM – RTN H1 meeting, Jet2, Playtech, food costs, veggie, experiential etc.:

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